Filed: 10/14/2025ACC: 0001990190-25-000008
📋 What this filing means
LONGVIEW WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $369.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
225
Positions
$369.10M
Total AUM (reported)
6.11M
Total Shares
Allocation by class
COM$94.11M25.5%
SHS CREATION UNI$24.39M6.6%
US DIVIDEND EQ$22.11M6.0%
MORNINGSTAR GRWT$16.09M4.4%
US LRG CAP ETF$11.24M3.0%
SHS$10.99M3.0%
TOTAL BD ETF$9.56M2.6%
Portfolio Concentration
Top 3$52.58M14.2%
4–10$69.57M18.8%
11–25$77.54M21.0%
Rest$169.41M45.9%
Top 3 weight
14.2%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 6.11M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole225
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings225
Rows:
SCHWAB STRATEGIC TR
SOLEShares810.07K
TypeSH
Market value$22.11M
5.99%
Sole
0.00
Shared
0.00
None
810.07K
ISHARES TR
SOLEShares154.28K
TypeSH
Market value$16.09M
4.36%
Sole
0.00
Shared
0.00
None
154.28K
APPLE INC
SOLEShares56.44K
TypeSH
Market value$14.37M
3.89%
Sole
0.00
Shared
0.00
None
56.44K
HOME DEPOT INC
SOLEShares34.16K
TypeSH
Market value$13.84M
3.75%
Sole
0.00
Shared
0.00
None
34.16K
SCHWAB STRATEGIC TR
SOLEShares426.87K
TypeSH
Market value$11.24M
3.05%
Sole
0.00
Shared
0.00
None
426.87K
CAPITAL GROUP GROWTH ETF
SOLEShares239.60K
TypeSH
Market value$10.52M
2.85%
Sole
0.00
Shared
0.00
None
239.60K
FIDELITY MERRIMACK STR TR
SOLEShares206.67K
TypeSH
Market value$9.56M
2.59%
Sole
0.00
Shared
0.00
None
206.67K
GENUINE PARTS CO
SOLEShares60.32K
TypeSH
Market value$8.36M
2.27%
Sole
0.00
Shared
0.00
None
60.32K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares197.91K
TypeSH
Market value$8.32M
2.25%
Sole
0.00
Shared
0.00
None
197.91K
VANGUARD INDEX FDS
SOLEShares16.11K
TypeSH
Market value$7.73M
2.09%
Sole
0.00
Shared
0.00
None
16.11K
ISHARES TR
SOLEShares164.88K
TypeSH
Market value$7.29M
1.97%
Sole
0.00
Shared
0.00
None
164.88K
INVESCO QQQ TR
SOLEShares11.57K
TypeSH
Market value$6.94M
1.88%
Sole
0.00
Shared
0.00
None
11.57K
CAPITAL GROUP CORE BALANCED
SOLEShares192.26K
TypeSH
Market value$6.68M
1.81%
Sole
0.00
Shared
0.00
None
192.26K
ISHARES TR
SOLEShares124.20K
TypeSH
Market value$6.30M
1.71%
Sole
0.00
Shared
0.00
None
124.20K
SCHWAB STRATEGIC TR
SOLEShares140.71K
TypeSH
Market value$6.04M
1.64%
Sole
0.00
Shared
0.00
None
140.71K
VANGUARD INDEX FDS
SOLEShares8.53K
TypeSH
Market value$5.22M
1.41%
Sole
0.00
Shared
0.00
None
8.53K
SCHWAB STRATEGIC TR
SOLEShares186.65K
TypeSH
Market value$5.22M
1.41%
Sole
0.00
Shared
0.00
None
186.65K
FIDELITY COVINGTON TRUST
SOLEShares142.71K
TypeSH
Market value$5.16M
1.40%
Sole
0.00
Shared
0.00
None
142.71K
MICROSOFT CORP
SOLEShares9.04K
TypeSH
Market value$4.68M
1.27%
Sole
0.00
Shared
0.00
None
9.04K
FIRST TR EXCHNG TRADED FD VI
SOLEShares214.69K
TypeSH
Market value$4.26M
1.15%
Sole
0.00
Shared
0.00
None
214.69K
VANGUARD INDEX FDS
SOLEShares16.67K
TypeSH
Market value$4.24M
1.15%
Sole
0.00
Shared
0.00
None
16.67K
VANGUARD INDEX FDS
SOLEShares14.32K
TypeSH
Market value$4.21M
1.14%
Sole
0.00
Shared
0.00
None
14.32K
AMAZON COM INC
SOLEShares18.12K
TypeSH
Market value$3.98M
1.08%
Sole
0.00
Shared
0.00
None
18.12K
NVIDIA CORPORATION
SOLEShares19.87K
TypeSH
Market value$3.71M
1.00%
Sole
0.00
Shared
0.00
None
19.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares26.31K
TypeSH
Market value$3.63M
0.98%
Sole
0.00
Shared
0.00
None
26.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 810.07K | SH | $22.11M 5.99% | 0.00 | 0.00 | 810.07K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 154.28K | SH | $16.09M 4.36% | 0.00 | 0.00 | 154.28K |
APPLE INCSOLE | COM | 56.44K | SH | $14.37M 3.89% | 0.00 | 0.00 | 56.44K |
HOME DEPOT INCSOLE | COM | 34.16K | SH | $13.84M 3.75% | 0.00 | 0.00 | 34.16K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 426.87K | SH | $11.24M 3.05% | 0.00 | 0.00 | 426.87K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 239.60K | SH | $10.52M 2.85% | 0.00 | 0.00 | 239.60K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 206.67K | SH | $9.56M 2.59% | 0.00 | 0.00 | 206.67K |
GENUINE PARTS COSOLE | COM | 60.32K | SH | $8.36M 2.27% | 0.00 | 0.00 | 60.32K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 197.91K | SH | $8.32M 2.25% | 0.00 | 0.00 | 197.91K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 16.11K | SH | $7.73M 2.09% | 0.00 | 0.00 | 16.11K |
ISHARES TRSOLE | MSCI INTL QUALTY | 164.88K | SH | $7.29M 1.97% | 0.00 | 0.00 | 164.88K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.57K | SH | $6.94M 1.88% | 0.00 | 0.00 | 11.57K |
CAPITAL GROUP CORE BALANCEDSOLE | SHS | 192.26K | SH | $6.68M 1.81% | 0.00 | 0.00 | 192.26K |
ISHARES TRSOLE | ULTRA SHORT DUR | 124.20K | SH | $6.30M 1.71% | 0.00 | 0.00 | 124.20K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 140.71K | SH | $6.04M 1.64% | 0.00 | 0.00 | 140.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.53K | SH | $5.22M 1.41% | 0.00 | 0.00 | 8.53K |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 186.65K | SH | $5.22M 1.41% | 0.00 | 0.00 | 186.65K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 142.71K | SH | $5.16M 1.40% | 0.00 | 0.00 | 142.71K |
MICROSOFT CORPSOLE | COM | 9.04K | SH | $4.68M 1.27% | 0.00 | 0.00 | 9.04K |
FIRST TR EXCHNG TRADED FD VISOLE | FT ENERGY INCOME | 214.69K | SH | $4.26M 1.15% | 0.00 | 0.00 | 214.69K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 16.67K | SH | $4.24M 1.15% | 0.00 | 0.00 | 16.67K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 14.32K | SH | $4.21M 1.14% | 0.00 | 0.00 | 14.32K |
AMAZON COM INCSOLE | COM | 18.12K | SH | $3.98M 1.08% | 0.00 | 0.00 | 18.12K |
NVIDIA CORPORATIONSOLE | COM | 19.87K | SH | $3.71M 1.00% | 0.00 | 0.00 | 19.87K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 26.31K | SH | $3.63M 0.98% | 0.00 | 0.00 | 26.31K |
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