LongView Wealth Management

13F filer, CIK 1990190, ATLANTA, GA

LongView Wealth Management reported $313,290,843 across 194 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-09. Its ten largest share positions make up 36.13% of the portfolio.

Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001990190-24-000005

Period: 2024-09-30
Reported value: $313M
Holdings: 194
Top 10 weight: 36.13%
New: 16
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FBNDadded	+39,935	$1.87M
SCHXadded	+21,877	$1.48M
CGBLadded	+43,636	$1.35M
CGGRadded	+35,411	$1.23M
SCHDadded	+13,959	$1.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MDTexited	-5,500	-$433K
PKGreduced	-1,505	-$324K
QCOMexited	-1,179	-$235K
XLEexited	-2,229	-$203K
IEMGreduced	-3,204	-$184K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001990190-24-000005, largest first. % of portfolio is the value over $313,290,843, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHDSCHWAB STRATEGIC TR	219,287	$18.5M	5.92%	+13,959	Timeline
HDHOME DEPOT INC	39,399	$16M	5.1%	-257	Timeline
AAPLAPPLE INC	66,465	$15.5M	4.94%	-379	Timeline
ILCGISHARES TR	137,410	$11.5M	3.69%	+13,663	Timeline
GPCGENUINE PARTS CO	78,583	$11M	3.5%	-194	Timeline
CGGRCAPITAL GROUP GROWTH ETF	284,498	$9.9M	3.16%	+35,411	Timeline
SCHXSCHWAB STRATEGIC TR	127,667	$8.66M	2.76%	+21,877	Timeline
VUGVANGUARD INDEX FDS	22,560	$8.66M	2.76%	+1,971	Timeline
FBNDFIDELITY MERRIMACK STR TR	144,459	$6.75M	2.16%	+39,935	Timeline
VTVVANGUARD INDEX FDS	38,398	$6.7M	2.14%	+5,087	Timeline
BSVVANGUARD BD INDEX FDS	79,184	$6.23M	1.99%	-236	Timeline
ICSHISHARES TR	115,910	$5.88M	1.88%	+10,664	Timeline
IEFAISHARES TR	74,858	$5.84M	1.86%	+9,374	Timeline
IQLTISHARES TR	135,670	$5.63M	1.8%	+11,016	Timeline
QQQINVESCO QQQ TR	10,497	$5.12M	1.64%	+336	Timeline
VBVANGUARD INDEX FDS	21,171	$5.02M	1.6%	+653	Timeline
MSFTMICROSOFT CORP	11,008	$4.74M	1.51%	-257	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	129,843	$4.73M	1.51%	+28,197	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	228,854	$4.43M	1.41%	-5,754	Timeline
SCHGSCHWAB STRATEGIC TR	36,018	$3.75M	1.2%	+5,098	Timeline
UPSUNITED PARCEL SVCS INC	26,898	$3.67M	1.17%	-82	Timeline
SOSOUTHERN CO	40,664	$3.67M	1.17%	+2,019	Timeline
SCHYSCHWAB STRATEGIC TR	139,334	$3.65M	1.16%	+28,624	Timeline
AMZNAMAZON COM INC	18,404	$3.43M	1.09%	-69	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,328	$3.37M	1.08%	+56	Timeline
FNDFSCHWAB STRATEGIC TR	88,041	$3.29M	1.05%	+22,620	Timeline
VOOVANGUARD INDEX FDS	5,969	$3.15M	1.01%	+759	Timeline
KOCOCA COLA CO	43,373	$3.12M	0.99%	+312	Timeline
XOMEXXON MOBIL CORP	23,529	$2.76M	0.88%	-597	Timeline
NVDANVIDIA CORPORATION	21,066	$2.56M	0.82%	+2,082	Timeline
VTIVANGUARD INDEX FDS	8,820	$2.5M	0.8%	-3	Timeline
UTGREAVES UTIL INCOME FD	75,191	$2.47M	0.79%	+73	Timeline
JNJJOHNSON & JOHNSON	15,032	$2.44M	0.78%	+201	Timeline
VEAVANGUARD TAX-MANAGED FDS	45,822	$2.42M	0.77%	+2,199	Timeline
FMDEFIDELITY COVINGTON TRUST	73,044	$2.35M	0.75%	+4,727	Timeline
CGBLCAPITAL GROUP CORE BALANCED	72,120	$2.24M	0.71%	+43,636	Timeline
AFLAFLAC INC	19,400	$2.17M	0.69%	+3,651	Timeline
IYWISHARES TR	13,039	$1.98M	0.63%	-580	Timeline
SMMUPIMCO ETF TR	35,104	$1.77M	0.57%	-1,620	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	57,986	$1.75M	0.56%	+16,615	Timeline
WMTWALMART INC	21,341	$1.72M	0.55%	+977	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	62,557	$1.69M	0.54%	+317	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	71,746	$1.66M	0.53%	+11,154	Timeline
SUBISHARES TR	15,434	$1.64M	0.52%	+80	Timeline
VOVANGUARD INDEX FDS	6,197	$1.63M	0.52%	+491	Timeline
OREALTY INCOME CORP	25,310	$1.61M	0.51%	+4,099	Timeline
VWOVANGUARD INTL EQUITY INDEX F	31,223	$1.49M	0.48%	-3,520	Timeline
SCHPSCHWAB STRATEGIC TR	27,406	$1.47M	0.47%	-1,427	Timeline
CHDCHURCH & DWIGHT CO INC	13,988	$1.46M	0.47%	-41	Timeline
AGGISHARES TR	14,447	$1.46M	0.47%	-1,432	Timeline
DUKDUKE ENERGY CORP NEW	12,639	$1.46M	0.47%	+3,972	Timeline
XLISELECT SECTOR SPDR TR	10,507	$1.42M	0.45%	+13	Timeline
MGCVANGUARD WORLD FD	6,866	$1.42M	0.45%	+7	Timeline
ABBVABBVIE INC	7,091	$1.4M	0.45%	+9	Timeline
FENIFIDELITY COVINGTON TRUST	43,922	$1.33M	0.42%	+3,091	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	37,735	$1.29M	0.41%	+17,267	Timeline
MGKVANGUARD WORLD FD	3,961	$1.28M	0.41%	+141	Timeline
VBRVANGUARD INDEX FDS	5,899	$1.18M	0.38%	+231	Timeline
VTVANGUARD INTL EQUITY INDEX F	9,529	$1.14M	0.36%	+6,192	Timeline
SCHVSCHWAB STRATEGIC TR	13,983	$1.12M	0.36%	+117	Timeline
PGPROCTER & GAMBLE CO	6,444	$1.12M	0.36%	-374	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	39,888	$1.1M	0.35%	+29	Timeline
BNDXVANGUARD CHARLOTTE FDS	21,308	$1.07M	0.34%	+2,350	Timeline
MUBISHARES TR	9,765	$1.06M	0.34%	+7,701	Timeline
USMVISHARES TR	11,440	$1.04M	0.33%	-659	Timeline
GMEDGLOBUS MED INC	14,000	$1M	0.32%	-1,400	Timeline
METAMETA PLATFORMS INC	1,727	$989K	0.32%	-2	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,110	$984K	0.31%	+109	Timeline
PFFISHARES TR	28,735	$955K	0.3%	-89	Timeline
IVWISHARES TR	9,841	$942K	0.3%	-39	Timeline
GOOGALPHABET INC	5,634	$942K	0.3%	-284	Timeline
TAT&T INC	41,073	$904K	0.29%	-161	Timeline
SCZISHARES TR	12,953	$877K	0.28%	+24	Timeline
VVVANGUARD INDEX FDS	3,328	$876K	0.28%	-105	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,391	$870K	0.28%	-195	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,827	$865K	0.28%	-12	Timeline
IVVISHARES TR	1,442	$832K	0.27%	+192	Timeline
GOOGLALPHABET INC	4,972	$825K	0.26%	-109	Timeline
AXPAMERICAN EXPRESS CO	3,011	$817K	0.26%	-27	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	28,177	$784K	0.25%	+17,590	Timeline
JPMJPMORGAN CHASE & CO	3,576	$754K	0.24%	+133	Timeline
PEPPEPSICO INC	4,361	$742K	0.24%	-10	Timeline
VYMVANGUARD WHITEHALL FDS	5,688	$729K	0.23%	+663	Timeline
HDVISHARES TR	6,135	$722K	0.23%	-85	Timeline
NOBLPROSHARES TR	6,555	$700K	0.22%	0	Timeline
IWBISHARES TR	2,185	$687K	0.22%	-514	Timeline
CGSDCAPITAL GRP FIXED INCM ETF T	26,361	$683K	0.22%	+10,006	Timeline
BXCBLUELINX HLDGS INC	6,453	$680K	0.22%	+1,561	Timeline
PCNPIMCO CORPORATE & INCM STRG	47,797	$678K	0.22%	+4,263	Timeline
MCDMCDONALDS CORP	2,218	$676K	0.22%	-95	Timeline
FDVVFIDELITY COVINGTON TRUST	13,176	$667K	0.21%	+1,031	Timeline
DLRDIGITAL RLTY TR INC	4,119	$667K	0.21%	+506	Timeline
WELLWELLTOWER INC	5,144	$659K	0.21%	-114	Timeline
DFATDIMENSIONAL ETF TRUST	11,600	$645K	0.21%	+4,300	Timeline
AAGILENT TECHNOLOGIES INC	4,327	$642K	0.21%	0	Timeline
DDOMINION ENERGY INC	10,769	$622K	0.2%	new	Timeline
XLRESELECT SECTOR SPDR TR	13,084	$584K	0.19%	-1,215	Timeline
RIORIO TINTO PLC	8,107	$577K	0.18%	-1,059	Timeline
CGIECAPITAL GROUP INTERNATIONAL	18,962	$576K	0.18%	+8,306	Timeline
MTUMISHARES TR	2,675	$542K	0.17%	0	Timeline
CVXCHEVRON CORPORATION	3,677	$542K	0.17%	-628	Timeline
NSCNORFOLK SOUTHN CORP	2,163	$538K	0.17%	-25	Timeline
MDYVSPDR SERIES TRUST	6,749	$536K	0.17%	+17	Timeline
IMCGISHARES TR	7,315	$534K	0.17%	+702	Timeline
ETENERGY TRANSFER L P	33,111	$531K	0.17%	0	Timeline
BLVVANGUARD BD INDEX FDS	7,038	$529K	0.17%	+559	Timeline
IUSBISHARES TR	11,191	$527K	0.17%	+1,005	Timeline
SPTLSPDR SERIES TRUST	18,123	$527K	0.17%	-752	Timeline
ABTABBOTT LABORATORIES	4,569	$521K	0.17%	+100	Timeline
PKGPACKAGING CORP AMER	2,408	$519K	0.17%	-1,505	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	3,232	$514K	0.16%	+8	Timeline
STIPISHARES TR	5,003	$507K	0.16%	+2,903	Timeline
VXFVANGUARD INDEX FDS	2,747	$500K	0.16%	0	Timeline
SPYMSPDR SERIES TRUST	7,324	$494K	0.16%	+940	Timeline
VMBSVANGUARD SCOTTSDALE FDS	9,836	$464K	0.15%	+151	Timeline
CGDGCAPITAL GROUP DIVIDEND GROWE	14,944	$459K	0.15%	new	Timeline
BIVVANGUARD BD INDEX FDS	5,830	$457K	0.15%	-128	Timeline
BACBANK OF AMER CORP	11,415	$453K	0.14%	-329	Timeline
TSLATESLA INC	1,691	$442K	0.14%	-15	Timeline
XLPSELECT SECTOR SPDR TR	5,298	$440K	0.14%	+6	Timeline
BSMBLACK STONE MINERALS L P	28,658	$433K	0.14%	-3,592	Timeline
CWBSPDR SERIES TRUST	5,646	$432K	0.14%	-482	Timeline
FASTFASTENAL CO	5,979	$427K	0.14%	+34	Timeline
RFREGIONS FINANCIAL CORP NEW	18,122	$423K	0.13%	+25	Timeline
CMCSACOMCAST CORP NEW	10,104	$422K	0.13%	-766	Timeline
VZVERIZON COMMUNICATIONS INC	9,291	$417K	0.13%	+147	Timeline
IVEISHARES TR	2,090	$412K	0.13%	-111	Timeline
IJRISHARES TR	3,458	$404K	0.13%	-351	Timeline
CGCBCAPITAL GRP FIXED INCM ETF T	14,830	$400K	0.13%	new	Timeline
SIHYHARBOR ETF TRUST	8,540	$399K	0.13%	+156	Timeline
DISDISNEY WALT CO	4,114	$396K	0.13%	-121	Timeline
VVISA INC	1,421	$391K	0.12%	-36	Timeline
AVGOBROADCOM INC	2,262	$390K	0.12%	+2,028	Timeline
LLYELI LILLY & CO	434	$385K	0.12%	-1	Timeline
ELVELEVANCE HEALTH INC FORMERLY	739	$384K	0.12%	-67	Timeline
VBKVANGUARD INDEX FDS	1,359	$363K	0.12%	+172	Timeline
FHLCFIDELITY COVINGTON TRUST	4,977	$362K	0.12%	+1,432	Timeline
DVYISHARES TR	2,680	$362K	0.12%	+3	Timeline
VDEVANGUARD WORLD FD	2,893	$354K	0.11%	-315	Timeline
BNDVANGUARD BD INDEX FDS	4,685	$352K	0.11%	+203	Timeline
NEENEXTERA ENERGY INC	4,142	$350K	0.11%	-96	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,264	$350K	0.11%	+5	Timeline
NGGNATIONAL GRID PLC	4,941	$344K	0.11%	0	Timeline
IHDGWISDOMTREE TR	7,500	$343K	0.11%	0	Timeline
WFCWELLS FARGO & CO	6,060	$342K	0.11%	+79	Timeline
SHWSHERWIN WILLIAMS CO	893	$341K	0.11%	+32	Timeline
LMTLOCKHEED MARTIN CORP	580	$339K	0.11%	-6	Timeline
COPCONOCOPHILLIPS	3,203	$337K	0.11%	-26	Timeline
MSTRSTRATEGY INC	2,000	$337K	0.11%	+1,800	Timeline
IWFISHARES TR	892	$335K	0.11%	+17	Timeline
SBUXSTARBUCKS CORP	3,419	$333K	0.11%	-94	Timeline
XLFSELECT SECTOR SPDR TR	7,317	$332K	0.11%	+4	Timeline
IEMGISHARES INC	5,737	$329K	0.11%	-3,204	Timeline
TSCOTRACTOR SUPPLY CO	1,119	$326K	0.1%	+10	Timeline
GOVTISHARES TR	13,800	$324K	0.1%	new	Timeline
VOEVANGUARD INDEX FDS	1,915	$321K	0.1%	0	Timeline
MAMASTERCARD INCORPORATED	650	$321K	0.1%	-35	Timeline
AMDADVANCED MICRO DEVICES INC	1,956	$321K	0.1%	+55	Timeline
FNCLFIDELITY COVINGTON TRUST	4,980	$318K	0.1%	+330	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	512	$317K	0.1%	-5	Timeline
AEEAMEREN CORP	3,582	$313K	0.1%	new	Timeline
DALDELTA AIR LINES INC	6,106	$310K	0.1%	-398	Timeline
AZOAUTOZONE INC	93	$293K	0.09%	0	Timeline
SPTISPDR SERIES TRUST	9,956	$289K	0.09%	-3,851	Timeline
MBBISHARES TR	2,996	$287K	0.09%	-531	Timeline
IJHISHARES TR	4,520	$282K	0.09%	+521	Timeline
AJGGALLAGHER ARTHUR J & CO	1,001	$282K	0.09%	+2	Timeline
IWPISHARES TR	2,389	$280K	0.09%	+142	Timeline
LOWLOWES COS INC	1,033	$280K	0.09%	0	Timeline
CSCOCISCO SYS INC	5,205	$277K	0.09%	-2	Timeline
PFDFLAHERTY & CRUMRINE PFD INCO	22,780	$272K	0.09%	-2,652	Timeline
VLOVALERO ENERGY CORP	1,968	$266K	0.08%	-30	Timeline
FSTAFIDELITY COVINGTON TRUST	5,097	$260K	0.08%	new	Timeline
CATCATERPILLAR INC	652	$255K	0.08%	-12	Timeline
GARPISHARES TR	4,700	$251K	0.08%	new	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	12,700	$250K	0.08%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,132	$250K	0.08%	new	Timeline
ALLEALLEGION PLC	1,709	$249K	0.08%	new	Timeline
HPQHP INC	6,576	$236K	0.08%	+55	Timeline
ESEVERSOURCE ENERGY	3,450	$235K	0.07%	new	Timeline
LVHILEGG MASON ETF INVT	7,524	$234K	0.07%	new	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,539	$229K	0.07%	-392	Timeline
EPDENTERPRISE PRODS PARTNERS L	7,878	$229K	0.07%	new	Timeline
IUSVISHARES TR	2,394	$229K	0.07%	0	Timeline
IWDISHARES TR	1,200	$228K	0.07%	0	Timeline
MOALTRIA GROUP INC	4,406	$225K	0.07%	0	Timeline
GEGE AEROSPACE	1,192	$225K	0.07%	new	Timeline
RTXRTX CORPORATION	1,797	$218K	0.07%	new	Timeline
TFCTRUIST FINL CORP	4,975	$213K	0.07%	-347	Timeline
VOOGVANGUARD ADMIRAL FDS INC	608	$210K	0.07%	0	Timeline
BPBP PLC	6,567	$206K	0.07%	-600	Timeline
LINLINDE PLC	431	$206K	0.07%	new	Timeline
EFAISHARES TR	2,434	$204K	0.06%	-136	Timeline
DNPDNP SELECT INCOME FD INC	14,969	$150K	0.05%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MDTMEDTRONIC PLC	5,500	$433K	shares
QCOMQUALCOMM INC	1,179	$235K	shares
XLESELECT SECTOR SPDR TR	2,229	$203K	shares
WBDWARNER BROS DISCOVERY INC	10,832	$80.6K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001990190-24-000005	base		2024-10-09	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC