LongView Wealth Management

13F filer, CIK 1990190, ATLANTA, GA

LongView Wealth Management reported $328,110,738 across 203 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-15. Its ten largest share positions make up 36.13% of the portfolio.

Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001990190-25-000001

Period: 2024-12-31
Reported value: $328M
Holdings: 203
Top 10 weight: 36.13%
New: 14
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHDadded	+548,146	$15M
SCHXadded	+265,922	$6.16M
SCHGadded	+119,061	$3.32M
IQLTadded	+37,082	$1.38M
CGBLadded	+36,645	$1.15M

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
MSFTreduced	-770	-$325K
AAPLreduced	-1,221	-$306K
SPTIexited	-9,956	-$289K
XOMreduced	-2,610	-$281K
GEexited	-1,192	-$225K

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, Q4 2024

Share positions as resolved from 13F-HR 0001990190-25-000001, largest first. % of portfolio is the value over $328,110,738, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SCHDSCHWAB STRATEGIC TR	767,433	$21M	6.39%	+548,146	Timeline
AAPLAPPLE INC	65,244	$16.3M	4.98%	-1,221	Timeline
HDHOME DEPOT INC	39,562	$15.4M	4.69%	+163	Timeline
ILCGISHARES TR	142,676	$12.8M	3.9%	+5,266	Timeline
CGGRCAPITAL GROUP GROWTH ETF	298,455	$11.1M	3.38%	+13,957	Timeline
GPCGENUINE PARTS CO	84,328	$9.85M	3%	+5,745	Timeline
VUGVANGUARD INDEX FDS	22,473	$9.22M	2.81%	-87	Timeline
SCHXSCHWAB STRATEGIC TR	393,589	$9.12M	2.78%	+265,922	Timeline
FBNDFIDELITY MERRIMACK STR TR	156,430	$7.02M	2.14%	+11,971	Timeline
VTVVANGUARD INDEX FDS	40,009	$6.77M	2.06%	+1,611	Timeline
IQLTISHARES TR	172,752	$6.41M	1.95%	+37,082	Timeline
BSVVANGUARD BD INDEX FDS	82,048	$6.34M	1.93%	+2,864	Timeline
ICSHISHARES TR	117,409	$5.92M	1.8%	+1,499	Timeline
IEFAISHARES TR	84,091	$5.91M	1.8%	+9,233	Timeline
QQQINVESCO QQQ TR	10,960	$5.6M	1.71%	+463	Timeline
VBVANGUARD INDEX FDS	21,715	$5.22M	1.59%	+544	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	141,749	$5M	1.52%	+11,906	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	221,841	$4.32M	1.32%	-7,013	Timeline
SCHGSCHWAB STRATEGIC TR	155,079	$4.32M	1.32%	+119,061	Timeline
MSFTMICROSOFT CORP	10,238	$4.32M	1.32%	-770	Timeline
AMZNAMAZON COM INC	17,992	$3.95M	1.2%	-412	Timeline
FNDFSCHWAB STRATEGIC TR	108,509	$3.6M	1.1%	+20,468	Timeline
SCHYSCHWAB STRATEGIC TR	151,933	$3.51M	1.07%	+12,599	Timeline
VOOVANGUARD INDEX FDS	6,417	$3.46M	1.05%	+448	Timeline
CGBLCAPITAL GROUP CORE BALANCED	108,765	$3.4M	1.04%	+36,645	Timeline
UPSUNITED PARCEL SVCS INC	26,748	$3.37M	1.03%	-150	Timeline
SOSOUTHERN CO	40,678	$3.35M	1.02%	+14	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,328	$3.32M	1.01%	0	Timeline
KOCOCA COLA CO	49,182	$3.06M	0.93%	+5,809	Timeline
NVDANVIDIA CORPORATION	21,114	$2.84M	0.86%	+48	Timeline
VTIVANGUARD INDEX FDS	8,793	$2.55M	0.78%	-27	Timeline
FMDEFIDELITY COVINGTON TRUST	71,271	$2.34M	0.71%	-1,773	Timeline
XOMEXXON MOBIL CORP	20,919	$2.25M	0.69%	-2,610	Timeline
UTGREAVES UTIL INCOME FD	70,276	$2.23M	0.68%	-4,915	Timeline
VEAVANGUARD TAX-MANAGED FDS	46,247	$2.21M	0.67%	+425	Timeline
JNJJOHNSON & JOHNSON	14,745	$2.13M	0.65%	-287	Timeline
IYWISHARES TR	13,094	$2.09M	0.64%	+55	Timeline
AFLAFLAC INC	19,411	$2.01M	0.61%	+11	Timeline
WMTWALMART INC	21,201	$1.92M	0.58%	-140	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	64,906	$1.9M	0.58%	+6,920	Timeline
OREALTY INCOME CORP	35,188	$1.88M	0.57%	+9,878	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	84,461	$1.88M	0.57%	+12,715	Timeline
SMMUPIMCO ETF TR	33,204	$1.65M	0.5%	-1,900	Timeline
SUBISHARES TR	15,548	$1.64M	0.5%	+114	Timeline
VOVANGUARD INDEX FDS	6,204	$1.64M	0.5%	+7	Timeline
VTVANGUARD INTL EQUITY INDEX F	13,580	$1.6M	0.49%	+4,051	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	62,761	$1.55M	0.47%	+204	Timeline
CGMSCAPITAL GRP FIXED INCM ETF T	54,622	$1.49M	0.45%	+26,445	Timeline
CHDCHURCH & DWIGHT CO INC	14,014	$1.47M	0.45%	+26	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	41,196	$1.44M	0.44%	+3,461	Timeline
FENIFIDELITY COVINGTON TRUST	52,254	$1.44M	0.44%	+8,332	Timeline
MGCVANGUARD WORLD FD	6,687	$1.42M	0.43%	-179	Timeline
MGKVANGUARD WORLD FD	4,139	$1.42M	0.43%	+178	Timeline
CGSDCAPITAL GRP FIXED INCM ETF T	54,673	$1.4M	0.43%	+28,312	Timeline
XLISELECT SECTOR SPDR TR	10,404	$1.37M	0.42%	-103	Timeline
DUKDUKE ENERGY CORP NEW	12,698	$1.37M	0.42%	+59	Timeline
SCHPSCHWAB STRATEGIC TR	50,404	$1.3M	0.4%	+22,998	Timeline
VWOVANGUARD INTL EQUITY INDEX F	28,243	$1.24M	0.38%	-2,980	Timeline
BNDXVANGUARD CHARLOTTE FDS	25,159	$1.23M	0.38%	+3,851	Timeline
CGDGCAPITAL GROUP DIVIDEND GROWE	41,427	$1.23M	0.37%	+26,483	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	45,491	$1.22M	0.37%	+5,603	Timeline
AGGISHARES TR	12,613	$1.22M	0.37%	-1,834	Timeline
ABBVABBVIE INC	6,777	$1.2M	0.37%	-314	Timeline
GMEDGLOBUS MED INC	14,000	$1.16M	0.35%	0	Timeline
VBRVANGUARD INDEX FDS	5,649	$1.12M	0.34%	-250	Timeline
MUBISHARES TR	10,367	$1.1M	0.34%	+602	Timeline
SCHVSCHWAB STRATEGIC TR	41,952	$1.09M	0.33%	+27,969	Timeline
PGPROCTER & GAMBLE CO	6,460	$1.08M	0.33%	+16	Timeline
IVWISHARES TR	10,241	$1.04M	0.32%	+400	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,120	$1.03M	0.31%	+10	Timeline
USMVISHARES TR	11,204	$995K	0.3%	-236	Timeline
METAMETA PLATFORMS INC	1,694	$992K	0.3%	-33	Timeline
GOOGALPHABET INC	5,183	$987K	0.3%	-451	Timeline
GOOGLALPHABET INC	5,103	$966K	0.29%	+131	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,655	$912K	0.28%	+264	Timeline
AXPAMERICAN EXPRESS CO	3,021	$897K	0.27%	+10	Timeline
TAT&T INC	39,351	$896K	0.27%	-1,722	Timeline
IVVISHARES TR	1,498	$882K	0.27%	+56	Timeline
PFFISHARES TR	27,394	$861K	0.26%	-1,341	Timeline
JPMJPMORGAN CHASE & CO	3,578	$858K	0.26%	+2	Timeline
VVVANGUARD INDEX FDS	3,164	$853K	0.26%	-164	Timeline
GOVTISHARES TR	36,385	$836K	0.25%	+22,585	Timeline
CGCBCAPITAL GRP FIXED INCM ETF T	32,081	$827K	0.25%	+17,251	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,514	$791K	0.24%	-313	Timeline
VYMVANGUARD WHITEHALL FDS	6,119	$781K	0.24%	+431	Timeline
TSLATESLA INC	1,909	$771K	0.23%	+218	Timeline
SCZISHARES TR	12,293	$747K	0.23%	-660	Timeline
DLRDIGITAL RLTY TR INC	4,082	$724K	0.22%	-37	Timeline
PEPPEPSICO INC	4,456	$678K	0.21%	+95	Timeline
XLRESELECT SECTOR SPDR TR	16,600	$675K	0.21%	+3,516	Timeline
IWBISHARES TR	2,092	$674K	0.21%	-93	Timeline
FDVVFIDELITY COVINGTON TRUST	13,230	$661K	0.2%	+54	Timeline
BXCBLUELINX HLDGS INC	6,453	$659K	0.2%	0	Timeline
HDVISHARES TR	5,850	$657K	0.2%	-285	Timeline
NOBLPROSHARES TR	6,555	$653K	0.2%	0	Timeline
ETENERGY TRANSFER L P	33,051	$647K	0.2%	-60	Timeline
DFATDIMENSIONAL ETF TRUST	11,600	$646K	0.2%	0	Timeline
MCDMCDONALDS CORP	2,226	$645K	0.2%	+8	Timeline
PCNPIMCO CORPORATE & INCM STRG	48,090	$645K	0.2%	+293	Timeline
WELLWELLTOWER INC	4,978	$627K	0.19%	-166	Timeline
UNHUNITEDHEALTH GROUP INC	1,185	$599K	0.18%	new	Timeline
SPYMSPDR SERIES TRUST	8,599	$593K	0.18%	+1,275	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	10,202	$587K	0.18%	new	Timeline
DDOMINION ENERGY INC	10,866	$585K	0.18%	+97	Timeline
AAGILENT TECHNOLOGIES INC	4,327	$581K	0.18%	0	Timeline
MSTRSTRATEGY INC	2,000	$579K	0.18%	0	Timeline
IMCGISHARES TR	7,603	$574K	0.18%	+288	Timeline
MTUMISHARES TR	2,729	$565K	0.17%	+54	Timeline
BACBANK OF AMER CORP	12,823	$564K	0.17%	+1,408	Timeline
MDYVSPDR SERIES TRUST	6,772	$543K	0.17%	+23	Timeline
PKGPACKAGING CORP AMER	2,408	$542K	0.17%	0	Timeline
IUSBISHARES TR	11,784	$533K	0.16%	+593	Timeline
ABTABBOTT LABORATORIES	4,656	$527K	0.16%	+87	Timeline
BIVVANGUARD BD INDEX FDS	7,013	$524K	0.16%	+1,183	Timeline
VXFVANGUARD INDEX FDS	2,747	$522K	0.16%	0	Timeline
AVGOBROADCOM INC	2,242	$520K	0.16%	-20	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	3,232	$519K	0.16%	0	Timeline
STIPISHARES TR	5,067	$510K	0.16%	+64	Timeline
NSCNORFOLK SOUTHN CORP	2,070	$486K	0.15%	-93	Timeline
BLVVANGUARD BD INDEX FDS	6,962	$476K	0.15%	-76	Timeline
CVXCHEVRON CORPORATION	3,237	$469K	0.14%	-440	Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHY	18,518	$459K	0.14%	new	Timeline
FNCLFIDELITY COVINGTON TRUST	6,620	$455K	0.14%	+1,640	Timeline
VVISA INC	1,420	$449K	0.14%	-1	Timeline
DISDISNEY WALT CO	4,018	$447K	0.14%	-96	Timeline
CWBSPDR SERIES TRUST	5,678	$442K	0.13%	+32	Timeline
RIORIO TINTO PLC	7,492	$441K	0.13%	-615	Timeline
VMBSVANGUARD SCOTTSDALE FDS	9,599	$435K	0.13%	-237	Timeline
FASTFASTENAL CO	6,007	$432K	0.13%	+28	Timeline
WFCWELLS FARGO & CO	6,082	$427K	0.13%	+22	Timeline
RFREGIONS FINANCIAL CORP NEW	18,150	$427K	0.13%	+28	Timeline
XLPSELECT SECTOR SPDR TR	5,307	$417K	0.13%	+9	Timeline
XLFSELECT SECTOR SPDR TR	8,457	$409K	0.12%	+1,140	Timeline
SPTLSPDR SERIES TRUST	15,391	$403K	0.12%	-2,732	Timeline
VBKVANGUARD INDEX FDS	1,409	$395K	0.12%	+50	Timeline
CMCSACOMCAST CORP NEW	10,211	$383K	0.12%	+107	Timeline
IVEISHARES TR	2,000	$382K	0.12%	-90	Timeline
VZVERIZON COMMUNICATIONS INC	9,353	$374K	0.11%	+62	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,269	$371K	0.11%	+5	Timeline
IJHISHARES TR	5,880	$366K	0.11%	+1,360	Timeline
FHLCFIDELITY COVINGTON TRUST	5,553	$363K	0.11%	+576	Timeline
DVYISHARES TR	2,682	$352K	0.11%	+2	Timeline
IJRISHARES TR	3,047	$351K	0.11%	-411	Timeline
VIGIVANGUARD WHITEHALL FDS	4,275	$342K	0.1%	new	Timeline
IWPISHARES TR	2,659	$337K	0.1%	+270	Timeline
LLYELI LILLY & CO	434	$335K	0.1%	0	Timeline
CGIECAPITAL GROUP INTERNATIONAL	12,015	$331K	0.1%	-6,947	Timeline
MAMASTERCARD INCORPORATED	627	$330K	0.1%	-23	Timeline
PPAINVESCO EXCHANGE TRADED FD T	2,870	$329K	0.1%	new	Timeline
DALDELTA AIR LINES INC	5,406	$327K	0.1%	-700	Timeline
IHDGWISDOMTREE TR	7,500	$326K	0.1%	0	Timeline
AEEAMEREN CORP	3,609	$322K	0.1%	+27	Timeline
MBBISHARES TR	3,457	$317K	0.1%	+461	Timeline
EPDENTERPRISE PRODS PARTNERS L	10,055	$315K	0.1%	+2,177	Timeline
VOEVANGUARD INDEX FDS	1,945	$315K	0.1%	+30	Timeline
SIHYHARBOR ETF TRUST	6,868	$313K	0.1%	-1,672	Timeline
SBUXSTARBUCKS CORP	3,420	$312K	0.1%	+1	Timeline
BNDVANGUARD BD INDEX FDS	4,327	$311K	0.09%	-358	Timeline
CSCOCISCO SYS INC	5,135	$304K	0.09%	-70	Timeline
SHWSHERWIN WILLIAMS CO	886	$301K	0.09%	-7	Timeline
COPCONOCOPHILLIPS	3,014	$299K	0.09%	-189	Timeline
NEENEXTERA ENERGY INC	4,154	$298K	0.09%	+12	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	15,200	$296K	0.09%	+2,500	Timeline
TSCOTRACTOR SUPPLY CO	5,535	$294K	0.09%	+4,416	Timeline
TYGTORTOISE ENERGY INFRSTRCTR C	6,990	$294K	0.09%	new	Timeline
DGROISHARES TR	4,689	$288K	0.09%	new	Timeline
QUALISHARES TR	1,604	$286K	0.09%	new	Timeline
AJGGALLAGHER ARTHUR J & CO	1,003	$285K	0.09%	+2	Timeline
FSTAFIDELITY COVINGTON TRUST	5,712	$282K	0.09%	+615	Timeline
NGGNATIONAL GRID PLC	4,730	$281K	0.09%	-211	Timeline
AZOAUTOZONE INC	87	$279K	0.08%	-6	Timeline
ELVELEVANCE HEALTH INC FORMERLY	740	$273K	0.08%	+1	Timeline
GARPISHARES TR	4,700	$264K	0.08%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	505	$263K	0.08%	-7	Timeline
IWFISHARES TR	654	$262K	0.08%	-238	Timeline
LMTLOCKHEED MARTIN CORP	536	$260K	0.08%	-44	Timeline
ACWXISHARES TR	4,970	$259K	0.08%	new	Timeline
PFDFLAHERTY & CRUMRINE PFD INCO	22,780	$256K	0.08%	0	Timeline
LOWLOWES COS INC	1,033	$255K	0.08%	0	Timeline
IEMGISHARES INC	4,760	$249K	0.08%	-977	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,288	$243K	0.07%	-251	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,084	$238K	0.07%	-48	Timeline
DGRWWISDOMTREE TR	2,870	$232K	0.07%	new	Timeline
VLOVALERO ENERGY CORP	1,892	$232K	0.07%	-76	Timeline
BSMBLACK STONE MINERALS L P	15,844	$231K	0.07%	-12,814	Timeline
MOALTRIA GROUP INC	4,398	$230K	0.07%	-8	Timeline
VDEVANGUARD WORLD FD	1,853	$225K	0.07%	-1,040	Timeline
VOOGVANGUARD ADMIRAL FDS INC	608	$223K	0.07%	0	Timeline
IWDISHARES TR	1,200	$222K	0.07%	0	Timeline
ALLEALLEGION PLC	1,700	$222K	0.07%	-9	Timeline
IUSVISHARES TR	2,394	$222K	0.07%	0	Timeline
CATCATERPILLAR INC	602	$218K	0.07%	-50	Timeline
TFCTRUIST FINL CORP	4,975	$216K	0.07%	0	Timeline
AMDADVANCED MICRO DEVICES INC	1,784	$215K	0.07%	-172	Timeline
BEPCBROOKFIELD RENEWABLE CORP	7,781	$215K	0.07%	new	Timeline
HPQHP INC	6,592	$215K	0.07%	+16	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,778	$210K	0.06%	new	Timeline
RTXRTX CORPORATION	1,782	$206K	0.06%	-15	Timeline
XLKSELECT SECTOR SPDR TR	887	$206K	0.06%	new	Timeline
LVHILEGG MASON ETF INVT	6,723	$205K	0.06%	-801	Timeline
ESGVVANGUARD WORLD FD	1,932	$203K	0.06%	new	Timeline
ESEVERSOURCE ENERGY	3,493	$201K	0.06%	+43	Timeline
DNPDNP SELECT INCOME FD INC	14,969	$132K	0.04%	0	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
SPTISPDR SERIES TRUST	9,956	$289K	shares
GEGE AEROSPACE	1,192	$225K	shares
BPBP PLC	6,567	$206K	shares
LINLINDE PLC	431	$206K	shares
EFAISHARES TR	2,434	$204K	shares

How Q4 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 0001990190-25-000001	base		2025-01-15	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC