LongView Asset Management LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$132.3B
Holdings
55
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFSUDIMENSIONAL ETF TRUST | 702,809 | $27.6B | 20.85% | |
| 2 | DFSIDIMENSIONAL ETF TRUST | 429,761 | $16.9B | 12.80% | |
| 3 | DFSEDIMENSIONAL ETF TRUST | 264,706 | $10.1B | 7.61% | |
| 4 | ARBALTSHARES TRUST | 294,795 | $8.4B | 6.35% | |
| 5 | CVIEMORGAN STANLEY ETF TRUST | 109,845 | $7.2B | 5.40% | |
| 6 | CVLCMORGAN STANLEY ETF TRUST | 72,041 | $5.5B | 4.17% | |
| 7 | CVMCMORGAN STANLEY ETF TRUST | 80,580 | $4.9B | 3.70% | |
| 8 | AVSDAMERICAN CENTY ETF TR | 64,593 | $4.4B | 3.30% | |
| 9 | AAPLAPPLE INC | 17,006 | $3.5B | 2.64% | |
| 10 | NUSCNUSHARES ETF TR | 81,256 | $3.3B | 2.50% | |
| 11 | NUDMNUSHARES ETF TR | 92,982 | $3.3B | 2.49% | |
| 12 | VGSRMANAGER DIRECTED PORTFOLIOS | 307,342 | $3.2B | 2.43% | |
| 13 | AVSUAMERICAN CENTY ETF TR | 46,688 | $3.2B | 2.42% | |
| 14 | EMTLSSGA ACTIVE TR | 67,547 | $2.9B | 2.20% | |
| 15 | AVSEAMERICAN CENTY ETF TR | 45,490 | $2.7B | 2.02% | |
| 16 | NDQINVESCO QQQ TR | 4,825 | $2.7B | 2.01% | |
| 17 | BILSPDR SERIES TRUST | 26,137 | $2.4B | 1.81% | |
| 18 | NULVNUSHARES ETF TR | 54,840 | $2.3B | 1.74% | |
| 19 | EAGGISHARES TR | 39,861 | $1.9B | 1.43% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 1.10% | |
| 21 | AMZNAMAZON COM INC | 4,448 | $975.8M | 0.74% | |
| 22 | PGPROCTER AND GAMBLE CO | 5,200 | $828.5M | 0.63% | |
| 23 | —MATTHEWS INTL FDS | 29,708 | $820.8M | 0.62% | |
| 24 | GOOGALPHABET INC | 4,617 | $819.0M | 0.62% | |
| 25 | DSIISHARES TR | 6,954 | $807.8M | 0.61% | |
| 26 | JPMJPMORGAN CHASE & CO. | 2,756 | $799.0M | 0.60% | |
| 27 | MSFTMICROSOFT CORP | 1,321 | $657.2M | 0.50% | |
| 28 | IVVISHARES TR | 1,009 | $626.5M | 0.47% | |
| 29 | NVDANVIDIA CORPORATION | 3,830 | $605.1M | 0.46% | |
| 30 | BNDXVANGUARD CHARLOTTE FDS | 10,009 | $495.5M | 0.37% | |
| 31 | ADBEADOBE INC | 1,174 | $454.2M | 0.34% | |
| 32 | EFIVSPDR SERIES TRUST | 7,314 | $428.2M | 0.32% | |
| 33 | ESGDISHARES TR | 4,754 | $424.2M | 0.32% | |
| 34 | GQ9SPDR GOLD TR | 1,345 | $409.9M | 0.31% | |
| 35 | VIGVANGUARD SPECIALIZED FUNDS | 1,709 | $349.8M | 0.26% | |
| 36 | NUBDNUSHARES ETF TR | 15,214 | $338.7M | 0.26% | |
| 37 | SPYSPDR S&P 500 ETF TR | 521 | $321.8M | 0.24% | |
| 38 | ERETISHARES TR | 12,089 | $321.6M | 0.24% | |
| 39 | NULCNUSHARES ETF TR | 6,539 | $320.5M | 0.24% | |
| 40 | NUMGNUSHARES ETF TR | 6,320 | $306.2M | 0.23% | |
| 41 | NUMVNUSHARES ETF TR | 8,032 | $289.5M | 0.22% | |
| 42 | FTAIFTAI AVIATION LTD | 2,500 | $287.6M | 0.22% | |
| 43 | ABTABBOTT LABS | 1,984 | $269.9M | 0.20% | |
| 44 | VUGVANGUARD INDEX FDS | 596 | $261.3M | 0.20% | |
| 45 | MBNESSGA ACTIVE TR | 8,742 | $251.4M | 0.19% | |
| 46 | DFAUDIMENSIONAL ETF TRUST | 5,430 | $230.0M | 0.17% | |
| 47 | JNJJOHNSON & JOHNSON | 1,499 | $229.0M | 0.17% | |
| 48 | JPIEJ P MORGAN EXCHANGE TRADED F | 4,832 | $223.8M | 0.17% | |
| 49 | TSLATESLA INC | 650 | $206.5M | 0.16% | |
| 50 | DHRDANAHER CORPORATION | 1,040 | $205.4M | 0.16% | |
| 51 | ABBVABBVIE INC | 1,105 | $205.1M | 0.16% | |
| 52 | VTIVANGUARD INDEX FDS | 671 | $203.9M | 0.15% | |
| 53 | METAMETA PLATFORMS INC | 276 | $203.7M | 0.15% | |
| 54 | AVGOBROADCOM INC | 739 | $203.7M | 0.15% | |
| 55 | TOTLSSGA ACTIVE ETF TR | 5,039 | $202.1M | 0.15% |