LongView Wealth Management Q4 2025 Filing

Filed January 13, 2026

Portfolio Value

$414.1B

Holdings

249

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (249 positions)

#	Stock	Shares	Value	% Portfolio
1	SCHDSCHWAB STRATEGIC TR	785,876	$22.4B	5.41%
2	ILCGISHARES TR	147,068	$15.6B	3.76%
3	AAPLAPPLE INC	59,440	$15.5B	3.74%
4	HDHOME DEPOT INC	33,978	$12.7B	3.08%
5	CGGRCAPITAL GROUP GROWTH ETF	258,682	$11.8B	2.85%
6	SCHXSCHWAB STRATEGIC TR	423,920	$11.6B	2.81%
7	FBNDFIDELITY MERRIMACK STR TR	250,934	$11.6B	2.80%
8	CGDGCAPITAL GROUP DIVIDEND VALUE	238,391	$10.6B	2.56%
9	GPCGENUINE PARTS CO	69,594	$9.0B	2.17%
10	CGBLCAPITAL GROUP CORE BALANCED	245,039	$8.9B	2.15%
11	VUGVANGUARD INDEX FDS	15,809	$7.8B	1.88%
12	IQLTISHARES TR	163,548	$7.7B	1.86%
13	NDQINVESCO QQQ TR	11,782	$7.4B	1.78%
14	FNDFSCHWAB STRATEGIC TR	144,144	$6.8B	1.63%
15	ICSHISHARES TR	129,029	$6.5B	1.58%
16	VOOVANGUARD INDEX FDS	8,913	$5.7B	1.38%
17	SCHYSCHWAB STRATEGIC TR	180,761	$5.5B	1.32%
18	FMDEFIDELITY COVINGTON TRUST	142,743	$5.4B	1.29%
19	VBVANGUARD INDEX FDS	18,210	$5.0B	1.20%
20	VOVANGUARD INDEX FDS	15,654	$4.7B	1.13%
21	AMZNAMAZON COM INC	18,260	$4.5B	1.09%
22	VTVANGUARD INTL EQUITY INDEX F	30,871	$4.5B	1.08%
23	MSFTMICROSOFT CORP	9,101	$4.3B	1.05%
24	EIPIFIRST TR EXCHNG TRADED FD VI	216,430	$4.3B	1.04%
25	CGDGCAPITAL GROUP DIVIDEND GROWE	114,939	$4.2B	1.02%
26	CGGECAPITAL GROUP GLOBAL EQUITY	121,730	$4.0B	0.96%
27	NVDANVIDIA CORPORATION	20,007	$3.7B	0.89%
28	BRK/BBERKSHIRE HATHAWAY INC DEL	7,258	$3.6B	0.87%
29	KOCOCA COLA CO	50,787	$3.6B	0.86%
30	AFLAFLAC INC	32,684	$3.6B	0.86%
31	CGMSCAPITAL GRP FIXED INCM ETF T	127,474	$3.5B	0.85%
32	VTVVANGUARD INDEX FDS	17,892	$3.5B	0.85%
33	VTIVANGUARD INDEX FDS	9,804	$3.4B	0.81%
34	CGGOCAPITAL GROUP GBL GROWTH EQT	89,029	$3.2B	0.78%
35	SCHGSCHWAB STRATEGIC TR	95,570	$3.1B	0.76%
36	FENIFIDELITY COVINGTON TRUST	80,635	$3.1B	0.74%
37	SOSOUTHERN CO	34,746	$3.0B	0.73%
38	CGUSCAPITAL GROUP CORE EQUITY ET	71,311	$2.9B	0.71%
39	JNJJOHNSON & JOHNSON	13,845	$2.9B	0.70%
40	STIPISHARES TR	27,340	$2.8B	0.68%
41	CGMUCAPITAL GRP FIXED INCM ETF T	100,530	$2.8B	0.67%
42	CGCPCAPITAL GRP FIXED INCM ETF T	117,370	$2.7B	0.64%
43	OREALTY INCOME CORP	45,002	$2.6B	0.64%
44	IYWISHARES TR	12,991	$2.6B	0.63%
45	JEPIJ P MORGAN EXCHANGE TRADED F	44,145	$2.6B	0.62%
46	UTGREAVES UTIL INCOME FD	67,315	$2.5B	0.60%
47	CGCBCAPITAL GRP FIXED INCM ETF T	92,723	$2.5B	0.59%
48	AGGISHARES TR	23,948	$2.4B	0.58%
49	IVVISHARES TR	3,428	$2.4B	0.58%
50	WMTWALMART INC	20,229	$2.4B	0.58%
51	VEAVANGUARD TAX-MANAGED FDS	36,358	$2.4B	0.57%
52	XOMEXXON MOBIL CORP	17,984	$2.2B	0.54%
53	UPSUNITED PARCEL SERVICE INC	16,656	$1.8B	0.43%
54	GOOGALPHABET INC	5,239	$1.7B	0.42%
55	ABBVABBVIE INC	7,863	$1.7B	0.42%
56	CGNGCAPITAL GROUP NEW GEOGRAPHY	50,896	$1.7B	0.41%
57	IVWISHARES TR	13,355	$1.7B	0.40%
58	GARPISHARES TR	23,793	$1.7B	0.40%
59	SMMUPIMCO ETF TR	32,154	$1.6B	0.39%
60	MUBISHARES TR	15,068	$1.6B	0.39%
61	VYMVANGUARD WHITEHALL FDS	10,948	$1.6B	0.39%
62	AQLTISHARES TR	17,276	$1.6B	0.39%
63	BSVVANGUARD BD INDEX FDS	20,200	$1.6B	0.38%
64	INMUBLACKROCK ETF TRUST II	58,000	$1.4B	0.34%
65	DUKDUKE ENERGY CORP NEW	11,850	$1.4B	0.33%
66	GOOGLALPHABET INC	4,078	$1.4B	0.33%
67	IUSBISHARES TR	28,591	$1.3B	0.32%
68	BNDXVANGUARD CHARLOTTE FDS	26,993	$1.3B	0.32%
69	CGMMCAPITAL GROUP EQUITY ETF TR	42,025	$1.3B	0.31%
70	EPSWISDOMTREE TR	17,711	$1.3B	0.31%
71	MGKVANGUARD WORLD FD	3,057	$1.3B	0.31%
72	CGHMCAPITAL GRP FIXED INCM ETF T	49,264	$1.3B	0.30%
73	VWOVANGUARD INTL EQUITY INDEX F	22,123	$1.2B	0.30%
74	MGCVANGUARD WORLD FD	4,849	$1.2B	0.30%
75	CHDCHURCH & DWIGHT CO INC	13,281	$1.1B	0.28%
76	SCHPSCHWAB STRATEGIC TR	43,164	$1.1B	0.28%
77	IWFISHARES TR	2,366	$1.1B	0.27%
78	BPREBLUEROCK PVT REAL ESTATE FD	69,517	$1.1B	0.27%
79	BDYNBLACKROCK ETF TRUST	41,590	$1.1B	0.26%
80	XLISELECT SECTOR SPDR TR	6,582	$1.1B	0.26%
81	AXPAMERICAN EXPRESS CO	2,873	$1.0B	0.25%
82	VBRVANGUARD INDEX FDS	4,608	$1.0B	0.25%
83	VIGVANGUARD SPECIALIZED FUNDS	4,397	$992.0M	0.24%
84	DGROISHARES TR	13,874	$986.0M	0.24%
85	METAMETA PLATFORMS INC	1,526	$979.0M	0.24%
86	AKREPROFESIONALLY MANAGED PORTFO	14,853	$976.0M	0.24%
87	JPMJPMORGAN CHASE & CO.	2,983	$968.0M	0.23%
88	COSTCOSTCO WHSL CORP NEW	1,025	$966.0M	0.23%
89	GMEDGLOBUS MED INC	10,500	$963.0M	0.23%
90	FDVVFIDELITY COVINGTON TRUST	16,362	$935.0M	0.23%
91	BACBANK AMERICA CORP	16,868	$930.0M	0.22%
92	TSLATESLA INC	2,039	$915.0M	0.22%
93	IVEISHARES TR	4,199	$912.0M	0.22%
94	SPYMSPDR SERIES TRUST	11,100	$907.0M	0.22%
95	PGPROCTER AND GAMBLE CO	6,256	$897.0M	0.22%
96	IWDISHARES TR	4,085	$889.0M	0.21%
97	TCAFT ROWE PRICE ETF INC	22,800	$882.0M	0.21%
98	FEGERBB FUND TRUST	18,233	$880.0M	0.21%
99	DFATDIMENSIONAL ETF TRUST	14,100	$879.0M	0.21%
100	CGSDCAPITAL GRP FIXED INCM ETF T	33,820	$879.0M	0.21%

Page 1 of 3Next