LongView Wealth Management

13F Filings History

Latest 13F report
Q2 2025 - Jul 11, 2025
Value $
$330M
Signature - Title
John Hayes - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by LongView Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LongView Wealth Management reported 215 stock holdings with total value $330M as of Q2 2025. Top holdings included SCHD, ILCG, HD, AAPL, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 215 $330M +$19.8M -$41M -$21.3M SCHD, ILCG, HD, AAPL, SCHX 13F-HR 7/11/2025, 10:34 AM
Q1 2025 201 $333M +$18.6M -$8.24M +$10.4M SCHD, HD, AAPL, ILCG, CGGR 13F-HR 4/21/2025, 03:46 PM
Q4 2024 203 $328M +$45.8M -$4.88M +$40.9M SCHD, AAPL, HD, ILCG, CGGR 13F-HR 1/15/2025, 11:29 AM
Q3 2024 194 $313M +$29M -$4.07M +$24.9M SCHD, HD, AAPL, ILCG, GPC 13F-HR 10/9/2024, 11:11 AM
Q2 2024 182 $271M +$28.4M -$10.1M +$18.3M SCHD, AAPL, HD, GPC, ILCG 13F-HR 7/22/2024, 10:53 AM
Q1 2024 176 $252M +$20.3M -$7.19M +$13.1M SCHD, HD, AAPL, GPC, ILCG 13F-HR 4/16/2024, 09:14 AM
Q4 2023 170 $224M HD, SCHD, AAPL, GPC, ILCG 13F-HR 1/10/2024, 10:33 AM