LongView Wealth Management

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
225
Total value ($000)
$369,095
Net value change ($000)
+38,795 (11.7%)
New positions
12
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGDV 2,858 52.3%
AAPL 2,526 21.3%
CGGR 1,722 19.6%
ILCG 1,539 10.6%
STIP 1,485 139.3%
CGGE 1,443 86.7%
VO 1,390 49.3%
CGBL 1,363 25.7%
HD 1,314 10.5%
FBND 1,199 14.3%
Top Reduces (Value $000, Stocks/ETFs)
GPC -1,799 -17.7%
UPS -1,281 -47.9%
GOVT -382 -56.7%
SCHW -302 -100.0%
NOBL -257 -38.1%
GSLC -246 -100.0%
IEFA -224 -12.5%
KO -210 -6.0%
RSP -190 -23.3%
MSTR -164 -20.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type