LongView Wealth Management

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
249
Total value ($000)
$414,088
Net value change ($000)
+44,993 (12.2%)
New positions
26
Sold out positions
1
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,302 27.7%
CGBL 2,210 33.1%
FBND 2,020 21.1%
SCHG 1,730 122.3%
INMU 1,404 NEW
EPS 1,278 NEW
CGGR 1,265 12.0%
BPRE 1,101 NEW
AAPL 1,099 7.6%
CGMU 1,085 64.4%
Top Reduces (Value $000, Stocks/ETFs)
HD -1,101 -8.0%
ILCG -517 -3.2%
SO -434 -12.6%
MGK -399 -23.9%
MSFT -338 -7.2%
MSTR -320 -49.7%
XLI -299 -21.8%
UTG -293 -10.6%
META -224 -18.6%
MGC -218 -15.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type