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Longview Wealth Management
LongView Wealth Management is an SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in 1978, it provides personalized investment management and comprehensive financial planning services primarily for individuals (including high net worth clients) and some businesses. The firm acts as a fiduciary, offers both fee-based and commission-based investment management, and focuses on aligning long-term financial plans with clients’ unique goals and visions. As of 2025, it employs approximately 26-29 staff, serving over 1,100 clients with nearly $1.1 billion in assets under management.
Investment Strategy
LongView Wealth Management customizes investment management for each client, focusing on long-term financial planning aligned with individual visions and goals. The firm acts as a fiduciary, avoiding proprietary products and sales quotas, and offers both fee-based and commission-based management. Their approach combines investment management and financial planning, frequently handling retirement, college saving, and other targeted strategies. Investment advisory decisions are driven by thorough financial analysis rather than product-driven incentives, ensuring unbiased advice tailored to the client's holistic financial needs.
Latest 13F Filing Activity
Longview Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 222 equity positions with a total 13F market value of $369M. The fund increased holdings in Capital Group Dividend Value, Apple Inc., Capital Group Growth Etf among other positions. Longview Wealth Management reduced exposure to Genuine Parts Co., United Parcel Service Inc., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (222)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 5.99% | $22.1M | 810,070 | $26.01 | $27.30 | +$389.5K |
I ILCG | ISHARES TR | 4.36% | $16.1M | 154,275 | $73.86 | $104.30 | +$1.5M |
A AAPL | APPLE INC | 3.89% | $14.4M | 56,436 | $192.53 | $254.63 | +$2.5M |
H HD | HOME DEPOT INC | 3.75% | $13.8M | 34,160 | $346.42 | $405.19 | +$1.3M |
S SCHX | SCHWAB STRATEGIC TR | 3.05% | $11.2M | 426,872 | $20.29 | $26.34 | +$673.3K |
Industry Allocation
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