Longview Financial Advisors LLC
13F Reported Value
ⓘ$202.4M
Holdings
150
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Longview Financial Advisors LLC disclosed 150 positions worth $202.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 15 and a full exit from $PLTR. The portfolio is most concentrated in Other (95.9% of disclosed assets). All figures are sourced directly from Longview Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2076077.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$31.3M704,896 shJ P MORGAN EXCHANGE TRADED F - INCOME ETF
—Quality
$26.3M571,553 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$21.3M270,145 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$20.0M242,452 shJ P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
—Quality
$19.5M288,873 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$16.9M287,129 shDIMENSIONAL ETF TRUST - US LARG VALU ETF
—Quality
$9.2M233,381 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$7.2M176,579 shDIMENSIONAL ETF TRUST - INTL SMALL CAP V
—Quality
$6.5M163,131 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$5.9M159,552 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $31.3M | 704,896 |
| J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $26.3M | 571,553 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $21.3M | 270,145 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $20.0M | 242,452 |
| J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $19.5M | 288,873 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $16.9M | 287,129 |
| DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $9.2M | 233,381 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $7.2M | 176,579 |
| DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $6.5M | 163,131 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $5.9M | 159,552 |
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32-signal composite ranking on each of Longview Financial Advisors LLC's 150 positions.
Showing top 10 of 150 holdings.
Sector Allocation
Other
$194.0M
Technology
$3.8M
Financials
$2.0M
Industrials
$1.5M
Consumer Discretionary
$689,352
Real Estate
$130,760
Healthcare
$81,193
Utilities
$77,213
Full Holdings — Longview Financial Advisors LLC (Q2 2026)
All 150 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $31.3M | 15.4% | +1% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $26.3M | 13.0% | +10% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $21.3M | 10.6% | +1% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $20.0M | 9.9% | +11% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $19.5M | 9.7% | +8% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $16.9M | 8.4% | +4% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $9.2M | 4.6% | +2% | — |
| 8 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $7.2M | 3.5% | -4% | — |
| 9 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $6.5M | 3.2% | +2% | — |
| 10 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $5.9M | 2.9% | +6% | — |
| 11 | — | ISHARES TR - 3 7 YR TREAS BD | $3.6M | 1.8% | -3% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $3.3M | 1.6% | -0% | — |
| 13 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $3.3M | 1.6% | +5% | — |
| 14 |  $AAPL | Apple Inc. | $1.7M | 0.8% | +0% | 76.1 |
| 15 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | $1.7M | 0.8% | -9% | — |
| 16 | — | J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE | $1.6M | 0.8% | NEW | — |
| 17 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $1.5M | 0.7% | -1% | — |
| 18 | — | ISHARES TR - ISHS 1-5YR INVS | $1.3M | 0.6% | -14% | — |
| 19 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.2M | 0.6% | +0% | — |
| 20 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.2M | 0.6% | -11% | — |
| 21 | — | ISHARES TR - MSCI ACWI ETF | $1.1M | 0.5% | -4% | — |
| 22 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $954,301 | 0.5% | -1% | — |
| 23 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $843,242 | 0.4% | +0% | — |
| 24 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $823,940 | 0.4% | -0% | — |
| 25 |  $CAT | CATERPILLAR INC | $799,740 | 0.4% | -34% | 67.8 |
| 26 |  $META | Meta Platforms, Inc. | $762,132 | 0.4% | -0% | 80.9 |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $724,539 | 0.4% | +0% | — |
| 28 |  $WT | WisdomTree, Inc. | $705,261 | 0.3% | -4% | 62.9 |
| 29 | — | ISHARES TR - GLOBAL REIT ETF | $690,583 | 0.3% | -0% | — |
| 30 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $622,934 | 0.3% | -5% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $418,878 | 0.2% | -4% | 35.6 |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $393,548 | 0.2% | +0% | — |
| 33 |  $AMZN | AMAZON COM INC | $391,355 | 0.2% | +0% | 74.6 |
| 34 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $364,658 | 0.2% | +0% | — |
| 35 |  $GOOG | Alphabet Inc. | $360,944 | 0.2% | +0% | 80.2 |
| 36 | — | ISHARES TR - CORE MSCI EAFE | $357,443 | 0.2% | +0% | — |
| 37 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $352,709 | 0.2% | -0% | — |
| 38 |  $NVDA | NVIDIA CORP | $348,157 | 0.2% | -10% | 90.2 |
| 39 |  $LRCX | LAM RESEARCH CORP | $303,331 | 0.1% | +0% | 82.4 |
| 40 |  $MS | MORGAN STANLEY | $303,318 | 0.1% | +0% | — |
| 41 | — | ISHARES TR - MSCI USA QLT FCT | $295,573 | 0.1% | +0% | — |
| 42 |  $MSFT | MICROSOFT CORP | $242,090 | 0.1% | +0% | 83.7 |
| 43 | — | VANGUARD INDEX FDS - VALUE ETF | $235,801 | 0.1% | +0% | — |
| 44 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $203,279 | 0.1% | +0% | — |
| 45 | — | ISHARES TR - ESG OPTIMIZED | $193,030 | 0.1% | -4% | — |
| 46 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $171,615 | 0.1% | +0% | — |
| 47 | — | ISHARES TR - EAFE SML CP ETF | $167,502 | 0.1% | +0% | — |
| 48 | — | ISHARES TR - SP SMCP600VL ETF | $160,326 | 0.1% | +0% | — |
| 49 |  $SCHW | SCHWAB CHARLES CORP | $157,382 | 0.1% | +0% | 77.2 |
| 50 | — | ISHARES TR - CORE 80 20 ETF | $145,620 | 0.1% | -31% | — |
| 51 |  $WFC | WELLS FARGO & COMPANY/MN | $136,604 | 0.1% | +0% | — |
| 52 | — | SPDR SERIES TRUST - ST STR P400MID | $135,729 | 0.1% | +0% | — |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $128,160 | 0.1% | -30% | 67 |
| 54 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $118,610 | 0.1% | +0% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $116,507 | 0.1% | +0% | — |
| 56 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $111,324 | 0.1% | -2% | — |
| 57 |  $PH | Parker-Hannifin Corp | $108,572 | 0.1% | +0% | 73.8 |
| 58 |  $GS | GOLDMAN SACHS GROUP INC | $103,160 | 0.1% | +0% | — |
| 59 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $100,725 | 0.1% | +0% | — |
| 60 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $100,290 | 0.1% | +0% | — |
| 61 |  $AVGO | Broadcom Inc. | $98,593 | 0.1% | +0% | 86.4 |
| 62 | — | ISHARES TR - CORE S&P US GWT | $96,867 | 0.1% | +0% | — |
| 63 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | $91,296 | 0.1% | +12% | — |
| 64 |  $VTR | Ventas, Inc. | $91,109 | 0.1% | +0% | 70.3 |
| 65 | — | ISHARES TR - S&P SML 600 GWT | $89,300 | 0.0% | +0% | — |
| 66 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $84,905 | 0.0% | +0% | — |
| 67 |  $CRWD | CrowdStrike Holdings, Inc. | $80,130 | 0.0% | -5% | 55 |
| 68 | — | ISHARES TR - CORE S&P TTL STK | $78,850 | 0.0% | +0% | — |
| 69 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $76,184 | 0.0% | +0% | — |
| 70 | — | ISHARES TR - MSCI EAFE ETF | $75,660 | 0.0% | +0% | — |
| 71 |  $IVZ | Invesco Ltd. | $70,332 | 0.0% | +0% | — |
| 72 | — | ISHARES TR - RUS 1000 VAL ETF | $69,335 | 0.0% | +0% | — |
| 73 | — | ISHARES TR - EGSADVNCDMSCI EM | $67,158 | 0.0% | -39% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $64,902 | 0.0% | +0% | — |
| 75 | — | SPDR SERIES TRUST - ST STR P500VAL | $62,249 | 0.0% | +0% | — |
| 76 |  $WMT | Walmart Inc. | $58,782 | 0.0% | -4% | 63.2 |
| 77 |  $PHM | PULTEGROUP INC/MI/ | $58,452 | 0.0% | +0% | 65.1 |
| 78 |  $RBA | RB GLOBAL INC. | $57,876 | 0.0% | +0% | — |
| 79 | — | ISHARES TR - IBONDS 26 TRM TS | $56,493 | 0.0% | NEW | — |
| 80 | — | ISHARES TR - IBONDS 27 TRM TS | $56,418 | 0.0% | NEW | — |
| 81 | — | ISHARES TR - IBONDS 28 TRM TS | $56,280 | 0.0% | NEW | — |
| 82 | — | ISHARES TR - IBONDS 29 TRM TS | $56,182 | 0.0% | NEW | — |
| 83 |  $YORW | YORK WATER CO | $54,925 | 0.0% | +0% | 59.2 |
| 84 |  $TJX | TJX COMPANIES INC /DE/ | $53,328 | 0.0% | +0% | 70.7 |
| 85 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $52,395 | 0.0% | +0% | — |
| 86 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $52,351 | 0.0% | +0% | — |
| 87 |  $TM | TOYOTA MOTOR CORP/ | $47,158 | 0.0% | +0% | — |
| 88 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $42,832 | 0.0% | +0% | — |
| 89 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $41,409 | 0.0% | +0% | — |
| 90 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $41,333 | 0.0% | +1% | — |
| 91 |  $TDG | TransDigm Group INC | $41,294 | 0.0% | -18% | 75.4 |
| 92 |  $GEV | GE Vernova Inc. | $41,121 | 0.0% | +0% | 70.1 |
| 93 |  $BLK | BlackRock, Inc. | $39,424 | 0.0% | +0% | 70.3 |
| 94 |  $SHW | SHERWIN WILLIAMS CO | $33,744 | 0.0% | -14% | 65.3 |
| 95 | $WT | WisdomTree, Inc. | $33,520 | 0.0% | +0% | 62.9 |
| 96 | — | PROSHARES TR - ULTRAPRO QQQ | $30,456 | 0.0% | +0% | — |
| 97 | — | ISHARES TR - CORE 1 5 YR USD | $29,867 | 0.0% | +0% | — |
| 98 | $WT | WisdomTree, Inc. | $29,854 | 0.0% | +0% | 62.9 |
| 99 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $29,159 | 0.0% | +0% | — |
| 100 |  $RWT | REDWOOD TRUST INC | $28,440 | 0.0% | +0% | — |
| 101 | — | SPDR SERIES TRUST - ST STR SP DIV | $27,697 | 0.0% | +0% | — |
| 102 |  $TCBK | TRICO BANCSHARES / | $27,518 | 0.0% | +0% | 57.8 |
| 103 |  $UNP | UNION PACIFIC CORP | $27,200 | 0.0% | +0% | 74 |
| 104 |  $JNJ | JOHNSON & JOHNSON | $27,175 | 0.0% | +0% | 72.8 |
| 105 | — | ISHARES TR - SHRT NAT MUN ETF | $26,618 | 0.0% | +0% | — |
| 106 |  $LLY | ELI LILLY & Co | $26,388 | 0.0% | +0% | 89.3 |
| 107 |  $SYK | STRYKER CORP | $25,503 | 0.0% | +0% | 69.8 |
| 108 | — | ISHARES TR - IBONDS DEC 2031 | $25,097 | 0.0% | NEW | — |
| 109 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $24,494 | 0.0% | +0% | — |
| 110 |  $HD | HOME DEPOT, INC. | $23,983 | 0.0% | -18% | 69.2 |
| 111 |  $EOG | EOG RESOURCES INC | $23,611 | 0.0% | +0% | 71.1 |
| 112 |  $J | JACOBS SOLUTIONS INC. | $23,562 | 0.0% | +0% | 47.7 |
| 113 | — | ISHARES TR - ESG AW MSCI EAFE | $22,824 | 0.0% | +0% | — |
| 114 | — | ISHARES TR - IBOND DEC 2030 | $22,432 | 0.0% | NEW | — |
| 115 |  $WM | WASTE MANAGEMENT INC | $22,288 | 0.0% | +0% | 70.7 |
| 116 | — | ISHARES TR - MSCI EMG MKT ETF | $21,139 | 0.0% | -7% | — |
| 117 |  $ETN | Eaton Corp plc | $20,880 | 0.0% | +0% | — |
| 118 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $19,263 | 0.0% | +0% | — |
| 119 | $META | Meta Platforms, Inc. | $18,699 | 0.0% | +60% | 80.9 |
| 120 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW | $16,501 | 0.0% | +0% | — |
| 121 | — | ISHARES TR - CORE S&P500 ETF | $16,476 | 0.0% | +0% | — |
| 122 |  $XOM | EXXON MOBIL CORP | $16,270 | 0.0% | +0% | 61.8 |
| 123 | — | ISHARES TR - RUS 2000 GRW ETF | $14,971 | 0.0% | +0% | — |
| 124 |  $GOOGL | Alphabet Inc. | $14,134 | 0.0% | +0% | 80.2 |
| 125 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $13,849 | 0.0% | +0% | — |
| 126 | — | ISHARES TR - CORE S&P MCP ETF | $13,495 | 0.0% | +0% | — |
| 127 | — | J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA | $12,514 | 0.0% | +0% | — |
| 128 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | $12,251 | 0.0% | -22% | — |
| 129 |  $CVX | CHEVRON CORP | $11,272 | 0.0% | +0% | 54.7 |
| 130 |  $HONA | Honeywell Aerospace Inc. | $10,833 | 0.0% | NEW | — |
| 131 |  $RTX | RTX Corp | $8,918 | 0.0% | +0% | 70 |
| 132 |  $AMT | AMERICAN TOWER CORP /MA/ | $7,688 | 0.0% | +0% | 69.8 |
| 133 |  $PINS | PINTEREST, INC. | $5,889 | 0.0% | +0% | 62 |
| 134 | — | ISHARES TR - RUS 2000 VAL ETF | $4,867 | 0.0% | +0% | — |
| 135 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $4,396 | 0.0% | +400% | — |
| 136 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $4,027 | 0.0% | +0% | — |
| 137 |  $PLD | Prologis, Inc. | $3,523 | 0.0% | +0% | 67.5 |
| 138 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $3,395 | 0.0% | +5% | — |
| 139 |  $SOLS | Solstice Advanced Materials Inc. | $2,127 | 0.0% | +0% | — |
| 140 | — | PROSHARES TR - ULTRPRO S&P500 | $1,418 | 0.0% | +0% | — |
| 141 | — | ISHARES TR - NATIONAL MUN ETF | $1,400 | 0.0% | +0% | — |
| 142 | — | ISHARES INC - CORE MSCI EMKT | $995 | 0.0% | +0% | — |
| 143 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $988 | 0.0% | +0% | — |
| 144 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $962 | 0.0% | +0% | — |
| 145 | — | ISHARES TR - JPMORGAN USD EMG | $579 | 0.0% | +0% | — |
| 146 | — | ISHARES TR - CORE INTL AGGR | $304 | 0.0% | +0% | — |
| 147 | — | ISHARES TR - CORE US AGGBD ET | $297 | 0.0% | +0% | — |
| 148 | — | SPDR SERIES TRUST - ST STR P500ETF | $264 | 0.0% | +0% | — |
| 149 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $194 | 0.0% | +0% | — |
| 150 | — | ISHARES TR - 0-5 YR TIPS ETF | $103 | 0.0% | +0% | — |
New Positions (8)
$HONA Honeywell Aerospace Inc.$10,833Exited Positions (15)
$PLTR Palantir Technologies Inc.
$JOBY Joby Aviation, Inc.
$NOW ServiceNow, Inc.
$HON HONEYWELL INTERNATIONAL INC
$DHR DANAHER CORP /DE/
$GE GENERAL ELECTRIC CO
$PGR PROGRESSIVE CORP/OH/
$CTAS CINTAS CORP
$LIN LINDE PLC
$INTU INTUIT INC.
$MCD MCDONALDS CORP
$TMO THERMO FISHER SCIENTIFIC INC.
$MA Mastercard IncBrowse Top Institutional Investors
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