Longview Financial Advisors LLC
Sector Allocation
- Other95.9%$194.0M
- Technology2.0%$4.0M
- Financials1.0%$2.0M
- Industrials0.6%$1.2M
- Consumer Discretionary0.3%$515,824
- Consumer Staples0.1%$186,942
- Real Estate0.1%$130,760
- Healthcare0.0%$81,193
- Utilities0.0%$77,213
- Energy0.0%$51,153
AUM History
13fpro.ai/research/fund/longview-financial-advisors-llc-2076077
Conviction and streaks
Stable · top 10 = 81.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- DIMENSIONAL$31.3M
- J$26.3M
- VANGUARD$21.3M
- VANGUARD$20.0M
- J$19.5M
- VANGUARD$16.9M
- DIMENSIONAL$9.2M
- DIMENSIONAL$7.2M
- DIMENSIONAL$6.5M
- DIMENSIONAL$5.9M
- ISHARES$3.6M
- DIMENSIONAL$3.3M
- DIMENSIONAL$3.3M
AAPL
$1.7M- DIMENSIONAL$1.7M
- J$1.6M
- DIMENSIONAL$1.5M
- ISHARES$1.3M
- DIMENSIONAL$1.2M
- DIMENSIONAL$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/longview-financial-advisors-llc-2076077
Longview Financial Advisors LLC 13F holdings — Q2 2026
$202.4M portfolio (+10.0% QoQ) · 150 holdings · Q2 2026 13F · top 10 are 81% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$31.3M
15.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$26.3M
13.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$21.3M
10.6% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$20.0M
9.9% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
$19.5M
9.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$16.9M
8.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US LARG VALU ETF
$9.2M
4.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$7.2M
3.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL SMALL CAP V
$6.5M
3.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$5.9M
2.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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% | +0.6% | — | — | — | — | |
| 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% | — | — | — | — |
All holdings — Longview Financial Advisors LLC (Q2 2026)
150 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $3.6M | 1.8% | 30K | -3% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTYetf/fund | — | $3.3M | 1.6% | 71K | -0.3% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund | — | $3.3M | 1.6% | 113K | +5% | — | — | 13F |
| 14 | Apple Inc. | Technology | $1.7M | 0.8% | 5,861 | — | 5+ qtrs | 75.7 | 13F | |
| 15 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETFetf/fund | — | $1.7M | 0.8% | 34K | -9% | — | — | 13F |
| 16 | — | J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE | — | $1.6M | 0.8% | 33K | New | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - INTERNATIONALetf/fund | — | $1.5M | 0.7% | 32K | -1% | — | — | 13F |
| 18 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $1.3M | 0.6% | 25K | -14% | — | — | 13F |
| 19 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund | — | $1.2M | 0.6% | 23K | — | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $1.2M | 0.6% | 29K | -11% | — | — | 13F |
| 21 | — | ISHARES TR - MSCI ACWI ETFetf/fund | — | $1.1M | 0.5% | 6,847 | -4% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $954K | 0.5% | 18K | -0.6% | — | — | 13F |
| 23 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $843K | 0.4% | 4,426 | — | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $824K | 0.4% | 15K | -0.4% | — | — | 13F |
| 25 | CATERPILLAR INC | Industrials | $800K | 0.4% | 751 | -34% | 5+ qtrs | 66.6 | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $762K | 0.4% | 1,353 | -0.4% | |||
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $725K | 0.4% | 1,958 | — | |||
| 28 | $WT | WisdomTree, Inc. | Financials | $705K | 0.3% | 8,417 | -4% | |||
| 29 | — | ISHARES TR - GLOBAL REIT ETF | — | $691K | 0.3% | 25K | -0.4% | |||
| 30 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $623K | 0.3% | 15K | -5% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $419K | 0.2% | 1,280 | -4% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $394K | 0.2% | 527 | — | |||
| 33 | $AMZN | AMAZON COM INC | Consumer Discretionary | $391K | 0.2% | 1,642 | — | |||
| 34 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $365K | 0.2% | 5,118 | — | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $361K | 0.2% | 1,010 | — | |||
| 36 | — | ISHARES TR - CORE MSCI EAFE | — | $357K | 0.2% | 3,701 | — | |||
| 37 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $353K | 0.2% | 5,909 | -0.1% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $348K | 0.2% | 1,740 | -10% | |||
| 39 | $LRCX | LAM RESEARCH CORP | Technology | $303K | 0.1% | 700 | — | |||
| 40 | $MS | MORGAN STANLEY | Financials | $303K | 0.1% | 1,451 | — | |||
| 41 | — | ISHARES TR - MSCI USA QLT FCT | — | $296K | 0.1% | 1,347 | — | |||
| 42 | $MSFT | MICROSOFT CORP | Technology | $242K | 0.1% | 649 | — | |||
| 43 | — | VANGUARD INDEX FDS - VALUE ETF | — | $236K | 0.1% | 1,082 | — | |||
| 44 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $203K | 0.1% | 2,239 | — | |||
| 45 | — | ISHARES TR - ESG OPTIMIZED | — | $193K | 0.1% | 1,251 | -4% | |||
| 46 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $172K | 0.1% | 244 | — | |||
| 47 | — | ISHARES TR - EAFE SML CP ETF | — | $168K | 0.1% | 2,036 | — | |||
| 48 | — | ISHARES TR - SP SMCP600VL ETF | — | $160K | 0.1% | 1,173 | — | |||
| 49 | $SCHW | SCHWAB CHARLES CORP | Financials | $157K | 0.1% | 1,706 | +0.1% | |||
| 50 | — | ISHARES TR - CORE 80 20 ETF | — | $146K | 0.1% | 1,492 | -31% | |||
| 51 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $137K | 0.1% | 1,653 | — | |||
| 52 | — | SPDR SERIES TRUST - ST STR P400MID | — | $136K | 0.1% | 2,009 | — | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $128K | 0.1% | 137 | -30% | |||
| 54 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | — | $119K | 0.1% | 3,030 | — | |||
| 55 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $117K | 0.1% | 2,300 | — | |||
| 56 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $111K | 0.1% | 1,352 | -2% | |||
| 57 | $PH | Parker-Hannifin Corp | Industrials | $109K | 0.1% | 111 | — | |||
| 58 | $GS | GOLDMAN SACHS GROUP INC | Financials | $103K | 0.1% | 102 | — | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $101K | 0.1% | 1,975 | — | |||
| 60 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $100K | 0.1% | 210 | — | |||
| 61 | $AVGO | Broadcom Inc. | Technology | $99K | 0.1% | 261 | — | |||
| 62 | — | ISHARES TR - CORE S&P US GWT | — | $97K | 0.1% | 515 | — | |||
| 63 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | — | $91K | 0.1% | 2,722 | +12% | |||
| 64 | $VTR | Ventas, Inc. | Real Estate | $91K | 0.1% | 1,026 | — | |||
| 65 | — | ISHARES TR - S&P SML 600 GWT | — | $89K | 0.0% | 500 | — | |||
| 66 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $85K | 0.0% | 2,509 | — | |||
| 67 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $80K | 0.0% | 105 | -5% | |||
| 68 | — | ISHARES TR - CORE S&P TTL STK | — | $79K | 0.0% | 480 | — | |||
| 69 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $76K | 0.0% | 1,054 | — | |||
| 70 | — | ISHARES TR - MSCI EAFE ETF | — | $76K | 0.0% | 728 | — | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $70K | 0.0% | 1,070 | — | |||
| 72 | — | ISHARES TR - RUS 1000 VAL ETF | — | $69K | 0.0% | 286 | — | |||
| 73 | — | ISHARES TR - EGSADVNCDMSCI EM | — | $67K | 0.0% | 1,159 | -39% | |||
| 74 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $65K | 0.0% | 1,056 | — | |||
| 75 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $62K | 0.0% | 1,024 | — | |||
| 76 | $WMT | Walmart Inc. | Consumer Staples | $59K | 0.0% | 519 | -4% | |||
| 77 | $PHM | PULTEGROUP INC/MI/ | Industrials | $58K | 0.0% | 426 | — | |||
| 78 | $RBA | RB GLOBAL INC. | Industrials | $58K | 0.0% | 497 | — | |||
| 79 | — | ISHARES TR - IBONDS 26 TRM TS | — | $56K | 0.0% | 2,468 | New | |||
| 80 | — | ISHARES TR - IBONDS 27 TRM TS | — | $56K | 0.0% | 2,522 | New | |||
| 81 | — | ISHARES TR - IBONDS 28 TRM TS | — | $56K | 0.0% | 2,542 | New | |||
| 82 | — | ISHARES TR - IBONDS 29 TRM TS | — | $56K | 0.0% | 2,595 | New | |||
| 83 | $YORW | YORK WATER CO | Utilities | $55K | 0.0% | 1,792 | — | |||
| 84 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $53K | 0.0% | 352 | — | |||
| 85 | — | SPDR SERIES TRUST - ST STR SP REGBNK | — | $52K | 0.0% | 700 | — | |||
| 86 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $52K | 0.0% | 1,035 | — | |||
| 87 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $47K | 0.0% | 280 | — | |||
| 88 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $43K | 0.0% | 850 | — | |||
| 89 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $41K | 0.0% | 175 | — | |||
| 90 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $41K | 0.0% | 410 | +1.0% | |||
| 91 | $TDG | TransDigm Group INC | Industrials | $41K | 0.0% | 31 | -18% | |||
| 92 | $GEV | GE Vernova Inc. | Industrials | $41K | 0.0% | 35 | — | |||
| 93 | $BLK | BlackRock, Inc. | Financials | $39K | 0.0% | 41 | — | |||
| 94 | $SHW | SHERWIN WILLIAMS CO | Materials | $34K | 0.0% | 98 | -14% | |||
| 95 | $WT | WisdomTree, Inc. | Financials | $34K | 0.0% | 348 | — | |||
| 96 | — | PROSHARES TR - ULTRAPRO QQQ | — | $30K | 0.0% | 376 | — | |||
| 97 | — | ISHARES TR - CORE 1 5 YR USD | — | $30K | 0.0% | 619 | — | |||
| 98 | $WT | WisdomTree, Inc. | Financials | $30K | 0.0% | 555 | — | |||
| 99 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $29K | 0.0% | 120 | — | |||
| 100 | $RWT | REDWOOD TRUST INC | Real Estate | $28K | 0.0% | 6,000 | — | |||
| 101 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $28K | 0.0% | 182 | — | |||
| 102 | $TCBK | TRICO BANCSHARES / | Financials | $28K | 0.0% | 511 | — | |||
| 103 | $UNP | UNION PACIFIC CORP | Industrials | $27K | 0.0% | 100 | — | |||
| 104 | $JNJ | JOHNSON & JOHNSON | Healthcare | $27K | 0.0% | 107 | — | |||
| 105 | — | ISHARES TR - SHRT NAT MUN ETF | — | $27K | 0.0% | 250 | — | |||
| 106 | $LLY | ELI LILLY & Co | Healthcare | $26K | 0.0% | 22 | — | |||
| 107 | $SYK | STRYKER CORP | Healthcare | $26K | 0.0% | 81 | — | |||
| 108 | — | ISHARES TR - IBONDS DEC 2031 | — | $25K | 0.0% | 1,243 | New | |||
| 109 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $24K | 0.0% | 254 | — | |||
| 110 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $24K | 0.0% | 68 | -18% | |||
| 111 | $EOG | EOG RESOURCES INC | Energy | $24K | 0.0% | 182 | — | |||
| 112 | $J | JACOBS SOLUTIONS INC. | Industrials | $24K | 0.0% | 187 | — | |||
| 113 | — | ISHARES TR - ESG AW MSCI EAFE | — | $23K | 0.0% | 222 | — | |||
| 114 | — | ISHARES TR - IBOND DEC 2030 | — | $22K | 0.0% | 1,148 | New | |||
| 115 | $WM | WASTE MANAGEMENT INC | Utilities | $22K | 0.0% | 100 | — | |||
| 116 | — | ISHARES TR - MSCI EMG MKT ETF | — | $21K | 0.0% | 309 | -7% | |||
| 117 | $ETN | Eaton Corp plc | Industrials | $21K | 0.0% | 49 | — | |||
| 118 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $19K | 0.0% | 372 | — | |||
| 119 | $META | Meta Platforms, Inc. | Technology | $19K | 0.0% | 240 | +60% | |||
| 120 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW | — | $17K | 0.0% | 166 | — | |||
| 121 | — | ISHARES TR - CORE S&P500 ETF | — | $16K | 0.0% | 22 | — | |||
| 122 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $16K | 0.0% | 119 | — | |||
| 123 | — | ISHARES TR - RUS 2000 GRW ETF | — | $15K | 0.0% | 38 | — | |||
| 124 | $GOOG | Alphabet Inc. | Technology | $14K | 0.0% | 40 | — | |||
| 125 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $14K | 0.0% | 111 | — | |||
| 126 | — | ISHARES TR - CORE S&P MCP ETF | — | $13K | 0.0% | 175 | — | |||
| 127 | — | J P MORGAN EXCHANGE TRADED F - INTL HDGD EQT LA | — | $13K | 0.0% | 226 | — | |||
| 128 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $12K | 0.0% | 143 | -22% | |||
| 129 | $CVX | CHEVRON CORP | Energy | $11K | 0.0% | 68 | — | |||
| 130 | $HONA | Honeywell Aerospace Inc. | Industrials | $11K | 0.0% | 49 | New | |||
| 131 | $RTX | RTX Corp | Industrials | $9K | 0.0% | 47 | — | |||
| 132 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $8K | 0.0% | 47 | — | |||
| 133 | $PINS | PINTEREST, INC. | Technology | $6K | 0.0% | 280 | — | |||
| 134 | — | ISHARES TR - RUS 2000 VAL ETF | — | $5K | 0.0% | 22 | — | |||
| 135 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $4K | 0.0% | 50 | +400% | |||
| 136 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | — | $4K | 0.0% | 81 | — | |||
| 137 | $PLD | Prologis, Inc. | Real Estate | $4K | 0.0% | 26 | — | |||
| 138 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | — | $3K | 0.0% | 41 | +5% | |||
| 139 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $2K | 0.0% | 24 | — | |||
| 140 | — | PROSHARES TR - ULTRPRO S&P500 | — | $1K | 0.0% | 10 | — | |||
| 141 | — | ISHARES TR - NATIONAL MUN ETF | — | $1K | 0.0% | 13 | — | |||
| 142 | — | ISHARES INC - CORE MSCI EMKT | — | $995 | 0.0% | 12 | — | |||
| 143 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $988 | 0.0% | 5 | — | |||
| 144 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $962 | 0.0% | 21 | — | |||
| 145 | — | ISHARES TR - JPMORGAN USD EMG | — | $579 | 0.0% | 6 | — | |||
| 146 | — | ISHARES TR - CORE INTL AGGR | — | $304 | 0.0% | 6 | — | |||
| 147 | — | ISHARES TR - CORE US AGGBD ET | — | $297 | 0.0% | 3 | — | |||
| 148 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $264 | 0.0% | 3 | — | |||
| 149 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $194 | 0.0% | 4 | — | |||
| 150 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $103 | 0.0% | 1 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 16 added to, 30 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE$1.6M
first bought this quarter
- ISHARES TR - IBONDS 26 TRM TS$56K
first bought this quarter
- ISHARES TR - IBONDS 27 TRM TS$56K
first bought this quarter
- ISHARES TR - IBONDS 28 TRM TS$56K
first bought this quarter
- ISHARES TR - IBONDS 29 TRM TS$56K
first bought this quarter
- ISHARES TR - IBONDS DEC 2031$25K
first bought this quarter
+2 more in the Excel export
Added to (16)
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+10%
now $26.3M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+11%
now $20.0M
- J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF+8%
now $19.5M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+4%
now $16.9M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+1%
now $31.3M
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY+6%
now $5.9M
+10 more in the Excel export
Trimmed (30)
$CATCATERPILLAR INC-34%
now $800K · held 5+ qtrs
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO-4%
now $7.2M
- ISHARES TR - ISHS 1-5YR INVS-14%
now $1.3M
- DIMENSIONAL ETF TRUST - EMER MARK SU ETF-9%
now $1.7M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK-11%
now $1.2M
- ISHARES TR - 3 7 YR TREAS BD-3%
now $3.6M
+24 more in the Excel export
Holdings by quarter
Every 13F Longview Financial Advisors LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Longview Financial Advisors?
Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Longview Financial Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
81%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Longview Financial Advisors LLC
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Every holding in Longview Financial Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.