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Longview Financial Advisors

Latest statistics and disclosures from Longview Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VCSH, JPIE, VGIT, HELO, and represent 58.36% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT, HELO, DFLV, JPIE, VGIT, DFSU, DISV, QUAL, IEFA, VEA.
Started 18 new stock positions in MSD, SPDW, MGK, VBR, ITOT, SCHB, QUAL, AVUV, IWN, VTV. SPMD, JQUA, SPEM, SCHG, IUSG, J P Morgan Exchange Traded F, SLYV, SPTM.
Reduced shares in these 10 stocks: VCSH, DFAC, DFIC, SUB, SCHW, CRBN, DFAI, DFUV, DFEM, IGSB.
Sold out of its positions in CRBN, LW.
Longview Financial Advisors was a net buyer of stock by $7.9M.
Longview Financial Advisors has $174M in assets under management (AUM), dropping by 8.70%.
Central Index Key (CIK): 0002076077

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 141 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	15.3	$27M		690k	38.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	12.9	$22M	-12%	280k	79.93	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	12.7	$22M	+4%	475k	46.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.8	$15M	+4%	254k	60.03	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	8.6	$15M	+9%	230k	65.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.4	$15M	+46%	174k	84.11	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.2	$7.3M	+16%	222k	32.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$5.7M	+10%	160k	35.69	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$5.7M		178k	32.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.7	$4.7M	-4%	144k	32.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.2	$3.8M		32k	119.51	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.5	$2.6M	+29%	62k	42.47	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$2.5M	+2%	92k	27.31	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.0	$1.8M	-2%	34k	53.03	View chart
Apple (AAPL)	0.9	$1.5M		5.9k	254.63	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.8	$1.4M	+9%	35k	41.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.3M	-3%	35k	36.35	View chart
Dimensional Etf Trust International (DFSI)	0.7	$1.2M	+19%	30k	40.95	View chart
Meta Platforms Cl A (META)	0.7	$1.2M		1.6k	734.38	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.1M		23k	46.12	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$1.0M		7.3k	138.23	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$853k		19k	45.76	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.5	$790k		9.9k	79.51	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$695k	-5%	16k	44.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$665k	+43%	2.0k	328.17	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$647k		25k	25.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$580k		2.1k	281.86	View chart
Caterpillar (CAT)	0.3	$568k		1.2k	477.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$516k		16k	31.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$501k	-9%	4.7k	106.78	View chart
Amazon (AMZN)	0.2	$377k	+40%	1.7k	219.57	View chart
NVIDIA Corporation (NVDA)	0.2	$362k		1.9k	186.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$351k		527.00	666.18	View chart
Microsoft Corporation (MSFT)	0.2	$336k		649.00	517.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$323k	+365%	3.7k	87.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$320k	-2%	1.0k	315.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$320k	+34%	5.9k	54.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$301k	+209%	5.0k	59.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$262k	NEW	1.3k	194.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$234k		962.00	243.10	View chart
Morgan Stanley Com New (MS)	0.1	$220k		1.4k	158.96	View chart
Charles Schwab Corporation (SCHW)	0.1	$219k	-18%	2.3k	95.48	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$210k		2.4k	88.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$198k	NEW	1.1k	186.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$182k	-3%	1.3k	135.65	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$181k	NEW	2.2k	80.65	View chart
Costco Wholesale Corporation (COST)	0.1	$169k		183.00	925.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$156k		2.0k	76.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$145k		244.00	596.03	View chart
Wells Fargo & Company (WFC)	0.1	$139k		1.7k	83.82	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$130k		1.2k	110.59	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$118k		3.0k	38.97	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$116k		2.3k	50.47	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$115k	NEW	2.0k	57.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$101k		2.0k	51.04	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$97k		1.4k	69.37	View chart
Lam Research Corp Com New (LRCX)	0.1	$94k		700.00	133.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$91k		500.00	182.42	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.1	$90k	-2%	2.0k	45.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$85k	NEW	515.00	164.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$84k		1.7k	50.73	View chart
Broadcom (AVGO)	0.0	$83k		250.00	329.91	View chart
Joby Aviation Common Stock (JOBY)	0.0	$81k		5.0k	16.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$80k	NEW	2.5k	31.91	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$76k	-6%	2.4k	31.24	View chart
Parker-Hannifin Corporation (PH)	0.0	$72k		95.00	758.16	View chart
Ventas (VTR)	0.0	$72k		1.0k	69.99	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$71k		500.00	141.50	View chart
Goldman Sachs (GS)	0.0	$70k		88.00	796.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$70k	NEW	480.00	145.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$69k		1.1k	64.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$67k		719.00	93.41	View chart
Advanced Micro Devices (AMD)	0.0	$67k		415.00	161.79	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$66k	NEW	1.1k	62.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$61k		1.1k	57.52	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$59k		210.00	279.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$58k		286.00	203.59	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$57k	+1948%	1.0k	55.33	View chart
Pulte (PHM)	0.0	$56k		426.00	132.13	View chart
York Water Company (YORW)	0.0	$55k		1.8k	30.42	View chart
Rb Global (RBA)	0.0	$54k		497.00	108.36	View chart
Toyota Motor Corp Ads (TM)	0.0	$54k		280.00	191.09	View chart
Wal-Mart Stores (WMT)	0.0	$54k		519.00	103.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$52k		1.0k	50.07	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$52k		105.00	490.38	View chart
TJX Companies (TJX)	0.0	$51k		352.00	144.54	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$51k		1.1k	45.99	View chart
Blackrock (BLK)	0.0	$48k		41.00	1165.88	View chart
Visa Com Cl A (V)	0.0	$46k		136.00	341.38	View chart
Servicenow (NOW)	0.0	$45k		49.00	920.29	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$44k		700.00	63.30	View chart
Waste Management (WM)	0.0	$43k		193.00	220.83	View chart
TransDigm Group Incorporated (TDG)	0.0	$41k		31.00	1318.03	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$40k		398.00	100.69	View chart
Phillips 66 (PSX)	0.0	$39k		286.00	136.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$38k		175.00	215.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$36k	NEW	850.00	42.79	View chart
Morningstar (MORN)	0.0	$36k		155.00	232.01	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$35k		400.00	87.03	View chart
Redwood Trust (RWT)	0.0	$35k		6.0k	5.79	View chart
Sherwin-Williams Company (SHW)	0.0	$34k		98.00	346.27	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$30k		619.00	48.84	View chart
Stryker Corporation (SYK)	0.0	$30k		81.00	369.68	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.0	$29k	NEW	555.00	51.57	View chart
Jacobs Engineering Group (J)	0.0	$28k		187.00	149.86	View chart
Home Depot (HD)	0.0	$28k		68.00	405.19	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$26k		182.00	140.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$24k	NEW	116.00	208.72	View chart
Union Pacific Corporation (UNP)	0.0	$24k		100.00	236.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$23k		254.00	91.42	View chart
TriCo Bancshares (TCBK)	0.0	$23k		511.00	44.41	View chart
Danaher Corporation (DHR)	0.0	$22k		111.00	198.26	View chart
Anthem (ELV)	0.0	$21k		66.00	323.12	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$21k		222.00	92.98	View chart
Honeywell International (HON)	0.0	$21k		98.00	210.50	View chart
EOG Resources (EOG)	0.0	$20k		182.00	112.12	View chart
Johnson & Johnson (JNJ)	0.0	$20k		107.00	185.42	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$19k		188.00	103.40	View chart
Eaton Corp SHS (ETN)	0.0	$18k		49.00	374.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$18k		331.00	53.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$17k	NEW	372.00	46.81	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$15k	-9%	199.00	74.90	View chart
Nike CL B (NKE)	0.0	$15k		212.00	69.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$15k		22.00	669.32	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$15k	NEW	2.0k	7.37	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$15k		166.00	87.23	View chart
Exxon Mobil Corporation (XOM)	0.0	$13k		119.00	112.76	View chart
Paypal Holdings (PYPL)	0.0	$13k		187.00	67.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$12k		150.00	78.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$11k	NEW	111.00	99.53	View chart
Chevron Corporation (CVX)	0.0	$11k		68.00	155.29	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$9.5k		207.00	45.77	View chart
American Tower Reit (AMT)	0.0	$9.0k		47.00	192.34	View chart
Pinterest Cl A (PINS)	0.0	$9.0k		280.00	32.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$7.6k	-11%	133.00	57.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$4.0k	NEW	10.00	402.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$3.9k	NEW	22.00	176.82	View chart
Prologis (PLD)	0.0	$3.0k		26.00	114.54	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$1.6k		14.00	111.50	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$178.000000	NEW	2.00	89.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$78.000000	NEW	3.00	26.00	View chart

Past Filings by Longview Financial Advisors

SEC 13F filings are viewable for Longview Financial Advisors going back to 2025

Longview Financial Advisors 2025 Q3 filed Nov. 10, 2025
Longview Financial Advisors 2024 Q4 filed Aug. 6, 2025
Longview Financial Advisors 2025 Q1 filed Aug. 6, 2025
Longview Financial Advisors 2025 Q2 filed Aug. 6, 2025

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