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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, JPIE, VCSH, HELO, VCIT, and represent 58.54% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPIE, HELO, VCIT, VGIT, VCSH, XLK, DFGR, DFIC, DFEM, DFSE.
Started 34 new stock positions in IWO, GOOG, IEMG, PGR, ABT, COF, MUB, MCD, DFAW, STIP.
Reduced shares in these 10 stocks: IGSB, SUB, DFAC, META, DLS, DISV, IEI, JPST, AOA, CAT.
Longview Financial Advisors was a net buyer of stock by $5.7M.
Longview Financial Advisors has $181M in assets under management (AUM), dropping by 4.54%.
Central Index Key (CIK): 0002076077

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 175 positions in its portfolio as reported in the December 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)	15.0	$27M		687k	39.59	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	13.1	$24M	+7%	512k	46.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	12.5	$23M		285k	79.73	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	9.2	$17M	+9%	251k	66.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.8	$16M	+9%	190k	83.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.8	$16M	+4%	265k	59.93	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.2	$7.6M		222k	34.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$6.0M		158k	38.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$6.0M		182k	33.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.8	$5.1M	+2%	147k	34.46	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$3.8M		31k	119.35	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.5	$2.7M		62k	43.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$2.7M	+10%	101k	26.42	View chart
Apple (AAPL)	0.9	$1.6M		5.9k	271.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$1.5M	-14%	29k	52.88	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.8	$1.5M	+2%	36k	41.48	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.3M		34k	38.11	View chart
Dimensional Etf Trust International (DFSI)	0.7	$1.3M		30k	42.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.1M		23k	49.90	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.6	$1.0M		7.2k	141.48	View chart
Meta Platforms Cl A (META)	0.5	$963k	-8%	1.5k	660.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$869k		19k	46.80	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.4	$720k	-10%	8.9k	81.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$710k		15k	46.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$684k		2.0k	335.27	View chart
Caterpillar (CAT)	0.4	$652k	-4%	1.1k	572.87	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$637k	+115%	4.4k	143.97	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$630k		25k	24.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$531k		16k	32.57	View chart
Amazon (AMZN)	0.2	$396k		1.7k	230.82	View chart
NVIDIA Corporation (NVDA)	0.2	$362k		1.9k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$359k		527.00	681.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$331k		3.7k	89.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$327k		1.0k	322.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$320k		5.1k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$318k		5.9k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$316k	+4%	1.0k	313.00	View chart
Microsoft Corporation (MSFT)	0.2	$314k		649.00	483.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$300k	-40%	2.8k	106.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$268k		1.3k	198.62	View chart
Morgan Stanley Com New (MS)	0.1	$258k	+4%	1.5k	177.53	View chart
Charles Schwab Corporation (SCHW)	0.1	$230k		2.3k	99.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$207k		1.1k	190.99	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$185k		2.2k	82.50	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$182k	-2%	1.3k	139.35	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$178k	-16%	2.0k	89.56	View chart
Costco Wholesale Corporation (COST)	0.1	$169k	+7%	196.00	862.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$158k		2.0k	77.53	View chart
Wells Fargo & Company (WFC)	0.1	$154k		1.7k	93.20	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$147k		244.00	603.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$133k		1.2k	113.72	View chart
Lam Research Corp Com New (LRCX)	0.1	$120k		700.00	171.18	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$119k		3.0k	39.11	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$116k		2.0k	57.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$116k		2.3k	50.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$101k		2.0k	50.94	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$99k		1.4k	71.62	View chart
Parker-Hannifin Corporation (PH)	0.1	$98k	+16%	111.00	878.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$95k	+37%	988.00	96.06	View chart
Broadcom (AVGO)	0.0	$90k	+4%	261.00	346.10	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$90k	-2%	1.9k	46.53	View chart
Goldman Sachs (GS)	0.0	$90k	+15%	102.00	879.00	View chart
Advanced Micro Devices (AMD)	0.0	$89k		415.00	214.16	View chart
Palantir Technologies Cl A (PLTR)	0.0	$89k		500.00	177.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$87k		515.00	167.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$82k		2.5k	32.62	View chart
Ventas (VTR)	0.0	$79k		1.0k	77.38	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$78k		2.4k	32.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$71k		480.00	148.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$71k		500.00	141.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$67k		1.1k	63.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$67k		1.1k	63.18	View chart
Joby Aviation Common Stock (JOBY)	0.0	$66k		5.0k	13.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$64k		210.00	303.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$61k		1.1k	58.12	View chart
Wal-Mart Stores (WMT)	0.0	$60k	+4%	542.00	111.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$60k		286.00	210.34	View chart
Toyota Motor Corp Ads (TM)	0.0	$60k		280.00	214.06	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$58k		1.0k	56.81	View chart
York Water Company (YORW)	0.0	$57k		1.8k	31.84	View chart
TJX Companies (TJX)	0.0	$54k		352.00	153.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$52k		1.0k	50.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$52k	+5%	111.00	468.77	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$52k		1.1k	46.71	View chart
Rb Global (RBA)	0.0	$51k		497.00	102.87	View chart
TransDigm Group Incorporated (TDG)	0.0	$51k	+22%	38.00	1329.87	View chart
Pulte (PHM)	0.0	$50k		426.00	117.26	View chart
Visa Com Cl A (V)	0.0	$48k		136.00	350.71	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$45k		700.00	64.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$44k	-47%	870.00	50.59	View chart
Blackrock (BLK)	0.0	$44k		41.00	1070.34	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$41k	+2%	406.00	100.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$39k		175.00	219.78	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$38k		850.00	44.41	View chart
Servicenow (NOW)	0.0	$38k	+400%	245.00	153.19	View chart
Sherwin-Williams Company (SHW)	0.0	$37k	+16%	114.00	324.04	View chart
Phillips 66 (PSX)	0.0	$37k		286.00	129.04	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$35k		400.00	88.08	View chart
Redwood Trust (RWT)	0.0	$33k		6.0k	5.53	View chart
Morningstar (MORN)	0.0	$33k	-3%	150.00	217.31	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$30k		619.00	48.75	View chart
Danaher Corporation (DHR)	0.0	$29k	+15%	128.00	228.92	View chart
Home Depot (HD)	0.0	$29k	+22%	83.00	344.11	View chart
Stryker Corporation (SYK)	0.0	$29k		81.00	351.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$25k	+3%	120.00	211.79	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$25k		182.00	139.16	View chart
Jacobs Engineering Group (J)	0.0	$25k		187.00	132.47	View chart
TriCo Bancshares (TCBK)	0.0	$24k		511.00	47.37	View chart
Johnson & Johnson (JNJ)	0.0	$24k	+8%	116.00	206.96	View chart
Honeywell International (HON)	0.0	$24k	+24%	122.00	195.09	View chart
Eli Lilly & Co. (LLY)	0.0	$24k	NEW	22.00	1074.68	View chart
Anthem (ELV)	0.0	$23k		66.00	350.56	View chart
Union Pacific Corporation (UNP)	0.0	$23k		100.00	231.32	View chart
Ge Vernova (GEV)	0.0	$23k	NEW	35.00	653.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$23k		254.00	88.49	View chart
Waste Management (WM)	0.0	$22k	-48%	100.00	219.71	View chart
EOG Resources (EOG)	0.0	$22k	+13%	207.00	105.01	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$21k		222.00	95.09	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$20k	+100%	376.00	52.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$18k		331.00	54.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$17k		372.00	46.81	View chart
Eaton Corp SHS (ETN)	0.0	$16k		49.00	318.51	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$15k		166.00	93.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$15k		22.00	684.95	View chart
Chevron Corporation (CVX)	0.0	$15k	+39%	95.00	152.41	View chart
Exxon Mobil Corporation (XOM)	0.0	$14k		119.00	120.34	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$14k	-7%	184.00	76.71	View chart
Nike CL B (NKE)	0.0	$14k		212.00	63.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$13k	NEW	40.00	313.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$12k	NEW	38.00	323.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$12k		150.00	78.81	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.0	$12k	-59%	226.00	52.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$12k	NEW	175.00	66.00	View chart
Ge Aerospace Com New (GE)	0.0	$11k	NEW	37.00	308.05	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$11k		111.00	101.98	View chart
Progressive Corporation (PGR)	0.0	$11k	NEW	48.00	227.73	View chart
Paypal Holdings (PYPL)	0.0	$11k		187.00	58.38	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$9.3k		207.00	45.02	View chart
Cintas Corporation (CTAS)	0.0	$9.0k	NEW	48.00	188.08	View chart
Raytheon Technologies Corp (RTX)	0.0	$8.6k	NEW	47.00	183.40	View chart
Intuit (INTU)	0.0	$8.6k	NEW	13.00	662.46	View chart
American Tower Reit (AMT)	0.0	$8.3k		47.00	175.57	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$8.2k	-44%	1.1k	7.39	View chart
Pinterest Cl A (PINS)	0.0	$7.3k		280.00	25.89	View chart
Linde SHS (LIN)	0.0	$6.4k	NEW	15.00	426.40	View chart
Nextera Energy (NEE)	0.0	$5.8k	NEW	72.00	80.29	View chart
McDonald's Corporation (MCD)	0.0	$5.5k	NEW	18.00	305.67	View chart
Abbott Laboratories (ABT)	0.0	$5.0k	NEW	40.00	125.30	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.6k	NEW	8.00	579.50	View chart
Starbucks Corporation (SBUX)	0.0	$4.6k	NEW	55.00	84.22	View chart
Procter & Gamble Company (PG)	0.0	$4.3k	NEW	30.00	143.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$4.1k		10.00	412.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$4.0k		22.00	181.23	View chart
Prologis (PLD)	0.0	$3.3k		26.00	127.69	View chart
Zoetis Cl A (ZTS)	0.0	$3.1k	NEW	25.00	125.84	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$2.9k	NEW	24.00	119.42	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$2.8k	NEW	38.00	74.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.6k	-66%	45.00	57.47	View chart
Mastercard Incorporated Cl A (MA)	0.0	$2.3k	NEW	4.00	571.00	View chart
Solstice Advanced Matls Com Shs	0.0	$1.5k	NEW	30.00	48.60	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.4k	NEW	13.00	107.15	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$1.2k	-28%	10.00	115.80	View chart
Capital One Financial (COF)	0.0	$970.000000	NEW	4.00	242.50	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$960.000300	NEW	21.00	45.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$887.000000	NEW	5.00	177.40	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$807.000000	NEW	12.00	67.25	View chart
Oracle Corporation (ORCL)	0.0	$585.000000	NEW	3.00	195.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$577.999800	NEW	6.00	96.33	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$301.000200	NEW	6.00	50.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$300.000000	NEW	3.00	100.00	View chart
Spdr Series Trust State Street Spd (SPLG)	0.0	$240.999900	NEW	3.00	80.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$194.000000	NEW	4.00	48.50	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$182.000000		2.00	91.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$103.000000	NEW	1.00	103.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$78.999900		3.00	26.33	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 Q4 filed Jan. 14, 2026
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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