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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, VCIT, HELO, and represent 58.40% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VCIT, HELO, VGIT, JPIE, DFAC, DFSU, DFLV, DFGR, DFIC, DFSI.
Reduced shares in these 10 stocks: VCSH, SUB, AMD, DFAI, META, SCHW, , JPST, PSX, MORN.
Sold out of its positions in ABT, AMD, ELV, COF, JPST, MSD, MORN, NEE, NKE, ORCL. PYPL, PSX, PG, SLYV, SCHB, SBUX, V, ZTS.
Longview Financial Advisors was a net buyer of stock by $3.8M.
Longview Financial Advisors has $184M in assets under management (AUM), dropping by 1.47%.
Central Index Key (CIK): 0002076077

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 157 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	14.7	$27M		697k	38.86	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	13.0	$24M		520k	46.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	11.6	$21M	-5%	269k	79.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.8	$18M	+14%	219k	82.75	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	9.3	$17M	+6%	267k	63.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.9	$16M	+3%	276k	59.55	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.4	$8.2M	+3%	229k	35.71	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.4	$6.3M		184k	34.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$6.3M		160k	39.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$5.3M	+2%	151k	35.53	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.0	$3.7M		31k	118.60	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.6	$2.9M	+14%	71k	41.09	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$2.9M	+6%	108k	26.58	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.9	$1.6M	+4%	38k	42.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$1.5M		29k	52.56	View chart
Apple (AAPL)	0.8	$1.5M		5.9k	253.79	View chart
Dimensional Etf Trust International (DFSI)	0.8	$1.4M	+8%	33k	42.40	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.3M	-5%	32k	38.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.2M		23k	52.78	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$991k		7.2k	138.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$838k		19k	45.12	View chart
Caterpillar (CAT)	0.4	$806k		1.1k	708.46	View chart
Meta Platforms Cl A (META)	0.4	$778k	-6%	1.4k	572.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$729k		15k	48.46	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.4	$715k		8.8k	81.50	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$631k		25k	25.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$628k	-3%	2.0k	320.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$588k		4.4k	132.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$552k		16k	33.86	View chart
JPMorgan Chase & Co. (JPM)	0.2	$391k	+30%	1.3k	294.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$343k		527.00	650.34	View chart
Amazon (AMZN)	0.2	$342k	-4%	1.6k	208.27	View chart
NVIDIA Corporation (NVDA)	0.2	$338k		1.9k	174.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$335k		3.7k	90.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$328k		5.1k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$320k		5.9k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$290k		1.0k	287.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$258k		1.3k	191.81	View chart
Microsoft Corporation (MSFT)	0.1	$240k		649.00	370.17	View chart
Morgan Stanley Com New (MS)	0.1	$239k		1.5k	164.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$212k		1.1k	196.20	View chart
Costco Wholesale Corporation (COST)	0.1	$195k		196.00	996.43	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$190k	+8%	2.2k	88.49	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$177k		2.2k	79.06	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$172k		1.3k	132.10	View chart
Charles Schwab Corporation (SCHW)	0.1	$160k	-25%	1.7k	93.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$160k		2.0k	78.41	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$151k		244.00	616.76	View chart
Lam Research Corp Com New (LRCX)	0.1	$150k		700.00	213.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$139k		1.2k	118.45	View chart
Wells Fargo & Company (WFC)	0.1	$132k		1.7k	79.61	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$119k		2.0k	59.22	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$117k		3.0k	38.74	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$115k		2.3k	49.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$101k		2.0k	50.98	View chart
Parker-Hannifin Corporation (PH)	0.1	$99k		111.00	895.24	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$99k		1.4k	71.73	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$91k		1.9k	47.84	View chart
Goldman Sachs (GS)	0.0	$86k		102.00	845.99	View chart
Ventas (VTR)	0.0	$84k		1.0k	81.78	View chart
Broadcom (AVGO)	0.0	$81k		261.00	309.51	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$80k		515.00	155.11	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$76k		2.4k	31.50	View chart
Palantir Technologies Cl A (PLTR)	0.0	$73k		500.00	146.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$73k		2.5k	29.13	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$72k		500.00	144.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$71k		210.00	337.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$71k	-26%	728.00	97.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$68k		1.1k	63.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$68k		480.00	142.43	View chart
Wal-Mart Stores (WMT)	0.0	$67k		542.00	124.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$65k		1.1k	61.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$61k		286.00	213.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$59k		1.1k	55.52	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$58k		1.0k	56.58	View chart
Toyota Motor Corp Ads (TM)	0.0	$58k		280.00	206.09	View chart
TJX Companies (TJX)	0.0	$56k		352.00	159.70	View chart
York Water Company (YORW)	0.0	$55k		1.8k	30.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$52k		1.0k	49.89	View chart
Pulte (PHM)	0.0	$50k		426.00	117.61	View chart
Rb Global (RBA)	0.0	$48k		497.00	95.85	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$46k		700.00	65.15	View chart
TransDigm Group Incorporated (TDG)	0.0	$44k		38.00	1158.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$43k		111.00	390.41	View chart
Joby Aviation Common Stock (JOBY)	0.0	$41k		5.0k	8.26	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$41k		406.00	100.57	View chart
Blackrock (BLK)	0.0	$39k		41.00	961.73	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$39k		850.00	45.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$38k		175.00	215.06	View chart
Sherwin-Williams Company (SHW)	0.0	$37k		114.00	320.55	View chart
Redwood Trust (RWT)	0.0	$34k		6.0k	5.61	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$31k	-13%	348.00	89.33	View chart
Ge Vernova (GEV)	0.0	$31k		35.00	872.91	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$30k		619.00	48.46	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$28k	-49%	555.00	49.69	View chart
Home Depot (HD)	0.0	$27k		83.00	328.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$27k	-91%	250.00	106.50	View chart
Stryker Corporation (SYK)	0.0	$27k		81.00	328.59	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$27k		182.00	145.95	View chart
EOG Resources (EOG)	0.0	$26k	-12%	182.00	144.57	View chart
Johnson & Johnson (JNJ)	0.0	$26k	-7%	107.00	244.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$26k		120.00	217.25	View chart
Servicenow (NOW)	0.0	$26k		245.00	104.55	View chart
TriCo Bancshares (TCBK)	0.0	$24k		511.00	47.54	View chart
Union Pacific Corporation (UNP)	0.0	$24k		100.00	242.62	View chart
Jacobs Engineering Group (J)	0.0	$24k		187.00	127.28	View chart
Waste Management (WM)	0.0	$23k		100.00	229.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$23k		254.00	88.70	View chart
Honeywell International (HON)	0.0	$22k	-19%	98.00	226.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$21k		222.00	95.62	View chart
Danaher Corporation (DHR)	0.0	$21k	-13%	111.00	189.60	View chart
Eli Lilly & Co. (LLY)	0.0	$20k		22.00	919.77	View chart
Exxon Mobil Corporation (XOM)	0.0	$20k		119.00	169.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$19k		331.00	56.79	View chart
Eaton Corp SHS (ETN)	0.0	$18k		49.00	357.67	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$18k		372.00	46.91	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$16k		376.00	41.68	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$16k		166.00	94.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$14k		22.00	653.23	View chart
Chevron Corporation (CVX)	0.0	$14k	-28%	68.00	206.91	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.0	$14k		183.00	75.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$12k		111.00	110.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$12k		38.00	313.82	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$12k		226.00	52.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$12k		175.00	67.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$12k		150.00	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$12k		40.00	286.88	View chart
Ge Aerospace Com New (GE)	0.0	$11k		37.00	283.78	View chart
Progressive Corporation (PGR)	0.0	$9.5k		48.00	198.25	View chart
Raytheon Technologies Corp (RTX)	0.0	$9.1k		47.00	192.91	View chart
Cintas Corporation (CTAS)	0.0	$8.1k		48.00	169.15	View chart
American Tower Reit (AMT)	0.0	$8.1k		47.00	172.60	View chart
Linde SHS (LIN)	0.0	$7.4k		15.00	495.80	View chart
Intuit (INTU)	0.0	$5.6k		13.00	432.38	View chart
McDonald's Corporation (MCD)	0.0	$5.6k		18.00	310.83	View chart
Pinterest Cl A (PINS)	0.0	$5.1k		280.00	18.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$4.2k		22.00	189.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.9k		8.00	491.62	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$3.7k	-60%	81.00	45.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$3.7k		10.00	367.50	View chart
Prologis (PLD)	0.0	$3.4k		26.00	132.19	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$2.9k	+2%	39.00	73.79	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$2.6k		24.00	109.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.6k		45.00	56.87	View chart
Mastercard Incorporated Cl A (MA)	0.0	$2.0k		4.00	499.75	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$1.8k	-20%	24.00	76.17	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.4k		13.00	106.15	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$970.000000		10.00	97.00	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$953.001000		21.00	45.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$922.000000		5.00	184.40	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$837.000000		12.00	69.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$564.000000		6.00	94.00	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$301.000200		6.00	50.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$297.999900		3.00	99.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$230.000100		3.00	76.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$193.000000		4.00	48.25	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$104.000000		1.00	104.00	View chart

Past Filings by Longview Financial Advisors

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

Longview Financial Advisors 2026 Q1 filed April 20, 2026
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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