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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 58.56% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JPIE, VCIT, J P Morgan Exchange Traded F, HELO, VGIT, DFAC, DFIC, DFLV, DFGR, DISV.
Started 8 new stock positions in IBTH, IBTJ, IBTL, IBTK, HONA, IBTI, IBTG, J P Morgan Exchange Traded F.
Reduced shares in these 10 stocks: CAT, DFEM, IGSB, DFSE, DFAI, IEI, PLTR, AOA, COST, ACWI.
Sold out of its positions in CTAS, DHR, GE, Honeywell International, INTU, CMF, MA, MCD, PLTR, PGR. XLY, NOW, TMO, LIN, JOBY.
Longview Financial Advisors was a net buyer of stock by $7.7M.
Longview Financial Advisors has $202M in assets under management (AUM), dropping by 9.96%.
Central Index Key (CIK): 0002076077

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 150 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	15.5	$31M		705k	44.36	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	13.0	$26M	+9%	572k	46.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	10.6	$21M		270k	79.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.9	$20M	+10%	243k	82.65	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	9.6	$20M	+8%	289k	67.58	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.4	$17M	+4%	287k	58.98	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	4.6	$9.2M		233k	39.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$7.2M	-3%	177k	40.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.2	$6.5M	+2%	163k	40.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.9	$5.9M	+6%	160k	37.26	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.8	$3.6M	-2%	31k	117.45	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.6	$3.3M		71k	46.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$3.3M	+5%	114k	28.97	View chart
Apple (AAPL)	0.8	$1.7M		5.9k	289.36	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.8	$1.7M	-8%	34k	48.88	View chart
J P Morgan Exchange Traded F New York Tax Fre	0.8	$1.6M	NEW	33k	50.18	View chart
Dimensional Etf Trust International (DFSI)	0.7	$1.5M		32k	45.10	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$1.3M	-14%	25k	52.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.2M		23k	54.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.2M	-10%	29k	41.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.1M	-4%	6.8k	156.96	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$954k		19k	51.69	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$843k		4.4k	190.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$824k		15k	55.01	View chart
Caterpillar (CAT)	0.4	$800k	-34%	751.00	1064.90	View chart
Meta Platforms Cl A (META)	0.4	$762k		1.4k	563.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$725k		2.0k	370.04	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.3	$705k	-4%	8.4k	83.79	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$691k		25k	27.62	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$623k	-5%	16k	40.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$419k	-3%	1.3k	327.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$394k		527.00	746.77	View chart
Amazon (AMZN)	0.2	$391k		1.6k	238.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$365k		5.1k	71.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$361k		1.0k	357.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$357k		3.7k	96.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$353k		5.9k	59.69	View chart
NVIDIA Corporation (NVDA)	0.2	$348k	-10%	1.7k	200.09	View chart
Lam Research Corp Com New (LRCX)	0.1	$303k		700.00	433.33	View chart
Morgan Stanley Com New (MS)	0.1	$303k		1.5k	209.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$296k		1.3k	219.43	View chart
Microsoft Corporation (MSFT)	0.1	$242k		649.00	373.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$236k		1.1k	217.93	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$203k		2.2k	90.79	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$193k	-4%	1.3k	154.30	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$172k		244.00	703.34	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$168k		2.0k	82.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$160k		1.2k	136.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$157k		1.7k	92.25	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$146k	-30%	1.5k	97.60	View chart
Wells Fargo & Company (WFC)	0.1	$137k		1.7k	82.64	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$136k		2.0k	67.56	View chart
Costco Wholesale Corporation (COST)	0.1	$128k	-30%	137.00	935.47	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$119k		3.0k	39.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$117k		2.3k	50.66	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$111k	-2%	1.4k	82.34	View chart
Parker-Hannifin Corporation (PH)	0.1	$109k		111.00	978.13	View chart
Goldman Sachs (GS)	0.1	$103k		102.00	1011.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$101k		2.0k	51.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$100k		210.00	477.57	View chart
Broadcom (AVGO)	0.0	$99k		261.00	377.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$97k		515.00	188.09	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$91k	+12%	2.7k	33.54	View chart
Ventas (VTR)	0.0	$91k		1.0k	88.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$89k		500.00	178.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$85k		2.5k	33.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$80k	-5%	105.00	763.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$79k		480.00	164.27	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$76k		1.1k	72.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$76k		728.00	103.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$70k		1.1k	65.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$69k		286.00	242.43	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.0	$67k	-39%	1.2k	57.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$65k		1.1k	61.46	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$62k		1.0k	60.79	View chart
Wal-Mart Stores (WMT)	0.0	$59k	-4%	519.00	113.26	View chart
Pulte (PHM)	0.0	$59k		426.00	137.21	View chart
Rb Global (RBA)	0.0	$58k		497.00	116.45	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$57k	NEW	2.5k	22.89	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$56k	NEW	2.5k	22.37	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$56k	NEW	2.5k	22.14	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$56k	NEW	2.6k	21.65	View chart
York Water Company (YORW)	0.0	$55k		1.8k	30.65	View chart
TJX Companies (TJX)	0.0	$53k		352.00	151.50	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$52k		700.00	74.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$52k		1.0k	50.58	View chart
Toyota Motor Corp Ads (TM)	0.0	$47k		280.00	168.42	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$43k		850.00	50.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$41k		175.00	236.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$41k		410.00	100.81	View chart
TransDigm Group Incorporated (TDG)	0.0	$41k	-18%	31.00	1332.06	View chart
Ge Vernova (GEV)	0.0	$41k		35.00	1174.89	View chart
Blackrock (BLK)	0.0	$39k		41.00	961.56	View chart
Sherwin-Williams Company (SHW)	0.0	$34k	-14%	98.00	344.33	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$34k		348.00	96.32	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$31k		376.00	81.00	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$30k		619.00	48.25	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$30k		555.00	53.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$29k		120.00	242.99	View chart
Redwood Trust (RWT)	0.0	$28k		6.0k	4.74	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$28k		182.00	152.18	View chart
TriCo Bancshares (TCBK)	0.0	$28k		511.00	53.85	View chart
Union Pacific Corporation (UNP)	0.0	$27k		100.00	272.00	View chart
Johnson & Johnson (JNJ)	0.0	$27k		107.00	253.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$27k		250.00	106.47	View chart
Eli Lilly & Co. (LLY)	0.0	$26k		22.00	1199.45	View chart
Stryker Corporation (SYK)	0.0	$26k		81.00	314.85	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$25k	NEW	1.2k	20.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$25k		254.00	96.43	View chart
Home Depot (HD)	0.0	$24k	-18%	68.00	352.69	View chart
EOG Resources (EOG)	0.0	$24k		182.00	129.73	View chart
Jacobs Engineering Group (J)	0.0	$24k		187.00	126.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$23k		222.00	102.81	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$22k	NEW	1.1k	19.54	View chart
Waste Management (WM)	0.0	$22k		100.00	222.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$21k	-6%	309.00	68.41	View chart
Eaton Corp SHS (ETN)	0.0	$21k		49.00	426.12	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$19k		372.00	51.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$19k	+60%	240.00	77.91	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$17k		166.00	99.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$17k		22.00	748.91	View chart
Exxon Mobil Corporation (XOM)	0.0	$16k		119.00	136.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$15k		38.00	393.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$14k		40.00	353.35	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$14k		111.00	124.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$14k		175.00	77.11	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$13k		226.00	55.37	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.0	$12k	-21%	143.00	85.67	View chart
Chevron Corporation (CVX)	0.0	$11k		68.00	165.76	View chart
Honeywell Aerospace (HONA)	0.0	$11k	NEW	49.00	221.08	View chart
Raytheon Technologies Corp (RTX)	0.0	$8.9k		47.00	189.74	View chart
American Tower Reit (AMT)	0.0	$7.7k		47.00	163.57	View chart
Pinterest Cl A (PINS)	0.0	$5.9k		280.00	21.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$4.9k		22.00	221.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$4.4k	+400%	50.00	87.92	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$4.0k		81.00	49.72	View chart
Prologis (PLD)	0.0	$3.5k		26.00	135.50	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$3.4k	+5%	41.00	82.80	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$2.1k		24.00	88.62	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$1.4k		10.00	141.80	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.4k		13.00	107.69	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$995.000400		12.00	82.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$988.000000		5.00	197.60	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$961.999500		21.00	45.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$579.000000		6.00	96.50	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$304.000200		6.00	50.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$297.000000		3.00	99.00	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$264.000000		3.00	88.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$194.000000		4.00	48.50	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$103.000000		1.00	103.00	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 Q2 filed July 14, 2026
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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