Longview Financial Advisors

Longview Financial Advisors as of June 30, 2025

Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 125 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 15.9 $25M 320k 79.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.7 $25M 701k 35.84
J P Morgan Exchange Traded F Income Etf (JPIE) 13.2 $21M 455k 46.32
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.1 $15M 244k 59.81
J P Morgan Exchange Traded F Hedged Equity La (HELO) 8.2 $13M 210k 62.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.2 $9.9M 119k 82.92
Dimensional Etf Trust Us Large Cap Val (DFLV) 3.7 $5.9M 191k 31.02
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $5.3M 180k 29.68
Dimensional Etf Trust Intl Small Cap V (DISV) 3.0 $4.8M 145k 32.91
Dimensional Etf Trust Intl Core Equity (DFIC) 2.9 $4.7M 151k 31.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.4 $3.8M 32k 119.09
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $2.4M 90k 26.83
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.2 $1.9M 48k 39.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $1.8M 34k 52.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.2M 36k 34.57
Dimensional Etf Trust Emerging Markets (DFSE) 0.8 $1.2M 32k 38.06
Apple (AAPL) 0.8 $1.2M 5.9k 205.17
Meta Platforms Cl A (META) 0.7 $1.2M 1.6k 738.09
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $990k 23k 42.83
Dimensional Etf Trust International (DFSI) 0.6 $974k 25k 39.41
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $937k 7.3k 128.59
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $804k 19k 42.36
Wisdomtree Tr Intl Smcap Div (DLS) 0.5 $751k 10k 75.11
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $697k 17k 42.28
Ishares Tr Global Reit Etf (REET) 0.4 $630k 26k 24.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $552k 5.2k 106.34
Select Sector Spdr Tr Technology (XLK) 0.3 $521k 2.1k 253.23
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $477k 17k 28.95
Caterpillar (CAT) 0.3 $462k 1.2k 388.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $429k 1.4k 303.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $326k 527.00 617.85
Microsoft Corporation (MSFT) 0.2 $323k 649.00 497.41
NVIDIA Corporation (NVDA) 0.2 $307k 1.9k 157.99
JPMorgan Chase & Co. (JPM) 0.2 $302k 1.0k 289.91
Amazon (AMZN) 0.2 $268k 1.2k 219.39
Charles Schwab Corporation (SCHW) 0.2 $258k 2.8k 91.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $217k 4.4k 49.46
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $198k 2.4k 83.40
Morgan Stanley Com New (MS) 0.1 $195k 1.4k 140.86
Costco Wholesale Corporation (COST) 0.1 $181k 183.00 989.95
Ishares Tr Esg Optimized (SUSA) 0.1 $175k 1.4k 126.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $170k 962.00 176.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $148k 2.0k 72.68
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $138k 244.00 566.48
Wells Fargo & Company (WFC) 0.1 $132k 1.7k 80.12
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $117k 1.2k 99.49
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $116k 3.0k 38.28
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $114k 2.3k 49.64
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $101k 2.0k 50.92
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $93k 1.4k 65.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $92k 1.6k 57.01
Ishares Tr Egsadvncdmsci Em (EMXF) 0.1 $88k 2.0k 42.88
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $84k 1.7k 50.68
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.0 $78k 2.6k 30.05
Broadcom (AVGO) 0.0 $69k 250.00 275.65
Palantir Technologies Cl A (PLTR) 0.0 $68k 500.00 136.32
Lam Research Corp Com New (LRCX) 0.0 $68k 700.00 97.34
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $67k 1.1k 62.50
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $67k 500.00 133.04
Ishares Tr Core Msci Eafe (IEFA) 0.0 $66k 795.00 83.48
Parker-Hannifin Corporation (PH) 0.0 $66k 95.00 698.47
Ventas (VTR) 0.0 $65k 1.0k 63.15
Ishares Tr Msci Eafe Etf (EFA) 0.0 $64k 719.00 89.43
Goldman Sachs (GS) 0.0 $62k 88.00 707.75
Advanced Micro Devices (AMD) 0.0 $59k 415.00 141.90
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $57k 1.1k 54.40
York Water Company (YORW) 0.0 $57k 1.8k 31.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $56k 286.00 194.23
Crowdstrike Hldgs Cl A (CRWD) 0.0 $54k 105.00 509.31
Rb Global (RBA) 0.0 $53k 497.00 106.19
Joby Aviation Common Stock (JOBY) 0.0 $53k 5.0k 10.55
Wal-Mart Stores (WMT) 0.0 $51k 519.00 97.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $51k 1.0k 49.03
Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $50k 238.00 211.82
Servicenow (NOW) 0.0 $50k 49.00 1028.08
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $50k 1.1k 45.29
Morningstar (MORN) 0.0 $49k 155.00 313.94
Visa Com Cl A (V) 0.0 $48k 136.00 355.05
Toyota Motor Corp Ads (TM) 0.0 $48k 280.00 172.26
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $48k 210.00 226.49
TransDigm Group Incorporated (TDG) 0.0 $47k 31.00 1520.65
Pulte (PHM) 0.0 $45k 426.00 105.46
Waste Management (WM) 0.0 $44k 193.00 228.82
TJX Companies (TJX) 0.0 $44k 352.00 123.49
Blackrock (BLK) 0.0 $43k 41.00 1049.27
Spdr Series Trust S&p Regl Bkg (KRE) 0.0 $42k 700.00 59.39
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $39k 392.00 100.54
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $36k 175.00 204.67
Redwood Trust (RWT) 0.0 $36k 6.0k 5.91
Phillips 66 (PSX) 0.0 $34k 286.00 119.30
Sherwin-Williams Company (SHW) 0.0 $34k 98.00 343.37
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $33k 400.00 82.14
Stryker Corporation (SYK) 0.0 $32k 81.00 395.64
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $30k 619.00 48.65
Anthem (ELV) 0.0 $26k 66.00 388.97
Home Depot (HD) 0.0 $25k 68.00 366.65
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $25k 182.00 135.73
Jacobs Engineering Group (J) 0.0 $25k 187.00 131.45
Union Pacific Corporation (UNP) 0.0 $23k 100.00 230.08
Honeywell International (HON) 0.0 $23k 98.00 232.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $23k 254.00 89.06
Danaher Corporation (DHR) 0.0 $22k 111.00 197.54
EOG Resources (EOG) 0.0 $22k 182.00 119.62
TriCo Bancshares (TCBK) 0.0 $21k 511.00 40.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $20k 222.00 89.22
Eaton Corp SHS (ETN) 0.0 $18k 49.00 357.00
Johnson & Johnson (JNJ) 0.0 $16k 107.00 152.76
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $16k 331.00 48.24
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $16k 188.00 83.00
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.0 $15k 219.00 69.00
Nike CL B (NKE) 0.0 $15k 212.00 71.04
Paypal Holdings (PYPL) 0.0 $14k 187.00 74.32
Ishares Tr Core S&p500 Etf (IVV) 0.0 $14k 22.00 620.91
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $13k 166.00 80.70
Exxon Mobil Corporation (XOM) 0.0 $13k 119.00 107.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $12k 150.00 78.70
American Tower Reit (AMT) 0.0 $10k 47.00 221.02
Pinterest Cl A (PINS) 0.0 $10k 280.00 35.86
Chevron Corporation (CVX) 0.0 $9.7k 68.00 143.19
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $9.1k 207.00 44.14
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $8.4k 150.00 55.74
Lamb Weston Hldgs (LW) 0.0 $4.7k 90.00 51.86
Prologis (PLD) 0.0 $2.7k 26.00 105.15
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $2.6k 50.00 52.34
Proshares Tr Ultrpro S&p500 (UPRO) 0.0 $1.3k 14.00 91.50