Longview Financial Advisors

Longview Financial Advisors as of Sept. 30, 2025

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