Longview Financial Advisors

Longview Financial Advisors as of Dec. 31, 2025

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