Longview Financial Advisors

Longview Financial Advisors as of March 31, 2026

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