Longview Financial Advisors

Longview Financial Advisors as of June 30, 2026

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