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Longview Financial Advisors LLC — 13F Holdings & Portfolio

CIK 2076077 · latest 13F-HR filed 2026-07-14

Backtest portfolio

Longview Financial Advisors LLC manages $202.4M in 13F-reported U.S. long-equity assets across 150 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (15.45%), JPIE (13.01%), VCSH (10.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 15, added to 87, and trimmed 17.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4040 CIVIC CENTER DRIVE
SUITE 200
SAN RAFAEL, CA 94903
Phone
(415) 256-7700
Filing Manager
Longview Financial Advisors LLC
SAN RAFAEL, CA
Signatory
Colleen Harrington
Chief Compliance Officer
Loading holdings…
AUM

$202.4M

Long-equity book

Holdings

150

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+8 / −15 / ↑87 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.2M +15.4%
  • J P MORGAN EXCHANGE TRADED F$2.5M +14.5%
  • J P MORGAN EXCHANGE TRADED F$2.4M +9.9%
  • VANGUARD SCOTTSDALE FDS$1.9M +10.7%
  • DIMENSIONAL ETF TRUST$1.0M +12.8%
Show all 87 →

Top Trims

  • ISHARES TR-$218.9K -14.6%
  • DIMENSIONAL ETF TRUST-$72.0K -5.7%
  • COSTCO WHOLESALE CORPORATION-$67.1K -34.4%
  • ISHARES TR-$44.7K -23.5%
  • ISHARES TR-$24.3K -26.5%
Show all 17 →

New Positions

  • J P MORGAN EXCHANGE TRADED F$1.6M
  • ISHARES TR$56.5K
  • ISHARES TR$56.4K
  • ISHARES TR$56.3K
  • ISHARES TR$56.2K
Show all 8 →

Exited Positions

  • PALANTIR TECHNOLOGIES INC$73.1K
  • JOBY AVIATION INC$41.3K
  • SERVICENOW INC$25.6K
  • HONEYWELL INTL INC$22.2K
  • DANAHER CORP DEL$21.0K
Show all 15 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $31.3M 15.45% 704,896 SH
2 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $26.3M 13.01% 571,553 SH
3 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $21.3M 10.55% 270,145 SH
4 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $20.0M 9.90% 242,452 SH
5 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $19.5M 9.65% 288,873 SH
6 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $16.9M 8.37% 287,129 SH
7 DIMENSIONAL ETF TRUST DFLV 25434V666 $9.2M 4.56% 233,381 SH
8 DIMENSIONAL ETF TRUST DFEM 25434V732 $7.2M 3.55% 176,579 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $6.5M 3.24% 163,131 SH
10 DIMENSIONAL ETF TRUST DFIC 25434V799 $5.9M 2.94% 159,552 SH
11 ISHARES TR IEI 464288661 $3.6M 1.77% 30,459 SH
12 DIMENSIONAL ETF TRUST DFSU 25434V716 $3.3M 1.64% 71,062 SH
13 DIMENSIONAL ETF TRUST DFGR 25434V658 $3.3M 1.62% 113,450 SH
14 APPLE INC AAPL 037833100 $1.7M 0.84% 5,861 SH
15 DIMENSIONAL ETF TRUST DFSE 25434V682 $1.7M 0.82% 34,136 SH
16 J P MORGAN EXCHANGE TRADED F JTNY 46654Q476 $1.6M 0.81% 32,567 SH
17 DIMENSIONAL ETF TRUST DFSI 25434V690 $1.5M 0.72% 32,181 SH
18 ISHARES TR IGSB 464288646 $1.3M 0.64% 24,518 SH
19 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.2M 0.61% 22,729 SH
20 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.2M 0.58% 28,625 SH
21 ISHARES TR ACWI 464288257 $1.1M 0.53% 6,847 SH
22 DIMENSIONAL ETF TRUST DFAU 25434V104 $954.3K 0.47% 18,462 SH
23 SELECT SECTOR SPDR TR XLK 81369Y803 $843.2K 0.42% 4,426 SH
24 DIMENSIONAL ETF TRUST DFUV 25434V724 $823.9K 0.41% 14,978 SH
25 CATERPILLAR INC CAT 149123101 $799.7K 0.40% 751 SH
26 META PLATFORMS INC META 30303M102 $762.1K 0.38% 1,353 SH
27 VANGUARD INDEX FDS VTI 922908769 $724.5K 0.36% 1,958 SH
28 WISDOMTREE TR DLS 97717W760 $705.3K 0.35% 8,417 SH
29 ISHARES TR REET 46434V647 $690.6K 0.34% 25,003 SH
30 DIMENSIONAL ETF TRUST DFAE 25434V302 $622.9K 0.31% 15,492 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $418.9K 0.21% 1,280 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $393.5K 0.19% 527 SH
33 AMAZON COM INC AMZN 023135106 $391.4K 0.19% 1,642 SH
34 VANGUARD TAX-MANAGED FDS VEA 921943858 $364.7K 0.18% 5,118 SH
35 ALPHABET INC GOOGL 02079K305 $360.9K 0.18% 1,010 SH
36 ISHARES TR IEFA 46432F842 $357.4K 0.18% 3,701 SH
37 VANGUARD INTL EQUITY INDEX F VWO 922042858 $352.7K 0.17% 5,909 SH
38 NVIDIA CORPORATION NVDA 67066G104 $348.2K 0.17% 1,740 SH
39 LAM RESEARCH CORP LRCX 512807306 $303.3K 0.15% 700 SH
40 MORGAN STANLEY MS 617446448 $303.3K 0.15% 1,451 SH
41 ISHARES TR QUAL 46432F339 $295.6K 0.15% 1,347 SH
42 MICROSOFT CORP MSFT 594918104 $242.1K 0.12% 649 SH
43 VANGUARD INDEX FDS VTV 922908744 $235.8K 0.12% 1,082 SH
44 SPDR SERIES TRUST SPTM 78464A805 $203.3K 0.10% 2,239 SH
45 ISHARES TR SUSA 464288802 $193.0K 0.10% 1,251 SH
46 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $171.6K 0.08% 244 SH
47 ISHARES TR SCZ 464288273 $167.5K 0.08% 2,036 SH
48 ISHARES TR IJS 464287879 $160.3K 0.08% 1,173 SH
49 SCHWAB CHARLES CORP SCHW 808513105 $157.4K 0.08% 1,706 SH
50 ISHARES TR AOA 464289859 $145.6K 0.07% 1,492 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $202.4M 150 0002076077-26-000003
2026-03-31 2026-04-20 $184.0M 157 0002076077-26-000002
2025-12-31 2026-01-14 $181.4M 175 0002076077-26-000001