Longview Financial Advisors LLC — 13F Holdings & Portfolio
CIK 2076077 · latest 13F-HR filed 2026-04-20
Longview Financial Advisors LLC manages $184.0M in 13F-reported U.S. long-equity assets across 157 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (14.72%), JPIE (13.02%), VCSH (11.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 18, added to 25, and trimmed 44.
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.
$184.0M
Long-equity book
157
Distinct positions
2026-03-31
Filed 2026-04-20
+0 / −18 / ↑25 / ↓44
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$2.2M +13.5%
- DIMENSIONAL ETF TRUST$585.5K +7.7%
- DIMENSIONAL ETF TRUST$339.2K +5.7%
- DIMENSIONAL ETF TRUST$269.5K +5.3%
- DIMENSIONAL ETF TRUST$218.9K +8.1%
Top Trims
- VANGUARD SCOTTSDALE FDS-$1.4M -6.2%
- ISHARES TR-$273.3K -91.1%
- META PLATFORMS INC-$185.5K -19.3%
- APPLE INC-$108.1K -6.8%
- MICROSOFT CORP-$73.6K -23.5%
Exited Positions
- ADVANCED MICRO DEVICES INC$88.9K
- VISA INC$47.7K
- J P MORGAN EXCHANGE TRADED F$44.0K
- PHILLIPS 66$36.9K
- MORNINGSTAR INC$32.6K
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 | $27.1M | 14.72% | 697,083 | SH |
| 2 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $24.0M | 13.02% | 520,045 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $21.3M | 11.57% | 268,589 | SH |
| 4 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $18.1M | 9.83% | 218,700 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $17.0M | 9.26% | 266,746 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $16.4M | 8.91% | 275,490 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $8.2M | 4.44% | 229,013 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $6.3M | 3.45% | 183,575 | SH |
| 9 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $6.3M | 3.42% | 159,589 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $5.3M | 2.91% | 150,516 | SH |
| 11 | ISHARES TR | IEI | 464288661 | $3.7M | 2.02% | 31,379 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.9M | 1.59% | 71,298 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $2.9M | 1.56% | 107,883 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $1.6M | 0.86% | 37,483 | SH |
| 15 | ISHARES TR | IGSB | 464288646 | $1.5M | 0.82% | 28,613 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $1.5M | 0.81% | 5,861 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $1.4M | 0.75% | 32,650 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $1.3M | 0.68% | 32,155 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $1.2M | 0.65% | 22,729 | SH |
| 20 | ISHARES TR | ACWI | 464288257 | $991.4K | 0.54% | 7,165 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $838.1K | 0.46% | 18,576 | SH |
| 22 | CATERPILLAR INC | CAT | 149123101 | $806.2K | 0.44% | 1,138 | SH |
| 23 | META PLATFORMS INC | META | 30303M102 | $777.5K | 0.42% | 1,359 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $728.5K | 0.40% | 15,032 | SH |
| 25 | WISDOMTREE TR | DLS | 97717W760 | $715.1K | 0.39% | 8,774 | SH |
| 26 | ISHARES TR | REET | 46434V647 | $631.3K | 0.34% | 25,103 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $628.1K | 0.34% | 1,958 | SH |
| 28 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $588.2K | 0.32% | 4,426 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $552.3K | 0.30% | 16,311 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $390.6K | 0.21% | 1,328 | SH |
| 31 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $342.7K | 0.19% | 527 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $342.0K | 0.19% | 1,642 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $338.3K | 0.18% | 1,940 | SH |
| 34 | ISHARES TR | IEFA | 46432F842 | $335.1K | 0.18% | 3,701 | SH |
| 35 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $328.0K | 0.18% | 5,118 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $319.7K | 0.17% | 5,915 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $290.4K | 0.16% | 1,010 | SH |
| 38 | ISHARES TR | QUAL | 46432F339 | $258.4K | 0.14% | 1,347 | SH |
| 39 | MICROSOFT CORP | MSFT | 594918104 | $240.2K | 0.13% | 649 | SH |
| 40 | MORGAN STANLEY | MS | 617446448 | $238.8K | 0.13% | 1,451 | SH |
| 41 | VANGUARD INDEX FDS | VTV | 922908744 | $212.3K | 0.12% | 1,082 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $195.3K | 0.11% | 196 | SH |
| 43 | ISHARES TR | AOA | 464289859 | $190.3K | 0.10% | 2,151 | SH |
| 44 | SPDR SERIES TRUST | SPTM | 78464A805 | $177.0K | 0.10% | 2,239 | SH |
| 45 | ISHARES TR | SUSA | 464288802 | $172.3K | 0.09% | 1,304 | SH |
| 46 | SCHWAB CHARLES CORP | SCHW | 808513105 | $160.1K | 0.09% | 1,704 | SH |
| 47 | ISHARES TR | SCZ | 464288273 | $159.6K | 0.09% | 2,036 | SH |
| 48 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $150.5K | 0.08% | 244 | SH |
| 49 | LAM RESEARCH CORP | LRCX | 512807306 | $149.6K | 0.08% | 700 | SH |
| 50 | ISHARES TR | IJS | 464287879 | $138.9K | 0.08% | 1,173 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $184.0M | 157 | 0002076077-26-000002 |
| 2025-12-31 | 2026-01-14 | $181.4M | 175 | 0002076077-26-000001 |