Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- Latest filing
- Jul 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Aug 6, 2025. Long positions only.
- Positions
- 134
- No filing for Q3 2024
- Portfolio value
- $148.9M
- No filing for Q3 2024
Longview Financial Advisors LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 408,193 | $31.8M | 21.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 682,221 | $23.6M | 15.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 432,089 | $19.7M | 13.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 243,249 | $14.1M | 9.5% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 181,497 | $11.3M | 7.6% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 176,634 | $5.30M | 3.6% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 174,849 | $4.58M | 3.1% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 151,899 | $3.93M | 2.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 74,446 | $3.85M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 134,040 | $3.56M | 2.4% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 30,805 | $3.56M | 2.4% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 80,980 | $2.07M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 51,471 | $1.95M | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 6,201 | $1.55M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 36,191 | $1.06M | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,593 | $932.7K | 0.6% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,734 | $921.3K | 0.6% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 27,732 | $918.8K | 0.6% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,534 | $885.2K | 0.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,179 | $822.4K | 0.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 19,282 | $780.7K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,838 | $689.0K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 19,874 | $652.9K | 0.4% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,580 | $637.1K | 0.4% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 10,023 | $630.9K | 0.4% | – | – | – |
| CATCaterpillar Inc | Stock | 1,545 | $560.5K | 0.4% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 19,705 | $499.9K | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,059 | $478.8K | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,401 | $406.0K | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,940 | $394.8K | 0.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $308.9K | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 699 | $294.6K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,228 | $269.4K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,090 | $261.3K | 0.2% | – | – | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,897 | $233.9K | 0.2% | – | – | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 7,462 | $220.0K | 0.1% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 2,764 | $204.6K | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,399 | $193.7K | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,019 | $192.9K | 0.1% | – | – | History |
| MSMorgan Stanley | Stock | 1,383 | $173.9K | 0.1% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 2,263 | $173.4K | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 184 | $168.6K | 0.1% | – | – | History |
| iShares Tr464288802 | ESG OPTIMIZED | 1,384 | $168.3K | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $139.0K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $127.4K | 0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $123.7K | 0.1% | – | – | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $117.1K | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 1,653 | $116.1K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $115.3K | 0.1% | – | – | – |
| ETNEaton Corp plc | Stock | 249 | $82.6K | 0.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,637 | $82.5K | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,406 | $80.9K | 0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,426 | $80.9K | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,619 | $77.4K | 0.1% | – | – | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 2,044 | $76.2K | 0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $67.7K | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 95 | $60.4K | <0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 1,026 | $60.4K | <0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 850 | $59.7K | <0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 134 | $59.6K | <0.1% | – | – | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $59.5K | <0.1% | – | – | – |
| YORWYork Water Co | COM | 1,792 | $58.6K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $58.0K | <0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 250 | $58.0K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 287 | $54.7K | <0.1% | – | – | History |
| TMToyota Motor Corp | ADS | 280 | $54.5K | <0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $54.4K | <0.1% | – | – | – |
| MORNMorningstar, Inc. | COM | 155 | $52.2K | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 41 | $52.0K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 49 | $51.9K | <0.1% | – | – | History |
| PHMPultegroup Inc | COM | 473 | $51.5K | <0.1% | – | – | History |
| LRCXLam Research Corp | Stock | 700 | $50.6K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 88 | $50.4K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $50.1K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 519 | $46.9K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 256 | $46.8K | <0.1% | – | – | History |
| iShares Tr46434V464 | LOW CA OP MS ETF | 238 | $46.1K | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 915 | $45.9K | <0.1% | – | – | – |
| MAMastercard Inc | Stock | 86 | $45.3K | <0.1% | – | – | History |
| RBARB Global Inc. | COM | 497 | $44.8K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 198 | $44.7K | <0.1% | – | – | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $44.7K | <0.1% | – | – | – |
| VVisa Inc. | Stock | 136 | $43.0K | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 352 | $42.5K | <0.1% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $42.2K | <0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 41 | $42.0K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $41.5K | <0.1% | – | – | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $40.6K | <0.1% | – | – | History |
| RWTRedwood Trust Inc | COM | 6,000 | $39.2K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 193 | $38.9K | <0.1% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 385 | $38.6K | <0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 500 | $37.8K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $35.9K | <0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 105 | $35.1K | <0.1% | – | – | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 448 | $34.9K | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $34.3K | <0.1% | – | – | – |
| SHWSherwin Williams Co | COM | 98 | $33.3K | <0.1% | – | – | History |
| PSXPhillips 66 | Stock | 286 | $32.6K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 81 | $29.2K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 68 | $26.5K | <0.1% | – | – | History |