Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- Latest filing
- Jul 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 6, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 125
- −4 vs. Q1 2025
- Portfolio value
- $159.6M
- +$8.08M (+5.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 319,986 | $25.4M | 15.9% | −33,841−9.6% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 701,057 | $25.1M | 15.7% | +24,357+3.6% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 454,947 | $21.1M | 13.2% | +4,239+0.9% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 244,122 | $14.6M | 9.1% | −1,186−0.5% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 209,635 | $13.1M | 8.2% | +15,958+8.2% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 119,062 | $9.87M | 6.2% | +40,908+52.3% | Added | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 191,161 | $5.93M | 3.7% | +7,431+4.0% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 179,461 | $5.33M | 3.3% | −2,153−1.2% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 144,707 | $4.76M | 3.0% | −1,824−1.2% | Reduced | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 150,506 | $4.68M | 2.9% | −9,834−6.1% | Reduced | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,927 | $3.80M | 2.4% | −141−0.4% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 89,682 | $2.41M | 1.5% | +1,546+1.8% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 47,760 | $1.87M | 1.2% | −8,993−15.8% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 34,273 | $1.81M | 1.1% | −12,195−26.2% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 35,721 | $1.23M | 0.8% | −470−1.3% | Reduced | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 31,932 | $1.22M | 0.8% | +1,804+6.0% | Added | – |
| AAPLApple Inc. | Stock | 5,907 | $1.21M | 0.8% | −273−4.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,593 | $1.18M | 0.7% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,105 | $989.6K | 0.6% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 24,716 | $974.1K | 0.6% | +4,084+19.8% | Added | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,286 | $936.9K | 0.6% | −86−1.2% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,986 | $804.2K | 0.5% | −206−1.1% | Reduced | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 9,992 | $750.5K | 0.5% | −37−0.4% | Reduced | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 16,487 | $697.1K | 0.4% | +60.0% | Added | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,507 | $630.0K | 0.4% | −706−2.7% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,190 | $551.9K | 0.3% | −486−8.6% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,056 | $520.6K | 0.3% | −3−0.1% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,459 | $476.5K | 0.3% | −3,093−15.8% | Reduced | – |
| CATCaterpillar Inc | Stock | 1,190 | $462.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,410 | $428.5K | 0.3% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $325.6K | 0.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 649 | $322.8K | 0.2% | −50−7.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,940 | $306.5K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 1,040 | $301.5K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,222 | $268.1K | 0.2% | −6−0.5% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 2,822 | $257.5K | 0.2% | +6+0.2% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,386 | $216.9K | 0.1% | −13−0.3% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,374 | $198.0K | 0.1% | +6+0.3% | Added | – |
| MSMorgan Stanley | Stock | 1,383 | $194.8K | 0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 183 | $181.2K | 0.1% | −1−0.5% | Reduced | History |
| iShares Tr464288802 | ESG OPTIMIZED | 1,384 | $175.4K | 0.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 962 | $169.5K | 0.1% | −57−5.6% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $148.0K | 0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $138.2K | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 1,653 | $132.4K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $116.7K | 0.1% | 00.0% | Unchanged | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $116.0K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $114.2K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $100.6K | 0.1% | +1,975 | New | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,419 | $92.9K | 0.1% | −7−0.5% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,619 | $92.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 2,044 | $87.6K | 0.1% | 00.0% | Unchanged | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,657 | $84.0K | 0.1% | +20+1.2% | Added | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,606 | $78.3K | <0.1% | −225−7.9% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 250 | $68.9K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 500 | $68.2K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 700 | $68.1K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $66.9K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $66.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 795 | $66.4K | <0.1% | 00.0% | Unchanged | – |
| PHParker-Hannifin Corp | Stock | 95 | $66.4K | <0.1% | 00.0% | Unchanged | History |
| VTRVentas, Inc. | REIT | 1,026 | $64.8K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $64.3K | <0.1% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 88 | $62.3K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $58.9K | <0.1% | 00.0% | Unchanged | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $57.4K | <0.1% | 00.0% | Unchanged | – |
| YORWYork Water Co | COM | 1,792 | $56.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $55.5K | <0.1% | +286 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $53.5K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 497 | $52.8K | <0.1% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $52.8K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 519 | $50.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $50.7K | <0.1% | +1,035 | New | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 238 | $50.4K | <0.1% | 00.0% | Unchanged | – |
| NOWServiceNow, Inc. | Stock | 49 | $50.4K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $50.0K | <0.1% | 00.0% | Unchanged | – |
| MORNMorningstar, Inc. | COM | 155 | $48.7K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 136 | $48.3K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 280 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $47.6K | <0.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 31 | $47.1K | <0.1% | −10−24.4% | Reduced | History |
| PHMPultegroup Inc | COM | 426 | $44.9K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 193 | $44.2K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 352 | $43.5K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 41 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $41.6K | <0.1% | 00.0% | Unchanged | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 392 | $39.4K | <0.1% | +4+1.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $35.8K | <0.1% | 00.0% | Unchanged | – |
| RWTRedwood Trust Inc | COM | 6,000 | $35.5K | <0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 286 | $34.1K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 98 | $33.6K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $32.9K | <0.1% | 00.0% | Unchanged | – |
| SYKStryker Corp | Stock | 81 | $32.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 619 | $30.1K | <0.1% | −4,138−87.0% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 66 | $25.7K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 68 | $24.9K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 182 | $24.7K | <0.1% | 00.0% | Unchanged | – |
| JJacobs Solutions Inc. | COM | 187 | $24.6K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 100 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 98 | $22.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (9)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,406 | $80.3K | 0.1% | – |
| CTASCintas Corp | Stock | 256 | $52.6K | <0.1% | History |
| MAMastercard Inc | Stock | 86 | $47.1K | <0.1% | History |
| GOOGAlphabet Inc. | Stock | 287 | $44.8K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 105 | $28.2K | <0.1% | History |
| LLYEli Lilly & Co | Stock | 30 | $24.8K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 53 | $20.3K | <0.1% | History |
| INTUIntuit Inc. | Stock | 27 | $16.6K | <0.1% | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 27 | $13.1K | <0.1% | History |