Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- Latest filing
- Jul 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 141
- +16 vs. Q2 2025
- Portfolio value
- $173.5M
- +$13.9M (+8.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 690,303 | $26.6M | 15.3% | −10,754−1.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 279,820 | $22.4M | 12.9% | −40,166−12.6% | Reduced | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 475,253 | $22.1M | 12.7% | +20,306+4.5% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 254,210 | $15.3M | 8.8% | +10,088+4.1% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 229,849 | $14.9M | 8.6% | +20,214+9.6% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 174,065 | $14.6M | 8.4% | +55,003+46.2% | Added | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 221,956 | $7.30M | 4.2% | +30,795+16.1% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 160,154 | $5.72M | 3.3% | +15,447+10.7% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 178,199 | $5.71M | 3.3% | −1,262−0.7% | Reduced | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 143,502 | $4.71M | 2.7% | −7,004−4.7% | Reduced | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 31,927 | $3.82M | 2.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 61,643 | $2.62M | 1.5% | +13,883+29.1% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 91,896 | $2.51M | 1.4% | +2,214+2.5% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 33,578 | $1.78M | 1.0% | −695−2.0% | Reduced | – |
| AAPLApple Inc. | Stock | 5,907 | $1.50M | 0.9% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 35,093 | $1.44M | 0.8% | +3,161+9.9% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 34,466 | $1.25M | 0.7% | −1,255−3.5% | Reduced | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 29,587 | $1.21M | 0.7% | +4,871+19.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,593 | $1.17M | 0.7% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,105 | $1.07M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,272 | $1.01M | 0.6% | −14−0.2% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,639 | $852.9K | 0.5% | −347−1.8% | Reduced | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 9,939 | $790.3K | 0.5% | −53−0.5% | Reduced | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,541 | $694.5K | 0.4% | −946−5.7% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,025 | $664.5K | 0.4% | +615+43.6% | Added | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,303 | $646.7K | 0.4% | −204−0.8% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,056 | $579.5K | 0.3% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 1,190 | $567.8K | 0.3% | 00.0% | Unchanged | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 16,350 | $515.5K | 0.3% | −109−0.7% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,694 | $501.2K | 0.3% | −496−9.6% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 1,717 | $377.0K | 0.2% | +495+40.5% | Added | History |
| NVDANVIDIA Corp | Stock | 1,940 | $362.0K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $351.1K | 0.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 649 | $336.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,701 | $323.1K | 0.2% | +2,906+365.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 1,015 | $320.2K | 0.2% | −25−2.4% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,899 | $319.6K | 0.2% | +1,513+34.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,018 | $300.7K | 0.2% | +3,399+209.9% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,347 | $262.0K | 0.2% | +1,347 | New | – |
| GOOGLAlphabet Inc. | Stock | 962 | $233.9K | 0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 1,383 | $219.8K | 0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 2,293 | $218.9K | 0.1% | −529−18.7% | Reduced | History |
| iShares Tr464289859 | CORE 80 20 ETF | 2,381 | $209.9K | 0.1% | +7+0.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,064 | $198.4K | 0.1% | +1,064 | New | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,339 | $181.6K | 0.1% | −45−3.3% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,239 | $180.6K | 0.1% | +2,239 | New | – |
| COSTCostco Wholesale Corp | Stock | 183 | $169.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $156.2K | 0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $145.4K | 0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 1,653 | $138.6K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $129.7K | 0.1% | 00.0% | Unchanged | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $118.1K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $116.1K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,007 | $114.8K | 0.1% | +2,007 | New | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $100.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,404 | $97.4K | 0.1% | −15−1.1% | Reduced | – |
| LRCXLam Research Corp | Stock | 700 | $93.7K | 0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 500 | $91.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 1,991 | $90.1K | 0.1% | −53−2.6% | Reduced | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 515 | $84.7K | <0.1% | +515 | New | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,657 | $84.1K | <0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 250 | $82.5K | <0.1% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $80.7K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $80.1K | <0.1% | +2,509 | New | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,446 | $76.4K | <0.1% | −160−6.1% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 95 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| VTRVentas, Inc. | REIT | 1,026 | $71.8K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $70.8K | <0.1% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 88 | $70.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 480 | $69.9K | <0.1% | +480 | New | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $68.7K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 719 | $67.2K | <0.1% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 415 | $67.1K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,054 | $66.3K | <0.1% | +1,054 | New | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $60.7K | <0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $58.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $58.2K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,024 | $56.7K | <0.1% | +974+1,948.0% | Added | – |
| PHMPultegroup Inc | COM | 426 | $56.3K | <0.1% | 00.0% | Unchanged | History |
| YORWYork Water Co | COM | 1,792 | $54.5K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 497 | $53.9K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 280 | $53.5K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 519 | $53.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $51.8K | <0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $51.5K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 352 | $50.9K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,103 | $50.7K | <0.1% | 00.0% | Unchanged | – |
| BLKBlackRock, Inc. | Stock | 41 | $47.8K | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 136 | $46.4K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 49 | $45.1K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $44.3K | <0.1% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 193 | $42.6K | <0.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 31 | $40.9K | <0.1% | 00.0% | Unchanged | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 398 | $40.1K | <0.1% | +6+1.5% | Added | – |
| PSXPhillips 66 | Stock | 286 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $37.8K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 850 | $36.4K | <0.1% | +850 | New | – |
| MORNMorningstar, Inc. | COM | 155 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 400 | $34.8K | <0.1% | 00.0% | Unchanged | – |
| RWTRedwood Trust Inc | COM | 6,000 | $34.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.