Skip to main content
Livermore
Livermore
ZHEN

Longview Financial Advisors LLC

SEC CIK
0002076077
Latest filing
Jul 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
175
+34 vs. Q3 2025
Portfolio value
$181.4M
+$7.88M (+4.5%) vs. Q3 2025
Filed
Jan 14, 2026
SEC
Holdings of Longview Financial Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF687,034$27.2M15.0%−3,269−0.5%Reduced–
J P Morgan Exchange Traded F46641Q159INCOME ETF511,466$23.7M13.1%+36,213+7.6%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD284,764$22.7M12.5%+4,944+1.8%Added–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF250,745$16.7M9.2%+20,896+9.1%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF190,355$15.9M8.8%+16,290+9.4%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS265,411$15.9M8.8%+11,201+4.4%Added–
Dimensional ETF Trust25434V666US LARG VALU ETF221,940$7.59M4.2%−160.0%Reduced–
Dimensional ETF Trust25434V781INTL SMALL CAP V158,244$6.01M3.3%−1,910−1.2%Reduced–
Dimensional ETF Trust25434V732EMERGING MKTS CO181,478$6.00M3.3%+3,279+1.8%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY147,368$5.08M2.8%+3,866+2.7%Added–
iShares Tr4642886613 7 YR TREAS BD31,422$3.75M2.1%−505−1.6%Reduced–
Dimensional ETF Trust25434V716US SUSTAINABILTY62,416$2.71M1.5%+773+1.3%Added–
Dimensional ETF Trust25434V658GLOBAL REAL EST101,321$2.68M1.5%+9,425+10.3%Added–
AAPLApple Inc.Stock5,869$1.60M0.9%−38−0.6%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS28,613$1.51M0.8%−4,965−14.8%Reduced–
Dimensional ETF Trust25434V682EMER MARK SU ETF35,991$1.49M0.8%+898+2.6%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK34,048$1.30M0.7%−418−1.2%Reduced–
Dimensional ETF Trust25434V690INTERNATIONAL30,091$1.29M0.7%+504+1.7%Added–
Dimensional ETF Trust25434V807INTERNATNAL VAL22,911$1.14M0.6%−194−0.8%Reduced–
iShares Tr464288257MSCI ACWI ETF7,226$1.02M0.6%−46−0.6%Reduced–
METAMeta Platforms, Inc.Stock1,459$963.1K0.5%−134−8.4%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT18,576$869.4K0.5%−63−0.3%Reduced–
WisdomTree Tr97717W760INTL SMCAP DIV8,892$720.3K0.4%−1,047−10.5%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE15,239$710.0K0.4%−302−1.9%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF2,039$683.6K0.4%+14+0.7%Added–
CATCaterpillar IncStock1,138$651.9K0.4%−52−4.4%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF4,426$637.2K0.4%+314+7.6%AddedConverted for a 2-for-1 split–
iShares Tr46434V647GLOBAL REIT ETF25,238$629.7K0.3%−65−0.3%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF16,311$531.3K0.3%−39−0.2%Reduced–
AMZNAmazon Com IncStock1,717$396.3K0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,940$361.8K0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF527$359.4K0.2%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF3,701$331.1K0.2%00.0%Unchanged–
JPMJPMorgan Chase & CoStock1,015$327.1K0.2%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF5,118$319.7K0.2%+100+2.0%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF5,920$318.3K0.2%+21+0.4%Added–
GOOGLAlphabet Inc.Stock1,010$316.1K0.2%+48+5.0%AddedHistory
MSFTMicrosoft CorpStock649$313.9K0.2%00.0%UnchangedHistory
iShares Tr464288158SHRT NAT MUN ETF2,811$299.9K0.2%−1,883−40.1%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF1,347$267.5K0.1%00.0%Unchanged–
MSMorgan StanleyStock1,451$257.6K0.1%+68+4.9%AddedHistory
SCHWSchwab Charles CorpStock2,301$229.9K0.1%+8+0.3%AddedHistory
Vanguard Morningstar Value ETF922908744ETF1,082$206.7K0.1%+18+1.7%Added–
SPDR Series Trust78464A805ST STR PR SP15002,239$184.7K0.1%00.0%Unchanged–
iShares Tr464288802ESG OPTIMIZED1,304$181.7K0.1%−35−2.6%Reduced–
iShares Tr464289859CORE 80 20 ETF1,991$178.3K0.1%−390−16.4%Reduced–
COSTCostco Wholesale CorpStock196$169.0K0.1%+13+7.1%AddedHistory
iShares Tr464288273EAFE SML CP ETF2,036$157.9K0.1%00.0%Unchanged–
WFCWells Fargo & CompanyStock1,653$154.1K0.1%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF244$147.2K0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF1,173$133.4K0.1%00.0%Unchanged–
LRCXLam Research CorpStock700$119.8K0.1%00.0%UnchangedHistory
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE3,030$118.5K0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF2,009$116.3K0.1%+2+0.1%Added–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF2,300$116.2K0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL1,975$100.6K0.1%00.0%Unchanged–
Vanguard World FD921910725ESG INTL STK ETF1,384$99.1K0.1%−20−1.4%Reduced–
PHParker-Hannifin CorpStock111$97.6K0.1%+16+16.8%AddedHistory
iShares MSCI Eafe ETF464287465ETF988$94.9K0.1%+269+37.4%Added–
AVGOBroadcom Inc.Stock261$90.3K<0.1%+11+4.4%AddedHistory
iShares Tr46436E742EGSADVNCDMSCI EM1,933$89.9K<0.1%−58−2.9%Reduced–
GSGoldman Sachs Group IncStock102$89.7K<0.1%+14+15.9%AddedHistory
AMDAdvanced Micro Devices IncStock415$88.9K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock500$88.9K<0.1%00.0%UnchangedHistory
iShares Core S&P U.S. Growth ETF464287671ETF515$86.5K<0.1%00.0%Unchanged–
Schwab U.S. Large-Cap Growth ETF808524300ETF2,509$81.8K<0.1%00.0%Unchanged–
VTRVentas, Inc.REIT1,026$79.4K<0.1%00.0%UnchangedHistory
Simplify Exchange Traded Fun82889N764HEDGED EQUITY2,421$77.6K<0.1%−25−1.0%Reduced–
iShares Tr464287150CORE S&P TTL STK480$71.4K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF500$70.6K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER1,070$67.4K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,054$66.6K<0.1%00.0%Unchanged–
JOBYJoby Aviation, Inc.COMMON STOCK5,000$66.0K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR210$63.8K<0.1%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,056$61.4K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock542$60.4K<0.1%+23+4.4%AddedHistory
iShares Russell 1000 Value ETF464287598ETF286$60.2K<0.1%00.0%Unchanged–
TMToyota Motor CorpADS280$59.9K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF1,024$58.2K<0.1%00.0%Unchanged–
YORWYork Water CoCOM1,792$57.1K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock352$54.1K<0.1%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,035$52.1K<0.1%00.0%Unchanged–
CRWDCrowdStrike Holdings, Inc.Stock111$52.0K<0.1%+6+5.7%AddedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD1,103$51.5K<0.1%00.0%Unchanged–
RBARB Global Inc.COM497$51.1K<0.1%00.0%UnchangedHistory
TDGTransDigm Group INCCOM38$50.5K<0.1%+7+22.6%AddedHistory
PHMPultegroup IncCOM426$50.0K<0.1%00.0%UnchangedHistory
VVisa Inc.Stock136$47.7K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF700$45.4K<0.1%00.0%Unchanged–
JPMorgan Ultra-Short Income ETF46641Q837ETF870$44.0K<0.1%−787−47.5%Reduced–
BLKBlackRock, Inc.Stock41$43.9K<0.1%00.0%UnchangedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF406$40.7K<0.1%+8+2.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF175$38.5K<0.1%00.0%Unchanged–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF850$37.7K<0.1%00.0%Unchanged–
NOWServiceNow, Inc.Stock245$37.5K<0.1%00.0%UnchangedConverted for a 5-for-1 splitHistory
SHWSherwin Williams CoCOM114$36.9K<0.1%+16+16.3%AddedHistory
PSXPhillips 66Stock286$36.9K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W307US LARGECAP DIVD400$35.2K<0.1%00.0%Unchanged–
RWTRedwood Trust IncCOM6,000$33.2K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM150$32.6K<0.1%−5−3.2%ReducedHistory