Longview Financial Advisors LLC

SEC CIK: 0002076077
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.

Positions: 157; −18 vs. Q4 2025
Portfolio value: $184.0M; +$2.66M (+1.5%) vs. Q4 2025
Filed: Apr 20, 2026; SEC

Holdings of Longview Financial Advisors LLC in Q1 2026
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	697,083	$27.1M	14.7%	+10,049+1.5%	Added	–
J P Morgan Exchange Traded F46641Q159	INCOME ETF	520,045	$24.0M	13.0%	+8,579+1.7%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	268,589	$21.3M	11.6%	−16,175−5.7%	Reduced	–
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	218,700	$18.1M	9.8%	+28,345+14.9%	Added	–
J P Morgan Exchange Traded F46654Q724	HEDG EQU LAD ETF	266,746	$17.0M	9.3%	+16,001+6.4%	Added	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	275,490	$16.4M	8.9%	+10,079+3.8%	Added	–
Dimensional ETF Trust25434V666	US LARG VALU ETF	229,013	$8.18M	4.4%	+7,073+3.2%	Added	–
Dimensional ETF Trust25434V732	EMERGING MKTS CO	183,575	$6.34M	3.4%	+2,097+1.2%	Added	–
Dimensional ETF Trust25434V781	INTL SMALL CAP V	159,589	$6.29M	3.4%	+1,345+0.8%	Added	–
Dimensional ETF Trust25434V799	INTL CORE EQUITY	150,516	$5.35M	2.9%	+3,148+2.1%	Added	–
iShares Tr464288661	3 7 YR TREAS BD	31,379	$3.72M	2.0%	−43−0.1%	Reduced	–
Dimensional ETF Trust25434V716	US SUSTAINABILTY	71,298	$2.93M	1.6%	+8,882+14.2%	Added	–
Dimensional ETF Trust25434V658	GLOBAL REAL EST	107,883	$2.87M	1.6%	+6,562+6.5%	Added	–
Dimensional ETF Trust25434V682	EMER MARK SU ETF	37,483	$1.59M	0.9%	+1,492+4.1%	Added	–
iShares Tr464288646	ISHS 1-5YR INVS	28,613	$1.50M	0.8%	00.0%	Unchanged	–
AAPLApple Inc.	Stock	5,861	$1.49M	0.8%	−8−0.1%	Reduced	History
Dimensional ETF Trust25434V690	INTERNATIONAL	32,650	$1.38M	0.8%	+2,559+8.5%	Added	–
Dimensional ETF Trust25434V203	INTL CORE EQT MK	32,155	$1.25M	0.7%	−1,893−5.6%	Reduced	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	22,729	$1.20M	0.7%	−182−0.8%	Reduced	–
iShares Tr464288257	MSCI ACWI ETF	7,165	$991.4K	0.5%	−61−0.8%	Reduced	–
Dimensional ETF Trust25434V104	US CORE EQT MKT	18,576	$838.1K	0.5%	00.0%	Unchanged	–
CATCaterpillar Inc	Stock	1,138	$806.2K	0.4%	00.0%	Unchanged	History
METAMeta Platforms, Inc.	Stock	1,359	$777.5K	0.4%	−100−6.9%	Reduced	History
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	15,032	$728.5K	0.4%	−207−1.4%	Reduced	–
WisdomTree Tr97717W760	INTL SMCAP DIV	8,774	$715.1K	0.4%	−118−1.3%	Reduced	–
iShares Tr46434V647	GLOBAL REIT ETF	25,103	$631.3K	0.3%	−135−0.5%	Reduced	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	1,958	$628.1K	0.3%	−81−4.0%	Reduced	–
State Street Technology Select Sector SPDR ETF81369Y803	ETF	4,426	$588.2K	0.3%	00.0%	Unchanged	–
Dimensional Emerging Core Equity Market ETF25434V302	ETF	16,311	$552.3K	0.3%	00.0%	Unchanged	–
JPMJPMorgan Chase & Co	Stock	1,328	$390.6K	0.2%	+313+30.8%	Added	History
SPYSPDR S&P 500 ETF Trust	ETF	527	$342.7K	0.2%	00.0%	Unchanged	History
AMZNAmazon Com Inc	Stock	1,642	$342.0K	0.2%	−75−4.4%	Reduced	History
NVDANVIDIA Corp	Stock	1,940	$338.3K	0.2%	00.0%	Unchanged	History
iShares Core MSCI Eafe ETF46432F842	ETF	3,701	$335.1K	0.2%	00.0%	Unchanged	–
Vanguard Ftse Developed Markets ETF921943858	ETF	5,118	$328.0K	0.2%	00.0%	Unchanged	–
Vanguard Ftse Emerging Markets ETF922042858	ETF	5,915	$319.7K	0.2%	−5−0.1%	Reduced	–
GOOGLAlphabet Inc.	Stock	1,010	$290.4K	0.2%	00.0%	Unchanged	History
iShares MSCI USA Quality Factor ETF46432F339	ETF	1,347	$258.4K	0.1%	00.0%	Unchanged	–
MSFTMicrosoft Corp	Stock	649	$240.2K	0.1%	00.0%	Unchanged	History
MSMorgan Stanley	Stock	1,451	$238.8K	0.1%	00.0%	Unchanged	History
Vanguard Morningstar Value ETF922908744	ETF	1,082	$212.3K	0.1%	00.0%	Unchanged	–
COSTCostco Wholesale Corp	Stock	196	$195.3K	0.1%	00.0%	Unchanged	History
iShares Tr464289859	CORE 80 20 ETF	2,151	$190.3K	0.1%	+160+8.0%	Added	–
SPDR Series Trust78464A805	ST STR PR SP1500	2,239	$177.0K	0.1%	00.0%	Unchanged	–
iShares Tr464288802	ESG OPTIMIZED	1,304	$172.3K	0.1%	00.0%	Unchanged	–
SCHWSchwab Charles Corp	Stock	1,704	$160.1K	0.1%	−597−25.9%	Reduced	History
iShares Tr464288273	EAFE SML CP ETF	2,036	$159.6K	0.1%	00.0%	Unchanged	–
MDYSPDR S&P Midcap 400 ETF Trust	ETF	244	$150.5K	0.1%	00.0%	Unchanged	History
LRCXLam Research Corp	Stock	700	$149.6K	0.1%	00.0%	Unchanged	History
iShares S&P Small-Cap 600 Value ETF464287879	ETF	1,173	$138.9K	0.1%	00.0%	Unchanged	–
WFCWells Fargo & Company	Stock	1,653	$131.6K	0.1%	00.0%	Unchanged	History
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847	ETF	2,009	$119.0K	0.1%	00.0%	Unchanged	–
Hartford FDS Exchange Traded41653L503	MUN OPORTUNITE	3,030	$117.4K	0.1%	00.0%	Unchanged	–
J P Morgan Exchange Traded F46641Q647	MUNICIPAL ETF	2,300	$115.0K	0.1%	00.0%	Unchanged	–
J P Morgan Exchange Traded F46641Q654	ULTRA SHT MUNCPL	1,975	$100.7K	0.1%	00.0%	Unchanged	–
PHParker-Hannifin Corp	Stock	111	$99.4K	0.1%	00.0%	Unchanged	History
Vanguard World FD921910725	ESG INTL STK ETF	1,384	$99.3K	0.1%	00.0%	Unchanged	–
iShares Tr46436E742	EGSADVNCDMSCI EM	1,911	$91.4K	<0.1%	−22−1.1%	Reduced	–
GSGoldman Sachs Group Inc	Stock	102	$86.3K	<0.1%	00.0%	Unchanged	History
VTRVentas, Inc.	REIT	1,026	$83.9K	<0.1%	00.0%	Unchanged	History
AVGOBroadcom Inc.	Stock	261	$80.8K	<0.1%	00.0%	Unchanged	History
iShares Core S&P U.S. Growth ETF464287671	ETF	515	$79.9K	<0.1%	00.0%	Unchanged	–
Simplify Exchange Traded Fun82889N764	HEDGED EQUITY	2,421	$76.3K	<0.1%	00.0%	Unchanged	–
PLTRPalantir Technologies Inc.	Stock	500	$73.1K	<0.1%	00.0%	Unchanged	History
Schwab U.S. Large-Cap Growth ETF808524300	ETF	2,509	$73.1K	<0.1%	00.0%	Unchanged	–
iShares S&P Small-Cap 600 Growth ETF464287887	ETF	500	$72.4K	<0.1%	00.0%	Unchanged	–
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	210	$71.0K	<0.1%	00.0%	Unchanged	History
iShares MSCI Eafe ETF464287465	ETF	728	$70.7K	<0.1%	−260−26.3%	Reduced	–
Invesco Exch Traded FD Tr II46138E263	S&P GBL WATER	1,070	$68.4K	<0.1%	00.0%	Unchanged	–
iShares Tr464287150	CORE S&P TTL STK	480	$68.4K	<0.1%	00.0%	Unchanged	–
WMTWalmart Inc.	Stock	542	$67.4K	<0.1%	00.0%	Unchanged	History
J P Morgan Exchange Traded F46641Q761	US QUALTY FCTR	1,054	$64.6K	<0.1%	00.0%	Unchanged	–
iShares Russell 1000 Value ETF464287598	ETF	286	$61.1K	<0.1%	00.0%	Unchanged	–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203	ETF	1,056	$58.6K	<0.1%	00.0%	Unchanged	–
State Street SPDR Portfolio S&P 500 Value ETF78464A508	ETF	1,024	$57.9K	<0.1%	00.0%	Unchanged	–
TMToyota Motor Corp	ADS	280	$57.7K	<0.1%	00.0%	Unchanged	History
TJXTJX Companies Inc	Stock	352	$56.2K	<0.1%	00.0%	Unchanged	History
YORWYork Water Co	COM	1,792	$54.6K	<0.1%	00.0%	Unchanged	History
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	1,035	$51.6K	<0.1%	00.0%	Unchanged	–
PHMPultegroup Inc	COM	426	$50.1K	<0.1%	00.0%	Unchanged	History
RBARB Global Inc.	COM	497	$47.6K	<0.1%	00.0%	Unchanged	History
State Street SPDR S&P Regional Banking ETF78464A698	ETF	700	$45.6K	<0.1%	00.0%	Unchanged	–
TDGTransDigm Group INC	COM	38	$44.0K	<0.1%	00.0%	Unchanged	History
CRWDCrowdStrike Holdings, Inc.	Stock	111	$43.3K	<0.1%	00.0%	Unchanged	History
JOBYJoby Aviation, Inc.	COMMON STOCK	5,000	$41.3K	<0.1%	00.0%	Unchanged	History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	406	$40.8K	<0.1%	00.0%	Unchanged	–
BLKBlackRock, Inc.	Stock	41	$39.4K	<0.1%	00.0%	Unchanged	History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889	ETF	850	$38.8K	<0.1%	00.0%	Unchanged	–
Vanguard Dividend Appreciation ETF921908844	ETF	175	$37.6K	<0.1%	00.0%	Unchanged	–
SHWSherwin Williams Co	COM	114	$36.5K	<0.1%	00.0%	Unchanged	History
RWTRedwood Trust Inc	COM	6,000	$33.7K	<0.1%	00.0%	Unchanged	History
WisdomTree Tr97717W307	US LARGECAP DIVD	348	$31.1K	<0.1%	−52−13.0%	Reduced	–
GEVGE Vernova Inc.	Stock	35	$30.6K	<0.1%	00.0%	Unchanged	History
iShares Tr46432F859	CORE 1 5 YR USD	619	$30.0K	<0.1%	00.0%	Unchanged	–
WisdomTree Tr97717W315	EMER MKT HIGH FD	555	$27.6K	<0.1%	−548−49.7%	Reduced	–
HDHome Depot, Inc.	Stock	83	$27.3K	<0.1%	00.0%	Unchanged	History
iShares Tr464288158	SHRT NAT MUN ETF	250	$26.6K	<0.1%	−2,561−91.1%	Reduced	–
SYKStryker Corp	Stock	81	$26.6K	<0.1%	00.0%	Unchanged	History
SPDR Series Trust78464A763	ST STR SP DIV	182	$26.6K	<0.1%	00.0%	Unchanged	–
EOGEOG Resources Inc	Stock	182	$26.3K	<0.1%	−25−12.1%	Reduced	History

Sold out since Q4 2025 (18)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Longview Financial Advisors LLC sold out since Q4 2025
Security	Class	Shares in Q4 2025	Value in Q4 2025	% of portfolio in Q4 2025	History
AMDAdvanced Micro Devices Inc	Stock	415	$88.9K	<0.1%	History
VVisa Inc.	Stock	136	$47.7K	<0.1%	History
JPMorgan Ultra-Short Income ETF46641Q837	ETF	870	$44.0K	<0.1%	–
PSXPhillips 66	Stock	286	$36.9K	<0.1%	History
MORNMorningstar, Inc.	COM	150	$32.6K	<0.1%	History
ELVElevance Health, Inc.	Stock	66	$23.1K	<0.1%	History
NKENIKE, Inc.	Stock	212	$13.5K	<0.1%	History
PYPLPayPal Holdings, Inc.	Stock	187	$10.9K	<0.1%	History
MSDMorgan Stanley Emerging Markets Debt Fund Inc	COM	1,104	$8.16K	<0.1%	History
NEENextera Energy Inc	Stock	72	$5.78K	<0.1%	History
ABTAbbott Laboratories	Stock	40	$5.01K	<0.1%	History
SBUXStarbucks Corp	Stock	55	$4.63K	<0.1%	History
PGProcter & Gamble Co	Stock	30	$4.30K	<0.1%	History
ZTSZoetis Inc.	Stock	25	$3.15K	<0.1%	History
COFCapital One Financial Corp	Stock	4	$970	<0.1%	History
ORCLOracle Corp	Stock	3	$585	<0.1%	History
State Street SPDR S&P 600 Small Cap Value ETF78464A300	ETF	2	$182	<0.1%	–
Schwab U.S. Broad Market ETF808524102	ETF	3	$79	<0.1%	–