Longview Financial Advisors LLC
- SEC CIK
- 0002076077
- Latest filing
- Jul 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 150
- −7 vs. Q1 2026
- Portfolio value
- $202.4M
- +$18.3M (+10.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 704,896 | $31.3M | 15.5% | +7,813+1.1% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 571,553 | $26.3M | 13.0% | +51,508+9.9% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 270,145 | $21.3M | 10.6% | +1,556+0.6% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 242,452 | $20.0M | 9.9% | +23,752+10.9% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 288,873 | $19.5M | 9.6% | +22,127+8.3% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 287,129 | $16.9M | 8.4% | +11,639+4.2% | Added | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 233,381 | $9.23M | 4.6% | +4,368+1.9% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 176,579 | $7.18M | 3.5% | −6,996−3.8% | Reduced | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 163,131 | $6.55M | 3.2% | +3,542+2.2% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 159,552 | $5.94M | 2.9% | +9,036+6.0% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 30,459 | $3.58M | 1.8% | −920−2.9% | Reduced | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 71,062 | $3.31M | 1.6% | −236−0.3% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 113,450 | $3.29M | 1.6% | +5,567+5.2% | Added | – |
| AAPLApple Inc. | Stock | 5,861 | $1.70M | 0.8% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 34,136 | $1.67M | 0.8% | −3,347−8.9% | Reduced | – |
| J P Morgan Exchange Traded F46654Q476 | NEW YORK TAX FRE | 32,567 | $1.63M | 0.8% | +32,567 | New | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 32,181 | $1.45M | 0.7% | −469−1.4% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,518 | $1.28M | 0.6% | −4,095−14.3% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 22,729 | $1.23M | 0.6% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 28,625 | $1.18M | 0.6% | −3,530−11.0% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 6,847 | $1.07M | 0.5% | −318−4.4% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,462 | $954.3K | 0.5% | −114−0.6% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,426 | $843.2K | 0.4% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 14,978 | $823.9K | 0.4% | −54−0.4% | Reduced | – |
| CATCaterpillar Inc | Stock | 751 | $799.7K | 0.4% | −387−34.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,353 | $762.1K | 0.4% | −6−0.4% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,958 | $724.5K | 0.4% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 8,417 | $705.3K | 0.3% | −357−4.1% | Reduced | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 25,003 | $690.6K | 0.3% | −100−0.4% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 15,492 | $622.9K | 0.3% | −819−5.0% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 1,280 | $418.9K | 0.2% | −48−3.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 527 | $393.5K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,642 | $391.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,118 | $364.7K | 0.2% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,010 | $360.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,701 | $357.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,909 | $352.7K | 0.2% | −6−0.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 1,740 | $348.2K | 0.2% | −200−10.3% | Reduced | History |
| LRCXLam Research Corp | Stock | 700 | $303.3K | 0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 1,451 | $303.3K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,347 | $295.6K | 0.1% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 649 | $242.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,082 | $235.8K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,239 | $203.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,251 | $193.0K | 0.1% | −53−4.1% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 244 | $171.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 2,036 | $167.5K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 1,173 | $160.3K | 0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 1,706 | $157.4K | 0.1% | +2+0.1% | Added | History |
| iShares Tr464289859 | CORE 80 20 ETF | 1,492 | $145.6K | 0.1% | −659−30.6% | Reduced | – |
| WFCWells Fargo & Company | Stock | 1,653 | $136.6K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 2,009 | $135.7K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 137 | $128.2K | 0.1% | −59−30.1% | Reduced | History |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 3,030 | $118.6K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 2,300 | $116.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,352 | $111.3K | 0.1% | −32−2.3% | Reduced | – |
| PHParker-Hannifin Corp | Stock | 111 | $108.6K | 0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 102 | $103.2K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,975 | $100.7K | <0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 210 | $100.3K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 261 | $98.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 515 | $96.9K | <0.1% | 00.0% | Unchanged | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 2,722 | $91.3K | <0.1% | +301+12.4% | Added | – |
| VTRVentas, Inc. | REIT | 1,026 | $91.1K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 500 | $89.3K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,509 | $84.9K | <0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 105 | $80.1K | <0.1% | −6−5.4% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 480 | $78.8K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 1,054 | $76.2K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 728 | $75.7K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 1,070 | $70.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 286 | $69.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E742 | EGSADVNCDMSCI EM | 1,159 | $67.2K | <0.1% | −752−39.4% | Reduced | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,056 | $64.9K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 1,024 | $62.2K | <0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 519 | $58.8K | <0.1% | −23−4.2% | Reduced | History |
| PHMPultegroup Inc | COM | 426 | $58.5K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 497 | $57.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 2,468 | $56.5K | <0.1% | +2,468 | New | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 2,522 | $56.4K | <0.1% | +2,522 | New | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 2,542 | $56.3K | <0.1% | +2,542 | New | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 2,595 | $56.2K | <0.1% | +2,595 | New | – |
| YORWYork Water Co | COM | 1,792 | $54.9K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 352 | $53.3K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 700 | $52.4K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,035 | $52.4K | <0.1% | 00.0% | Unchanged | – |
| TMToyota Motor Corp | ADS | 280 | $47.2K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 850 | $42.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 175 | $41.4K | <0.1% | 00.0% | Unchanged | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 410 | $41.3K | <0.1% | +4+1.0% | Added | – |
| TDGTransDigm Group INC | COM | 31 | $41.3K | <0.1% | −7−18.4% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 35 | $41.1K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 41 | $39.4K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 98 | $33.7K | <0.1% | −16−14.0% | Reduced | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 348 | $33.5K | <0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 376 | $30.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 619 | $29.9K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 555 | $29.9K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 120 | $29.2K | <0.1% | 00.0% | Unchanged | – |
| RWTRedwood Trust Inc | COM | 6,000 | $28.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (15)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 500 | $73.1K | <0.1% | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 5,000 | $41.3K | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 245 | $25.6K | <0.1% | History |
| HONHoneywell International Inc | COM | 98 | $22.2K | <0.1% | History |
| DHRDanaher Corp | Stock | 111 | $21.0K | <0.1% | History |
| GEGeneral Electric Co | Stock | 37 | $10.5K | <0.1% | History |
| PGRProgressive Corp | Stock | 48 | $9.52K | <0.1% | History |
| CTASCintas Corp | Stock | 48 | $8.12K | <0.1% | History |
| LINLinde PLC | Stock | 15 | $7.44K | <0.1% | History |
| INTUIntuit Inc. | Stock | 13 | $5.62K | <0.1% | History |
| MCDMcDonalds Corp | Stock | 18 | $5.59K | <0.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8 | $3.93K | <0.1% | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 24 | $2.62K | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 45 | $2.56K | <0.1% | – |
| MAMastercard Inc | Stock | 4 | $2.00K | <0.1% | History |