Longview Financial Advisors LLC
CIK: 0002076077Latest portfolio: $181.4M · Q4 2025
Holdings
175
Total Value
$181.4M
New Positions
34
Closed Positions
0
Top Holdings
View All 175 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 687,034 | $27.2M | 15.00% | -3,269 | |
| 2 | JPIEJ P MORGAN EXCHANGE TRADED F | 511,466 | $23.7M | 13.05% | +36K | |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 284,764 | $22.7M | 12.52% | +5K | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 250,745 | $16.7M | 9.18% | +21K | |
| 5 | VCITVANGUARD SCOTTSDALE FDS | 190,355 | $15.9M | 8.79% | +16K | |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 265,411 | $15.9M | 8.77% | +11K | |
| 7 | DFLVDIMENSIONAL ETF TRUST | 221,940 | $7.6M | 4.19% | -16 | |
| 8 | DISVDIMENSIONAL ETF TRUST | 158,244 | $6.0M | 3.32% | -1,910 | |
| 9 | DFEMDIMENSIONAL ETF TRUST | 181,478 | $6.0M | 3.31% | +3K | |
| 10 | DFICDIMENSIONAL ETF TRUST | 147,368 | $5.1M | 2.80% | +4K | |
| 11 | IEIISHARES TR | 31,422 | $3.8M | 2.07% | -505 | |
| 12 | DFSUDIMENSIONAL ETF TRUST | 62,416 | $2.7M | 1.49% | +773 | |
| 13 | DFGRDIMENSIONAL ETF TRUST | 101,321 | $2.7M | 1.48% | +9K | |
| 14 | AAPLAPPLE INC | 5,869 | $1.6M | 0.88% | -38 | |
| 15 | IGSBISHARES TR | 28,613 | $1.5M | 0.83% | -4,965 | |
| 16 | DFSEDIMENSIONAL ETF TRUST | 35,991 | $1.5M | 0.82% | +898 | |
| 17 | DFAIDIMENSIONAL ETF TRUST | 34,048 | $1.3M | 0.72% | -418 | |
| 18 | DFSIDIMENSIONAL ETF TRUST | 30,091 | $1.3M | 0.71% | +504 | |
| 19 | DFIVDIMENSIONAL ETF TRUST | 22,911 | $1.1M | 0.63% | -194 | |
| 20 | ACWIISHARES TR | 7,226 | $1.0M | 0.56% | -46 | |
| 21 | METAMETA PLATFORMS INC | 1,459 | $963K | 0.53% | -134 | |
| 22 | DFAUDIMENSIONAL ETF TRUST | 18,576 | $869K | 0.48% | -63 | |
| 23 | DLSWISDOMTREE TR | 8,892 | $720K | 0.40% | -1,047 | |
| 24 | DFUVDIMENSIONAL ETF TRUST | 15,239 | $709K | 0.39% | -302 | |
| 25 | VTIVANGUARD INDEX FDS | 2,039 | $683K | 0.38% | +14 |
Quarterly Changes
New Positions
Closed Positions
No closed positions this quarter
Sector Breakdown
Financial Services0.0% ($2.7199236752270417e+255T)
Technology0.0% ($15953613131199088640.0T)
Industrials0.0% ($65197665123.2T)
Unknown0.0% ($3312571.2T)
Consumer Cyclical0.0% ($396595.4T)
Healthcare0.0% ($2928.2T)
Communication Services0.0% ($963.3B)
Energy0.0% ($36.2B)
Consumer Defensive0.0% ($169.6M)
Utilities0.0% ($57.2M)
Basic Materials0.0% ($3.7M)
Real Estate0.0% ($3.4M)
Filing History
Fund Information
Longview Financial Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.4M across 175 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 15.0% of the portfolio. Compared to the previous quarter, the fund opened 34 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.