Longview Financial Advisors LLC

Est. AUM

$184.0M

13F long equity, this entity only

Positions

157

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.1M	697083	14.72%	SOLE
2	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$24.0M	520045	13.02%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$21.3M	268589	11.57%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$18.1M	218700	9.83%	SOLE
5	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$17.0M	266746	9.26%	SOLE
6	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$16.4M	275490	8.91%	SOLE
7	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$8.2M	229013	4.44%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$6.3M	183575	3.45%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.3M	159589	3.42%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.3M	150516	2.91%	SOLE
11	ISHARES TR	3 7 YR TREAS BD	$3.7M	31379	2.02%	SOLE
12	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.9M	71298	1.59%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.9M	107883	1.56%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.6M	37483	0.86%	SOLE
15	ISHARES TR	ISHS 1-5YR INVS	$1.5M	28613	0.82%	SOLE
16	APPLE INC	COM	$1.5M	5861	0.81%	SOLE
17	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.4M	32650	0.75%	SOLE
18	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.3M	32155	0.68%	SOLE
19	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	22729	0.65%	SOLE
20	ISHARES TR	MSCI ACWI ETF	$991K	7165	0.54%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$838K	18576	0.46%	SOLE
22	CATERPILLAR INC	COM	$806K	1138	0.44%	SOLE
23	META PLATFORMS INC	CL A	$777K	1359	0.42%	SOLE
24	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$728K	15032	0.40%	SOLE
25	WISDOMTREE TR	INTL SMCAP DIV	$715K	8774	0.39%	SOLE
26	ISHARES TR	GLOBAL REIT ETF	$631K	25103	0.34%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$628K	1958	0.34%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$588K	4426	0.32%	SOLE
29	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$552K	16311	0.30%	SOLE
30	JPMORGAN CHASE & CO	COM	$390K	1328	0.21%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$342K	527	0.19%	SOLE
32	AMAZON COM INC	COM	$341K	1642	0.19%	SOLE
33	NVIDIA CORPORATION	COM	$338K	1940	0.18%	SOLE
34	ISHARES TR	CORE MSCI EAFE	$335K	3701	0.18%	SOLE
35	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$327K	5118	0.18%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$319K	5915	0.17%	SOLE
37	ALPHABET INC	CAP STK CL A	$290K	1010	0.16%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$258K	1347	0.14%	SOLE
39	MICROSOFT CORP	COM	$240K	649	0.13%	SOLE
40	MORGAN STANLEY	COM NEW	$238K	1451	0.13%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$212K	1082	0.12%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$195K	196	0.11%	SOLE
43	ISHARES TR	CORE 80/20 AGGRE	$190K	2151	0.10%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$177K	2239	0.10%	SOLE
45	ISHARES TR	ESG OPTIMIZED	$172K	1304	0.09%	SOLE
46	SCHWAB CHARLES CORP	COM	$160K	1704	0.09%	SOLE
47	ISHARES TR	EAFE SML CP ETF	$159K	2036	0.09%	SOLE
48	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$150K	244	0.08%	SOLE
49	LAM RESEARCH CORP	COM NEW	$149K	700	0.08%	SOLE
50	ISHARES TR	SP SMCP600VL ETF	$138K	1173	0.07%	SOLE

1–50 of 157

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.