LF
Longview Financial Advisors LLC 13F Holdings & Position Changes (Q2 2026)
Longview Financial Advisors LLCCIK: 0002076077
Diversified strategyLong-term holderSector-focused
Total reported value
$202.4M
Reporting period: 2026-06-30 · Number of holdings: 150
Longview Financial Advisors LLC disclosed 150 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $202.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 33.88
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 69.88
- Diversification
- 100
- Sizing Uniformity
- 65.67
Longview Financial Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 150 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.43), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VCSH
+0.6% $58.5K
New buy 46654Q476
Add DFAC
+1.1% $4.2M
Trim VGIT
+4.2% $529.4K
Add HELO
+8.3% $2.5M
Trim IEI
-2.9% -$144.1K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.45% | +0.73% | +1.12% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.01% | -0.01% | +9.90% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 10.55% | -1.02% | +0.58% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.90% | +0.07% | +10.86% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 9.65% | +0.39% | +8.30% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.37% | -0.54% | +4.22% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.56% | +0.12% | +1.91% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.55% | +0.10% | -3.81% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.24% | -0.18% | +2.22% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.94% | +0.03% | +6.00% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.77% | -0.25% | -2.93% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.64% | +0.05% | -0.33% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.62% | +0.06% | +5.16% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.03% | — | |
| 15 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.82% | -0.04% | -8.93% | |
| 16 | ✓ | Stock-Other | 0.81% | +0.81% | NEW | ||
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.72% | -0.03% | -1.44% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.18% | -14.31% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.61% | -0.04% | — | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.58% | -0.10% | -10.98% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | -0.01% | -4.44% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | +0.01% | -0.61% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.10% | — | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.41% | +0.01% | -0.36% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | -0.04% | -34.01% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | -0.44% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.02% | — | |
| 28 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.35% | -0.04% | -4.07% | |
| 29 | REET | Ishares Global Reit ETF | ETF-Other | 0.34% | — | -0.40% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.31% | +0.01% | -5.02% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | -3.61% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | — | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | — | -0.10% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | -0.01% | -10.31% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.15% | +0.07% | — | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.15% | +0.02% | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.15% | +0.01% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.01% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.10% | — | — | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.10% | +0.01% | -4.06% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.08% | -0.01% | — | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.08% | — | — | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.08% | -0.01% | +0.12% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.07% | -0.03% | -30.64% |
1–50 of 150
Portfolio Performance
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+12.8%
- Stdev
- +6.2%
- Beta
- +0.42
- Alpha
- +4.7%
- Max Drawdown
- -3.6%
- Annualized Perf
- +13.3%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +3.94
- Stutzer
- +0.57
- Treynor
- +0.3
- Sterling
- +0.98
- Calmar
- +3.67
- Information Ratio
- -0.77
- Tracking Error
- +8.2%
- Stdev Down
- +3.2%
- Winning Months %
- +83.3%
- Losing Months %
- +16.7%
- Best 12 Months
- +18.1%
- Worst 12 Months
- +12.8%
- Efficiency Ratio
- +0.7
- Sharpe
- +2.05
- Stdev Sectors
- +11.5%
- Skewness
- -0.73
- Kurtosis
- +1.27
- Upside Potential
- +5.02
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Longview Financial Advisors LLC's most significant position changes for 2026-06-30: New buy: ; Sold out: Palantir Technologies Inc-a (PLTR); New buy: Ishares Ibonds Dec 2026 Term (IBTG); New buy: Ishares Ibonds Dec 2027 Term (IBTH); New buy: Ishares Ibonds Dec 2028 Term (IBTI).
1–50 of 165
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Longview Financial Advisors LLC and what type of investor is it?
Longview Financial Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $202.4M, spread across 150 disclosed positions.
What are Longview Financial Advisors LLC's largest equity positions?
Based on the latest 13F filing, Longview Financial Advisors LLC's top holdings by market value are:
1. Dimensional US Core Equity 2 (DFAC) — $31.3M (15.4%)
2. Jpmorgan Income ETF (JPIE) — $26.3M (13.0%)
3. Vanguard S/t CORP Bond ETF (VCSH) — $21.3M (10.6%)
4. Vanguard Int-term Corporate (VCIT) — $20.0M (9.9%)
5. Jpmorgan Hedged Equity ETF (HELO) — $19.5M (9.7%)
What changes did Longview Financial Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Longview Financial Advisors LLC made 69 notable position adjustments: 8 new positions were initiated, 16 existing holdings were added to, 30 positions were partially reduced, and 15 were completely exited. The largest of these moves: New buy: ; Sold out: Palantir Technologies Inc-a (PLTR); New buy: Ishares Ibonds Dec 2026 Term (IBTG); New buy: Ishares Ibonds Dec 2027 Term (IBTH); New buy: Ishares Ibonds Dec 2028 Term (IBTI)
What sectors does Longview Financial Advisors LLC focus on?
Longview Financial Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.0%
• Financials: 15.8%
• Industrials: 15.7%
• Communication Services: 15.6%
• Consumer Discretionary: 7.8%
• Consumer Staples: 2.5%
Investment Profile
Longview Financial Advisors LLC returned an annualized 13.3% over the trailing 18 months — outperforming the S&P 500 by 4.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.42 (less volatile than the market) and a 56% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 39.0% of the portfolio concentrated in Information Technology.
It has added to its VCIT position over the past two quarters (+$4.1M, now $20.0M), while trimming SUB over the same stretch (-$273.3K, still holding $26.6K).
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Developer Access
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