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CIK: 0002076077
Total reported value
$202.4M
$202.4M
129 檔
48.0%
At the close of Q1 2025, Longview Financial Advisors LLC disclosed equity holdings valued at approximately $202.4M, spread across 129 reported holdings.
During Q1 2025, Longview Financial Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 18.43% | -1.02% | -13.32% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.73% | +0.73% | -0.81% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.70% | -0.01% | +4.31% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.62% | -0.54% | +0.85% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 7.63% | +0.39% | +6.71% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.22% | +0.07% | — | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.71% | +0.12% | +4.02% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.17% | +0.10% | +3.87% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 2.94% | +0.03% | +5.56% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 2.82% | -0.18% | +9.32% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.50% | -0.25% | +4.10% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.61% | -0.18% | -37.58% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.53% | +0.06% | +8.84% | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.34% | +0.05% | +10.26% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.03% | -0.34% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 0.75% | -0.10% | — | |
| 17 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.67% | -0.04% | +8.64% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.04% | — | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.60% | -0.04% | -0.32% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.57% | -0.01% | -2.15% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.49% | +0.01% | -0.47% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.48% | -0.03% | +3.81% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.45% | +0.01% | -2.12% | |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.44% | -0.04% | +0.06% | |
| 25 | REET | Ishares Global Reit ETF | ETF-Other | 0.42% | — | -1.38% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.40% | — | -35.01% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.33% | +0.01% | -0.78% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.10% | — | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | -0.04% | -22.98% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.02% | +0.64% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | -4.59% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.15% | -0.01% | -2.86% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.15% | -0.01% | +1.88% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | -0.01% | -34.01% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | — | |
| 39 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | -0.03% | +4.64% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.05% | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.11% | +0.02% | — | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.10% | +0.01% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.09% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | -0.01% | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | — | — | |
| 47 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.08% | — | — | |
| 48 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.08% | — | — | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.08% | — | — | |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.06% | +0.01% | — |
According to official SEC Form 13F filings, Longview Financial Advisors LLC reported a total U.S. public equity portfolio value of $202.4M across 129 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VCSH, DFAC, JPIE) accounted for 48.0% of total reported equity market value during Q1 2025.
During Q1 2025, Longview Financial Advisors LLC's top holdings by market value included VCSH (18.4%)、DFAC (14.7%)、JPIE (13.7%). The largest single position, VCSH, represented 18.4% of total portfolio value.
In Q1 2025, Longview Financial Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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