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CIK: 0002076077
Total reported value
$202.4M
$202.4M
175 檔
52.5%
According to the latest 13F quarterly dataset, Longview Financial Advisors LLC managed an equity portfolio of $202.4M at the end of Q4 2025, spanning 175 distinct U.S. exchange-listed positions.
During Q4 2025, Longview Financial Advisors LLC performed routine portfolio adjustments (4 new buys, 19 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 15.00% | +0.73% | -0.47% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.05% | -0.01% | +7.62% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 12.52% | -1.02% | +1.77% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 9.18% | +0.39% | +9.09% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.79% | +0.07% | +9.36% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.77% | -0.54% | +4.41% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.19% | +0.12% | -0.01% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 3.32% | -0.18% | -1.19% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.31% | +0.10% | +1.84% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.80% | +0.03% | +2.69% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.07% | -0.25% | -1.58% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.49% | +0.05% | +1.25% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.48% | +0.06% | +10.26% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.03% | -0.64% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.83% | -0.18% | -14.79% | |
| 16 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.82% | -0.04% | +2.56% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 0.72% | -0.10% | -1.21% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.71% | -0.03% | +1.70% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.63% | -0.04% | -0.84% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.56% | -0.01% | -0.63% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.04% | -8.41% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.48% | +0.01% | -0.34% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.40% | -0.04% | -10.53% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.39% | +0.01% | -1.94% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.02% | +0.69% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | -0.04% | -4.37% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.10% | +115.27% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.35% | — | -0.26% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.29% | +0.01% | -0.24% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | +1.99% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.18% | — | +0.36% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | +4.99% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.17% | — | -40.12% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.15% | +0.01% | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.14% | +0.02% | +4.92% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.13% | -0.01% | +0.35% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | +1.69% | |
| 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% | -2.61% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.10% | -0.03% | -16.38% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.05% | +7.10% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | -0.01% | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | — | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Longview Financial Advisors LLC reported a total U.S. public equity portfolio value of $202.4M across 175 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, JPIE, VCSH) accounted for 52.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
LLY
市值: $23.6K
Top Position Liquidated / Trimmed
DFAC
前期市值: $26.6M
During Q4 2025, Longview Financial Advisors LLC's top holdings by market value included DFAC (15.0%)、JPIE (13.1%)、VCSH (12.5%). The largest single position, DFAC, represented 15.0% of total portfolio value.
In Q4 2025, Longview Financial Advisors LLC made 44 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 21 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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