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CIK: 0002076077
Total reported value
$202.4M
$202.4M
157 檔
53.1%
As reported in its official Q1 2026 Form 13F filing, Longview Financial Advisors LLC's tracked investment portfolio stood at $202.4M with 157 total positions.
In Q1 2026, Longview Financial Advisors LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.72% | +0.73% | +1.46% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.02% | -0.01% | +1.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 11.57% | -1.02% | -5.68% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.83% | +0.07% | +14.89% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 9.26% | +0.39% | +6.38% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.91% | -0.54% | +3.80% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.44% | +0.12% | +3.19% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.45% | +0.10% | +1.16% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.42% | -0.18% | +0.85% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.91% | +0.03% | +2.14% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.02% | -0.25% | -0.14% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.59% | +0.05% | +14.23% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.56% | +0.06% | +6.48% | |
| 14 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.86% | -0.04% | +4.15% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.82% | -0.18% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.03% | -0.14% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.75% | -0.03% | +8.50% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.68% | -0.10% | -5.56% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.65% | -0.04% | -0.79% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | -0.01% | -0.84% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | +0.01% | — | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | -0.04% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | -6.85% | |
| 24 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.40% | +0.01% | -1.36% | |
| 25 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.39% | -0.04% | -1.33% | |
| 26 | REET | Ishares Global Reit ETF | ETF-Other | 0.34% | — | -0.53% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.02% | -3.97% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.10% | — | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.30% | +0.01% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | +30.84% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | -4.37% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.01% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | — | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | — | -0.08% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.02% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.14% | +0.01% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.01% | — | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.13% | +0.02% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | -0.05% | — | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.10% | -0.03% | +8.04% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.10% | — | — | |
| 45 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.09% | +0.01% | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.09% | -0.01% | -25.95% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | -0.01% | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.08% | +0.07% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | 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 157 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 53.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
AMD
前期市值: $88.9K
During Q1 2026, Longview Financial Advisors LLC's top holdings by market value included DFAC (14.7%)、JPIE (13.0%)、VCSH (11.6%). The largest single position, DFAC, represented 14.7% of total portfolio value.
In Q1 2026, Longview Financial Advisors LLC made 61 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 27 holdings, and fully liquidating 18 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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