CIK: 0002076077
Total reported value
$184.0M
Reporting period: 2026-03-31 · Number of holdings: 157
Longview Financial Advisors LLC disclosed 157 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $184.0M and a quarterly turnover rate of 5.0%.
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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 157 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 3.52), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% 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.
Add VCIT
+14.9% $2.2M
Trim VCSH
-5.7% -$1.4M
Trim DFAC
+1.5% -$111.0K
Add DFLV
+3.2% $585.5K
Trim SUB
-91.1% -$273.3K
Add VGIT
+3.8% $499.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.72% | -0.28% | +1.46% | |
| 2 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.02% | -0.03% | +1.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 11.57% | -0.95% | -5.68% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.83% | +1.04% | +14.89% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 9.26% | +0.08% | +6.38% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.91% | +0.14% | +3.80% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 4.44% | +0.25% | +3.19% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.45% | +0.14% | +1.16% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.42% | +0.10% | +0.85% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.91% | +0.11% | +2.14% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.02% | -0.05% | -0.14% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.59% | +0.10% | +14.23% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.56% | +0.08% | +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% | — | — | |
| 16 | AAPL | Apple INC | Stock-Tech | 0.81% | -0.07% | -0.14% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.75% | +0.04% | +8.50% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.68% | -0.04% | -5.56% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 0.65% | +0.02% | -0.79% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | -0.02% | -0.84% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | -0.02% | — | |
| 22 | CAT | Caterpillar INC | Stock-Industrials | 0.44% | +0.08% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.11% | -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% | — | -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% | -0.04% | -3.97% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | -0.03% | — | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.30% | +0.01% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.03% | +30.84% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.01% | — | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.19% | -0.03% | -4.37% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.02% | — | |
| 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% | -0.01% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.14% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.04% | — | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.13% | -0.01% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | +0.02% | — | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.10% | — | +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% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.09% | -0.04% | -25.95% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | — | — | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 49 | LRCX | Lam Research CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.08% | — | — |
Performance for Q3 2026
+1.2%
Performance Last 4 Quarters
+9.3%
Based on 60% of reported portfolio value with available pricing
Longview Financial Advisors LLC's most significant position changes for 2026-03-31: Sold out: Advanced Micro Devices (AMD); Sold out: Visa Inc-class A Shares (V); Sold out: Jpmorgan Ultra-short Income (JPST); Sold out: Phillips 66 (PSX); Sold out: Morningstar INC (MORN).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-20 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-14 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-06 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-08-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-08-06 | 13F-HR | View on EDGAR |
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