LF

Longview Financial Advisors LLC

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
33.93
Portfolio Stability
4.98
Momentum/Contrarian
100
Sector conviction
72.33
Diversification
100
Sizing Uniformity
64.79

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other14.72%-0.28%+1.46%
2JPIEJpmorgan Income ETFETF-Other13.02%-0.03%+1.68%
3VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds11.57%-0.95%-5.68%
4VCITVanguard Int-term CorporateETF-Corp Bonds9.83%+1.04%+14.89%
5HELOJpmorgan Hedged Equity ETFETF-Other9.26%+0.08%+6.38%
6VGITVanguard Intermediate-term TETF-Other8.91%+0.14%+3.80%
7DFLVDim US Large Cap Value ETFETF-Large Cap & Growth4.44%+0.25%+3.19%
8DFEMDimensional Emrg Mrkt CoreETF-Other3.45%+0.14%+1.16%
9DISVDimensional International SmETF-Other3.42%+0.10%+0.85%
10DFICDimensional International CoETF-Other2.91%+0.11%+2.14%
11IEIIshares 3-7 Year Treasury BoETF-Gov Bonds2.02%-0.05%-0.14%
12DFSUDimensional US Sus Core1 ETFETF-Other1.59%+0.10%+14.23%
13DFGRDim Global Real Estate ETFETF-Other1.56%+0.08%+6.48%
14DFSEDimensional Em Sus Core1 ETFETF-Other0.86%+0.04%+4.15%
15IGSBIshares 1-5y Inv Grade CORPETF-Other0.82%——
16AAPLApple INCStock-Tech0.81%-0.07%-0.14%
17DFSIDimensional Int Sus Cor1 ETFETF-Other0.75%+0.04%+8.50%
18DFAIDimensional International CoETF-Other0.68%-0.04%-5.56%
19DFIVDimensional International VaETF-Other0.65%+0.02%-0.79%
20ACWIIshares Msci Acwi ETFETF-Other0.54%-0.02%-0.84%
21DFAUDimensional US Core Equity METF-Other0.46%-0.02%—
22CATCaterpillar INCStock-Industrials0.44%+0.08%—
23METAMeta Platforms Inc-class AStock-Comm Services0.42%-0.11%-6.85%
24DFUVDimensional US Marketwide VaETF-Other0.40%+0.01%-1.36%
25DLSWisdomtree Intl S/c Dvd FundETF-Other0.39%—-1.33%
26REETIshares Global Reit ETFETF-Other0.34%—-0.53%
27VTIVanguard Total Stock Mkt ETFETF-Other0.34%-0.04%-3.97%
28XLKSs Technology Select SectorETF-Tech0.32%-0.03%—
29DFAEDimensional Emerging Core EqETF-Emerging Markets0.30%+0.01%—
30JPMJpmorgan Chase & CoStock-Financials0.21%+0.03%+30.84%
31SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.19%-0.01%—
32AMZNAmazon.com INCStock-Consumer Disc0.19%-0.03%-4.37%
33NVDANvidia CORPStock-Tech0.18%-0.02%—
34IEFAIshares Core Msci Eafe ETFETF-Other0.18%——
35VEAVanguard Ftse Developed ETFETF-Other0.18%——
36VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.17%—-0.08%
37GOOGLAlphabet Inc-cl AStock-Comm Services0.16%-0.01%—
38QUALIshares Msci USA Quality FacETF-Other0.14%——
39MSFTMicrosoft CORPStock-Tech0.13%-0.04%—
40MSMorgan StanleyStock-Financials0.13%-0.01%—
41VTVVanguard Value ETFETF-Other0.12%——
42COSTCostco Wholesale CORPStock-Consumer Staples0.11%+0.02%—
43AOAIshares Core 80/20 AggressivETF-Other0.10%—+8.04%
44SPTMSs Spdr P S&p 1500 Comp ETFETF-Other0.10%——
45SUSAIshares Esg Optimized Msci UETF-Other0.09%——
46SCHWSchwab (charles) CORPStock-Financials0.09%-0.04%-25.95%
47SCZIshares Msci Eafe Small-capETF-Other0.09%——
48MDYState Street Spdr S&p MidcapETF-Other0.08%——
49LRCXLam Research CORPStock-Tech0.08%+0.01%—
50IJSIshares S&p Small-cap 600 VaETF-Other0.08%——
1–50 of 157

Holding changes this quarter

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).

Position changes disclosed by Longview Financial Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VCITVanguard Int-term Corporate+1%+14.89%Add
2DFLVDim US Large Cap Value ETF+0.3%+3.19%Add
3VGITVanguard Intermediate-term T+0.1%+3.80%Add
4DFEMDimensional Emrg Mrkt Core+0.1%+1.16%Add
5DFICDimensional International Co+0.1%+2.14%Add
6DISVDimensional International Sm+0.1%+0.85%Add
7DFSUDimensional US Sus Core1 ETF+0.1%+14.23%Add
8HELOJpmorgan Hedged Equity ETF+0.1%+6.38%Add
9DFGRDim Global Real Estate ETF+0.1%+6.48%Add
10CATCaterpillar INC+0.1%—Unchanged
11DFSEDimensional Em Sus Core1 ETF0%+4.15%Add
12DFSIDimensional Int Sus Cor1 ETF0%+8.50%Add
13JPMJpmorgan Chase & Co0%+30.84%Add
14DFIVDimensional International Va0%-0.79%Trim
15COSTCostco Wholesale CORP0%—Unchanged
16LRCXLam Research CORP0%—Unchanged
17DFAEDimensional Emerging Core Eq0%—Unchanged
18DFUVDimensional US Marketwide Va0%-1.36%Trim
19AOAIshares Core 80/20 Aggressiv—+8.04%Add
20GOOGLAlphabet Inc-cl A0%—Unchanged
21EFAIshares Msci Eafe ETF0%-26.32%Trim
22DEMWisdomtree Emerging Markets0%-49.68%Trim
23WFCWells Fargo & Co0%—Unchanged
24MSMorgan Stanley0%—Unchanged
25SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
26PLTRPalantir Technologies Inc-a0%—Unchanged
27DFAUDimensional US Core Equity M0%—Unchanged
28ACWIIshares Msci Acwi ETF0%-0.84%Trim
29JOBYJoby Aviation, Inc.0%—Unchanged
30NVDANvidia CORP0%—Unchanged
31JPIEJpmorgan Income ETF0%+1.68%Add
32AMZNAmazon.com INC0%-4.37%Trim
33XLKSs Technology Select Sector0%—Unchanged
34MSFTMicrosoft CORP0%—Unchanged
35SCHWSchwab (charles) CORP0%-25.95%Trim
36VTIVanguard Total Stock Mkt ETF0%-3.97%Trim
37DFAIDimensional International Co0%-5.56%Trim
38IEIIshares 3-7 Year Treasury Bo-0.1%-0.14%Trim
39AAPLApple INC-0.1%-0.14%Trim
40METAMeta Platforms Inc-class A-0.1%-6.85%Trim
41SUBIshares Short-term National-0.2%-91.11%Trim
42DFACDimensional US Core Equity 2-0.3%+1.46%Add
43VCSHVanguard S/t CORP Bond ETF-1%-5.68%Trim
44AMDAdvanced Micro Devices—EXITSold out
45VVisa Inc-class A Shares—EXITSold out
46JPSTJpmorgan Ultra-short Income—EXITSold out
47PSXPhillips 66—EXITSold out
48MORNMorningstar INC—EXITSold out
49ELVElevance Health INC—EXITSold out
50NKENike INC -cl B—EXITSold out

FAQ

What is Longview Financial Advisors LLC and what type of investor is it?
Longview Financial Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $184.0M, spread across 157 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) — $27.1M (14.7%) 2. Jpmorgan Income ETF (JPIE) — $24.0M (13.0%) 3. Vanguard S/t CORP Bond ETF (VCSH) — $21.3M (11.6%) 4. Vanguard Int-term Corporate (VCIT) — $18.1M (9.8%) 5. Jpmorgan Hedged Equity ETF (HELO) — $17.0M (9.3%)
What changes did Longview Financial Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Longview Financial Advisors LLC made 36 notable position adjustments: 0 new positions were initiated, 15 existing holdings were added to, 14 positions were partially reduced, and 7 were completely exited. The largest of these moves: 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)
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: 39.9% • Communication Services: 17.2% • Financials: 16.2% • Industrials: 14.3% • Consumer Discretionary: 6.0% • Consumer Staples: 4.2%