AI Portfolio Summary
In 2026 Q1, Longview Financial Advisors LLC maintained a portfolio of 175 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 1.5%. The fund also reduced its exposure to SCHWAB CHARLES CORP by 25.9%.
Total Positions
175
Quarter
2026 Q1
Top Holding
DFAC (14.7%)
Top 10 Concentration
81.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 175
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 14.72% | 15.00% |
#1
Prev: #1
|
6.5 | 10,049 | 1.5% |
P
S
|
697,083 | $27,088,646 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 13.02% | 13.05% |
#2
Prev: #2
|
6.0 | 8,579 | 1.7% |
P
S
|
520,045 | $23,958,474 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 11.57% | 12.52% |
#3
Prev: #3
|
5.5 | -16,175 | -5.7% |
P
S
|
268,589 | $21,291,051 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 9.83% | 8.79% |
#4
1
Prev: #5
|
6.4 | 28,345 | 14.9% |
P
S
|
218,700 | $18,097,425 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HELO
J P MORGAN EXCH...
|
Unknown | 9.26% | 9.18% |
#5
1
Prev: #4
|
6.2 | 16,001 | 6.4% |
P
S
|
266,746 | $17,047,737 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.91% | 8.77% |
#6
Prev: #6
|
4.1 | 10,079 | 3.8% |
P
S
|
275,490 | $16,405,430 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 4.44% | 4.19% |
#7
Prev: #7
|
2.3 | 7,073 | 3.2% |
P
S
|
229,013 | $8,178,055 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.45% | 3.31% |
#8
1
Prev: #9
|
1.9 | 2,097 | 1.2% |
P
S
|
183,575 | $6,342,517 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 3.42% | 3.32% |
#9
1
Prev: #8
|
1.9 | 1,345 | 0.8% |
P
S
|
159,589 | $6,294,191 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 2.91% | 2.80% |
#10
Prev: #10
|
1.7 | 3,148 | 2.1% |
P
S
|
150,516 | $5,347,834 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IEI
ISHARES TR
|
ETF | 2.02% | 2.07% |
#11
Prev: #11
|
1.3 | -43 | -0.1% |
P
S
|
31,379 | $3,721,550 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 1.59% | 1.49% |
#12
Prev: #12
|
2.6 | 8,882 | 14.2% |
P
S
|
71,298 | $2,929,635 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.56% | 1.48% |
#13
Prev: #13
|
2.6 | 6,562 | 6.5% |
P
S
|
107,883 | $2,867,531 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.86% | 0.82% |
#14
2
Prev: #16
|
0.8 | 1,492 | 4.1% |
P
S
|
37,483 | $1,588,144 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IGSB
ISHARES TR
|
ETF | 0.82% | 0.83% |
#15
Prev: #15
|
1.3 | no change | no change |
P
S
|
28,613 | $1,503,900 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 0.81% | 0.88% |
#16
2
Prev: #14
|
0.8 | -8 | -0.1% |
P
S
|
5,861 | $1,487,464 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.75% | 0.71% |
#17
1
Prev: #18
|
2.3 | 2,559 | 8.5% |
P
S
|
32,650 | $1,384,360 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.68% | 0.72% |
#18
1
Prev: #17
|
0.8 | -1,893 | -5.6% |
P
S
|
32,155 | $1,252,759 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.65% | 0.63% |
#19
Prev: #19
|
0.8 | -182 | -0.8% |
P
S
|
22,729 | $1,199,637 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ACWI
ISHARES TR
|
ETF | 0.54% | 0.56% |
#20
Prev: #20
|
0.7 | -61 | -0.8% |
P
S
|
7,165 | $991,364 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.46% | 0.48% |
#21
1
Prev: #22
|
1.2 | no change | no change |
P
S
|
18,576 | $838,150 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.44% | 0.36% |
#22
4
Prev: #26
|
1.2 | no change | no change |
P
S
|
1,138 | $806,228 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.42% | 0.53% |
#23
2
Prev: #21
|
0.7 | -100 | -6.9% |
P
S
|
1,359 | $777,525 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.40% | 0.39% |
#24
Prev: #24
|
0.7 | -207 | -1.4% |
P
S
|
15,032 | $728,451 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DLS
WISDOMTREE TR
|
Bond/Debt | 0.39% | 0.40% |
#25
2
Prev: #23
|
0.7 | -118 | -1.3% |
P
S
|
8,774 | $715,081 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
REET
ISHARES TR
|
ETF | 0.34% | 0.35% |
#26
2
Prev: #28
|
0.6 | -135 | -0.5% |
P
S
|
25,103 | $631,341 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.34% | 0.38% |
#27
2
Prev: #25
|
0.6 | -81 | -4.0% |
P
S
|
1,958 | $628,146 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.32% | 0.35% |
#28
1
Prev: #27
|
1.1 | no change | no change |
P
S
|
4,426 | $588,216 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.29% |
#29
Prev: #29
|
1.1 | no change | no change |
P
S
|
16,311 | $552,291 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.21% | 0.18% |
#30
4
Prev: #34
|
2.6 | 313 | 30.8% |
P
S
|
1,328 | $390,645 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.19% | 0.20% |
#31
1
Prev: #32
|
1.1 | no change | no change |
P
S
|
527 | $342,730 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.19% | 0.22% |
#32
2
Prev: #30
|
0.6 | -75 | -4.4% |
P
S
|
1,642 | $341,980 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.18% | 0.20% |
#33
2
Prev: #31
|
1.1 | no change | no change |
P
S
|
1,940 | $338,336 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IEFA
ISHARES TR
|
ETF | 0.18% | 0.18% |
#34
1
Prev: #33
|
1.1 | no change | no change |
P
S
|
3,701 | $335,052 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.18% | 0.18% |
#35
Prev: #35
|
1.1 | no change | no change |
P
S
|
5,118 | $327,962 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.17% | 0.18% |
#36
Prev: #36
|
0.6 | -5 | -0.1% |
P
S
|
5,915 | $319,706 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.16% | 0.17% |
#37
Prev: #37
|
1.1 | no change | no change |
P
S
|
1,010 | $290,436 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QUAL
ISHARES TR
|
ETF | 0.14% | 0.15% |
#38
2
Prev: #40
|
1.1 | no change | no change |
P
S
|
1,347 | $258,369 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.13% | 0.17% |
#39
1
Prev: #38
|
1.1 | no change | no change |
P
S
|
649 | $240,241 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.13% | 0.14% |
#40
1
Prev: #41
|
1.1 | no change | no change |
P
S
|
1,451 | $238,792 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.12% | 0.11% |
#41
2
Prev: #43
|
1.0 | no change | no change |
P
S
|
1,082 | $212,289 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.11% | 0.09% |
#42
5
Prev: #47
|
1.0 | no change | no change |
P
S
|
196 | $195,301 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AOA
ISHARES TR
|
ETF | 0.10% | 0.10% |
#43
3
Prev: #46
|
2.0 | 160 | 8.0% |
P
S
|
2,151 | $190,342 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.10% | 0.10% |
#44
Prev: #44
|
1.0 | no change | no change |
P
S
|
2,239 | $177,016 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SUSA
ISHARES TR
|
ETF | 0.09% | 0.10% |
#45
Prev: #45
|
1.0 | no change | no change |
P
S
|
1,304 | $172,259 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.09% | 0.13% |
#46
4
Prev: #42
|
0.0 | -597 | -25.9% |
P
S
|
1,704 | $160,116 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCZ
ISHARES TR
|
ETF | 0.09% | 0.09% |
#47
1
Prev: #48
|
1.0 | no change | no change |
P
S
|
2,036 | $159,643 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.08% | 0.08% |
#48
2
Prev: #50
|
1.0 | no change | no change |
P
S
|
244 | $150,490 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.08% | 0.07% |
#49
3
Prev: #52
|
1.0 | no change | no change |
P
S
|
700 | $149,562 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IJS
ISHARES TR
|
ETF | 0.08% | 0.07% |
#50
1
Prev: #51
|
1.0 | no change | no change |
P
S
|
1,173 | $138,942 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 175 holdings