Longview Financial Advisors LLC — 13F Holdings

2026 Q2  ·  165 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Longview Financial Advisors LLC maintained a portfolio of 165 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 0.81% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 8.3%.
Position History hover any row below to update
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Longview Financial Advisors LLC AUM $202M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
165
Quarter
2026 Q2
Top Holding
DFAC (15.5%)
Top 10 Concentration
81.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 165
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAC
DIMENSIONAL ETF...
ETF 15.45% 14.72% #1
Prev: #1
6.5
—
7,813 1.1%
P
S
704,896 $31,269,187 2025 Q2 13F Filing 2026-06-30 2026-07-14
JPIE
J P MORGAN EXCH...
ETF 13.01% 13.02% #2
Prev: #2
7.5
—
51,508 9.9%
P
S
571,553 $26,320,016 2025 Q2 13F Filing 2026-06-30 2026-07-14
VCSH
VANGUARD SCOTTS...
ETF 10.55% 11.57% #3
Prev: #3
5.5
—
1,556 0.6%
P
S
270,145 $21,349,560 2025 Q2 13F Filing 2026-06-30 2026-07-14
VCIT
VANGUARD SCOTTS...
Bond/Debt 9.90% 9.83% #4
Prev: #4
6.5
—
23,752 10.9%
P
S
242,452 $20,038,658 2025 Q2 13F Filing 2026-06-30 2026-07-14
HELO
J P MORGAN EXCH...
ETF 9.65% 9.26% #5
Prev: #5
6.4
—
22,127 8.3%
P
S
288,873 $19,522,038 2025 Q2 13F Filing 2026-06-30 2026-07-14
VGIT
VANGUARD SCOTTS...
Bond/Debt 8.37% 8.91% #6
Prev: #6
3.8
—
11,639 4.2%
P
S
287,129 $16,934,869 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFLV
DIMENSIONAL ETF...
ETF 4.56% 4.44% #7
Prev: #7
2.3
—
4,368 1.9%
P
S
233,381 $9,227,885 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFEM
DIMENSIONAL ETF...
ETF 3.55% 3.45% #8
Prev: #8
1.9
—
-6,996 -3.8%
P
S
176,579 $7,176,171 2025 Q2 13F Filing 2026-06-30 2026-07-14
DISV
DIMENSIONAL ETF...
Bond/Debt 3.24% 3.42% #9
Prev: #9
1.8
—
3,542 2.2%
P
S
163,131 $6,546,448 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFIC
DIMENSIONAL ETF...
Bond/Debt 2.94% 2.91% #10
Prev: #10
3.2
—
9,036 6.0%
P
S
159,552 $5,944,908 2025 Q2 13F Filing 2026-06-30 2026-07-14
IEI
ISHARES TR
ETF 1.77% 2.02% #11
Prev: #11
1.2
—
-920 -2.9%
P
S
30,459 $3,577,410 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFSU
DIMENSIONAL ETF...
ETF 1.64% 1.59% #12
Prev: #12
1.2
—
-236 -0.3%
P
S
71,062 $3,313,622 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFGR
DIMENSIONAL ETF...
ETF 1.62% 1.56% #13
Prev: #13
2.6
—
5,567 5.2%
P
S
113,450 $3,286,647 2025 Q2 13F Filing 2026-06-30 2026-07-14
AAPL
APPLE INC
Technology 0.84% 0.81% #14 2
Prev: #16
1.3
—
no change no change
P
S
5,861 $1,695,939 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFSE
DIMENSIONAL ETF...
ETF 0.82% 0.86% #15 1
Prev: #14
0.8
—
-3,347 -8.9%
P
S
34,136 $1,668,551 2025 Q2 13F Filing 2026-06-30 2026-07-14
N/A
J P MORGAN EXCH...
Unknown 0.81% — #16
Prev: #—
3.8
—
32,567 —
NEW
 32,567 $1,634,333 — 13F Filing 2026-06-30 2026-07-14
DFSI
DIMENSIONAL ETF...
Bond/Debt 0.72% 0.75% #17
Prev: #17
0.8
—
-469 -1.4%
P
S
32,181 $1,451,364 2025 Q2 13F Filing 2026-06-30 2026-07-14
IGSB
ISHARES TR
ETF 0.64% 0.82% #18 3
Prev: #15
0.8
—
-4,095 -14.3%
P
S
24,518 $1,284,989 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFIV
DIMENSIONAL ETF...
Bond/Debt 0.61% 0.65% #19
Prev: #19
1.2
—
no change no change
P
S
22,729 $1,227,821 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.58% 0.68% #20 2
Prev: #18
0.7
—
-3,530 -11.0%
P
S
28,625 $1,180,782 2025 Q2 13F Filing 2026-06-30 2026-07-14
ACWI
ISHARES TR
ETF 0.53% 0.54% #21 1
Prev: #20
0.7
—
-318 -4.4%
P
S
6,847 $1,074,709 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFAU
DIMENSIONAL ETF...
ETF 0.47% 0.46% #22 1
Prev: #21
0.7
—
-114 -0.6%
P
S
18,462 $954,301 2025 Q2 13F Filing 2026-06-30 2026-07-14
XLK
SELECT SECTOR S...
ETF 0.42% 0.32% #23 5
Prev: #28
1.2
—
no change no change
P
S
4,426 $843,242 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFUV
DIMENSIONAL ETF...
ETF 0.41% 0.40% #24
Prev: #24
0.7
—
-54 -0.4%
P
S
14,978 $823,940 2025 Q2 13F Filing 2026-06-30 2026-07-14
CAT
CATERPILLAR INC
Industrials 0.40% 0.44% #25 3
Prev: #22
0.2
—
-387 -34.0%
P
S
751 $799,740 2025 Q2 13F Filing 2026-06-30 2026-07-14
META
META PLATFORMS ...
Communication Services 0.38% 0.42% #26 3
Prev: #23
0.7
—
-6 -0.4%
P
S
1,353 $762,132 2025 Q2 13F Filing 2026-06-30 2026-07-14
VTI
VANGUARD INDEX ...
ETF 0.36% 0.34% #27
Prev: #27
1.1
—
no change no change
P
S
1,958 $724,539 2025 Q2 13F Filing 2026-06-30 2026-07-14
DLS
WISDOMTREE TR
Bond/Debt 0.35% 0.39% #28 3
Prev: #25
0.6
—
-357 -4.1%
P
S
8,417 $705,261 2025 Q2 13F Filing 2026-06-30 2026-07-14
REET
ISHARES TR
ETF 0.34% 0.34% #29 3
Prev: #26
0.6
—
-100 -0.4%
P
S
25,003 $690,583 2025 Q2 13F Filing 2026-06-30 2026-07-14
DFAE
DIMENSIONAL ETF...
ETF 0.31% 0.30% #30 1
Prev: #29
0.6
—
-819 -5.0%
P
S
15,492 $622,934 2025 Q2 13F Filing 2026-06-30 2026-07-14
JPM
JPMORGAN CHASE ...
Financial Services 0.21% 0.21% #31 1
Prev: #30
0.6
—
-48 -3.6%
P
S
1,280 $418,878 2025 Q2 13F Filing 2026-06-30 2026-07-14
SPY
STATE STR SPDR ...
ETF 0.19% 0.19% #32 1
Prev: #31
1.1
—
no change no change
P
S
527 $393,548 2025 Q2 13F Filing 2026-06-30 2026-07-14
AMZN
AMAZON COM INC
Consumer Cyclical 0.19% 0.19% #33 1
Prev: #32
1.1
—
no change no change
P
S
1,642 $391,355 2025 Q2 13F Filing 2026-06-30 2026-07-14
VEA
VANGUARD TAX-MA...
ETF 0.18% 0.18% #34 1
Prev: #35
1.1
—
no change no change
P
S
5,118 $364,658 2025 Q2 13F Filing 2026-06-30 2026-07-14
GOOGL
ALPHABET INC
Communication Services 0.18% 0.16% #35 2
Prev: #37
1.1
—
no change no change
P
S
1,010 $360,944 2025 Q2 13F Filing 2026-06-30 2026-07-14
IEFA
ISHARES TR
ETF 0.18% 0.18% #36 2
Prev: #34
1.1
—
no change no change
P
S
3,701 $357,443 2025 Q2 13F Filing 2026-06-30 2026-07-14
VWO
VANGUARD INTL E...
ETF 0.17% 0.17% #37 1
Prev: #36
0.6
—
-6 -0.1%
P
S
5,909 $352,709 2025 Q2 13F Filing 2026-06-30 2026-07-14
NVDA
NVIDIA CORPORAT...
Technology 0.17% 0.18% #38 5
Prev: #33
0.6
—
-200 -10.3%
P
S
1,740 $348,157 2025 Q2 13F Filing 2026-06-30 2026-07-14
LRCX
LAM RESEARCH CO...
Technology 0.15% 0.08% #39 10
Prev: #49
1.1
—
no change no change
P
S
700 $303,331 2025 Q2 13F Filing 2026-06-30 2026-07-14
MS
MORGAN STANLEY
Financial Services 0.15% 0.13% #40
Prev: #40
1.1
—
no change no change
P
S
1,451 $303,318 2025 Q2 13F Filing 2026-06-30 2026-07-14
QUAL
ISHARES TR
ETF 0.15% 0.14% #41 3
Prev: #38
1.1
—
no change no change
P
S
1,347 $295,573 2025 Q3 13F Filing 2026-06-30 2026-07-14
MSFT
MICROSOFT CORP
Technology 0.12% 0.13% #42 3
Prev: #39
1.0
—
no change no change
P
S
649 $242,090 2025 Q2 13F Filing 2026-06-30 2026-07-14
VTV
VANGUARD INDEX ...
ETF 0.12% 0.12% #43 2
Prev: #41
1.0
—
no change no change
P
S
1,082 $235,801 2025 Q3 13F Filing 2026-06-30 2026-07-14
SPTM
SPDR SERIES TRU...
ETF 0.10% 0.10% #44
Prev: #44
1.0
—
no change no change
P
S
2,239 $203,279 2025 Q3 13F Filing 2026-06-30 2026-07-14
SUSA
ISHARES TR
ETF 0.10% 0.09% #45
Prev: #45
0.5
—
-53 -4.1%
P
S
1,251 $193,030 2025 Q2 13F Filing 2026-06-30 2026-07-14
MDY
STATE STR SPDR ...
Unknown 0.08% 0.08% #46 2
Prev: #48
1.0
—
no change no change
P
S
244 $171,615 2025 Q2 13F Filing 2026-06-30 2026-07-14
SCZ
ISHARES TR
ETF 0.08% 0.09% #47
Prev: #47
1.0
—
no change no change
P
S
2,036 $167,502 2025 Q2 13F Filing 2026-06-30 2026-07-14
IJS
ISHARES TR
ETF 0.08% 0.08% #48 2
Prev: #50
1.0
—
no change no change
P
S
1,173 $160,326 2025 Q2 13F Filing 2026-06-30 2026-07-14
SCHW
SCHWAB CHARLES ...
Financial Services 0.08% 0.09% #49 3
Prev: #46
0.5
—
2 0.1%
P
S
1,706 $157,382 2025 Q2 13F Filing 2026-06-30 2026-07-14
AOA
ISHARES TR
ETF 0.07% 0.10% #50 7
Prev: #43
0.0
—
-659 -30.6%
P
S
1,492 $145,620 2025 Q2 13F Filing 2026-06-30 2026-07-14
Showing 1-50 of 165 holdings

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