Longview Financial Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$184.0M
Q ending 2026-03-31
Prior quarter
$181.4M
Q ending 2025-12-31
Change
+1.5% QoQ · +21.5% YoY
Positions
157
reported holdings
Largest positions
Top 100 of 157 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $27.1M | 697K |
| J P Morgan Exchange Traded F | JPIE | Shares | $24.0M | 520K |
| Vanguard Scottsdale Fds | VCSH | Shares | $21.3M | 269K |
| Vanguard Scottsdale Fds | VCIT | Shares | $18.1M | 219K |
| J P Morgan Exchange Traded F | HELO | Shares | $17.0M | 267K |
| Vanguard Scottsdale Fds | VGIT | Shares | $16.4M | 275K |
| Dimensional Etf Trust | DFLV | Shares | $8.2M | 229K |
| Dimensional Etf Trust | DFEM | Shares | $6.3M | 184K |
| Dimensional Etf Trust | DISV | Shares | $6.3M | 160K |
| Dimensional Etf Trust | DFIC | Shares | $5.3M | 151K |
| Ishares Tr | IEI | Shares | $3.7M | 31K |
| Dimensional Etf Trust | DFSU | Shares | $2.9M | 71K |
| Dimensional Etf Trust | DFGR | Shares | $2.9M | 108K |
| Dimensional Etf Trust | DFSE | Shares | $1.6M | 37K |
| Ishares Tr | IGSB | Shares | $1.5M | 29K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Dimensional Etf Trust | DFSI | Shares | $1.4M | 33K |
| Dimensional Etf Trust | DFAI | Shares | $1.3M | 32K |
| Dimensional Etf Trust | DFIV | Shares | $1.2M | 23K |
| Ishares Tr | ACWI | Shares | $991K | 7K |
| Dimensional Etf Trust | DFAU | Shares | $838K | 19K |
| Caterpillar Inc | CAT | Shares | $806K | 1K |
| Meta Platforms Inc | META | Shares | $778K | 1K |
| Dimensional Etf Trust | DFUV | Shares | $728K | 15K |
| Wisdomtree Tr | DLS | Shares | $715K | 9K |
| Ishares Tr | REET | Shares | $631K | 25K |
| Vanguard Index Fds | VTI | Shares | $628K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $588K | 4K |
| Dimensional Etf Trust | DFAE | Shares | $552K | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $391K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $343K | 527 |
| Amazon Com Inc | AMZN | Shares | $342K | 2K |
| Nvidia Corporation | NVDA | Shares | $338K | 2K |
| Ishares Tr | IEFA | Shares | $335K | 4K |
| Vanguard Tax-Managed Fds | VEA | Shares | $328K | 5K |
| Vanguard Intl Equity Index F | VWO | Shares | $320K | 6K |
| Alphabet Inc | GOOGL | Shares | $290K | 1K |
| Ishares Tr | QUAL | Shares | $258K | 1K |
| Microsoft Corp | MSFT | Shares | $240K | 649 |
| Morgan Stanley | MS | Shares | $239K | 1K |
| Vanguard Index Fds | VTV | Shares | $212K | 1K |
| Costco Wholesale Corporation | COST | Shares | $195K | 196 |
| Ishares Tr | AOA | Shares | $190K | 2K |
| Spdr Series Trust | SPTM | Shares | $177K | 2K |
| Ishares Tr | SUSA | Shares | $172K | 1K |
| Schwab Charles Corp | SCHW | Shares | $160K | 2K |
| Ishares Tr | SCZ | Shares | $160K | 2K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $150K | 244 |
| Lam Research Corp | LRCX | Shares | $150K | 700 |
| Ishares Tr | IJS | Shares | $139K | 1K |
| Wells Fargo & Co | WFC | Shares | $132K | 2K |
| Spdr Series Trust | SPMD | Shares | $119K | 2K |
| Hartford Fds Exchange Traded | HMOP | Shares | $117K | 3K |
| J P Morgan Exchange Traded F | JMUB | Shares | $115K | 2K |
| J P Morgan Exchange Traded F | JMST | Shares | $101K | 2K |
| Parker-Hannifin Corp | PH | Shares | $99K | 111 |
| Vanguard World Fd | VSGX | Shares | $99K | 1K |
| Ishares Tr | EMXF | Shares | $91K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $86K | 102 |
| Ventas Inc | VTR | Shares | $84K | 1K |
| Broadcom Inc | AVGO | Shares | $81K | 261 |
| Ishares Tr | IUSG | Shares | $80K | 515 |
| Simplify Exchange Traded Fun | HEQT | Shares | $76K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $73K | 500 |
| Schwab Strategic Tr | SCHG | Shares | $73K | 3K |
| Ishares Tr | IJT | Shares | $72K | 500 |
| Taiwan Semiconductor Manufac | TSM | Shares | $71K | 210 |
| Ishares Tr | EFA | Shares | $71K | 728 |
| Invesco Exch Traded Fd Tr Ii | CGW | Shares | $68K | 1K |
| Ishares Tr | ITOT | Shares | $68K | 480 |
| Walmart Inc | WMT | Shares | $67K | 542 |
| J P Morgan Exchange Traded F | JQUA | Shares | $65K | 1K |
| Ishares Tr | IWD | Shares | $61K | 286 |
| J P Morgan Exchange Traded F | JEPQ | Shares | $59K | 1K |
| Spdr Series Trust | SPYV | Shares | $58K | 1K |
| Toyota Motor Corp | TM | Shares | $58K | 280 |
| Tjx Cos Inc New | TJX | Shares | $56K | 352 |
| York Wtr Co | YORW | Shares | $55K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $52K | 1K |
| Pulte Group Inc | PHM | Shares | $50K | 426 |
| Rb Global Inc | RBA | Shares | $48K | 497 |
| Spdr Series Trust | KRE | Shares | $46K | 700 |
| Transdigm Group Inc | TDG | Shares | $44K | 38 |
| Crowdstrike Hldgs Inc | CRWD | Shares | $43K | 111 |
| Joby Aviation Inc | Shares | $41K | 5K | |
| Pimco Etf Tr | MINT | Shares | $41K | 406 |
| Blackrock Inc | BLK | Shares | $39K | 41 |
| Spdr Index Shs Fds | SPDW | Shares | $39K | 850 |
| Vanguard Specialized Funds | VIG | Shares | $38K | 175 |
| Sherwin Williams Co | SHW | Shares | $37K | 114 |
| Redwood Trust Inc | RWT | Shares | $34K | 6K |
| Wisdomtree Tr | DLN | Shares | $31K | 348 |
| Ge Vernova Inc | GEV | Shares | $31K | 35 |
| Ishares Tr | ISTB | Shares | $30K | 619 |
| Wisdomtree Tr | DEM | Shares | $28K | 555 |
| Home Depot Inc | HD | Shares | $27K | 83 |
| Ishares Tr | SUB | Shares | $27K | 250 |
| Stryker Corporation | SYK | Shares | $27K | 81 |
| Spdr Series Trust | SDY | Shares | $27K | 182 |
| Eog Res Inc | EOG | Shares | $26K | 182 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.