# Longview Financial Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2076077. Source: https://holderbook.com/funds/2076077-longview-financial-advisors-llc/

- Reported value: $202.4M
- Positions: 150
- Weight of the ten largest: 81.2%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $31.3M | 704,896 | 15.5% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $26.3M | 571,553 | 13.0% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $21.3M | 270,145 | 10.6% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $20.0M | 242,452 | 9.9% | 6 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $19.5M | 288,873 | 9.6% | 7 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $16.9M | 287,129 | 8.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $9.2M | 233,381 | 4.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $7.2M | 176,579 | 3.5% | 7 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $6.5M | 163,131 | 3.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $5.9M | 159,552 | 2.9% | 7 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $3.6M | 30,459 | 1.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $3.3M | 71,062 | 1.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $3.3M | 113,450 | 1.6% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.7M | 5,861 | 0.8% | 7 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $1.7M | 34,136 | 0.8% | 7 |
| J P MORGAN EXCHANGE TRADED F | - | $1.6M | 32,567 | 0.8% | 1 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $1.5M | 32,181 | 0.7% | 7 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $1.3M | 24,518 | 0.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $1.2M | 22,729 | 0.6% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $1.2M | 28,625 | 0.6% | 7 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $1.1M | 6,847 | 0.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $954.3K | 18,462 | 0.5% | 7 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $843.2K | 4,426 | 0.4% | 7 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $823.9K | 14,978 | 0.4% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $799.7K | 751 | 0.4% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $762.1K | 1,353 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $724.5K | 1,958 | 0.4% | 7 |
| WISDOMTREE TR | [DLS](https://holderbook.com/stocks/DLS/) | $705.3K | 8,417 | 0.3% | 7 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $690.6K | 25,003 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $622.9K | 15,492 | 0.3% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $418.9K | 1,280 | 0.2% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $393.5K | 527 | 0.2% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $391.4K | 1,642 | 0.2% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $364.7K | 5,118 | 0.2% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $360.9K | 1,010 | 0.2% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $357.4K | 3,701 | 0.2% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $352.7K | 5,909 | 0.2% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $348.2K | 1,740 | 0.2% | 7 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $303.3K | 700 | 0.1% | 7 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $303.3K | 1,451 | 0.1% | 7 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $295.6K | 1,347 | 0.1% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $242.1K | 649 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $235.8K | 1,082 | 0.1% | 4 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $203.3K | 2,239 | 0.1% | 4 |
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $193.0K | 1,251 | 0.1% | 7 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $171.6K | 244 | 0.1% | 7 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $167.5K | 2,036 | 0.1% | 7 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $160.3K | 1,173 | 0.1% | 7 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $157.4K | 1,706 | 0.1% | 7 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $145.6K | 1,492 | 0.1% | 7 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $136.6K | 1,653 | 0.1% | 7 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $135.7K | 2,009 | 0.1% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $128.2K | 137 | 0.1% | 7 |
| HARTFORD FDS EXCHANGE TRADED | [HMOP](https://holderbook.com/stocks/HMOP/) | $118.6K | 3,030 | 0.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $116.5K | 2,300 | 0.1% | 7 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $111.3K | 1,352 | 0.1% | 7 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $108.6K | 111 | 0.1% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $103.2K | 102 | 0.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $100.7K | 1,975 | 0.0% | 5 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $100.3K | 210 | 0.0% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $98.6K | 261 | 0.0% | 7 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $96.9K | 515 | 0.0% | 4 |
| SIMPLIFY EXCHANGE TRADED FUN | [HEQT](https://holderbook.com/stocks/HEQT/) | $91.3K | 2,722 | 0.0% | 7 |
| VENTAS INC | [VTR](https://holderbook.com/stocks/VTR/) | $91.1K | 1,026 | 0.0% | 7 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $89.3K | 500 | 0.0% | 7 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $84.9K | 2,509 | 0.0% | 4 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $80.1K | 105 | 0.0% | 7 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $78.8K | 480 | 0.0% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $76.2K | 1,054 | 0.0% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $75.7K | 728 | 0.0% | 7 |
| INVESCO EXCH TRADED FD TR II | [CGW](https://holderbook.com/stocks/CGW/) | $70.3K | 1,070 | 0.0% | 7 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $69.3K | 286 | 0.0% | 5 |
| ISHARES TR | [EMXF](https://holderbook.com/stocks/EMXF/) | $67.2K | 1,159 | 0.0% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $64.9K | 1,056 | 0.0% | 7 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $62.2K | 1,024 | 0.0% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $58.8K | 519 | 0.0% | 7 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $58.5K | 426 | 0.0% | 7 |
| RB GLOBAL INC | [RBA](https://holderbook.com/stocks/RBA/) | $57.9K | 497 | 0.0% | 7 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $56.5K | 2,468 | 0.0% | 1 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $56.4K | 2,522 | 0.0% | 1 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $56.3K | 2,542 | 0.0% | 1 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $56.2K | 2,595 | 0.0% | 1 |
| YORK WTR CO | [YORW](https://holderbook.com/stocks/YORW/) | $54.9K | 1,792 | 0.0% | 7 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $53.3K | 352 | 0.0% | 7 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $52.4K | 700 | 0.0% | 7 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $52.4K | 1,035 | 0.0% | 5 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $47.2K | 280 | 0.0% | 7 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $42.8K | 850 | 0.0% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $41.4K | 175 | 0.0% | 7 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $41.3K | 410 | 0.0% | 7 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $41.3K | 31 | 0.0% | 7 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $41.1K | 35 | 0.0% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $39.4K | 41 | 0.0% | 7 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $33.7K | 98 | 0.0% | 7 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $33.5K | 348 | 0.0% | 7 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $30.5K | 376 | 0.0% | 7 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $29.9K | 619 | 0.0% | 7 |
| WISDOMTREE TR | [DEM](https://holderbook.com/stocks/DEM/) | $29.9K | 555 | 0.0% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $29.2K | 120 | 0.0% | 4 |
| REDWOOD TRUST INC | [RWT](https://holderbook.com/stocks/RWT/) | $28.4K | 6,000 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +5.7% | +14.8% | -9.1% | 100% |
| Q1 2026 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2025 | +1.5% | +2.4% | -0.9% | 100% |
| Q3 2025 | +3.8% | +7.8% | -4.1% | 100% |
| Q2 2025 | +4.6% | +10.5% | -5.9% | 100% |
| Q1 2025 | -0.1% | -4.6% | +4.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $202.4M | 150 |
| Q1 2026 | $184.0M | 157 |
| Q4 2025 | $181.4M | 175 |
| Q3 2025 | $173.5M | 141 |
| Q2 2025 | $159.6M | 125 |
| Q1 2025 | $151.5M | 129 |
| Q4 2024 | $148.9M | 134 |