Q2 2026 13F · SEC CIK 2076077

Longview Financial Advisors LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $202.4M
Reported positions: 150
Holdings vs S&P 500, 3 yrs: —
Assets under management: $208.2M

Longview Financial Advisors LLC is a wealth manager that reported 150 positions worth $202.4M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 15.5%), Jpmorgan Income ETF (JPIE, 13.0%), Vanguard Scottsdale Fds (VCSH, 10.6%).

Longview Financial Advisors LLC holdings largest 50 of 150 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Longview Financial Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional U.s. Core Equity 2	15.5%	14.7%	704,896	+1.1%	$31.3M
JPIEJpmorgan Income ETF	13.0%	13.0%	571,553	+9.9%	$26.3M
VCSHVanguard Scottsdale Fds	10.6%	11.6%	270,145	+0.6%	$21.3M
VCITVanguard Scottsdale Fds	9.9%	9.8%	242,452	+10.9%	$20.0M
HELOJ P Morgan Exchange Traded F	9.6%	9.3%	288,873	+8.3%	$19.5M
VGITVanguard Intermediate Treasury ETF	8.4%	8.9%	287,129	+4.2%	$16.9M
DFLVDimensional ETF Trust	4.6%	4.4%	233,381	+1.9%	$9.2M
DFEMDimensional	3.5%	3.4%	176,579	-3.8%	$7.2M
DISVDimensional ETF Trust	3.2%	3.4%	163,131	+2.2%	$6.5M
DFICDfa Dimensional Intl Core Equit	2.9%	2.9%	159,552	+6.0%	$5.9M
IEIIshares	1.8%	2.0%	30,459	-2.9%	$3.6M
DFSUDimensional ETF Trust	1.6%	1.6%	71,062	-0.3%	$3.3M
DFGRDimensional ETF Trust	1.6%	1.6%	113,450	+5.2%	$3.3M
AAPLApple Inc	0.8%	0.8%	5,861	+0.0%	$1.7M
DFSEDimensional ETF Trust	0.8%	0.9%	34,136	-8.9%	$1.7M
JTNYJ P Morgan Exchange Traded F	0.8%	—	32,567	—	$1.6M
DFSIDimensional ETF Trust	0.7%	0.8%	32,181	-1.4%	$1.5M
IGSBIshares 1-3 Yr Credit Bond ETF	0.6%	0.8%	24,518	-14.3%	$1.3M
DFIVDimensional ETF Trust	0.6%	0.7%	22,729	+0.0%	$1.2M
DFAIDimensional International Core Equity Ma	0.6%	0.7%	28,625	-11.0%	$1.2M
ACWIIshares Tr	0.5%	0.5%	6,847	-4.4%	$1.1M
DFAUDimensional US Core Equity Market ETF	0.5%	0.5%	18,462	-0.6%	$954K
XLKState Street Technology Select Sector Sp	0.4%	0.3%	4,426	+0.0%	$843K
DFUVDimensional U.s. Marketwide Val	0.4%	0.4%	14,978	-0.4%	$824K
CATCaterpillar Inc Com	0.4%	0.4%	751	-34.0%	$800K
METAMeta Platforms Inc Class A	0.4%	0.4%	1,353	-0.4%	$762K
VTIVanguard Index Fds	0.4%	0.3%	1,958	+0.0%	$725K
DLSWisdomtree Tr	0.3%	0.4%	8,417	-4.1%	$705K
REETIshares Tr	0.3%	0.3%	25,003	-0.4%	$691K
DFAEDimensional ETF Trust	0.3%	0.3%	15,492	-5.0%	$623K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,280	-3.6%	$419K
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	527	+0.0%	$394K
AMZNAmazon Com Inc Com	0.2%	0.2%	1,642	+0.0%	$391K
VEAVanguard Tax-Managed Fds	0.2%	0.2%	5,118	+0.0%	$365K
GOOGLAlphabet Inc	0.2%	0.2%	1,010	+0.0%	$361K
IEFAIshares Core Msci Eafe ETF	0.2%	0.2%	3,701	+0.0%	$357K
VWOVanguard Intl Equity Index F	0.2%	0.2%	5,909	-0.1%	$353K
NVDANvidia Corporation Com	0.2%	0.2%	1,740	-10.3%	$348K
LRCXLam Research Corp	0.1%	0.1%	700	+0.0%	$303K
MSMorgan Stanley Com New	0.1%	0.1%	1,451	+0.0%	$303K
QUALIshares Msci USA Quality Factor ETF	0.1%	0.1%	1,347	+0.0%	$296K
MSFTMicrosoft Corp	0.1%	0.1%	649	+0.0%	$242K
VTVVanguard Value ETF	0.1%	0.1%	1,082	+0.0%	$236K
SPTMSpdr Series Trust	0.1%	0.1%	2,239	+0.0%	$203K
SUSAiShares MSCI USA ESG Select ETF	0.1%	0.1%	1,251	-4.1%	$193K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.1%	0.1%	244	+0.0%	$172K
SCZIshares Msci Eafe Small Cap	0.1%	0.1%	2,036	+0.0%	$168K
IJSIShares S&P Small Cap 600 Value	0.1%	0.1%	1,173	+0.0%	$160K
SCHWSchwab Charles Corp	0.1%	0.1%	1,706	+0.1%	$157K
AOAiShares Core Aggressive Allocation ETF	0.1%	0.1%	1,492	-30.6%	$146K

What Longview Financial Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about Longview Financial Advisors LLC's portfolio

What stocks does Longview Financial Advisors LLC own?

Longview Financial Advisors LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 150 positions worth $202.4M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 15.5%, Jpmorgan Income ETF (JPIE) at 13.0%, Vanguard Scottsdale Fds (VCSH) at 10.6%, Vanguard Scottsdale Fds (VCIT) at 9.9% and J P Morgan Exchange Traded F (HELO) at 9.6%.

What did Longview Financial Advisors LLC buy last quarter?

In Q2 2026, Longview Financial Advisors LLC added Vanguard Scottsdale Fds (VCIT) (+10.9% shares), Jpmorgan Income ETF (JPIE) (+9.9% shares) and J P Morgan Exchange Traded F (HELO) (+8.3% shares), compared with its Q1 2026 filing.

What did Longview Financial Advisors LLC sell last quarter?

In Q2 2026, Longview Financial Advisors LLC cut from its top 50 Costco Whsl Corp New (COST), Caterpillar Inc Com (CAT) (-34.0% shares), iShares Core Aggressive Allocation ETF (AOA) (-30.6% shares) and Ishares 1-3 Yr Credit Bond ETF (IGSB) (-14.3% shares), compared with its Q1 2026 filing.

When is Longview Financial Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Longview Financial Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Longview Financial Advisors LLC manage?

Longview Financial Advisors LLC reported $208.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $202.4M.