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 ETF Trust (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 ETF Trust	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 Scottsdale Fds	8.4%	8.9%	287,129	+4.2%	$16.9M
DFLVDimensional ETF Trust	4.6%	4.4%	233,381	+1.9%	$9.2M
DFEMDimensional ETF Trust	3.5%	3.4%	176,579	-3.8%	$7.2M
DISVDimensional ETF Trust	3.2%	3.4%	163,131	+2.2%	$6.5M
DFICDimensional ETF Trust	2.9%	2.9%	159,552	+6.0%	$5.9M
IEIIshares Tr	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 Tr	0.6%	0.8%	24,518	-14.3%	$1.3M
DFIVDimensional ETF Trust	0.6%	0.7%	22,729	+0.0%	$1.2M
DFAIDimensional ETF Trust	0.6%	0.7%	28,625	-11.0%	$1.2M
ACWIIshares Tr	0.5%	0.5%	6,847	-4.4%	$1.1M
DFAUDimensional ETF Trust	0.5%	0.5%	18,462	-0.6%	$954K
XLKSelect Sector Spdr Tr	0.4%	0.3%	4,426	+0.0%	$843K
DFUVDimensional ETF Trust	0.4%	0.4%	14,978	-0.4%	$824K
CATCaterpillar Inc	0.4%	0.4%	751	-34.0%	$800K
METAMeta Platforms Inc	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
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	527	+0.0%	$394K
AMZNAmazon Com Inc	0.2%	0.2%	1,642	+0.0%	$391K
VEAVanguard Ftse Developed Markets Index Fu	0.2%	0.2%	5,118	+0.0%	$365K
GOOGLAlphabet Inc	0.2%	0.2%	1,010	+0.0%	$361K
IEFAIshares Tr	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	0.2%	0.2%	1,740	-10.3%	$348K
LRCXLam Research Corp	0.1%	0.1%	700	+0.0%	$303K
MSMorgan Stanley	0.1%	0.1%	1,451	+0.0%	$303K
QUALIshares Tr	0.1%	0.1%	1,347	+0.0%	$296K
MSFTMicrosoft Corp	0.1%	0.1%	649	+0.0%	$242K
VTVVanguard Index Fds	0.1%	0.1%	1,082	+0.0%	$236K
SPTMSpdr Series Trust	0.1%	0.1%	2,239	+0.0%	$203K
SUSAIshares Tr	0.1%	0.1%	1,251	-4.1%	$193K
MDYState Str Spdr S&p Midcap 40	0.1%	0.1%	244	+0.0%	$172K
SCZIshares Tr	0.1%	0.1%	2,036	+0.0%	$168K
IJSIshares Tr	0.1%	0.1%	1,173	+0.0%	$160K
SCHWCharles Schwab Corp (the)	0.1%	0.1%	1,706	+0.1%	$157K
AOAIshares Tr	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.

Added to

VCIT Vanguard Scottsdale Fds+10.9% shares
JPIE Jpmorgan Income ETF+9.9% shares
HELO J P Morgan Exchange Traded F+8.3% shares
DFIC Dimensional ETF Trust+6.0% shares
DFGR Dimensional ETF Trust+5.2% shares

Reduced

Left the top 50

COST Costco Wholesale Corporationwas 0.1%

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 ETF Trust (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 Wholesale Corporation (COST), Caterpillar Inc (CAT) (-34.0% shares), Ishares Tr (AOA) (-30.6% shares) and Ishares Tr (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.