Longview Financial Advisors LLC

CIK 0002076077 · SAN RAFAEL, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Longview Financial Advisors LLC reported 150 positions worth $202.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAC (15.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.4M
2026 Q2
Positions
150
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.2%
Est. Net Flow (Q)
2026 Q2
10 / 150 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$31.3M15.45%704,896
2JPIEJ P MORGAN EXCHANGE TRADED FSH$26.3M13.01%571,553
3VCSHVANGUARD SCOTTSDALE FDSSH$21.3M10.55%270,145
4VCITVANGUARD SCOTTSDALE FDSSH$20.0M9.90%242,452
5HELOJ P MORGAN EXCHANGE TRADED FSH$19.5M9.65%288,873
6VGITVANGUARD SCOTTSDALE FDSSH$16.9M8.37%287,129
7DFLVDIMENSIONAL ETF TRUSTSH$9.2M4.56%233,381
8DFEMDIMENSIONAL ETF TRUSTSH$7.2M3.55%176,579
9DISVDIMENSIONAL ETF TRUSTSH$6.5M3.24%163,131
10DFICDIMENSIONAL ETF TRUSTSH$5.9M2.94%159,552

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Longview Financial Advisors LLC hold as of Q2 2026?

Longview Financial Advisors LLC reported 150 positions worth $202.4M in its Q2 2026 13F filing. Largest positions: DFAC (15.5%), JPIE (13.0%), VCSH (10.6%), VCIT (9.9%) and HELO (9.6%).

What did Longview Financial Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Longview Financial Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.