Longview Financial Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Longview Financial Advisors Llc disclosed 150 stock positions valued at approximately $202.36M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, J P MORGAN EXCHANGE TRADED F, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 150
- Portfolio Value
- $202.36M
Holdings by Sector
Longview Financial Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 15.45% | 704,896 | +7,813 | +1.12% | $31,269,187 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 13.01% | 571,553 | +51,508 | +9.90% | $26,320,016 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 10.55% | 270,145 | +1,556 | +0.58% | $21,349,560 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.90% | 242,452 | +23,752 | +10.86% | $20,038,658 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 9.65% | 288,873 | +22,127 | +8.30% | $19,522,038 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 8.37% | 287,129 | +11,639 | +4.22% | $16,934,869 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 4.56% | 233,381 | +4,368 | +1.91% | $9,227,885 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.55% | 176,579 | -6,996 | -3.81% | $7,176,171 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.24% | 163,131 | +3,542 | +2.22% | $6,546,448 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.94% | 159,552 | +9,036 | +6.00% | $5,944,908 |
| ISHARES TR | IEI | Other | 1.77% | 30,459 | -920 | -2.93% | $3,577,410 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 1.64% | 71,062 | -236 | -0.33% | $3,313,622 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.62% | 113,450 | +5,567 | +5.16% | $3,286,647 |
| APPLE INC | AAPL | Technology | 0.84% | 5,861 | - | - | $1,695,939 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.82% | 34,136 | -3,347 | -8.93% | $1,668,551 |
| J P MORGAN EXCHANGE TRADED F | JTNY | Other | 0.81% | 32,567 | +32,567 | +100.00% | $1,634,333 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.72% | 32,181 | -469 | -1.44% | $1,451,364 |
| ISHARES TR | IGSB | Other | 0.64% | 24,518 | -4,095 | -14.31% | $1,284,989 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.61% | 22,729 | - | - | $1,227,821 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.58% | 28,625 | -3,530 | -10.98% | $1,180,782 |
| ISHARES TR | ACWI | Other | 0.53% | 6,847 | -318 | -4.44% | $1,074,709 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.47% | 18,462 | -114 | -0.61% | $954,301 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.42% | 4,426 | - | - | $843,242 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.41% | 14,978 | -54 | -0.36% | $823,940 |
| CATERPILLAR INC | CAT | Industrials | 0.40% | 751 | -387 | -34.01% | $799,740 |
| META PLATFORMS INC | META | Communication Services | 0.38% | 1,353 | -6 | -0.44% | $762,132 |
| VANGUARD INDEX FDS | VTI | Other | 0.36% | 1,958 | - | - | $724,539 |
| WISDOMTREE TR | DLS | Other | 0.35% | 8,417 | -357 | -4.07% | $705,261 |
| ISHARES TR | REET | Other | 0.34% | 25,003 | -100 | -0.40% | $690,583 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.31% | 15,492 | -819 | -5.02% | $622,934 |
Showing 30 of 150 holdings in the latest reporting period.