Longview Financial Advisors Llc Portfolio Stock Holdings
Longview Financial Advisors Llc disclosed 150 stock positions valued at approximately $202.4 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, J P MORGAN EXCHANGE TRADED F, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 150
- Portfolio Value
- $202.4M
Holdings by Sector
Longview Financial Advisors Llc Portfolio Holdings in Q2 2026
146 holdings in the latest reporting period.
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| 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 |
| 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 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 1,280 | -48 | -3.61% | $418,878 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 527 | - | - | $393,548 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.19% | 1,642 | - | - | $391,355 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 5,118 | - | - | $364,658 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 1,010 | - | - | $360,944 |
| ISHARES TR | IEFA | Other | 0.18% | 3,701 | - | - | $357,443 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.17% | 5,909 | -6 | -0.10% | $352,709 |
| NVIDIA CORPORATION | NVDA | Technology | 0.17% | 1,740 | -200 | -10.31% | $348,157 |
| LAM RESEARCH CORP | LRCX | Other | 0.15% | 700 | - | - | $303,331 |
| MORGAN STANLEY | MS | Financial Services | 0.15% | 1,451 | - | - | $303,318 |
| ISHARES TR | QUAL | Other | 0.15% | 1,347 | - | - | $295,573 |
| MICROSOFT CORP | MSFT | Technology | 0.12% | 649 | - | - | $242,090 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 1,082 | - | - | $235,801 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 2,239 | - | - | $203,279 |
| ISHARES TR | SUSA | Other | 0.10% | 1,251 | -53 | -4.06% | $193,030 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.08% | 244 | - | - | $171,615 |
| ISHARES TR | SCZ | Other | 0.08% | 2,036 | - | - | $167,502 |
| ISHARES TR | IJS | Other | 0.08% | 1,173 | - | - | $160,326 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.08% | 1,706 | +2 | +0.12% | $157,382 |
| ISHARES TR | AOA | Other | 0.07% | 1,492 | -659 | -30.64% | $145,620 |
| WELLS FARGO & CO | WFC | Financial Services | 0.07% | 1,653 | - | - | $136,604 |
| SPDR SERIES TRUST | SPMD | Other | 0.07% | 2,009 | - | - | $135,729 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.06% | 137 | -59 | -30.10% | $128,160 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 0.06% | 3,030 | - | - | $118,610 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.06% | 2,300 | - | - | $116,507 |
| VANGUARD WORLD FD | VSGX | Other | 0.06% | 1,352 | -32 | -2.31% | $111,324 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.05% | 111 | - | - | $108,572 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.05% | 102 | - | - | $103,160 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.05% | 1,975 | - | - | $100,725 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.05% | 210 | - | - | $100,290 |
| BROADCOM INC | AVGO | Technology | 0.05% | 261 | - | - | $98,593 |
| ISHARES TR | IUSG | Other | 0.05% | 515 | - | - | $96,867 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.05% | 2,722 | +301 | +12.43% | $91,296 |
| VENTAS INC | VTR | Real Estate | 0.05% | 1,026 | - | - | $91,109 |
| ISHARES TR | IJT | Other | 0.04% | 500 | - | - | $89,300 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.04% | 2,509 | - | - | $84,905 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.04% | 105 | -6 | -5.41% | $80,130 |
| ISHARES TR | ITOT | Other | 0.04% | 480 | - | - | $78,850 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.04% | 1,054 | - | - | $76,184 |
| ISHARES TR | EFA | Other | 0.04% | 728 | - | - | $75,660 |
| INVESCO EXCH TRADED FD TR II | CGW | Other | 0.03% | 1,070 | - | - | $70,332 |
| ISHARES TR | IWD | Other | 0.03% | 286 | - | - | $69,335 |
| ISHARES TR | EMXF | Other | 0.03% | 1,159 | -752 | -39.35% | $67,158 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.03% | 1,056 | - | - | $64,902 |
| SPDR SERIES TRUST | SPYV | Other | 0.03% | 1,024 | - | - | $62,249 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 519 | -23 | -4.24% | $58,782 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.03% | 426 | - | - | $58,452 |
| RB GLOBAL INC | RBA | Industrials | 0.03% | 497 | - | - | $57,876 |
| ISHARES TR | IBTG | Other | 0.03% | 2,468 | +2,468 | +100.00% | $56,493 |
| ISHARES TR | IBTH | Other | 0.03% | 2,522 | +2,522 | +100.00% | $56,418 |
| ISHARES TR | IBTI | Other | 0.03% | 2,542 | +2,542 | +100.00% | $56,280 |
| ISHARES TR | IBTJ | Other | 0.03% | 2,595 | +2,595 | +100.00% | $56,182 |
| YORK WTR CO | YORW | Utilities | 0.03% | 1,792 | - | - | $54,925 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.03% | 352 | - | - | $53,328 |
| SPDR SERIES TRUST | KRE | Other | 0.03% | 700 | - | - | $52,395 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.03% | 1,035 | - | - | $52,351 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.02% | 280 | - | - | $47,158 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.02% | 850 | - | - | $42,832 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.02% | 175 | - | - | $41,409 |
| PIMCO ETF TR | MINT | Other | 0.02% | 410 | +4 | +0.99% | $41,333 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.02% | 31 | -7 | -18.42% | $41,294 |
| GE VERNOVA INC | GEV | Utilities | 0.02% | 35 | - | - | $41,121 |
| BLACKROCK INC | BLK | Other | 0.02% | 41 | - | - | $39,424 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.02% | 98 | -16 | -14.04% | $33,744 |
| WISDOMTREE TR | DLN | Other | 0.02% | 348 | - | - | $33,520 |
| PROSHARES TR | TQQQ | Other | 0.02% | 376 | - | - | $30,456 |
| ISHARES TR | ISTB | Other | 0.01% | 619 | - | - | $29,867 |
| WISDOMTREE TR | DEM | Other | 0.01% | 555 | - | - | $29,854 |
| VANGUARD INDEX FDS | VBR | Other | 0.01% | 120 | - | - | $29,159 |
| REDWOOD TRUST INC | RWT | Real Estate | 0.01% | 6,000 | - | - | $28,440 |
| SPDR SERIES TRUST | SDY | Other | 0.01% | 182 | - | - | $27,697 |