Longview Financial Advisors Llc Portfolio Stock Holdings
Longview Financial Advisors Llc disclosed 157 stock positions valued at approximately $184.0 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 March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 157
- Portfolio Value
- $184.0M
Holdings by Sector
Longview Financial Advisors Llc Portfolio Holdings in Q1 2026
155 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 14.72% | 697,083 | +10,049 | +1.46% | $27,088,646 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 13.02% | 520,045 | +8,579 | +1.68% | $23,958,474 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 11.57% | 268,589 | -16,175 | -5.68% | $21,291,051 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 9.83% | 218,700 | +28,345 | +14.89% | $18,097,425 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 9.26% | 266,746 | +16,001 | +6.38% | $17,047,737 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 8.91% | 275,490 | +10,079 | +3.80% | $16,405,430 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 4.44% | 229,013 | +7,073 | +3.19% | $8,178,055 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.45% | 183,575 | +2,097 | +1.16% | $6,342,517 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.42% | 159,589 | +1,345 | +0.85% | $6,294,191 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 2.91% | 150,516 | +3,148 | +2.14% | $5,347,834 |
| ISHARES TR | IEI | Other | 2.02% | 31,379 | -43 | -0.14% | $3,721,550 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 1.59% | 71,298 | +8,882 | +14.23% | $2,929,635 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.56% | 107,883 | +6,562 | +6.48% | $2,867,531 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.86% | 37,483 | +1,492 | +4.15% | $1,588,144 |
| ISHARES TR | IGSB | Other | 0.82% | 28,613 | - | - | $1,503,900 |
| APPLE INC | AAPL | Technology | 0.81% | 5,861 | -8 | -0.14% | $1,487,464 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.75% | 32,650 | +2,559 | +8.50% | $1,384,360 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.68% | 32,155 | -1,893 | -5.56% | $1,252,759 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.65% | 22,729 | -182 | -0.79% | $1,199,637 |
| ISHARES TR | ACWI | Other | 0.54% | 7,165 | -61 | -0.84% | $991,364 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.46% | 18,576 | - | - | $838,150 |
| CATERPILLAR INC | CAT | Industrials | 0.44% | 1,138 | - | - | $806,228 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 1,359 | -100 | -6.85% | $777,525 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.40% | 15,032 | -207 | -1.36% | $728,451 |
| WISDOMTREE TR | DLS | Other | 0.39% | 8,774 | -118 | -1.33% | $715,081 |
| ISHARES TR | REET | Other | 0.34% | 25,103 | -135 | -0.53% | $631,341 |
| VANGUARD INDEX FDS | VTI | Other | 0.34% | 1,958 | -81 | -3.97% | $628,146 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.32% | 4,426 | - | - | $588,216 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.30% | 16,311 | - | - | $552,291 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.21% | 1,328 | +313 | +30.84% | $390,645 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 527 | - | - | $342,730 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.19% | 1,642 | -75 | -4.37% | $341,980 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 1,940 | - | - | $338,336 |
| ISHARES TR | IEFA | Other | 0.18% | 3,701 | - | - | $335,052 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 5,118 | - | - | $327,962 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.17% | 5,915 | -5 | -0.08% | $319,706 |
| ALPHABET INC | GOOGL | Communication Services | 0.16% | 1,010 | - | - | $290,436 |
| ISHARES TR | QUAL | Other | 0.14% | 1,347 | - | - | $258,369 |
| MICROSOFT CORP | MSFT | Technology | 0.13% | 649 | - | - | $240,241 |
| MORGAN STANLEY | MS | Financial Services | 0.13% | 1,451 | - | - | $238,792 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 1,082 | - | - | $212,289 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 196 | - | - | $195,301 |
| ISHARES TR | AOA | Other | 0.10% | 2,151 | +160 | +8.04% | $190,342 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 2,239 | - | - | $177,016 |
| ISHARES TR | SUSA | Other | 0.09% | 1,304 | - | - | $172,259 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.09% | 1,704 | -597 | -25.95% | $160,116 |
| ISHARES TR | SCZ | Other | 0.09% | 2,036 | - | - | $159,643 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.08% | 244 | - | - | $150,490 |
| LAM RESEARCH CORP | LRCX | Other | 0.08% | 700 | - | - | $149,562 |
| ISHARES TR | IJS | Other | 0.08% | 1,173 | - | - | $138,942 |
| WELLS FARGO & CO | WFC | Financial Services | 0.07% | 1,653 | - | - | $131,596 |
| SPDR SERIES TRUST | SPMD | Other | 0.06% | 2,009 | - | - | $118,973 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 0.06% | 3,030 | - | - | $117,383 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.06% | 2,300 | - | - | $114,977 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.05% | 1,975 | - | - | $100,686 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.05% | 111 | - | - | $99,372 |
| VANGUARD WORLD FD | VSGX | Other | 0.05% | 1,384 | - | - | $99,275 |
| ISHARES TR | EMXF | Other | 0.05% | 1,911 | -22 | -1.14% | $91,425 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.05% | 102 | - | - | $86,291 |
| VENTAS INC | VTR | Real Estate | 0.05% | 1,026 | - | - | $83,907 |
| BROADCOM INC | AVGO | Technology | 0.04% | 261 | - | - | $80,783 |
| ISHARES TR | IUSG | Other | 0.04% | 515 | - | - | $79,882 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.04% | 2,421 | - | - | $76,262 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.04% | 500 | - | - | $73,140 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.04% | 2,509 | - | - | $73,088 |
| ISHARES TR | IJT | Other | 0.04% | 500 | - | - | $72,355 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.04% | 210 | - | - | $70,970 |
| ISHARES TR | EFA | Other | 0.04% | 728 | -260 | -26.32% | $70,743 |
| INVESCO EXCH TRADED FD TR II | CGW | Other | 0.04% | 1,070 | - | - | $68,416 |
| ISHARES TR | ITOT | Other | 0.04% | 480 | - | - | $68,367 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 542 | - | - | $67,360 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.04% | 1,054 | - | - | $64,632 |
| ISHARES TR | IWD | Other | 0.03% | 286 | - | - | $61,110 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.03% | 1,056 | - | - | $58,630 |
| SPDR SERIES TRUST | SPYV | Other | 0.03% | 1,024 | - | - | $57,938 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.03% | 280 | - | - | $57,706 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.03% | 352 | - | - | $56,215 |
| YORK WTR CO | YORW | Utilities | 0.03% | 1,792 | - | - | $54,567 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.03% | 1,035 | - | - | $51,637 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.03% | 426 | - | - | $50,102 |
| RB GLOBAL INC | RBA | Industrials | 0.03% | 497 | - | - | $47,638 |
| SPDR SERIES TRUST | KRE | Other | 0.02% | 700 | - | - | $45,605 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.02% | 38 | - | - | $44,041 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.02% | 111 | - | - | $43,336 |
| JOBY AVIATION INC | G65163100 | Other | 0.02% | 5,000 | - | - | $41,300 |
| PIMCO ETF TR | MINT | Other | 0.02% | 406 | - | - | $40,832 |
| BLACKROCK INC | BLK | Other | 0.02% | 41 | - | - | $39,431 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.02% | 850 | - | - | $38,803 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.02% | 175 | - | - | $37,636 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.02% | 114 | - | - | $36,543 |
| REDWOOD TRUST INC | RWT | Real Estate | 0.02% | 6,000 | - | - | $33,660 |
| WISDOMTREE TR | DLN | Other | 0.02% | 348 | -52 | -13.00% | $31,087 |
| GE VERNOVA INC | GEV | Utilities | 0.02% | 35 | - | - | $30,552 |
| ISHARES TR | ISTB | Other | 0.02% | 619 | - | - | $29,997 |
| WISDOMTREE TR | DEM | Other | 0.01% | 555 | -548 | -49.68% | $27,578 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.01% | 83 | - | - | $27,298 |
| ISHARES TR | SUB | Other | 0.01% | 250 | -2,561 | -91.11% | $26,625 |
| STRYKER CORPORATION | SYK | Healthcare | 0.01% | 81 | - | - | $26,616 |
| SPDR SERIES TRUST | SDY | Other | 0.01% | 182 | - | - | $26,562 |
| EOG RES INC | EOG | Energy | 0.01% | 182 | -25 | -12.08% | $26,312 |