Longview Financial Advisors Q2 2026 Holdings Activity Report
Longview Financial Advisors Llc's portfolio reached $200.7 million as of June 30, 2026. This report highlights key purchases and sales observed in their holdings during the quarter.
Portfolio Overview
As of June 30, 2026, Longview Financial Advisors Llc managed a substantial portfolio valued at $200,700,246. The firm's investment strategy appears focused on exchange-traded funds (ETFs), particularly those from Dimensional ETF Trust and Vanguard Series, alongside some individual stock positions.
Major Purchases Observed
In the second quarter of 2026, Longview Financial Advisors Llc demonstrated significant buying activity in several Dimensional ETF Trust holdings. Notably, they increased their stake in Dimensional ETF Trust symbol DFAC by 1.12%, raising its portfolio allocation to 15.45%. Similarly, the firm boosted their position in Dimensional ETF Trust symbol DFEM by a modest 0.6%, increasing its allocation to 3.55%. Other Dimensional holdings saw additions, including Dimensional ETF Trust symbol DFIC (up 1.62% to 2.94%), DISV (up 2.22% to 3.24%), DFLV (up 1.91% to 4.56%) and even a new position in Dimensional ETF Trust symbol DFGR at 1.62%. Furthermore, the firm initiated purchases of smaller-cap ISHARES TR stocks IGSB (0.64%), IBTI and IBTJ (each now holding 0.03%) during this period.
Significant Sales or Reductions
Conversely, Longview Financial Advisors Llc also reduced positions in certain Dimensional ETF Trust holdings during Q2 2026. The most substantial reduction was seen in Dimensional ETF Trust symbol DFEM, which decreased by 3.81% (down to its current allocation). Other notable exits or reductions include Dimensional ETF Trust symbols DFAI and DFSE, both decreasing slightly but significantly enough to be listed as changed holdings. The firm also sold shares of Dimensional ETF Trust symbol DISV (down 0.23% to its previous allocation). Among the smaller ISHARES TR holdings, only IBTI and IBTJ were newly added; symbols DFAI, DFSE, and IGSB showed decreases but remain small positions.
Focus on ETF Holdings
The data suggests that Longview Financial Advisors Llc heavily favors investing in exchange-traded funds. The top five holdings by weight accounted for 58.56% of the total portfolio, dominated entirely by Dimensional and Vanguard ETFs (DFAC, JPIE, VCIT, HELO, VGIT). This indicates a preference for diversified fund strategies over concentrated single-stock positions in their main allocations.
Portfolio Diversification
The firm's portfolio is allocated across various sectors. Technology holds the largest sector allocation at 1.28%, followed by Communication Services (0.57%), Financial Services, Industrials, and Consumer Cyclical each holding around 0.54% to 0.29%. The remaining sectors including Real Estate down to Utilities are much smaller allocations (Dimensional ETF Trust symbol DISV is now back at its previous allocation level). This filing shows no activity in sectors categorized as 'Unknown', meaning the portfolio's exposure to these areas remained unchanged.
No Disclosures for Other Categories
The provided data does not include information on holdings outside of Dimensional ETF Trust and Vanguard Series funds, nor details about other types of securities like bonds or mutual funds. There are no disclosures regarding large sell activities (significant_sell_symbols list is empty) or changes in the number of positions held by Longview Financial Advisors Llc during this period.