LongView Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), LongView Asset Management LLC reported 55 stock positions worth $116.5 million. Its top holding was Dimensional US Sus CORE1 ETF (DFSU) at 20.3% of the portfolio, followed by Dimensional Int Sus COR1 ETF (DFSI, 12.7%) and Dimensional Em Sus CORE1 ETF (DFSE, 6.3%). Compared with Q4 2024, it opened 5 new positions, sold out of 2, added to 19 and reduced 23. The biggest buy was Dimensional Int Sus COR1 ETF (DFSI, shares +8%) and the biggest sale Apple (AAPL, shares −30%).
- Most Recent 13F
- Q4 2025
- Location
- SANTA FE, NM
- CIK
- 0002053960
- Portfolio Value
- $116.5M (Q1 2025)
- SEC Filing
- 0001085146-25-002739 ↗ filed May 8, 2025
Holdings Value
Holdings 55 stocks · $116.5M
| DFSU Dimensional US Sus CORE1 ETF | 20.33% | 661,609 | $23.7M | Add +5.7% |
| DFSI Dimensional Int Sus COR1 ETF | 12.74% | 425,674 | $14.9M | Add +8.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 6.30% | 217,970 | $7.3M | Add +16.2% |
| ARB Altshares Merger Arbitrage | 5.84% | 240,847 | $6.8M | Add +27.1% |
| CVIE Cal Intl Responsible Index | 4.26% | 85,726 | $5.0M | Add +12.8% |
| AVSD Avantis Reps Intern Equi ETF | 3.46% | 67,277 | $4.0M | Reduce -6.3% |
| CVMC Calvert US Mcap Core Resp | 3.42% | 70,323 | $4.0M | Add +12.1% |
| AAPL Apple Inc. | 3.35% | 17,591 | $3.9M | Reduce -29.6% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 3.32% | 121,589 | $3.9M | Reduce -5.7% |
| EAGG iShares ESG Aware US Aggrega | 2.62% | 64,302 | $3.1M | Reduce -31.9% |
| AVSU Avantis Resp US Equity ETF | 2.54% | 47,424 | $3.0M | Reduce -7.8% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 2.52% | 289,380 | $2.9M | Add +6.8% |
| CVLC Calvert US L-C CR Resp Index | 2.45% | 41,379 | $2.9M | Add +36.2% |
| SSGA ACTIVE TR | 2.32% | 62,776 | $2.7M | Add +19.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.07% | 26,355 | $2.4M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.94% | 4,813 | $2.3M | No change |
| NUSC Nuveen ESG Small-Cap ETF | 1.90% | 57,896 | $2.2M | Add +27.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.82% | 52,393 | $2.1M | Reduce -4.3% |
| AVSE Avantis Resp Emerg MKTS Eq-E | 1.42% | 32,221 | $1.7M | Reduce -10.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.37% | 2 | $1.6M | New |
| SSGA ACTIVE TR | 1.22% | 49,093 | $1.4M | Add +5.7% |
| EMSF Matthews Em Sustainable | 0.81% | 39,093 | $946K | Add +88.7% |
| AMZN Amazon.com Inc. | 0.79% | 4,848 | $922K | Reduce -9.3% |
| PG The Procter & Gamble Co. | 0.76% | 5,200 | $886K | No change |
| GOOG Alphabet Inc. Class C | 0.74% | 5,542 | $866K | Add +3.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.68% | 7,786 | $797K | Reduce -10.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.57% | 13,541 | $661K | Reduce -42.5% |
| IVV iShares Core S&P 500 ETF | 0.51% | 1,059 | $595K | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.49% | 2,316 | $568K | Add +0.6% |
| NUBD Nuveen ESG US Aggregate Bond | 0.43% | 22,334 | $495K | Reduce -19.3% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.42% | 9,063 | $485K | Reduce -3.5% |
| AGG iShares Core U.S. Aggregate | 0.42% | 4,899 | $485K | Reduce -73.9% |
| MSFT Microsoft Corp. | 0.40% | 1,229 | $461K | Add +118.3% |
| ERET iShares Env Aware Re Estate | 0.39% | 17,562 | $452K | Reduce -29.1% |
| ADBE Adobe Inc. | 0.39% | 1,174 | $450K | No change |
| NULC Nuveen ESG Large-Cap ETF | 0.37% | 9,905 | $434K | Reduce -1.3% |
| ESGD iShares Trust iShares ESG Aw | 0.36% | 5,105 | $417K | Reduce -3.6% |
| GLD SPDR Gold Shares | 0.33% | 1,345 | $387K | No change |
| NVDA Nvidia Corp. | 0.31% | 3,379 | $366K | Reduce -7.3% |
| INTU Intuit Inc. | 0.30% | 563 | $346K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 1,709 | $332K | Reduce -9.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 584 | $327K | Add +7.8% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.27% | 9,067 | $310K | Reduce -4.9% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.26% | 7,107 | $305K | Reduce -1.0% |
| IBB iShares Biotechnology ETF | 0.25% | 2,283 | $292K | Reduce -22.2% |
| ABT Abbott Laboratories | 0.23% | 1,981 | $263K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 941 | $259K | Add +25.8% |
| JNJ Johnson & Johnson | 0.21% | 1,499 | $249K | No change |
| JPIE JPMorgan Income ETF | 0.20% | 5,171 | $238K | Reduce -55.1% |
| TEL Te Connectivity PLC | 0.20% | 1,608 | $227K | New |
| ABBV Abbvie Inc. | 0.19% | 1,076 | $225K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 596 | $221K | No change |
| DHR Danaher Corp. | 0.18% | 1,040 | $213K | No change |
| DFAU Dimensional US Core Equity M | 0.18% | 5,481 | $211K | Add +4.6% |
| TOTL SS Doubleline TR Tact ETF | 0.17% | 5,005 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -29.6% | 3.35% | −2.10 |
| EAGG iShares ESG Aware US Aggrega | Reduce -31.9% | 2.62% | −1.20 |
| AGG iShares Core U.S. Aggregate | Reduce -73.9% | 0.42% | −1.17 |
| FEIG NT ESG Clim Ig Corp. ETF | Sold out | 0.00% | −0.49 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -42.5% | 0.57% | −0.44 |
| AVSU Avantis Resp US Equity ETF | Reduce -7.8% | 2.54% | −0.43 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.29 |
| JPIE JPMorgan Income ETF | Reduce -55.1% | 0.20% | −0.25 |
| AMZN Amazon.com Inc. | Reduce -9.3% | 0.79% | −0.23 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Reduce -10.2% | 1.42% | −0.16 |
| ERET iShares Env Aware Re Estate | Reduce -29.1% | 0.39% | −0.15 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -10.3% | 0.68% | −0.15 |
| NVDA Nvidia Corp. | Reduce -7.3% | 0.31% | −0.11 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -19.3% | 0.43% | −0.10 |
| IBB iShares Biotechnology ETF | Reduce -22.2% | 0.25% | −0.09 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -4.3% | 1.82% | −0.06 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -5.7% | 3.32% | −0.05 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -3.5% | 0.42% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 0.51% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.5% | 0.28% | −0.04 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Reduce -1.0% | 0.26% | −0.03 |
| NULC Nuveen ESG Large-Cap ETF | Reduce -1.3% | 0.37% | −0.02 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Reduce -4.9% | 0.27% | −0.02 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -6.3% | 3.46% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.6% | 0.36% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DFSI Dimensional Int Sus COR1 ETF | Add +8.2% | 12.74% | +1.48 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 1.37% | +1.37 |
| ARB Altshares Merger Arbitrage | Add +27.1% | 5.84% | +1.29 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +16.2% | 6.30% | +0.88 |
| CVIE Cal Intl Responsible Index | Add +12.8% | 4.26% | +0.60 |
| CVLC Calvert US L-C CR Resp Index | Add +36.2% | 2.45% | +0.51 |
| SSGA ACTIVE TR | Add +19.8% | 2.32% | +0.40 |
| EMSF Matthews Em Sustainable | Add +88.7% | 0.81% | +0.37 |
| NUSC Nuveen ESG Small-Cap ETF | Add +27.1% | 1.90% | +0.24 |
| ABT Abbott Laboratories | New | 0.23% | +0.23 |
| TEL Te Connectivity PLC | New | 0.20% | +0.20 |
| ABBV Abbvie Inc. | New | 0.19% | +0.19 |
| MSFT Microsoft Corp. | Add +118.3% | 0.40% | +0.19 |
| CVMC Calvert US Mcap Core Resp | Add +12.1% | 3.42% | +0.17 |
| TOTL SS Doubleline TR Tact ETF | New | 0.17% | +0.17 |
| VGSR Vert GLB Sust Re ETF | Add +6.8% | 2.52% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.8% | 0.22% | +0.03 |
| SSGA ACTIVE TR | Add +5.7% | 1.22% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.49% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.8% | 0.28% | +0.00 |
| DFAU Dimensional US Core Equity M | Add +4.6% | 0.18% | −0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.6% | 2.07% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.74% | −0.14 |
| DFSU Dimensional US Sus CORE1 ETF | Add +5.7% | 20.33% | −0.36 |