LongView Asset Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), LongView Asset Management LLC reported 52 stock positions worth $144.8 million. Its top holding was Dimensional US Sus CORE1 ETF (DFSU) at 21.7% of the portfolio, followed by Dimensional Int Sus COR1 ETF (DFSI, 12.5%) and Dimensional Em Sus CORE1 ETF (DFSE, 8.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 7, added to 13 and reduced 28. The biggest buy was Calvert US L-C CR Resp Index (CVLC, shares +27%) and the biggest sale an exit from iShares ESG Aware US Aggrega (EAGG).
- Most Recent 13F
- Q4 2025
- Location
- SANTA FE, NM
- CIK
- 0002053960
- Portfolio Value
- $144.8M (Q3 2025)
- SEC Filing
- 0002053960-25-000002 ↗ filed Nov 10, 2025
Holdings Value
Holdings 52 stocks · $144.8M
| DFSU Dimensional US Sus CORE1 ETF | 21.68% | 739,174 | $31.4M | Add +5.2% |
| DFSI Dimensional Int Sus COR1 ETF | 12.46% | 440,495 | $18.0M | Add +2.5% |
| DFSE Dimensional Em Sus CORE1 ETF | 8.31% | 292,769 | $12.0M | Add +10.6% |
| ARB Altshares Merger Arbitrage | 6.83% | 341,373 | $9.9M | Add +15.8% |
| CVIE Cal Intl Responsible Index | 6.15% | 130,535 | $8.9M | Add +18.8% |
| CVLC Calvert US L-C CR Resp Index | 5.18% | 91,588 | $7.5M | Add +27.1% |
| CVMC Calvert US Mcap Core Resp | 4.38% | 99,910 | $6.3M | Add +24.0% |
| AVSD Avantis Reps Intern Equi ETF | 2.98% | 60,350 | $4.3M | Reduce -6.6% |
| NUSC Nuveen ESG Small-Cap ETF | 2.85% | 93,518 | $4.1M | Add +15.1% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 2.60% | 353,225 | $3.8M | Add +14.9% |
| SSGA ACTIVE TR | 2.34% | 77,061 | $3.4M | Add +14.1% |
| AVSU Avantis Resp US Equity ETF | 2.25% | 44,245 | $3.3M | Reduce -5.2% |
| AAPL Apple Inc. | 2.19% | 12,435 | $3.2M | Reduce -26.9% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 2.10% | 80,961 | $3.0M | Reduce -12.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.02% | 31,861 | $2.9M | Add +21.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.00% | 4,825 | $2.9M | No change |
| AVSE Avantis Resp Emerg MKTS Eq-E | 1.92% | 43,718 | $2.8M | Reduce -3.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 1.65% | 54,355 | $2.4M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.04% | 2 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.77% | 4,552 | $1.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.67% | 4,448 | $977K | No change |
| JPM JPMorgan Chase & Co. | 0.59% | 2,689 | $848K | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.50% | 1,393 | $721K | Add +5.5% |
| PG The Procter & Gamble Co. | 0.49% | 4,600 | $707K | Reduce -11.5% |
| NVDA Nvidia Corp. | 0.48% | 3,743 | $698K | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.45% | 975 | $653K | Reduce -3.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.39% | 4,477 | $564K | Reduce -35.6% |
| GLD SPDR Gold Shares | 0.33% | 1,345 | $478K | No change |
| EMSF Matthews Em Sustainable | 0.32% | 15,650 | $458K | Reduce -47.3% |
| FTAI Ftai Aviation Ltd. | 0.29% | 2,500 | $417K | No change |
| ADBE Adobe Inc. | 0.28% | 1,148 | $405K | Reduce -2.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.26% | 7,747 | $383K | Reduce -22.6% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 1,709 | $369K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.23% | 5,321 | $338K | Reduce -27.3% |
| NULC Nuveen ESG Large-Cap ETF | 0.21% | 5,856 | $305K | Reduce -10.4% |
| ERET iShares Env Aware Re Estate | 0.20% | 10,523 | $290K | Reduce -12.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 596 | $286K | No change |
| ABBV Abbvie Inc. | 0.17% | 1,066 | $247K | Reduce -3.5% |
| ABT Abbott Laboratories | 0.17% | 1,812 | $243K | Reduce -8.7% |
| TSLA Tesla Inc. | 0.17% | 538 | $239K | Reduce -17.2% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 2,542 | $236K | Reduce -46.5% |
| DFAU Dimensional US Core Equity M | 0.16% | 5,144 | $235K | Reduce -5.3% |
| AVGO Broadcom Inc. | 0.16% | 699 | $231K | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 346 | $230K | Reduce -33.6% |
| TOTL SS Doubleline TR Tact ETF | 0.15% | 5,349 | $217K | Add +6.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 678 | $209K | New |
| NUBD Nuveen ESG US Aggregate Bond | 0.14% | 9,284 | $208K | Reduce -39.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 630 | $207K | Reduce -6.1% |
| SSGA ACTIVE TR | 0.14% | 7,044 | $205K | Reduce -19.4% |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 1,451 | $203K | New |
| CSCO Cisco Systems Inc. | 0.14% | 2,935 | $201K | New |
| BITF Bitfarms Ltd./Canada | 0.03% | 16,700 | $47K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $30K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BKKT.WS Bakkt Holdings Inc. -CW26 | *W EXP 10/25/202 | 67,540 | $30K | New |
Total filed on the 13F, all lines: $144.8M.
Portfolio Sells Q2 2025 → Q3 2025
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −1.43 |
| AAPL Apple Inc. | Reduce -26.9% | 2.19% | −0.45 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -12.9% | 2.10% | −0.39 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -6.6% | 2.98% | −0.32 |
| EMSF Matthews Em Sustainable | Reduce -47.3% | 0.32% | −0.30 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.23 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -35.6% | 0.39% | −0.22 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Sold out | 0.00% | −0.22 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.17 |
| AVSU Avantis Resp US Equity ETF | Reduce -5.2% | 2.25% | −0.17 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.17 |
| ESGD iShares Trust iShares ESG Aw | Reduce -46.5% | 0.16% | −0.16 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.16 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -11.5% | 0.49% | −0.14 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -39.0% | 0.14% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -22.6% | 0.26% | −0.11 |
| AVSE Avantis Resp Emerg MKTS Eq-E | Reduce -3.9% | 1.92% | −0.10 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.9% | 1.65% | −0.09 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -27.3% | 0.23% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -33.6% | 0.16% | −0.08 |
| ADBE Adobe Inc. | Reduce -2.2% | 0.28% | −0.06 |
| SSGA ACTIVE TR | Reduce -19.4% | 0.14% | −0.05 |
| ERET iShares Env Aware Re Estate | Reduce -12.9% | 0.20% | −0.04 |
| ABT Abbott Laboratories | Reduce -8.7% | 0.17% | −0.04 |
| NULC Nuveen ESG Large-Cap ETF | Reduce -10.4% | 0.21% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 0.45% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.59% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 0.14% | −0.01 |
| DFAU Dimensional US Core Equity M | Reduce -5.3% | 0.16% | −0.01 |
| AVGO Broadcom Inc. | Reduce -5.4% | 0.16% | +0.01 |
| TSLA Tesla Inc. | Reduce -17.2% | 0.17% | +0.01 |
| ABBV Abbvie Inc. | Reduce -3.5% | 0.17% | +0.02 |
| NVDA Nvidia Corp. | Reduce -2.3% | 0.48% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 0.77% | +0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| CVLC Calvert US L-C CR Resp Index | Add +27.1% | 5.18% | +1.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +5.2% | 21.68% | +0.83 |
| CVIE Cal Intl Responsible Index | Add +18.8% | 6.15% | +0.75 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +10.6% | 8.31% | +0.69 |
| CVMC Calvert US Mcap Core Resp | Add +24.0% | 4.38% | +0.68 |
| ARB Altshares Merger Arbitrage | Add +15.8% | 6.83% | +0.49 |
| NUSC Nuveen ESG Small-Cap ETF | Add +15.1% | 2.85% | +0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +21.9% | 2.02% | +0.21 |
| VGSR Vert GLB Sust Re ETF | Add +14.9% | 2.60% | +0.17 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.14% | +0.14 |
| SDY SS SPDR S&P Dividend ETF | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | New | 0.14% | +0.14 |
| SSGA ACTIVE TR | Add +14.1% | 2.34% | +0.13 |
| BITF Bitfarms Ltd./Canada | New | 0.03% | +0.03 |
| MSFT Microsoft Corp. | Add +5.5% | 0.50% | +0.00 |
| TOTL SS Doubleline TR Tact ETF | Add +6.2% | 0.15% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.5% | 12.46% | −0.34 |
Notes & Other Activity Q2 2025 → Q3 2025
| BKKT.WS Bakkt Holdings Inc. -CW26 | *W EXP 10/25/202 | New | 67,540 | $30K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.