Longview Financial Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 6, 2025), Longview Financial Advisors LLC reported 134 stock positions worth $148.9 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 21.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 15.9%) and JPMorgan Income ETF (JPIE, 13.2%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAFAEL, CA
- CIK
- 0002076077
- Portfolio Value
- $148.9M (Q4 2024)
- SEC Filing
- 0002076077-25-000001 ↗ filed Aug 6, 2025
Holdings Value
Holdings 134 stocks · $148.9M
| VCSH Vanguard S/T Corp. Bond ETF | 21.39% | 408,193 | $31.8M | — |
| DFAC Dimensional US Core Equity 2 | 15.85% | 682,221 | $23.6M | — |
| JPIE JPMorgan Income ETF | 13.24% | 432,089 | $19.7M | — |
| VGIT Vanguard Intermediate-Term T | 9.48% | 243,249 | $14.1M | — |
| HELO JPMorgan Hedged Equity ETF | 7.56% | 181,497 | $11.3M | — |
| DFLV Dim US Large Cap Value ETF | 3.56% | 176,634 | $5.3M | — |
| DFEM Dimensional Emrg MRKT Core | 3.08% | 174,849 | $4.6M | — |
| DFIC Dimensional International Co. | 2.64% | 151,899 | $3.9M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.59% | 74,446 | $3.8M | — |
| DISV Dimensional International SM | 2.39% | 134,040 | $3.6M | — |
| IEI iShares 3-7 Year Treasury Bo | 2.39% | 30,805 | $3.6M | — |
| DFGR Dim Global Real Estate ETF | 1.39% | 80,980 | $2.1M | — |
| DFSU Dimensional US Sus CORE1 ETF | 1.31% | 51,471 | $2.0M | — |
| AAPL Apple Inc. | 1.04% | 6,201 | $1.6M | — |
| DFAI Dimensional International Co. | 0.71% | 36,191 | $1.1M | — |
| META Meta Platforms Inc. Class A | 0.63% | 1,593 | $933K | — |
| SUB iShares Short-Term National | 0.62% | 8,734 | $921K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.62% | 27,732 | $919K | — |
| ACWI iShares MSCI Acwi ETF | 0.59% | 7,534 | $885K | — |
| DFIV Dimensional International Va | 0.55% | 23,179 | $822K | — |
| DFAU Dimensional US Core Equity M | 0.52% | 19,282 | $781K | — |
| DFUV Dimensional US Marketwide Va | 0.46% | 16,838 | $689K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.44% | 19,874 | $653K | — |
| REET iShares Global REIT ETF | 0.43% | 26,580 | $637K | — |
| DLS Wisdomtree Intl S/C DVD Fund | 0.42% | 10,023 | $631K | — |
| CAT Caterpillar Inc. | 0.38% | 1,545 | $560K | — |
| DFAE Dimensional Emerging Core Eq | 0.34% | 19,705 | $500K | — |
| XLK SS Technology Select Sector | 0.32% | 2,059 | $479K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 1,401 | $406K | — |
| NVDA Nvidia Corp. | 0.27% | 2,940 | $395K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 527 | $309K | — |
| MSFT Microsoft Corp. | 0.20% | 699 | $295K | — |
| AMZN Amazon.com Inc. | 0.18% | 1,228 | $269K | — |
| JPM JPMorgan Chase & Co. | 0.18% | 1,090 | $261K | — |
| ISTB iShares Core 1-5 Year Usd Bo | 0.16% | 4,897 | $234K | — |
| HEQT Simplify Hedged Equity ETF | 0.15% | 7,462 | $220K | — |
| SCHW Schwab (charles) Corp. | 0.14% | 2,764 | $205K | — |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 4,399 | $194K | — |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,019 | $193K | — |
| MS Morgan Stanley | 0.12% | 1,383 | $174K | — |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 2,263 | $173K | — |
| COST Costco Wholesale Corp. | 0.11% | 184 | $169K | — |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 1,384 | $168K | — |
| MDY State Street SPDR S&P Midcap | 0.09% | 244 | $139K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 1,173 | $127K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.08% | 2,036 | $124K | — |
| HMOP Hartford Municipal Opp ETF | 0.08% | 3,030 | $117K | — |
| WFC Wells Fargo & Co. | 0.08% | 1,653 | $116K | — |
| JMUB JPMorgan Municipal ETF | 0.08% | 2,300 | $115K | — |
| ETN Eaton Corp. PLC | 0.06% | 249 | $83K | — |
| JPST JPMorgan Ultra-Short Income | 0.06% | 1,637 | $82K | — |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 1,406 | $81K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.05% | 1,426 | $81K | — |
| VEA Vanguard Ftse Developed ETF | 0.05% | 1,619 | $77K | — |
| EMXF iShares ESG Adv MSCI Em ETF | 0.05% | 2,044 | $76K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.05% | 500 | $68K | — |
| PH Parker Hannifin Corp. | 0.04% | 95 | $60K | — |
| VTR Ventas Inc. | 0.04% | 1,026 | $60K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 850 | $60K | — |
| ADBE Adobe Inc. | 0.04% | 134 | $60K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.04% | 1,056 | $60K | — |
| YORW York Water Co. filed as YORK WTR CO | 0.04% | 1,792 | $59K | — |
| CGW Invesco S&P Global Water Ind | 0.04% | 1,070 | $58K | — |
| AVGO Broadcom Inc. | 0.04% | 250 | $58K | — |
| GOOG Alphabet Inc. Class C | 0.04% | 287 | $55K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.04% | 280 | $54K | — |
| EFA iShares MSCI Eafe ETF | 0.04% | 719 | $54K | — |
| MORN Morningstar Inc. | 0.04% | 155 | $52K | — |
| TDG Transdigm Group Inc. | 0.03% | 41 | $52K | — |
| NOW ServiceNow Inc. | 0.03% | 49 | $52K | — |
| PHM Pultegroup Inc. | 0.03% | 473 | $52K | — |
| LRCX Lam Research Corp. | 0.03% | 700 | $51K | — |
| GS Goldman Sachs Group Inc. | 0.03% | 88 | $50K | — |
| AMD Advanced Micro Devices | 0.03% | 415 | $50K | — |
| WMT Walmart Inc. | 0.03% | 519 | $47K | — |
| CTAS Cintas Corp. | 0.03% | 256 | $47K | — |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.03% | 238 | $46K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 915 | $46K | — |
| MA Mastercard Inc. Class A | 0.03% | 86 | $45K | — |
| RBA RB Global Inc. | 0.03% | 497 | $45K | — |
| HON Honeywell International Inc. | 0.03% | 198 | $45K | — |
| DEM Wisdomtree Emerging Markets | 0.03% | 1,103 | $45K | — |
| V Visa Inc. Class A | 0.03% | 136 | $43K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 352 | $43K | — |
| KRE SS SPDR S&P Regional Bank | 0.03% | 700 | $42K | — |
| BLK BlackRock Inc. | 0.03% | 41 | $42K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 210 | $41K | — |
| JOBY Joby Aviation Inc. | 0.03% | 5,000 | $41K | — |
| RWT Redwood Trust Inc. | 0.03% | 6,000 | $39K | — |
| WM Waste Management Inc. | 0.03% | 193 | $39K | — |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 385 | $39K | — |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 500 | $38K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 105 | $36K | — |
| CRM Salesforce Inc. | 0.02% | 105 | $35K | — |
| DLN Wisdomtree US Largecap Divid | 0.02% | 448 | $35K | — |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 175 | $34K | — |
| SHW The Sherwin-Williams Co. | 0.02% | 98 | $33K | — |
| PSX Phillips 66 | 0.02% | 286 | $33K | — |
| SYK Stryker Corp. | 0.02% | 81 | $29K | — |
| HD Home Depot Inc. | 0.02% | 68 | $26K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 150 | $202.4M | DFAC, JPIE, VCSH, VCIT, HELO |
| Q1 2026 | 157 | $184.0M | DFAC, JPIE, VCSH, VCIT, HELO |
| Q4 2025 | 175 | $181.4M | DFAC, JPIE, VCSH, HELO, VCIT |
| Q3 2025 | 141 | $173.5M | DFAC, VCSH, JPIE, VGIT, HELO |
| Q2 2025 | 125 | $159.6M | VCSH, DFAC, JPIE, VGIT, HELO |
| Q1 2025 | 129 | $151.5M | VCSH, DFAC, JPIE, VGIT, HELO |
| Q4 2024 | 134 | $148.9M | VCSH, DFAC, JPIE, VGIT, HELO |