Longview Financial Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 6, 2025), Longview Financial Advisors LLC reported 129 stock positions worth $151.5 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 18.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 14.7%) and JPMorgan Income ETF (JPIE, 13.7%). Compared with Q4 2024, it opened 1 new position, sold out of 6, added to 18 and reduced 24. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −13%).

Most Recent 13F
Q2 2026
Location
SAN RAFAEL, CA
CIK
0002076077
Portfolio Value
$151.5M (Q1 2025)
SEC Filing
0002076077-25-000002 ↗ filed Aug 6, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $148.9M Q4 2024 Q1 2025: $151.5M $151.5M Q1 2025 Q2 2025: $159.6M Q2 2025 Q3 2025: $173.5M Q3 2025 Q4 2025: $181.4M Q4 2025 Q1 2026: $184.0M Q1 2026 Q2 2026: $202.4M Q2 2026

Holdings 129 stocks · $151.5M
VCSH Vanguard S/T Corp. Bond ETF 18.43% 353,827 $27.9M Reduce -13.3%
DFAC Dimensional US Core Equity 2 14.73% 676,700 $22.3M Reduce -0.8%
JPIE JPMorgan Income ETF 13.70% 450,708 $20.8M Add +4.3%
VGIT Vanguard Intermediate-Term T 9.62% 245,308 $14.6M Add +0.8%
HELO JPMorgan Hedged Equity ETF 7.63% 193,677 $11.6M Add +6.7%
VCIT Vanguard Int-Term Corporate 4.22% 78,154 $6.4M New
DFLV Dim US Large Cap Value ETF 3.71% 183,730 $5.6M Add +4.0%
DFEM Dimensional Emrg MRKT Core 3.17% 181,614 $4.8M Add +3.9%
DFIC Dimensional International Co. 2.94% 160,340 $4.5M Add +5.6%
DISV Dimensional International SM 2.82% 146,531 $4.3M Add +9.3%
IEI iShares 3-7 Year Treasury Bo 2.50% 32,068 $3.8M Add +4.1%
IGSB iShares 1-5Y Inv Grade Corp. 1.61% 46,468 $2.4M Reduce -37.6%
DFGR Dim Global Real Estate ETF 1.53% 88,136 $2.3M Add +8.8%
DFSU Dimensional US Sus CORE1 ETF 1.34% 56,753 $2.0M Add +10.3%
AAPL Apple Inc. 0.91% 6,180 $1.4M Reduce -0.3%
DFAI Dimensional International Co. 0.75% 36,191 $1.1M No change
DFSE Dimensional Em Sus CORE1 ETF 0.67% 30,128 $1.0M Add +8.6%
META Meta Platforms Inc. Class A 0.61% 1,593 $918K No change
DFIV Dimensional International Va 0.60% 23,105 $909K Reduce -0.3%
ACWI iShares MSCI Acwi ETF 0.57% 7,372 $858K Reduce -2.1%
DFAU Dimensional US Core Equity M 0.49% 19,192 $738K Reduce -0.5%
DFSI Dimensional Int Sus COR1 ETF 0.48% 20,632 $720K Add +3.8%
DFUV Dimensional US Marketwide Va 0.45% 16,481 $679K Reduce -2.1%
DLS Wisdomtree Intl S/C DVD Fund 0.44% 10,029 $662K Add +0.1%
REET iShares Global REIT ETF 0.42% 26,213 $636K Reduce -1.4%
SUB iShares Short-Term National 0.40% 5,676 $599K Reduce -35.0%
DFAE Dimensional Emerging Core Eq 0.33% 19,552 $506K Reduce -0.8%
XLK SS Technology Select Sector 0.28% 2,059 $425K No change
CAT Caterpillar Inc. 0.26% 1,190 $392K Reduce -23.0%
VTI VG Morningstar TS MKT ETF-US 0.26% 1,410 $388K Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 527 $295K No change
MSFT Microsoft Corp. 0.17% 699 $262K No change
JPM JPMorgan Chase & Co. 0.17% 1,040 $255K Reduce -4.6%
AMZN Amazon.com Inc. 0.15% 1,228 $234K No change
ISTB iShares Core 1-5 Year Usd Bo 0.15% 4,757 $230K Reduce -2.9%
SCHW Schwab (charles) Corp. 0.15% 2,816 $220K Add +1.9%
NVDA Nvidia Corp. 0.14% 1,940 $210K Reduce -34.0%
VWO Vanguard Ftse Emerging Marke 0.13% 4,399 $199K No change
AOA iShares Core 80/20 Aggressiv 0.12% 2,368 $181K Add +4.6%
COST Costco Wholesale Corp. 0.11% 184 $174K No change
MS Morgan Stanley 0.11% 1,383 $161K No change
SUSA iShares ESG Optimized MSCI U 0.10% 1,384 $159K No change
GOOGL Alphabet Inc. Class A 0.10% 1,019 $158K No change
MDY State Street SPDR S&P Midcap 0.09% 244 $130K No change
SCZ iShares MSCI Eafe Small-Cap 0.09% 2,036 $129K No change
WFC Wells Fargo & Co. 0.08% 1,653 $119K No change
HMOP Hartford Municipal Opp ETF 0.08% 3,030 $117K No change
JMUB JPMorgan Municipal ETF 0.08% 2,300 $115K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 1,173 $114K No change
VSGX Vanguard ESG Intl Stock ETF 0.06% 1,426 $84K No change
JPST JPMorgan Ultra-Short Income 0.05% 1,637 $83K No change
VEA Vanguard Ftse Developed ETF 0.05% 1,619 $82K No change
HEQT Simplify Hedged Equity ETF 0.05% 2,831 $81K Reduce -62.1%
JEPI JPMorgan Equity Premium Inco 0.05% 1,406 $80K No change
EMXF iShares ESG Adv MSCI Em ETF 0.05% 2,044 $78K No change
VTR Ventas Inc. 0.05% 1,026 $71K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $62K No change
YORW York Water Co. filed as YORK WTR CO 0.04% 1,792 $62K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 795 $60K Reduce -6.5%
CGW Invesco S&P Global Water Ind 0.04% 1,070 $60K No change
EFA iShares MSCI Eafe ETF 0.04% 719 $59K No change
PH Parker Hannifin Corp. 0.04% 95 $58K No change
TDG Transdigm Group Inc. 0.04% 41 $57K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.04% 1,056 $55K No change
CTAS Cintas Corp. 0.03% 256 $53K No change
LRCX Lam Research Corp. 0.03% 700 $51K No change
RBA RB Global Inc. 0.03% 497 $50K No change
TM Toyota Motor Corp. -Spon ADR 0.03% 280 $49K No change
GS Goldman Sachs Group Inc. 0.03% 88 $48K No change
V Visa Inc. Class A 0.03% 136 $48K No change
MA Mastercard Inc. Class A 0.03% 86 $47K No change
MORN Morningstar Inc. 0.03% 155 $46K No change
DEM Wisdomtree Emerging Markets 0.03% 1,103 $46K No change
WMT Walmart Inc. 0.03% 519 $46K No change
CRBN Ish Low Car Opt Ms Ac ETF-US 0.03% 238 $46K No change
GOOG Alphabet Inc. Class C 0.03% 287 $45K No change
WM Waste Management Inc. 0.03% 193 $45K No change
PHM Pultegroup Inc. 0.03% 426 $44K Reduce -9.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $43K No change
AMD Advanced Micro Devices 0.03% 415 $43K No change
PLTR Palantir Technologies Inc. Class A 0.03% 500 $42K No change
AVGO Broadcom Inc. 0.03% 250 $42K No change
KRE SS SPDR S&P Regional Bank 0.03% 700 $40K No change
MINT PIMCO Enhanced Short Maturit 0.03% 388 $39K Add +0.8%
NOW ServiceNow Inc. 0.03% 49 $39K No change
BLK BlackRock Inc. 0.03% 41 $39K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 105 $37K No change
RWT Redwood Trust Inc. 0.02% 6,000 $36K No change
PSX Phillips 66 0.02% 286 $35K No change
TSM Taiwan Semiconductor-SP ADR 0.02% 210 $35K No change
SHW The Sherwin-Williams Co. 0.02% 98 $34K No change
VIG Vanguard Dividend Apprec ETF 0.02% 175 $34K No change
DLN Wisdomtree US Largecap Divid 0.02% 400 $32K Reduce -10.7%
SYK Stryker Corp. 0.02% 81 $30K No change
JOBY Joby Aviation Inc. 0.02% 5,000 $30K No change
ELV Elevance Health Inc. 0.02% 66 $29K No change
CRM Salesforce Inc. 0.02% 105 $28K No change
HD Home Depot Inc. 0.02% 68 $25K No change
LLY Eli Lilly & Co. 0.02% 30 $25K No change
SDY SS SPDR S&P Dividend ETF 0.02% 182 $25K No change
UNP Union Pacific Corp. 0.02% 100 $24K No change
EOG EOG Resources Inc. 0.02% 182 $23K No change
VNQ Vanguard Real Estate ETF 0.02% 254 $23K No change
DHR Danaher Corp. 0.01% 111 $23K No change
J Jacobs Solutions Inc. 0.01% 187 $23K No change
HON Honeywell International Inc. 0.01% 98 $21K Reduce -50.5%
TCBK Trico Bancshares 0.01% 511 $20K No change
ADBE Adobe Inc. 0.01% 53 $20K Reduce -60.5%
ESGD iShares Trust iShares ESG Aw 0.01% 222 $18K No change
JNJ Johnson & Johnson 0.01% 107 $18K No change
INTU Intuit Inc. 0.01% 27 $17K No change
EEM iShares MSCI Emerging Market 0.01% 331 $14K No change
SPGM State Street SPDR Portfolio 0.01% 228 $14K Reduce -34.1%
XOM Exxon Mobil Corp. 0.01% 119 $14K No change
NKE Nike Inc. Class B 0.01% 212 $13K No change
ETN Eaton Corp. PLC 0.01% 49 $13K Reduce -80.3%
VRTX Vertex Pharmaceuticals Inc. 0.01% 27 $13K No change
IVV iShares Core S&P 500 ETF 0.01% 22 $12K No change
PYPL PayPal Holdings Inc. 0.01% 187 $12K No change
BBCA JPMorgan Betabuilders Canada 0.01% 166 $12K No change
CVX Chevron Corp. 0.01% 68 $11K No change
TQQQ Proshares Ultrapro QQQ 0.01% 188 $11K No change
AMT American Tower Corp. 0.01% 47 $10K No change
RWO State Street SPDR Dow Jones 0.01% 207 $9K Reduce -15.5%
PINS Pinterest Inc. Class A 0.01% 280 $9K No change
CMF iShares California Muni Bond 0.00% 84 $5K Add +27.3%
PLD Prologis Inc. 0.00% 26 $3K No change
SPYV SS SPDR P S&P 500 Value ETF 0.00% 50 $3K No change
UPRO Proshares Ultrapro S&P 500 0.00% 14 $1K No change

Portfolio Sells Q4 2024 → Q1 2025
VCSH Vanguard S/T Corp. Bond ETF Reduce -13.3% 18.43% −2.96
DFAC Dimensional US Core Equity 2 Reduce -0.8% 14.73% −1.12
IGSB iShares 1-5Y Inv Grade Corp. Reduce -37.6% 1.61% −0.98
SUB iShares Short-Term National Reduce -35.0% 0.40% −0.22
AAPL Apple Inc. Reduce -0.3% 0.91% −0.14
NVDA Nvidia Corp. Reduce -34.0% 0.14% −0.13
CAT Caterpillar Inc. Reduce -23.0% 0.26% −0.12
HEQT Simplify Hedged Equity ETF Reduce -62.1% 0.05% −0.09
ETN Eaton Corp. PLC Reduce -80.3% 0.01% −0.05
DFAU Dimensional US Core Equity M Reduce -0.5% 0.49% −0.04
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.03
ACWI iShares MSCI Acwi ETF Reduce -2.1% 0.57% −0.03
ADBE Adobe Inc. Reduce -60.5% 0.01% −0.03
DIS The Walt Disney Co. Sold out 0.00% −0.02
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.02
HON Honeywell International Inc. Reduce -50.5% 0.01% −0.02
DFUV Dimensional US Marketwide Va Reduce -2.1% 0.45% −0.01
AMGN Amgen Inc. Sold out 0.00% −0.01
BALL Ball Corp. Sold out 0.00% −0.01
REET iShares Global REIT ETF Reduce -1.4% 0.42% −0.01
JPM JPMorgan Chase & Co. Reduce -4.6% 0.17% −0.01
PHM Pultegroup Inc. Reduce -9.9% 0.03% −0.01
ISTB iShares Core 1-5 Year Usd Bo Reduce -2.9% 0.15% −0.01
SPGM State Street SPDR Portfolio Reduce -34.1% 0.01% −0.01
AMTM Amentum Holdings Inc. Sold out 0.00% −0.00
DLN Wisdomtree US Largecap Divid Reduce -10.7% 0.02% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.8% 0.33% −0.00
RWO State Street SPDR Dow Jones Reduce -15.5% 0.01% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -6.5% 0.04% −0.00
DFIV Dimensional International Va Reduce -0.3% 0.60% +0.05

Portfolio Buys Q4 2024 → Q1 2025
VCIT Vanguard Int-Term Corporate New 4.22% +4.22
JPIE JPMorgan Income ETF Add +4.3% 13.70% +0.46
DISV Dimensional International SM Add +9.3% 2.82% +0.42
DFIC Dimensional International Co. Add +5.6% 2.94% +0.30
DFLV Dim US Large Cap Value ETF Add +4.0% 3.71% +0.14
VGIT Vanguard Intermediate-Term T Add +0.8% 9.62% +0.14
DFGR Dim Global Real Estate ETF Add +8.8% 1.53% +0.14
IEI iShares 3-7 Year Treasury Bo Add +4.1% 2.50% +0.11
DFEM Dimensional Emrg MRKT Core Add +3.9% 3.17% +0.10
HELO JPMorgan Hedged Equity ETF Add +6.7% 7.63% +0.06
DFSE Dimensional Em Sus CORE1 ETF Add +8.6% 0.67% +0.05
DFSI Dimensional Int Sus COR1 ETF Add +3.8% 0.48% +0.04
DFSU Dimensional US Sus CORE1 ETF Add +10.3% 1.34% +0.03
DLS Wisdomtree Intl S/C DVD Fund Add +0.1% 0.44% +0.01
SCHW Schwab (charles) Corp. Add +1.9% 0.15% +0.01
AOA iShares Core 80/20 Aggressiv Add +4.6% 0.12% +0.00
CMF iShares California Muni Bond Add +27.3% 0.00% +0.00
MINT PIMCO Enhanced Short Maturit Add +0.8% 0.03% −0.00
VTI VG Morningstar TS MKT ETF-US Add +0.6% 0.26% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$202.4MDFAC, JPIE, VCSH, VCIT, HELO
Q1 2026 157$184.0MDFAC, JPIE, VCSH, VCIT, HELO
Q4 2025 175$181.4MDFAC, JPIE, VCSH, HELO, VCIT
Q3 2025 141$173.5MDFAC, VCSH, JPIE, VGIT, HELO
Q2 2025 125$159.6MVCSH, DFAC, JPIE, VGIT, HELO
Q1 2025 129$151.5MVCSH, DFAC, JPIE, VGIT, HELO
Q4 2024 134$148.9MVCSH, DFAC, JPIE, VGIT, HELO