Longview Financial Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Longview Financial Advisors LLC reported 125 stock positions worth $159.6 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 15.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 15.7%) and JPMorgan Income ETF (JPIE, 13.2%). Compared with Q1 2025, it opened 5 new positions, sold out of 9, added to 14 and reduced 27. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +52%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −10%).

Most Recent 13F
Q2 2026
Location
SAN RAFAEL, CA
CIK
0002076077
Portfolio Value
$159.6M (Q2 2025)
SEC Filing
0002076077-25-000003 ↗ 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 Q1 2025 Q2 2025: $159.6M $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 125 stocks · $159.6M
VCSH Vanguard S/T Corp. Bond ETF 15.94% 319,986 $25.4M Reduce -9.6%
DFAC Dimensional US Core Equity 2 15.74% 701,057 $25.1M Add +3.6%
JPIE JPMorgan Income ETF 13.20% 454,947 $21.1M Add +0.9%
VGIT Vanguard Intermediate-Term T 9.15% 244,122 $14.6M Reduce -0.5%
HELO JPMorgan Hedged Equity ETF 8.22% 209,635 $13.1M Add +8.2%
VCIT Vanguard Int-Term Corporate 6.19% 119,062 $9.9M Add +52.3%
DFLV Dim US Large Cap Value ETF 3.72% 191,161 $5.9M Add +4.0%
DFEM Dimensional Emrg MRKT Core 3.34% 179,461 $5.3M Reduce -1.2%
DISV Dimensional International SM 2.98% 144,707 $4.8M Reduce -1.2%
DFIC Dimensional International Co. 2.93% 150,506 $4.7M Reduce -6.1%
IEI iShares 3-7 Year Treasury Bo 2.38% 31,927 $3.8M Reduce -0.4%
DFGR Dim Global Real Estate ETF 1.51% 89,682 $2.4M Add +1.8%
DFSU Dimensional US Sus CORE1 ETF 1.17% 47,760 $1.9M Reduce -15.8%
IGSB iShares 1-5Y Inv Grade Corp. 1.13% 34,273 $1.8M Reduce -26.2%
DFAI Dimensional International Co. 0.77% 35,721 $1.2M Reduce -1.3%
DFSE Dimensional Em Sus CORE1 ETF 0.76% 31,932 $1.2M Add +6.0%
AAPL Apple Inc. 0.76% 5,907 $1.2M Reduce -4.4%
META Meta Platforms Inc. Class A 0.74% 1,593 $1.2M No change
DFIV Dimensional International Va 0.62% 23,105 $990K No change
DFSI Dimensional Int Sus COR1 ETF 0.61% 24,716 $974K Add +19.8%
ACWI iShares MSCI Acwi ETF 0.59% 7,286 $937K Reduce -1.2%
DFAU Dimensional US Core Equity M 0.50% 18,986 $804K Reduce -1.1%
DLS Wisdomtree Intl S/C DVD Fund 0.47% 9,992 $751K Reduce -0.4%
DFUV Dimensional US Marketwide Va 0.44% 16,487 $697K Add +0.0%
REET iShares Global REIT ETF 0.39% 25,507 $630K Reduce -2.7%
SUB iShares Short-Term National 0.35% 5,190 $552K Reduce -8.6%
XLK SS Technology Select Sector 0.33% 2,056 $521K Reduce -0.1%
DFAE Dimensional Emerging Core Eq 0.30% 16,459 $476K Reduce -15.8%
CAT Caterpillar Inc. 0.29% 1,190 $462K No change
VTI VG Morningstar TS MKT ETF-US 0.27% 1,410 $429K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 527 $326K No change
MSFT Microsoft Corp. 0.20% 649 $323K Reduce -7.2%
NVDA Nvidia Corp. 0.19% 1,940 $307K No change
JPM JPMorgan Chase & Co. 0.19% 1,040 $302K No change
AMZN Amazon.com Inc. 0.17% 1,222 $268K Reduce -0.5%
SCHW Schwab (charles) Corp. 0.16% 2,822 $257K Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.14% 4,386 $217K Reduce -0.3%
AOA iShares Core 80/20 Aggressiv 0.12% 2,374 $198K Add +0.3%
MS Morgan Stanley 0.12% 1,383 $195K No change
COST Costco Wholesale Corp. 0.11% 183 $181K Reduce -0.5%
SUSA iShares ESG Optimized MSCI U 0.11% 1,384 $175K No change
GOOGL Alphabet Inc. Class A 0.11% 962 $170K Reduce -5.6%
SCZ iShares MSCI Eafe Small-Cap 0.09% 2,036 $148K No change
MDY State Street SPDR S&P Midcap 0.09% 244 $138K No change
WFC Wells Fargo & Co. 0.08% 1,653 $132K No change
IJS iShares S&P Small-Cap 600 Va 0.07% 1,173 $117K No change
HMOP Hartford Municipal Opp ETF 0.07% 3,030 $116K No change
JMUB JPMorgan Municipal ETF 0.07% 2,300 $114K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.06% 1,975 $101K New
VSGX Vanguard ESG Intl Stock ETF 0.06% 1,419 $93K Reduce -0.5%
VEA Vanguard Ftse Developed ETF 0.06% 1,619 $92K No change
EMXF iShares ESG Adv MSCI Em ETF 0.05% 2,044 $88K No change
JPST JPMorgan Ultra-Short Income 0.05% 1,657 $84K Add +1.2%
HEQT Simplify Hedged Equity ETF 0.05% 2,606 $78K Reduce -8.0%
AVGO Broadcom Inc. 0.04% 250 $69K No change
PLTR Palantir Technologies Inc. Class A 0.04% 500 $68K No change
LRCX Lam Research Corp. 0.04% 700 $68K No change
CGW Invesco S&P Global Water Ind 0.04% 1,070 $67K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $67K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 795 $66K No change
PH Parker Hannifin Corp. 0.04% 95 $66K No change
VTR Ventas Inc. 0.04% 1,026 $65K No change
EFA iShares MSCI Eafe ETF 0.04% 719 $64K No change
GS Goldman Sachs Group Inc. 0.04% 88 $62K No change
AMD Advanced Micro Devices 0.04% 415 $59K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.04% 1,056 $57K No change
YORW York Water Co. filed as YORK WTR CO 0.04% 1,792 $57K No change
IWD iShares Russell 1000 Value E 0.03% 286 $56K New
CRWD CrowdStrike Holdings Inc. Class A 0.03% 105 $53K No change
RBA RB Global Inc. 0.03% 497 $53K No change
JOBY Joby Aviation Inc. 0.03% 5,000 $53K No change
WMT Walmart Inc. 0.03% 519 $51K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 1,035 $51K New
CRBN Ish Low Car Opt Ms Ac ETF-US 0.03% 238 $50K No change
NOW ServiceNow Inc. 0.03% 49 $50K No change
DEM Wisdomtree Emerging Markets 0.03% 1,103 $50K No change
MORN Morningstar Inc. 0.03% 155 $49K No change
V Visa Inc. Class A 0.03% 136 $48K No change
TM Toyota Motor Corp. -Spon ADR 0.03% 280 $48K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 210 $48K No change
TDG Transdigm Group Inc. 0.03% 31 $47K Reduce -24.4%
PHM Pultegroup Inc. 0.03% 426 $45K No change
WM Waste Management Inc. 0.03% 193 $44K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $43K No change
BLK BlackRock Inc. 0.03% 41 $43K No change
KRE SS SPDR S&P Regional Bank 0.03% 700 $42K No change
MINT PIMCO Enhanced Short Maturit 0.02% 392 $39K Add +1.0%
VIG Vanguard Dividend Apprec ETF 0.02% 175 $36K No change
RWT Redwood Trust Inc. 0.02% 6,000 $35K No change
PSX Phillips 66 0.02% 286 $34K No change
SHW The Sherwin-Williams Co. 0.02% 98 $34K No change
DLN Wisdomtree US Largecap Divid 0.02% 400 $33K No change
SYK Stryker Corp. 0.02% 81 $32K No change
ISTB iShares Core 1-5 Year Usd Bo 0.02% 619 $30K Reduce -87.0%
ELV Elevance Health Inc. 0.02% 66 $26K No change
HD Home Depot Inc. 0.02% 68 $25K No change
SDY SS SPDR S&P Dividend ETF 0.02% 182 $25K No change
J Jacobs Solutions Inc. 0.02% 187 $25K No change
UNP Union Pacific Corp. 0.01% 100 $23K No change
HON Honeywell International Inc. 0.01% 98 $23K No change

Show all 125 holdings

Portfolio Sells Q1 2025 → Q2 2025
VCSH Vanguard S/T Corp. Bond ETF Reduce -9.6% 15.94% −2.49
IGSB iShares 1-5Y Inv Grade Corp. Reduce -26.2% 1.13% −0.47
VGIT Vanguard Intermediate-Term T Reduce -0.5% 9.15% −0.47
DFSU Dimensional US Sus CORE1 ETF Reduce -15.8% 1.17% −0.17
AAPL Apple Inc. Reduce -4.4% 0.76% −0.15
ISTB iShares Core 1-5 Year Usd Bo Reduce -87.0% 0.02% −0.13
IEI iShares 3-7 Year Treasury Bo Reduce -0.4% 2.38% −0.12
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.05
SUB iShares Short-Term National Reduce -8.6% 0.35% −0.05
DFAE Dimensional Emerging Core Eq Reduce -15.8% 0.30% −0.04
CTAS Cintas Corp. Sold out 0.00% −0.03
MA Mastercard Inc. Class A Sold out 0.00% −0.03
GOOG Alphabet Inc. Class C Sold out 0.00% −0.03
REET iShares Global REIT ETF Reduce -2.7% 0.39% −0.02
CRM Salesforce Inc. Sold out 0.00% −0.02
LLY Eli Lilly & Co. Sold out 0.00% −0.02
ADBE Adobe Inc. Sold out 0.00% −0.01
INTU Intuit Inc. Sold out 0.00% −0.01
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.01
TDG Transdigm Group Inc. Reduce -24.4% 0.03% −0.01
DFIC Dimensional International Co. Reduce -6.1% 2.93% −0.01
HEQT Simplify Hedged Equity ETF Reduce -8.0% 0.05% −0.00
COST Costco Wholesale Corp. Reduce -0.5% 0.11% −0.00
SPGM State Street SPDR Portfolio Reduce -4.0% 0.01% +0.00
GOOGL Alphabet Inc. Class A Reduce -5.6% 0.11% +0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -0.5% 0.06% +0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 0.14% +0.00
AMZN Amazon.com Inc. Reduce -0.5% 0.17% +0.01
DFAU Dimensional US Core Equity M Reduce -1.1% 0.50% +0.02
ACWI iShares MSCI Acwi ETF Reduce -1.2% 0.59% +0.02
DFAI Dimensional International Co. Reduce -1.3% 0.77% +0.03
MSFT Microsoft Corp. Reduce -7.2% 0.20% +0.03
DLS Wisdomtree Intl S/C DVD Fund Reduce -0.4% 0.47% +0.03
XLK SS Technology Select Sector Reduce -0.1% 0.33% +0.05
DFEM Dimensional Emrg MRKT Core Reduce -1.2% 3.34% +0.17
DISV Dimensional International SM Reduce -1.2% 2.98% +0.17

Portfolio Buys Q1 2025 → Q2 2025
VCIT Vanguard Int-Term Corporate Add +52.3% 6.19% +1.97
DFAC Dimensional US Core Equity 2 Add +3.6% 15.74% +1.01
HELO JPMorgan Hedged Equity ETF Add +8.2% 8.22% +0.59
DFSI Dimensional Int Sus COR1 ETF Add +19.8% 0.61% +0.14
DFSE Dimensional Em Sus CORE1 ETF Add +6.0% 0.76% +0.09
JMST JPM Ultra-Short Muni Income New 0.06% +0.06
IWD iShares Russell 1000 Value E New 0.03% +0.03
VTEB Vanguard Tax-Exempt Bond ETF New 0.03% +0.03
SCHW Schwab (charles) Corp. Add +0.2% 0.16% +0.02
DFLV Dim US Large Cap Value ETF Add +4.0% 3.72% +0.01
BSV Vanguard Short-Term Bond ETF New 0.01% +0.01
AOA iShares Core 80/20 Aggressiv Add +0.3% 0.12% +0.00
LW Lamb Weston Holdings Inc. New 0.00% +0.00
CMF iShares California Muni Bond Add +78.6% 0.01% +0.00
MINT PIMCO Enhanced Short Maturit Add +1.0% 0.02% −0.00
JPST JPMorgan Ultra-Short Income Add +1.2% 0.05% −0.00
DFUV Dimensional US Marketwide Va Add +0.0% 0.44% −0.01
DFGR Dim Global Real Estate ETF Add +1.8% 1.51% −0.02
JPIE JPMorgan Income ETF Add +0.9% 13.20% −0.50

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