Longview Financial Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Longview Financial Advisors LLC reported 141 stock positions worth $173.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.3% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 12.9%) and JPMorgan Income ETF (JPIE, 12.7%). Compared with Q2 2025, it opened 18 new positions, sold out of 2, added to 18 and reduced 21. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +46%) 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
$173.5M (Q3 2025)
SEC Filing
0002076077-25-000004 ↗ filed Nov 10, 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 Q2 2025 Q3 2025: $173.5M $173.5M Q3 2025 Q4 2025: $181.4M Q4 2025 Q1 2026: $184.0M Q1 2026 Q2 2026: $202.4M Q2 2026

Holdings 141 stocks · $173.5M
DFAC Dimensional US Core Equity 2 15.35% 690,303 $26.6M Reduce -1.5%
VCSH Vanguard S/T Corp. Bond ETF 12.89% 279,820 $22.4M Reduce -12.6%
JPIE JPMorgan Income ETF 12.71% 475,253 $22.1M Add +4.5%
VGIT Vanguard Intermediate-Term T 8.80% 254,210 $15.3M Add +4.1%
HELO JPMorgan Hedged Equity ETF 8.61% 229,849 $14.9M Add +9.6%
VCIT Vanguard Int-Term Corporate 8.44% 174,065 $14.6M Add +46.2%
DFLV Dim US Large Cap Value ETF 4.21% 221,956 $7.3M Add +16.1%
DISV Dimensional International SM 3.29% 160,154 $5.7M Add +10.7%
DFEM Dimensional Emrg MRKT Core 3.29% 178,199 $5.7M Reduce -0.7%
DFIC Dimensional International Co. 2.71% 143,502 $4.7M Reduce -4.7%
IEI iShares 3-7 Year Treasury Bo 2.20% 31,927 $3.8M No change
DFSU Dimensional US Sus CORE1 ETF 1.51% 61,643 $2.6M Add +29.1%
DFGR Dim Global Real Estate ETF 1.45% 91,896 $2.5M Add +2.5%
IGSB iShares 1-5Y Inv Grade Corp. 1.03% 33,578 $1.8M Reduce -2.0%
AAPL Apple Inc. 0.87% 5,907 $1.5M No change
DFSE Dimensional Em Sus CORE1 ETF 0.83% 35,093 $1.4M Add +9.9%
DFAI Dimensional International Co. 0.72% 34,466 $1.3M Reduce -3.5%
DFSI Dimensional Int Sus COR1 ETF 0.70% 29,587 $1.2M Add +19.7%
META Meta Platforms Inc. Class A 0.67% 1,593 $1.2M No change
DFIV Dimensional International Va 0.61% 23,105 $1.1M No change
ACWI iShares MSCI Acwi ETF 0.58% 7,272 $1.0M Reduce -0.2%
DFAU Dimensional US Core Equity M 0.49% 18,639 $853K Reduce -1.8%
DLS Wisdomtree Intl S/C DVD Fund 0.46% 9,939 $790K Reduce -0.5%
DFUV Dimensional US Marketwide Va 0.40% 15,541 $695K Reduce -5.7%
VTI VG Morningstar TS MKT ETF-US 0.38% 2,025 $665K Add +43.6%
REET iShares Global REIT ETF 0.37% 25,303 $647K Reduce -0.8%
XLK SS Technology Select Sector 0.33% 2,056 $580K No change
CAT Caterpillar Inc. 0.33% 1,190 $568K No change
DFAE Dimensional Emerging Core Eq 0.30% 16,350 $516K Reduce -0.7%
SUB iShares Short-Term National 0.29% 4,694 $501K Reduce -9.6%
AMZN Amazon.com Inc. 0.22% 1,717 $377K Add +40.5%
NVDA Nvidia Corp. 0.21% 1,940 $362K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 527 $351K No change
MSFT Microsoft Corp. 0.19% 649 $336K No change
IEFA iShares Core MSCI Eafe ETF 0.19% 3,701 $323K Add +365.5%
JPM JPMorgan Chase & Co. 0.18% 1,015 $320K Reduce -2.4%
VWO Vanguard Ftse Emerging Marke 0.18% 5,899 $320K Add +34.5%
VEA Vanguard Ftse Developed ETF 0.17% 5,018 $301K Add +209.9%
QUAL iShares MSCI USA Quality Fac 0.15% 1,347 $262K New
GOOGL Alphabet Inc. Class A 0.13% 962 $234K No change
MS Morgan Stanley 0.13% 1,383 $220K No change
SCHW Schwab (charles) Corp. 0.13% 2,293 $219K Reduce -18.8%
AOA iShares Core 80/20 Aggressiv 0.12% 2,381 $210K Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 1,064 $198K New
SUSA iShares ESG Optimized MSCI U 0.10% 1,339 $182K Reduce -3.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 2,239 $181K New
COST Costco Wholesale Corp. 0.10% 183 $169K No change
SCZ iShares MSCI Eafe Small-Cap 0.09% 2,036 $156K No change
MDY State Street SPDR S&P Midcap 0.08% 244 $145K No change
WFC Wells Fargo & Co. 0.08% 1,653 $139K No change
IJS iShares S&P Small-Cap 600 Va 0.07% 1,173 $130K No change
HMOP Hartford Municipal Opp ETF 0.07% 3,030 $118K No change
JMUB JPMorgan Municipal ETF 0.07% 2,300 $116K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.07% 2,007 $115K New
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.06% 1,975 $101K No change
VSGX Vanguard ESG Intl Stock ETF 0.06% 1,404 $97K Reduce -1.1%
LRCX Lam Research Corp. 0.05% 700 $94K No change
PLTR Palantir Technologies Inc. Class A 0.05% 500 $91K No change
EMXF iShares ESG Adv MSCI Em ETF 0.05% 1,991 $90K Reduce -2.6%
IUSG iShares Core S&P U.S. Growth 0.05% 515 $85K New
JPST JPMorgan Ultra-Short Income 0.05% 1,657 $84K No change
AVGO Broadcom Inc. 0.05% 250 $82K No change
JOBY Joby Aviation Inc. 0.05% 5,000 $81K No change
SCHG Schwab US Large-Cap Growth 0.05% 2,509 $80K New
HEQT Simplify Hedged Equity ETF 0.04% 2,446 $76K Reduce -6.1%
PH Parker Hannifin Corp. 0.04% 95 $72K No change
VTR Ventas Inc. 0.04% 1,026 $72K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $71K No change
GS Goldman Sachs Group Inc. 0.04% 88 $70K No change
ITOT iShares Core S&P Total U.S. 0.04% 480 $70K New
CGW Invesco S&P Global Water Ind 0.04% 1,070 $69K No change
EFA iShares MSCI Eafe ETF 0.04% 719 $67K No change
AMD Advanced Micro Devices 0.04% 415 $67K No change
JQUA JPMorgan US Quality Factor 0.04% 1,054 $66K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.04% 1,056 $61K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 210 $59K No change
IWD iShares Russell 1000 Value E 0.03% 286 $58K No change
SPYV SS SPDR P S&P 500 Value ETF 0.03% 1,024 $57K Add +1948.0%
PHM Pultegroup Inc. 0.03% 426 $56K No change
YORW York Water Co. filed as YORK WTR CO 0.03% 1,792 $55K No change
RBA RB Global Inc. 0.03% 497 $54K No change
TM Toyota Motor Corp. -Spon ADR 0.03% 280 $54K No change
WMT Walmart Inc. 0.03% 519 $53K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 1,035 $52K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 105 $51K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $51K No change
DEM Wisdomtree Emerging Markets 0.03% 1,103 $51K No change
BLK BlackRock Inc. 0.03% 41 $48K No change
V Visa Inc. Class A 0.03% 136 $46K No change
NOW ServiceNow Inc. 0.03% 49 $45K No change
KRE SS SPDR S&P Regional Bank 0.03% 700 $44K No change
WM Waste Management Inc. 0.02% 193 $43K No change
TDG Transdigm Group Inc. 0.02% 31 $41K No change
MINT PIMCO Enhanced Short Maturit 0.02% 398 $40K Add +1.5%
PSX Phillips 66 0.02% 286 $39K No change
VIG Vanguard Dividend Apprec ETF 0.02% 175 $38K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 850 $36K New
MORN Morningstar Inc. 0.02% 155 $36K No change
DLN Wisdomtree US Largecap Divid 0.02% 400 $35K No change
RWT Redwood Trust Inc. 0.02% 6,000 $35K No change

Show all 141 holdings

Portfolio Sells Q2 2025 → Q3 2025
VCSH Vanguard S/T Corp. Bond ETF Reduce -12.6% 12.89% −3.05
DFAC Dimensional US Core Equity 2 Reduce -1.5% 15.35% −0.40
DFIC Dimensional International Co. Reduce -4.7% 2.71% −0.22
IGSB iShares 1-5Y Inv Grade Corp. Reduce -2.0% 1.03% −0.11
SUB iShares Short-Term National Reduce -9.6% 0.29% −0.06
DFAI Dimensional International Co. Reduce -3.5% 0.72% −0.05
DFEM Dimensional Emrg MRKT Core Reduce -0.7% 3.29% −0.04
DFUV Dimensional US Marketwide Va Reduce -5.7% 0.40% −0.04
SCHW Schwab (charles) Corp. Reduce -18.8% 0.13% −0.04
CRBN Ish Low Car Opt Ms Ac ETF-US Sold out 0.00% −0.03
REET iShares Global REIT ETF Reduce -0.8% 0.37% −0.02
DLS Wisdomtree Intl S/C DVD Fund Reduce -0.5% 0.46% −0.01
DFAU Dimensional US Core Equity M Reduce -1.8% 0.49% −0.01
ACWI iShares MSCI Acwi ETF Reduce -0.2% 0.58% −0.01
SUSA iShares ESG Optimized MSCI U Reduce -3.3% 0.10% −0.01
HEQT Simplify Hedged Equity ETF Reduce -6.1% 0.04% −0.01
JPM JPMorgan Chase & Co. Reduce -2.4% 0.18% −0.00
EMXF iShares ESG Adv MSCI Em ETF Reduce -2.6% 0.05% −0.00
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -1.1% 0.06% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.7% 0.30% −0.00
CMF iShares California Muni Bond Reduce -11.3% 0.00% −0.00
SPGM State Street SPDR Portfolio Reduce -9.1% 0.01% −0.00

Portfolio Buys Q2 2025 → Q3 2025
VCIT Vanguard Int-Term Corporate Add +46.2% 8.44% +2.25
DFLV Dim US Large Cap Value ETF Add +16.1% 4.21% +0.49
HELO JPMorgan Hedged Equity ETF Add +9.6% 8.61% +0.39
DFSU Dimensional US Sus CORE1 ETF Add +29.1% 1.51% +0.33
DISV Dimensional International SM Add +10.7% 3.29% +0.31
QUAL iShares MSCI USA Quality Fac New 0.15% +0.15
IEFA iShares Core MSCI Eafe ETF Add +365.5% 0.19% +0.14
VEA Vanguard Ftse Developed ETF Add +209.9% 0.17% +0.12
VTI VG Morningstar TS MKT ETF-US Add +43.6% 0.38% +0.11
VTV Vanguard Mrngstr Val ETF-Aui New 0.11% +0.11
SPTM SS SPDR P S&P 1500 Comp ETF New 0.10% +0.10
DFSI Dimensional Int Sus COR1 ETF Add +19.7% 0.70% +0.09
DFSE Dimensional Em Sus CORE1 ETF Add +9.9% 0.83% +0.07
SPMD SS SPDR P S&P 400 Midcap ETF New 0.07% +0.07
AMZN Amazon.com Inc. Add +40.5% 0.22% +0.05
IUSG iShares Core S&P U.S. Growth New 0.05% +0.05
VWO Vanguard Ftse Emerging Marke Add +34.5% 0.18% +0.05
SCHG Schwab US Large-Cap Growth New 0.05% +0.05
ITOT iShares Core S&P Total U.S. New 0.04% +0.04
JQUA JPMorgan US Quality Factor New 0.04% +0.04
SPYV SS SPDR P S&P 500 Value ETF Add +1948.0% 0.03% +0.03
SPDW Ste STR SPDR PT DW Eu ETF New 0.02% +0.02
HOLA JPM Intll HDG Eq LDDR Ovrly New 0.02% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.01% +0.01
SPEM State Street SP PTF Em ETF New 0.01% +0.01
MSD Morgan Stanley Emrg MKT Debt New 0.01% +0.01
AVUV Avantis US Small Cap Value New 0.01% +0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.00% +0.00
IWN iShares Russell 2000 Value E New 0.00% +0.00
SLYV SS SPDR S&P 600 SC Val ETF New 0.00% +0.00
SCHB Schwab US Broad Market ETF New 0.00% 0.00
MINT PIMCO Enhanced Short Maturit Add +1.5% 0.02% −0.00
AOA iShares Core 80/20 Aggressiv Add +0.3% 0.12% −0.00
DFGR Dim Global Real Estate ETF Add +2.5% 1.45% −0.06
VGIT Vanguard Intermediate-Term T Add +4.1% 8.80% −0.35
JPIE JPMorgan Income ETF Add +4.5% 12.71% −0.49

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