Longview Financial Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Longview Financial Advisors LLC reported 175 stock positions worth $181.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.0% of the portfolio, followed by JPMorgan Income ETF (JPIE, 13.1%) and Vanguard S/T Corp. Bond ETF (VCSH, 12.5%). Compared with Q3 2025, it opened 33 new positions, added to 38 and reduced 30. The biggest buy was JPMorgan Hedged Equity ETF (HELO, shares +9%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).

Most Recent 13F
Q2 2026
Location
SAN RAFAEL, CA
CIK
0002076077
Portfolio Value
$181.4M (Q4 2025)
SEC Filing
0002076077-26-000001 ↗ filed Jan 14, 2026

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 Q3 2025 Q4 2025: $181.4M $181.4M Q4 2025 Q1 2026: $184.0M Q1 2026 Q2 2026: $202.4M Q2 2026

Holdings 175 stocks · $181.4M
DFAC Dimensional US Core Equity 2 15.00% 687,034 $27.2M Reduce -0.5%
JPIE JPMorgan Income ETF 13.05% 511,466 $23.7M Add +7.6%
VCSH Vanguard S/T Corp. Bond ETF 12.52% 284,764 $22.7M Add +1.8%
HELO JPMorgan Hedged Equity ETF 9.18% 250,745 $16.7M Add +9.1%
VCIT Vanguard Int-Term Corporate 8.79% 190,355 $15.9M Add +9.4%
VGIT Vanguard Intermediate-Term T 8.77% 265,411 $15.9M Add +4.4%
DFLV Dim US Large Cap Value ETF 4.19% 221,940 $7.6M Reduce -0.0%
DISV Dimensional International SM 3.32% 158,244 $6.0M Reduce -1.2%
DFEM Dimensional Emrg MRKT Core 3.31% 181,478 $6.0M Add +1.8%
DFIC Dimensional International Co. 2.80% 147,368 $5.1M Add +2.7%
IEI iShares 3-7 Year Treasury Bo 2.07% 31,422 $3.8M Reduce -1.6%
DFSU Dimensional US Sus CORE1 ETF 1.49% 62,416 $2.7M Add +1.3%
DFGR Dim Global Real Estate ETF 1.48% 101,321 $2.7M Add +10.3%
AAPL Apple Inc. 0.88% 5,869 $1.6M Reduce -0.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.83% 28,613 $1.5M Reduce -14.8%
DFSE Dimensional Em Sus CORE1 ETF 0.82% 35,991 $1.5M Add +2.6%
DFAI Dimensional International Co. 0.72% 34,048 $1.3M Reduce -1.2%
DFSI Dimensional Int Sus COR1 ETF 0.71% 30,091 $1.3M Add +1.7%
DFIV Dimensional International Va 0.63% 22,911 $1.1M Reduce -0.8%
ACWI iShares MSCI Acwi ETF 0.56% 7,226 $1.0M Reduce -0.6%
META Meta Platforms Inc. Class A 0.53% 1,459 $963K Reduce -8.4%
DFAU Dimensional US Core Equity M 0.48% 18,576 $869K Reduce -0.3%
DLS Wisdomtree Intl S/C DVD Fund 0.40% 8,892 $720K Reduce -10.5%
DFUV Dimensional US Marketwide Va 0.39% 15,239 $710K Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.38% 2,039 $684K Add +0.7%
CAT Caterpillar Inc. 0.36% 1,138 $652K Reduce -4.4%
XLK SS Technology Select Sector 0.35% 4,426 $637K Add +7.6%
REET iShares Global REIT ETF 0.35% 25,238 $630K Reduce -0.3%
DFAE Dimensional Emerging Core Eq 0.29% 16,311 $531K Reduce -0.2%
AMZN Amazon.com Inc. 0.22% 1,717 $396K No change
NVDA Nvidia Corp. 0.20% 1,940 $362K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 527 $359K No change
IEFA iShares Core MSCI Eafe ETF 0.18% 3,701 $331K No change
JPM JPMorgan Chase & Co. 0.18% 1,015 $327K No change
VEA Vanguard Ftse Developed ETF 0.18% 5,118 $320K Add +2.0%
VWO Vanguard Ftse Emerging Marke 0.18% 5,920 $318K Add +0.4%
GOOGL Alphabet Inc. Class A 0.17% 1,010 $316K Add +5.0%
MSFT Microsoft Corp. 0.17% 649 $314K No change
SUB iShares Short-Term National 0.17% 2,811 $300K Reduce -40.1%
QUAL iShares MSCI USA Quality Fac 0.15% 1,347 $268K No change
MS Morgan Stanley 0.14% 1,451 $258K Add +4.9%
SCHW Schwab (charles) Corp. 0.13% 2,301 $230K Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 1,082 $207K Add +1.7%
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 2,239 $185K No change
SUSA iShares ESG Optimized MSCI U 0.10% 1,304 $182K Reduce -2.6%
AOA iShares Core 80/20 Aggressiv 0.10% 1,991 $178K Reduce -16.4%
COST Costco Wholesale Corp. 0.09% 196 $169K Add +7.1%
SCZ iShares MSCI Eafe Small-Cap 0.09% 2,036 $158K No change
WFC Wells Fargo & Co. 0.08% 1,653 $154K No change
MDY State Street SPDR S&P Midcap 0.08% 244 $147K No change
IJS iShares S&P Small-Cap 600 Va 0.07% 1,173 $133K No change
LRCX Lam Research Corp. 0.07% 700 $120K No change
HMOP Hartford Municipal Opp ETF 0.07% 3,030 $119K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.06% 2,009 $116K Add +0.1%
JMUB JPMorgan Municipal ETF 0.06% 2,300 $116K No change
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 0.05% 1,384 $99K Reduce -1.4%
PH Parker Hannifin Corp. 0.05% 111 $98K Add +16.8%
EFA iShares MSCI Eafe ETF 0.05% 988 $95K Add +37.4%
AVGO Broadcom Inc. 0.05% 261 $90K Add +4.4%
EMXF iShares ESG Adv MSCI Em ETF 0.05% 1,933 $90K Reduce -2.9%
GS Goldman Sachs Group Inc. 0.05% 102 $90K Add +15.9%
AMD Advanced Micro Devices 0.05% 415 $89K No change
PLTR Palantir Technologies Inc. Class A 0.05% 500 $89K No change
IUSG iShares Core S&P U.S. Growth 0.05% 515 $86K No change
SCHG Schwab US Large-Cap Growth 0.05% 2,509 $82K No change
VTR Ventas Inc. 0.04% 1,026 $79K No change
HEQT Simplify Hedged Equity ETF 0.04% 2,421 $78K Reduce -1.0%
ITOT iShares Core S&P Total U.S. 0.04% 480 $71K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $71K No change
CGW Invesco S&P Global Water Ind 0.04% 1,070 $67K No change
JQUA JPMorgan US Quality Factor 0.04% 1,054 $67K No change
JOBY Joby Aviation Inc. 0.04% 5,000 $66K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 210 $64K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.03% 1,056 $61K No change
WMT Walmart Inc. 0.03% 542 $60K Add +4.4%
IWD iShares Russell 1000 Value E 0.03% 286 $60K No change
TM Toyota Motor Corp. -Spon ADR 0.03% 280 $60K No change
SPYV SS SPDR P S&P 500 Value ETF 0.03% 1,024 $58K No change
YORW York Water Co. filed as YORK WTR CO 0.03% 1,792 $57K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $54K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 1,035 $52K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 111 $52K Add +5.7%
DEM Wisdomtree Emerging Markets 0.03% 1,103 $52K No change
RBA RB Global Inc. 0.03% 497 $51K No change
TDG Transdigm Group Inc. 0.03% 38 $51K Add +22.6%
PHM Pultegroup Inc. 0.03% 426 $50K No change
V Visa Inc. Class A 0.03% 136 $48K No change
KRE SS SPDR S&P Regional Bank 0.03% 700 $45K No change
JPST JPMorgan Ultra-Short Income 0.02% 870 $44K Reduce -47.5%
BLK BlackRock Inc. 0.02% 41 $44K No change
MINT PIMCO Enhanced Short Maturit 0.02% 406 $41K Add +2.0%
VIG Vanguard Dividend Apprec ETF 0.02% 175 $38K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 850 $38K No change
NOW ServiceNow Inc. 0.02% 245 $38K No change
SHW The Sherwin-Williams Co. 0.02% 114 $37K Add +16.3%
PSX Phillips 66 0.02% 286 $37K No change
DLN Wisdomtree US Largecap Divid 0.02% 400 $35K No change
RWT Redwood Trust Inc. 0.02% 6,000 $33K No change
MORN Morningstar Inc. 0.02% 150 $33K Reduce -3.2%

Show all 175 holdings

Portfolio Sells Q3 2025 → Q4 2025
DFAC Dimensional US Core Equity 2 Reduce -0.5% 15.00% −0.35
IGSB iShares 1-5Y Inv Grade Corp. Reduce -14.8% 0.83% −0.19
META Meta Platforms Inc. Class A Reduce -8.4% 0.53% −0.14
IEI iShares 3-7 Year Treasury Bo Reduce -1.6% 2.07% −0.13
SUB iShares Short-Term National Reduce -40.1% 0.17% −0.12
DLS Wisdomtree Intl S/C DVD Fund Reduce -10.5% 0.40% −0.06
REET iShares Global REIT ETF Reduce -0.3% 0.35% −0.03
JPST JPMorgan Ultra-Short Income Reduce -47.5% 0.02% −0.02
DFLV Dim US Large Cap Value ETF Reduce -0.0% 4.19% −0.02
AOA iShares Core 80/20 Aggressiv Reduce -16.4% 0.10% −0.02
ACWI iShares MSCI Acwi ETF Reduce -0.6% 0.56% −0.02
WM Waste Management Inc. Reduce -48.2% 0.01% −0.01
DFAU Dimensional US Core Equity M Reduce -0.3% 0.48% −0.01
HOLA JPM Intll HDG Eq LDDR Ovrly Reduce -59.3% 0.01% −0.01
DFUV Dimensional US Marketwide Va Reduce -1.9% 0.39% −0.01
DFAI Dimensional International Co. Reduce -1.2% 0.72% −0.01
SUSA iShares ESG Optimized MSCI U Reduce -2.6% 0.10% −0.00
DFAE Dimensional Emerging Core Eq Reduce -0.2% 0.29% −0.00
MSD Morgan Stanley Emrg MKT Debt Reduce -44.2% 0.00% −0.00
CMF iShares California Muni Bond Reduce -66.2% 0.00% −0.00
MORN Morningstar Inc. Reduce -3.2% 0.02% −0.00
EMXF iShares ESG Adv MSCI Em ETF Reduce -2.9% 0.05% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -1.4% 0.05% −0.00
HEQT Simplify Hedged Equity ETF Reduce -1.0% 0.04% −0.00
SPGM State Street SPDR Portfolio Reduce -7.5% 0.01% −0.00
UPRO Proshares Ultrapro S&P 500 Reduce -28.6% 0.00% −0.00
AAPL Apple Inc. Reduce -0.6% 0.88% +0.01
DFIV Dimensional International Va Reduce -0.8% 0.63% +0.02
DISV Dimensional International SM Reduce -1.2% 3.32% +0.02
CAT Caterpillar Inc. Reduce -4.4% 0.36% +0.03

Portfolio Buys Q3 2025 → Q4 2025
HELO JPMorgan Hedged Equity ETF Add +9.1% 9.18% +0.57
VCIT Vanguard Int-Term Corporate Add +9.4% 8.79% +0.35
JPIE JPMorgan Income ETF Add +7.6% 13.05% +0.34
DFIC Dimensional International Co. Add +2.7% 2.80% +0.09
GOOGL Alphabet Inc. Class A Add +5.0% 0.17% +0.04
DFGR Dim Global Real Estate ETF Add +10.3% 1.48% +0.03
XLK SS Technology Select Sector Add +7.6% 0.35% +0.02
DFEM Dimensional Emrg MRKT Core Add +1.8% 3.31% +0.02
MS Morgan Stanley Add +4.9% 0.14% +0.02
EFA iShares MSCI Eafe ETF Add +37.4% 0.05% +0.01
LLY Eli Lilly & Co. New 0.01% +0.01
GEV GE Vernova Inc. New 0.01% +0.01
DFSI Dimensional Int Sus COR1 ETF Add +1.7% 0.71% +0.01
PH Parker Hannifin Corp. Add +16.8% 0.05% +0.01
GS Goldman Sachs Group Inc. Add +15.9% 0.05% +0.01
GOOG Alphabet Inc. Class C New 0.01% +0.01
IWO iShares Russell 2000 Growth New 0.01% +0.01
IJH iShares Core S&P Midcap ETF New 0.01% +0.01
GE General Electric New 0.01% +0.01
PGR Progressive Corp. New 0.01% +0.01
CTAS Cintas Corp. New 0.01% +0.01
RTX RTX Corp. New 0.00% +0.00
INTU Intuit Inc. New 0.00% +0.00
TDG Transdigm Group Inc. Add +22.6% 0.03% +0.00
DHR Danaher Corp. Add +15.3% 0.02% +0.00
LIN Linde PLC New 0.00% +0.00
NEE Nextera Energy Inc. New 0.00% +0.00
MCD McDonald's Corp. New 0.00% +0.00
VEA Vanguard Ftse Developed ETF Add +2.0% 0.18% +0.00
ABT Abbott Laboratories New 0.00% +0.00
SBUX Starbucks Corp. New 0.00% +0.00
TMO Thermo Fisher Scientific Inc. New 0.00% +0.00
WMT Walmart Inc. Add +4.4% 0.03% +0.00
PG The Procter & Gamble Co. New 0.00% +0.00
AVGO Broadcom Inc. Add +4.4% 0.05% +0.00
CVX Chevron Corp. Add +39.7% 0.01% +0.00
JNJ Johnson & Johnson Add +8.4% 0.01% +0.00
ZTS Zoetis Inc. New 0.00% +0.00
DFAW Dimensional World Eqty ETF New 0.00% +0.00
XLY SS Consumer Disc Select Sect New 0.00% +0.00
MA Mastercard Inc. Class A New 0.00% +0.00
HON Honeywell International Inc. Add +24.5% 0.01% +0.00
MUB iShares National Muni Bond E New 0.00% +0.00
SHW The Sherwin-Williams Co. Add +16.3% 0.02% +0.00
SCHW Schwab (charles) Corp. Add +0.3% 0.13% +0.00
COF Capital One Financial Corp. New 0.00% +0.00
TFI SS SPDR N Ice Muni Bond ETF New 0.00% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.00% +0.00
IEMG iShares Core MSCI Emerging New 0.00% +0.00
EMB iShares JP Morgan Usd Emergi New 0.00% +0.00

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