Longview Financial Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Longview Financial Advisors LLC reported 157 stock positions worth $184.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.7% of the portfolio, followed by JPMorgan Income ETF (JPIE, 13.0%) and Vanguard S/T Corp. Bond ETF (VCSH, 11.6%). Compared with Q4 2025, it sold out of 18, added to 16 and reduced 27. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +15%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −6%).

Most Recent 13F
Q2 2026
Location
SAN RAFAEL, CA
CIK
0002076077
Portfolio Value
$184.0M (Q1 2026)
SEC Filing
0002076077-26-000002 ↗ filed Apr 20, 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 Q4 2025 Q1 2026: $184.0M $184.0M Q1 2026 Q2 2026: $202.4M Q2 2026

Holdings 157 stocks · $184.0M
DFAC Dimensional US Core Equity 2 14.72% 697,083 $27.1M Add +1.5%
JPIE JPMorgan Income ETF 13.02% 520,045 $24.0M Add +1.7%
VCSH Vanguard S/T Corp. Bond ETF 11.57% 268,589 $21.3M Reduce -5.7%
VCIT Vanguard Int-Term Corporate 9.83% 218,700 $18.1M Add +14.9%
HELO JPMorgan Hedged Equity ETF 9.26% 266,746 $17.0M Add +6.4%
VGIT Vanguard Intermediate-Term T 8.91% 275,490 $16.4M Add +3.8%
DFLV Dim US Large Cap Value ETF 4.44% 229,013 $8.2M Add +3.2%
DFEM Dimensional Emrg MRKT Core 3.45% 183,575 $6.3M Add +1.2%
DISV Dimensional International SM 3.42% 159,589 $6.3M Add +0.8%
DFIC Dimensional International Co. 2.91% 150,516 $5.3M Add +2.1%
IEI iShares 3-7 Year Treasury Bo 2.02% 31,379 $3.7M Reduce -0.1%
DFSU Dimensional US Sus CORE1 ETF 1.59% 71,298 $2.9M Add +14.2%
DFGR Dim Global Real Estate ETF 1.56% 107,883 $2.9M Add +6.5%
DFSE Dimensional Em Sus CORE1 ETF 0.86% 37,483 $1.6M Add +4.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.82% 28,613 $1.5M No change
AAPL Apple Inc. 0.81% 5,861 $1.5M Reduce -0.1%
DFSI Dimensional Int Sus COR1 ETF 0.75% 32,650 $1.4M Add +8.5%
DFAI Dimensional International Co. 0.68% 32,155 $1.3M Reduce -5.6%
DFIV Dimensional International Va 0.65% 22,729 $1.2M Reduce -0.8%
ACWI iShares MSCI Acwi ETF 0.54% 7,165 $991K Reduce -0.8%
DFAU Dimensional US Core Equity M 0.46% 18,576 $838K No change
CAT Caterpillar Inc. 0.44% 1,138 $806K No change
META Meta Platforms Inc. Class A 0.42% 1,359 $778K Reduce -6.8%
DFUV Dimensional US Marketwide Va 0.40% 15,032 $728K Reduce -1.4%
DLS Wisdomtree Intl S/C DVD Fund 0.39% 8,774 $715K Reduce -1.3%
REET iShares Global REIT ETF 0.34% 25,103 $631K Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US 0.34% 1,958 $628K Reduce -4.0%
XLK SS Technology Select Sector 0.32% 4,426 $588K No change
DFAE Dimensional Emerging Core Eq 0.30% 16,311 $552K No change
JPM JPMorgan Chase & Co. 0.21% 1,328 $391K Add +30.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 527 $343K No change
AMZN Amazon.com Inc. 0.19% 1,642 $342K Reduce -4.4%
NVDA Nvidia Corp. 0.18% 1,940 $338K No change
IEFA iShares Core MSCI Eafe ETF 0.18% 3,701 $335K No change
VEA Vanguard Ftse Developed ETF 0.18% 5,118 $328K No change
VWO Vanguard Ftse Emerging Marke 0.17% 5,915 $320K Reduce -0.1%
GOOGL Alphabet Inc. Class A 0.16% 1,010 $290K No change
QUAL iShares MSCI USA Quality Fac 0.14% 1,347 $258K No change
MSFT Microsoft Corp. 0.13% 649 $240K No change
MS Morgan Stanley 0.13% 1,451 $239K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,082 $212K No change
COST Costco Wholesale Corp. 0.11% 196 $195K No change
AOA iShares Core 80/20 Aggressiv 0.10% 2,151 $190K Add +8.0%
SPTM SS SPDR P S&P 1500 Comp ETF 0.10% 2,239 $177K No change
SUSA iShares ESG Optimized MSCI U 0.09% 1,304 $172K No change
SCHW Schwab (charles) Corp. 0.09% 1,704 $160K Reduce -25.9%
SCZ iShares MSCI Eafe Small-Cap 0.09% 2,036 $160K No change
MDY State Street SPDR S&P Midcap 0.08% 244 $150K No change
LRCX Lam Research Corp. 0.08% 700 $150K No change
IJS iShares S&P Small-Cap 600 Va 0.08% 1,173 $139K No change
WFC Wells Fargo & Co. 0.07% 1,653 $132K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.06% 2,009 $119K No change
HMOP Hartford Municipal Opp ETF 0.06% 3,030 $117K No change
JMUB JPMorgan Municipal ETF 0.06% 2,300 $115K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.05% 1,975 $101K No change
PH Parker Hannifin Corp. 0.05% 111 $99K No change
VSGX Vanguard ESG Intl Stock ETF 0.05% 1,384 $99K No change
EMXF iShares ESG Adv MSCI Em ETF 0.05% 1,911 $91K Reduce -1.1%
GS Goldman Sachs Group Inc. 0.05% 102 $86K No change
VTR Ventas Inc. 0.05% 1,026 $84K No change
AVGO Broadcom Inc. 0.04% 261 $81K No change
IUSG iShares Core S&P U.S. Growth 0.04% 515 $80K No change
HEQT Simplify Hedged Equity ETF 0.04% 2,421 $76K No change
PLTR Palantir Technologies Inc. Class A 0.04% 500 $73K No change
SCHG Schwab US Large-Cap Growth 0.04% 2,509 $73K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 500 $72K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 210 $71K No change
EFA iShares MSCI Eafe ETF 0.04% 728 $71K Reduce -26.3%
CGW Invesco S&P Global Water Ind 0.04% 1,070 $68K No change
ITOT iShares Core S&P Total U.S. 0.04% 480 $68K No change
WMT Walmart Inc. 0.04% 542 $67K No change
JQUA JPMorgan US Quality Factor 0.04% 1,054 $65K No change
IWD iShares Russell 1000 Value E 0.03% 286 $61K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.03% 1,056 $59K No change
SPYV SS SPDR P S&P 500 Value ETF 0.03% 1,024 $58K No change
TM Toyota Motor Corp. -Spon ADR 0.03% 280 $58K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 352 $56K No change
YORW York Water Co. filed as YORK WTR CO 0.03% 1,792 $55K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.03% 1,035 $52K No change
PHM Pultegroup Inc. 0.03% 426 $50K No change
RBA RB Global Inc. 0.03% 497 $48K No change
KRE SS SPDR S&P Regional Bank 0.02% 700 $46K No change
TDG Transdigm Group Inc. 0.02% 38 $44K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 111 $43K No change
JOBY Joby Aviation Inc. 0.02% 5,000 $41K No change
MINT PIMCO Enhanced Short Maturit 0.02% 406 $41K No change
BLK BlackRock Inc. 0.02% 41 $39K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 850 $39K No change
VIG Vanguard Dividend Apprec ETF 0.02% 175 $38K No change
SHW The Sherwin-Williams Co. 0.02% 114 $37K No change
RWT Redwood Trust Inc. 0.02% 6,000 $34K No change
DLN Wisdomtree US Largecap Divid 0.02% 348 $31K Reduce -13.0%
GEV GE Vernova Inc. 0.02% 35 $31K No change
ISTB iShares Core 1-5 Year Usd Bo 0.02% 619 $30K No change
DEM Wisdomtree Emerging Markets 0.01% 555 $28K Reduce -49.7%
HD Home Depot Inc. 0.01% 83 $27K No change
SUB iShares Short-Term National 0.01% 250 $27K Reduce -91.1%
SYK Stryker Corp. 0.01% 81 $27K No change
SDY SS SPDR S&P Dividend ETF 0.01% 182 $27K No change
EOG EOG Resources Inc. 0.01% 182 $26K Reduce -12.1%
JNJ Johnson & Johnson 0.01% 107 $26K Reduce -7.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.01% 120 $26K No change
NOW ServiceNow Inc. 0.01% 245 $26K No change
TCBK Trico Bancshares 0.01% 511 $24K No change
UNP Union Pacific Corp. 0.01% 100 $24K No change
J Jacobs Solutions Inc. 0.01% 187 $24K No change
WM Waste Management Inc. 0.01% 100 $23K No change
VNQ Vanguard Real Estate ETF 0.01% 254 $23K No change
HON Honeywell International Inc. 0.01% 98 $22K Reduce -19.7%
ESGD iShares Trust iShares ESG Aw 0.01% 222 $21K No change
DHR Danaher Corp. 0.01% 111 $21K Reduce -13.3%
LLY Eli Lilly & Co. 0.01% 22 $20K No change
XOM Exxon Mobil Corp. 0.01% 119 $20K No change
EEM iShares MSCI Emerging Market 0.01% 331 $19K No change
ETN Eaton Corp. PLC 0.01% 49 $18K No change
SPEM State Street SP PTF Em ETF 0.01% 372 $17K No change
TQQQ Proshares Ultrapro QQQ 0.01% 376 $16K No change
BBCA JPMorgan Betabuilders Canada 0.01% 166 $16K No change
IVV iShares Core S&P 500 ETF 0.01% 22 $14K No change
CVX Chevron Corp. 0.01% 68 $14K Reduce -28.4%
SPGM State Street SPDR Portfolio 0.01% 183 $14K Reduce -0.5%
AVUV Avantis US Small Cap Value 0.01% 111 $12K No change
IWO iShares Russell 2000 Growth 0.01% 38 $12K No change
HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F 0.01% 226 $12K No change
IJH iShares Core S&P Midcap ETF 0.01% 175 $12K No change
BSV Vanguard Short-Term Bond ETF 0.01% 150 $12K No change
GOOG Alphabet Inc. Class C 0.01% 40 $11K No change
GE General Electric filed as GE AEROSPACE 0.01% 37 $11K No change
PGR Progressive Corp. 0.01% 48 $10K No change
RTX RTX Corp. 0.00% 47 $9K No change
CTAS Cintas Corp. 0.00% 48 $8K No change
AMT American Tower Corp. 0.00% 47 $8K No change
LIN Linde PLC 0.00% 15 $7K No change
INTU Intuit Inc. 0.00% 13 $6K No change
MCD McDonald's Corp. 0.00% 18 $6K No change
PINS Pinterest Inc. Class A 0.00% 280 $5K No change
IWN iShares Russell 2000 Value E 0.00% 22 $4K No change
TMO Thermo Fisher Scientific Inc. 0.00% 8 $4K No change
RWO State Street SPDR Dow Jones 0.00% 81 $4K Reduce -60.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 10 $4K No change
PLD Prologis Inc. 0.00% 26 $3K No change
DFAW Dimensional World Eqty ETF 0.00% 39 $3K Add +2.6%
XLY SS Consumer Disc Select Sect 0.00% 24 $3K No change
CMF iShares California Muni Bond 0.00% 45 $3K No change
MA Mastercard Inc. Class A 0.00% 4 $2K No change
SOLS Solstice Adv Materials Inc. 0.00% 24 $2K Reduce -20.0%
MUB iShares National Muni Bond E 0.00% 13 $1K No change
UPRO Proshares Ultrapro S&P 500 0.00% 10 $970 No change
TFI SS SPDR N Ice Muni Bond ETF 0.00% 21 $953 No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 5 $922 No change
IEMG iShares Core MSCI Emerging 0.00% 12 $837 No change
EMB iShares JP Morgan Usd Emergi 0.00% 6 $564 No change
IAGG iShares Intl Aggregate Bond 0.00% 6 $301 No change
AGG iShares Core U.S. Aggregate 0.00% 3 $298 No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.00% 3 $230 No change
BNDX Vanguard Total Intl Bond ETF 0.00% 4 $193 No change
STIP iShares 0-5 Year Tips Bond E 0.00% 1 $104 No change

Portfolio Sells Q4 2025 → Q1 2026
VCSH Vanguard S/T Corp. Bond ETF Reduce -5.7% 11.57% −0.95
SUB iShares Short-Term National Reduce -91.1% 0.01% −0.15
META Meta Platforms Inc. Class A Reduce -6.8% 0.42% −0.11
AAPL Apple Inc. Reduce -0.1% 0.81% −0.07
AMD Advanced Micro Devices Sold out 0.00% −0.05
IEI iShares 3-7 Year Treasury Bo Reduce -0.1% 2.02% −0.05
SCHW Schwab (charles) Corp. Reduce -25.9% 0.09% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -4.0% 0.34% −0.04
DFAI Dimensional International Co. Reduce -5.6% 0.68% −0.03
AMZN Amazon.com Inc. Reduce -4.4% 0.19% −0.03
V Visa Inc. Class A Sold out 0.00% −0.03
ACWI iShares MSCI Acwi ETF Reduce -0.8% 0.54% −0.03
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.02
PSX Phillips 66 Sold out 0.00% −0.02
MORN Morningstar Inc. Sold out 0.00% −0.02
EFA iShares MSCI Eafe ETF Reduce -26.3% 0.04% −0.01
DEM Wisdomtree Emerging Markets Reduce -49.7% 0.01% −0.01
ELV Elevance Health Inc. Sold out 0.00% −0.01
DLS Wisdomtree Intl S/C DVD Fund Reduce -1.3% 0.39% −0.01
NKE Nike Inc. Class B Sold out 0.00% −0.01
PYPL PayPal Holdings Inc. Sold out 0.00% −0.01
DHR Danaher Corp. Reduce -13.3% 0.01% −0.00
MSD Morgan Stanley Emrg MKT Debt Sold out 0.00% −0.00
REET iShares Global REIT ETF Reduce -0.5% 0.34% −0.00
NEE Nextera Energy Inc. Sold out 0.00% −0.00
RWO State Street SPDR Dow Jones Reduce -60.9% 0.00% −0.00
ABT Abbott Laboratories Sold out 0.00% −0.00
SBUX Starbucks Corp. Sold out 0.00% −0.00
DLN Wisdomtree US Largecap Divid Reduce -13.0% 0.02% −0.00
PG The Procter & Gamble Co. Sold out 0.00% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.1% 0.17% −0.00
ZTS Zoetis Inc. Sold out 0.00% −0.00
HON Honeywell International Inc. Reduce -19.7% 0.01% −0.00
COF Capital One Financial Corp. Sold out 0.00% −0.00
CVX Chevron Corp. Reduce -28.4% 0.01% −0.00
ORCL Oracle Corp. Sold out 0.00% −0.00
SPGM State Street SPDR Portfolio Reduce -0.5% 0.01% −0.00
SLYV SS SPDR S&P 600 SC Val ETF Sold out 0.00% −0.00
SCHB Schwab US Broad Market ETF Sold out 0.00% 0.00
EMXF iShares ESG Adv MSCI Em ETF Reduce -1.1% 0.05% +0.00
SOLS Solstice Adv Materials Inc. Reduce -20.0% 0.00% +0.00
JNJ Johnson & Johnson Reduce -7.8% 0.01% +0.00
EOG EOG Resources Inc. Reduce -12.1% 0.01% +0.00
DFUV Dimensional US Marketwide Va Reduce -1.4% 0.40% +0.00
DFIV Dimensional International Va Reduce -0.8% 0.65% +0.02

Portfolio Buys Q4 2025 → Q1 2026
VCIT Vanguard Int-Term Corporate Add +14.9% 9.83% +1.04
DFLV Dim US Large Cap Value ETF Add +3.2% 4.44% +0.26
VGIT Vanguard Intermediate-Term T Add +3.8% 8.91% +0.14
DFEM Dimensional Emrg MRKT Core Add +1.2% 3.45% +0.14
DFIC Dimensional International Co. Add +2.1% 2.91% +0.11
DISV Dimensional International SM Add +0.8% 3.42% +0.10
DFSU Dimensional US Sus CORE1 ETF Add +14.2% 1.59% +0.10
DFGR Dim Global Real Estate ETF Add +6.5% 1.56% +0.08
HELO JPMorgan Hedged Equity ETF Add +6.4% 9.26% +0.08
DFSI Dimensional Int Sus COR1 ETF Add +8.5% 0.75% +0.04
DFSE Dimensional Em Sus CORE1 ETF Add +4.2% 0.86% +0.04
JPM JPMorgan Chase & Co. Add +30.8% 0.21% +0.03
AOA iShares Core 80/20 Aggressiv Add +8.0% 0.10% +0.01
DFAW Dimensional World Eqty ETF Add +2.6% 0.00% 0.00
JPIE JPMorgan Income ETF Add +1.7% 13.02% −0.03
DFAC Dimensional US Core Equity 2 Add +1.5% 14.72% −0.28

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