LongView Asset Management LLC

CIK: 0002053960Latest portfolio: $143.4M · Q4 2025

Holdings

51

Total Value

$143.4M

New Positions

4

Closed Positions

6

#StockSharesValue% PortfolioChangeType
1
DFSUDIMENSIONAL ETF TRUST
708,054$30.8M21.44%-31,120
2
DFSIDIMENSIONAL ETF TRUST
423,719$18.2M12.66%-16,776
3
DFSEDIMENSIONAL ETF TRUST
293,983$12.2M8.50%+1K
4
ARBALTSHARES TRUST
356,455$10.4M7.23%+15K
5
CVIEMORGAN STANLEY ETF TRUST
134,821$9.6M6.70%+4K
6
CVLCMORGAN STANLEY ETF TRUST
94,828$8.0M5.57%+3K
7
CVMCMORGAN STANLEY ETF TRUST
100,879$6.5M4.51%+969
8
AVSDAMERICAN CENTY ETF TR
55,229$4.1M2.86%-5,121
9
NUSCNUSHARES ETF TR
91,374$4.1M2.84%-2,144
10
EMTLSSGA ACTIVE TR
84,067$3.6M2.54%+7K
11
VGSRMANAGER DIRECTED PORTFOLIOS
347,874$3.6M2.52%-5,351
12
BILSPDR SERIES TRUST
32,302$3.0M2.06%+441
13
AVSUAMERICAN CENTY ETF TR
38,669$3.0M2.06%-5,576
14
NUDMNUSHARES ETF TR
80,947$2.9M2.04%-14
15
AAPLAPPLE INC
9,647$2.6M1.83%-2,788
16
AVSEAMERICAN CENTY ETF TR
38,844$2.5M1.76%-4,874
17
NULVNUSHARES ETF TR
51,829$2.3M1.63%-2,526
18
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5M1.05%
19
NDQINVESCO QQQ TR
2,257$1.4M0.97%-2,568
20
GOOGALPHABET INC
4,262$1.3M0.93%-290
21
AMZNAMAZON COM INC
3,931$907K0.63%-517
22
JPMJPMORGAN CHASE & CO.
2,656$855K0.60%-33
23
MSFTMICROSOFT CORP
1,446$699K0.49%+53
24
PGPROCTER AND GAMBLE CO
4,879$699K0.49%+279
25
IVVISHARES TR
971$665K0.46%-4

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ARB356K+15K
EMTL84K+7K
CVIE135K+4K
CVLC95K+3K
DFSE294K+1K
CSCO4K+1K
NULC6K+505
ABT2K+478
ABBV2K+475
BIL32K+441

Decreased Positions

NameSharesChange
DFSU708K-31120
DFSI424K-16776
AVSU39K-5576
VGSR348K-5351
AVSD55K-5121
AVSE39K-4874
BNDX4K-3506
MATTHEWS INTL FDS13K-2977
NDQ2K-2568
NULV52K-2526

Sector Breakdown

Financial Services0.0% ($3.0750181541219407e+112T)
Technology0.0% ($2622699650.4T)
Unknown0.0% ($15091.4T)
Communication Services0.0% ($1.3B)
Healthcare0.0% ($352.3M)
Consumer Cyclical0.0% ($907K)
Consumer Defensive0.0% ($699K)
Industrials0.0% ($492K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$143.4M51
Q3 2025Nov 10, 2025$144.8B53
Q2 2025Jul 31, 2025$132.3B55
Q1 2025May 8, 2025$116.5B55
Q4 2024Feb 4, 2025$114.7B52

Fund Information

CIK0002053960
Most Recent FilingFeb 9, 2026
Number of Filings5

LongView Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $143.4M across 51 holdings. The largest position is DIMENSIONAL ETF TRUST (DFSU), representing 21.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.