Longview Financial Advisors LLC
CIK: 0002076077SEC EDGAR →
Portfolio Value
$181.4M
Holdings
175
As of
Q4 2025
New Positions
18
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 687,034 | $27.2M | 15.00% |
| 2 | J P MORGAN EXCHANGE TRADED F | 511,466 | $23.7M | 13.05% |
| 3 | VANGUARD SCOTTSDALE FDS | 284,764 | $22.7M | 12.52% |
| 4 | J P MORGAN EXCHANGE TRADED F | 250,745 | $16.7M | 9.18% |
| 5 | VANGUARD SCOTTSDALE FDS | 190,355 | $15.9M | 8.79% |
| 6 | VANGUARD SCOTTSDALE FDS | 265,411 | $15.9M | 8.77% |
| 7 | DIMENSIONAL ETF TRUST | 221,940 | $7.6M | 4.19% |
| 8 | DIMENSIONAL ETF TRUST | 158,244 | $6.0M | 3.32% |
| 9 | DIMENSIONAL ETF TRUST | 181,478 | $6.0M | 3.31% |
| 10 | DIMENSIONAL ETF TRUST | 147,368 | $5.1M | 2.80% |
Quarterly Changes
Top Buys
New Positions (34)
$23K · 22 shares
$22K · 35 shares
$12K · 40 shares
$12K · 38 shares
$11K · 175 shares
$11K · 37 shares
$10K · 48 shares
$9K · 48 shares
$8K · 13 shares
$8K · 47 shares
$6K · 15 shares
$5K · 18 shares
$5K · 72 shares
$5K · 40 shares
$4K · 55 shares
$4K · 8 shares
$4K · 30 shares
$3K · 25 shares
$2K · 4 shares
$2K · 38 shares
$2K · 24 shares
$1K · 13 shares
$1K · 30 shares
$0 · 21 shares
$0 · 6 shares
$0 · 3 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 4 shares
$0 · 12 shares
$0 · 3 shares
$0 · 6 shares
$0 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 109 | $174.1M | 96.0% |
| Technology | 12 | $2.8M | 1.6% |
| Communication Services | 4 | $1.3M | 0.7% |
| Industrials | 11 | $990K | 0.5% |
| Unknown | 7 | $889K | 0.5% |
| Consumer Cyclical | 8 | $608K | 0.3% |
| Consumer Defensive | 3 | $233K | 0.1% |
| Healthcare | 8 | $139K | 0.1% |
| Energy | 4 | $85K | 0.0% |
| Utilities | 3 | $84K | 0.0% |
| Real Estate | 3 | $44K | 0.0% |
| Basic Materials | 3 | $43K | 0.0% |