Holders — by stockHoldings — by fund
Longview Financial Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002076077
$202.4M
disclosed book value
150
positions
15.5%
largest position share
Positions, as of 2026-06-30
top 100 of 150 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 704,896 | $31.3M | 15.5% |
| 2 | JPIEJ P MORGAN EXCHANGE TRADED F | 571,553 | $26.3M | 13% |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 270,145 | $21.3M | 10.6% |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 242,452 | $20.0M | 9.9% |
| 5 | HELOJ P MORGAN EXCHANGE TRADED F | 288,873 | $19.5M | 9.6% |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 287,129 | $16.9M | 8.4% |
| 7 | DFLVDIMENSIONAL ETF TRUST | 233,381 | $9.2M | 4.6% |
| 8 | DFEMDIMENSIONAL ETF TRUST | 176,579 | $7.2M | 3.5% |
| 9 | DISVDIMENSIONAL ETF TRUST | 163,131 | $6.5M | 3.2% |
| 10 | DFICDIMENSIONAL ETF TRUST | 159,552 | $5.9M | 2.9% |
| 11 | IEIISHARES TR | 30,459 | $3.6M | 1.8% |
| 12 | DFSUDIMENSIONAL ETF TRUST | 71,062 | $3.3M | 1.6% |
| 13 | DFGRDIMENSIONAL ETF TRUST | 113,450 | $3.3M | 1.6% |
| 14 | AAPLAPPLE INC | 5,861 | $1.7M | 0.8% |
| 15 | DFSEDIMENSIONAL ETF TRUST | 34,136 | $1.7M | 0.8% |
| 16 | JTNYJ P MORGAN EXCHANGE TRADED F | 32,567 | $1.6M | 0.8% |
| 17 | DFSIDIMENSIONAL ETF TRUST | 32,181 | $1.5M | 0.7% |
| 18 | IGSBISHARES TR | 24,518 | $1.3M | 0.6% |
| 19 | DFIVDIMENSIONAL ETF TRUST | 22,729 | $1.2M | 0.6% |
| 20 | DFAIDIMENSIONAL ETF TRUST | 28,625 | $1.2M | 0.6% |
| 21 | ACWIISHARES TR | 6,847 | $1.1M | 0.5% |
| 22 | DFAUDIMENSIONAL ETF TRUST | 18,462 | $954,301 | 0.5% |
| 23 | XLKSELECT SECTOR SPDR TR | 4,426 | $843,242 | 0.4% |
| 24 | DFUVDIMENSIONAL ETF TRUST | 14,978 | $823,940 | 0.4% |
| 25 | CATCATERPILLAR INC | 751 | $799,740 | 0.4% |
| 26 | METAMETA PLATFORMS INC | 1,353 | $762,132 | 0.4% |
| 27 | VTIVANGUARD INDEX FDS | 1,958 | $724,539 | 0.4% |
| 28 | DLSWISDOMTREE TR | 8,417 | $705,261 | 0.3% |
| 29 | REETISHARES TR | 25,003 | $690,583 | 0.3% |
| 30 | DFAEDIMENSIONAL ETF TRUST | 15,492 | $622,934 | 0.3% |
| 31 | JPMJPMORGAN CHASE & CO | 1,280 | $418,878 | 0.2% |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 527 | $393,548 | 0.2% |
| 33 | AMZNAMAZON COM INC | 1,642 | $391,355 | 0.2% |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 5,118 | $364,658 | 0.2% |
| 35 | GOOGLALPHABET INC | 1,010 | $360,944 | 0.2% |
| 36 | IEFAISHARES TR | 3,701 | $357,443 | 0.2% |
| 37 | VWOVANGUARD INTL EQUITY INDEX F | 5,909 | $352,709 | 0.2% |
| 38 | NVDANVIDIA CORPORATION | 1,740 | $348,157 | 0.2% |
| 39 | LRCXLAM RESEARCH CORP | 700 | $303,331 | 0.1% |
| 40 | MSMORGAN STANLEY | 1,451 | $303,318 | 0.1% |
| 41 | QUALISHARES TR | 1,347 | $295,573 | 0.1% |
| 42 | MSFTMICROSOFT CORP | 649 | $242,090 | 0.1% |
| 43 | VTVVANGUARD INDEX FDS | 1,082 | $235,801 | 0.1% |
| 44 | SPTMSPDR SERIES TRUST | 2,239 | $203,279 | 0.1% |
| 45 | SUSAISHARES TR | 1,251 | $193,030 | 0.1% |
| 46 | MDYSTATE STR SPDR S&P MIDCAP 40 | 244 | $171,615 | 0.1% |
| 47 | SCZISHARES TR | 2,036 | $167,502 | 0.1% |
| 48 | IJSISHARES TR | 1,173 | $160,326 | 0.1% |
| 49 | SCHWSCHWAB CHARLES CORP | 1,706 | $157,382 | 0.1% |
| 50 | AOAISHARES TR | 1,492 | $145,620 | 0.1% |
| 51 | WFCWELLS FARGO & CO | 1,653 | $136,604 | 0.1% |
| 52 | SPMDSPDR SERIES TRUST | 2,009 | $135,729 | 0.1% |
| 53 | COSTCOSTCO WHOLESALE CORPORATION | 137 | $128,160 | 0.1% |
| 54 | HMOPHARTFORD FDS EXCHANGE TRADED | 3,030 | $118,610 | 0.1% |
| 55 | JMUBJ P MORGAN EXCHANGE TRADED F | 2,300 | $116,507 | 0.1% |
| 56 | VSGXVANGUARD WORLD FD | 1,352 | $111,324 | 0.1% |
| 57 | PHPARKER-HANNIFIN CORP | 111 | $108,572 | 0.1% |
| 58 | GSGOLDMAN SACHS GROUP INC | 102 | $103,160 | 0.1% |
| 59 | JMSTJ P MORGAN EXCHANGE TRADED F | 1,975 | $100,725 | 0% |
| 60 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 210 | $100,290 | 0% |
| 61 | AVGOBROADCOM INC | 261 | $98,593 | 0% |
| 62 | IUSGISHARES TR | 515 | $96,867 | 0% |
| 63 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 2,722 | $91,296 | 0% |
| 64 | VTRVENTAS INC | 1,026 | $91,109 | 0% |
| 65 | IJTISHARES TR | 500 | $89,300 | 0% |
| 66 | SCHGSCHWAB STRATEGIC TR | 2,509 | $84,905 | 0% |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 105 | $80,130 | 0% |
| 68 | ITOTISHARES TR | 480 | $78,850 | 0% |
| 69 | JQUAJ P MORGAN EXCHANGE TRADED F | 1,054 | $76,184 | 0% |
| 70 | EFAISHARES TR | 728 | $75,660 | 0% |
| 71 | CGWINVESCO EXCH TRADED FD TR II | 1,070 | $70,332 | 0% |
| 72 | IWDISHARES TR | 286 | $69,335 | 0% |
| 73 | EMXFISHARES TR | 1,159 | $67,158 | 0% |
| 74 | JEPQJ P MORGAN EXCHANGE TRADED F | 1,056 | $64,902 | 0% |
| 75 | SPYVSPDR SERIES TRUST | 1,024 | $62,249 | 0% |
| 76 | WMTWALMART INC | 519 | $58,782 | 0% |
| 77 | PHMPULTE GROUP INC | 426 | $58,452 | 0% |
| 78 | RBARB GLOBAL INC | 497 | $57,876 | 0% |
| 79 | IBTGISHARES TR | 2,468 | $56,493 | 0% |
| 80 | IBTHISHARES TR | 2,522 | $56,418 | 0% |
| 81 | IBTIISHARES TR | 2,542 | $56,280 | 0% |
| 82 | IBTJISHARES TR | 2,595 | $56,182 | 0% |
| 83 | YORWYORK WTR CO | 1,792 | $54,925 | 0% |
| 84 | TJXTJX COS INC NEW | 352 | $53,328 | 0% |
| 85 | KRESPDR SERIES TRUST | 700 | $52,395 | 0% |
| 86 | VTEBVANGUARD MUN BD FDS | 1,035 | $52,351 | 0% |
| 87 | TMTOYOTA MOTOR CORP | 280 | $47,158 | 0% |
| 88 | SPDWSPDR INDEX SHS FDS | 850 | $42,832 | 0% |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 175 | $41,409 | 0% |
| 90 | MINTPIMCO ETF TR | 410 | $41,333 | 0% |
| 91 | TDGTRANSDIGM GROUP INC | 31 | $41,294 | 0% |
| 92 | GEVGE VERNOVA INC | 35 | $41,121 | 0% |
| 93 | BLKBLACKROCK INC | 41 | $39,424 | 0% |
| 94 | SHWSHERWIN WILLIAMS CO | 98 | $33,744 | 0% |
| 95 | DLNWISDOMTREE TR | 348 | $33,520 | 0% |
| 96 | TQQQPROSHARES TR | 376 | $30,456 | 0% |
| 97 | ISTBISHARES TR | 619 | $29,867 | 0% |
| 98 | DEMWISDOMTREE TR | 555 | $29,854 | 0% |
| 99 | VBRVANGUARD INDEX FDS | 120 | $29,159 | 0% |
| 100 | RWTREDWOOD TRUST INC | 6,000 | $28,440 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.