Longview Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Longview Financial Advisors LLC held in its portfolio 168 assets valued at $181,380,090 (i.e. $181.38M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($27.20M), J P MORGAN EXCHANGE TRADED F ($23.68M), and VANGUARD SCOTTSDALE FDS ($22.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 168 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Longview Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 687034 | 27199677 | US CORE EQUITY 2 |
| J P MORGAN EXCHANGE TRADED F | 511466 | 23675762 | INCOME ETF |
| VANGUARD SCOTTSDALE FDS | 284764 | 22704234 | SHRT TRM CORP BD |
| J P MORGAN EXCHANGE TRADED F | 250745 | 16656991 | HEDGED EQUITY LA |
| VANGUARD SCOTTSDALE FDS | 190355 | 15942232 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 265411 | 15906082 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 221940 | 7592568 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 158244 | 6013272 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 181478 | 6003293 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 147368 | 5078302 | INTL CORE EQUITY |
| ISHARES TR | 31422 | 3750216 | 3 7 YR TREAS BD |
| DIMENSIONAL ETF TRUST | 62416 | 2710727 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 101321 | 2676901 | GLOBAL REAL EST |
| APPLE INC | 5869 | 1595547 | COM |
| ISHARES TR | 28613 | 1513056 | ISHS 1-5YR INVS |
| DIMENSIONAL ETF TRUST | 35991 | 1492907 | EMERGING MARKETS |
| DIMENSIONAL ETF TRUST | 34048 | 1297570 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 30091 | 1289249 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 22911 | 1143259 | INTERNATNAL VAL |
| ISHARES TR | 7226 | 1022349 | MSCI ACWI ETF |
| META PLATFORMS INC | 1459 | 963072 | CL A |
| DIMENSIONAL ETF TRUST | 18576 | 869357 | US CORE EQT MKT |
| WISDOMTREE TR | 8892 | 720341 | INTL SMCAP DIV |
| DIMENSIONAL ETF TRUST | 15239 | 709986 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 2039 | 683616 | TOTAL STK MKT |
| CATERPILLAR INC | 1138 | 651927 | COM |
| SELECT SECTOR SPDR TR | 4426 | 637212 | STATE STREET TEC |
| ISHARES TR | 25238 | 629689 | GLOBAL REIT ETF |
| DIMENSIONAL ETF TRUST | 16311 | 531250 | EMGR CRE EQT MNG |
| SPDR SERIES TRUST | 6180 | 431312 | STATE STREET SPD |
| AMAZON COM INC | 1717 | 396318 | COM |
| NVIDIA CORPORATION | 1940 | 361810 | COM |
| SPDR S&P 500 ETF TR | 527 | 359372 | TR UNIT |
| ISHARES TR | 3701 | 331092 | CORE MSCI EAFE |
| JPMORGAN CHASE & CO. | 1015 | 327054 | COM |
| VANGUARD TAX-MANAGED FDS | 5118 | 319722 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 5920 | 318260 | FTSE EMR MKT ETF |
| ALPHABET INC | 1010 | 316130 | CAP STK CL A |
| MICROSOFT CORP | 649 | 313870 | COM |
| ISHARES TR | 2811 | 299934 | SHRT NAT MUN ETF |
| ISHARES TR | 1347 | 267542 | MSCI USA QLT FCT |
| MORGAN STANLEY | 1451 | 257597 | COM NEW |
| SCHWAB CHARLES CORP | 2301 | 229929 | COM |
| VANGUARD INDEX FDS | 1082 | 206652 | VALUE ETF |
| ISHARES TR | 1304 | 181706 | ESG OPTIMIZED |
| ISHARES TR | 1991 | 178314 | CORE 80/20 AGGRE |
| COSTCO WHSL CORP NEW | 196 | 169019 | COM |
| ISHARES TR | 2036 | 157852 | EAFE SML CP ETF |
| WELLS FARGO CO NEW | 1653 | 154060 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 244 | 147201 | UTSER1 S&PDCRP |
| ISHARES TR | 1173 | 133394 | SP SMCP600VL ETF |
| LAM RESEARCH CORP | 700 | 119826 | COM NEW |
| HARTFORD FDS EXCHANGE TRADED | 3030 | 118504 | MUN OPORTUNITE |
| J P MORGAN EXCHANGE TRADED F | 2300 | 116150 | MUNICIPAL ETF |
| J P MORGAN EXCHANGE TRADED F | 1975 | 100607 | ULTRA SHT MUNCPL |
| VANGUARD WORLD FD | 1384 | 99123 | ESG INTL STK ETF |
| PARKER-HANNIFIN CORP | 111 | 97565 | COM |
| ISHARES TR | 988 | 94910 | MSCI EAFE ETF |
| BROADCOM INC | 261 | 90333 | COM |
| ISHARES TR | 1933 | 89946 | EGSADVNCDMSCI EM |
| GOLDMAN SACHS GROUP INC | 102 | 89658 | COM |
| ADVANCED MICRO DEVICES INC | 415 | 88877 | COM |
| PALANTIR TECHNOLOGIES INC | 500 | 88875 | CL A |
| ISHARES TR | 515 | 86490 | CORE S&P US GWT |
| SCHWAB STRATEGIC TR | 2509 | 81844 | US LCAP GR ETF |
| VENTAS INC | 1026 | 79392 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 2421 | 77594 | HEDGED EQUITY |
| ISHARES TR | 480 | 71372 | CORE S&P TTL STK |
| ISHARES TR | 500 | 70580 | S&P SML 600 GWT |
| INVESCO EXCH TRADED FD TR II | 1070 | 67422 | S&P GBL WATER |
| J P MORGAN EXCHANGE TRADED F | 1054 | 66592 | US QUALTY FCTR |
| JOBY AVIATION INC | 5000 | 66000 | COMMON STOCK |
| TAIWAN SEMICONDUCTOR MFG LTD | 210 | 63817 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 1056 | 61375 | NASDAQ EQT PREM |
| WALMART INC | 542 | 60385 | COM |
| ISHARES TR | 286 | 60158 | RUS 1000 VAL ETF |
| TOYOTA MOTOR CORP | 280 | 59937 | ADS |
| YORK WTR CO | 1792 | 57058 | COM |
| TJX COS INC NEW | 352 | 54071 | COM |
| VANGUARD MUN BD FDS | 1035 | 52051 | TAX EXEMPT BD |
| CROWDSTRIKE HLDGS INC | 111 | 52033 | CL A |
| WISDOMTREE TR | 1103 | 51522 | EMER MKT HIGH FD |
| RB GLOBAL INC | 497 | 51127 | COM |
| TRANSDIGM GROUP INC | 38 | 50535 | COM |
| PULTE GROUP INC | 426 | 49953 | COM |
| VISA INC | 136 | 47697 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 870 | 44014 | ULTRA SHRT ETF |
| BLACKROCK INC | 41 | 43884 | COM |
| PIMCO ETF TR | 406 | 40739 | ENHAN SHRT MA AC |
| VANGUARD SPECIALIZED FUNDS | 175 | 38462 | DIV APP ETF |
| SPDR INDEX SHS FDS | 850 | 37749 | PORTFOLIO DEVLPD |
| SERVICENOW INC | 245 | 37532 | COM |
| SHERWIN WILLIAMS CO | 114 | 36940 | COM |
| PHILLIPS 66 | 286 | 36906 | COM |
| WISDOMTREE TR | 400 | 35232 | US LARGECAP DIVD |
| REDWOOD TRUST INC | 6000 | 33180 | COM |
| MORNINGSTAR INC | 150 | 32597 | COM |
| ISHARES TR | 619 | 30177 | CORE 1 5 YR USD |
| DANAHER CORPORATION | 128 | 29302 | COM |
| HOME DEPOT INC | 83 | 28561 | COM |
| STRYKER CORPORATION | 81 | 28470 | COM |
| VANGUARD INDEX FDS | 120 | 25415 | SM CP VAL ETF |
| JACOBS SOLUTIONS INC | 187 | 24771 | COM |
| TRICO BANCSHARES | 511 | 24207 | COM |
| JOHNSON & JOHNSON | 116 | 24007 | COM |
| HONEYWELL INTL INC | 122 | 23801 | COM |
| ELI LILLY & CO | 22 | 23643 | COM |
| ELEVANCE HEALTH INC FORMERLY | 66 | 23137 | COM |
| UNION PAC CORP | 100 | 23132 | COM |
| GE VERNOVA INC | 35 | 22875 | COM |
| VANGUARD INDEX FDS | 254 | 22477 | REAL ESTATE ETF |
| WASTE MGMT INC DEL | 100 | 21971 | COM |
| EOG RES INC | 207 | 21738 | COM |
| ISHARES TR | 222 | 21110 | ESG AW MSCI EAFE |
| PROSHARES TR | 376 | 19823 | ULTRAPRO QQQ |
| ISHARES TR | 331 | 18110 | MSCI EMG MKT ETF |
| SPDR INDEX SHS FDS | 372 | 17414 | PORTFOLIO EMG MK |
| EATON CORP PLC | 49 | 15607 | SHS |
| J P MORGAN EXCHANGE TRADED F | 166 | 15438 | BETABUILDERS CDA |
| ISHARES TR | 22 | 15069 | CORE S&P500 ETF |
| CHEVRON CORP NEW | 95 | 14479 | COM |
| EXXON MOBIL CORP | 119 | 14321 | COM |
| SPDR INDEX SHS FDS | 184 | 14115 | PORTFLI MSCI GBL |
| NIKE INC | 212 | 13507 | CL B |
| ALPHABET INC | 40 | 12552 | CAP STK CL C |
| ISHARES TR | 38 | 12275 | RUS 2000 GRW ETF |
| VANGUARD BD INDEX FDS | 150 | 11822 | SHORT TRM BOND |
| J P MORGAN EXCHANGE TRADED F | 226 | 11807 | INTL HDGD EQT LA |
| ISHARES TR | 175 | 11550 | CORE S&P MCP ETF |
| GE AEROSPACE | 37 | 11398 | COM NEW |
| AMERICAN CENTY ETF TR | 111 | 11320 | US SML CP VALU |
| PROGRESSIVE CORP | 48 | 10931 | COM |
| PAYPAL HLDGS INC | 187 | 10918 | COM |
| SPDR INDEX SHS FDS | 207 | 9320 | DJ GLB RL ES ETF |
| CINTAS CORP | 48 | 9028 | COM |
| RTX CORPORATION | 47 | 8620 | COM |
| INTUIT | 13 | 8612 | COM |
| AMERICAN TOWER CORP NEW | 47 | 8252 | COM |
| MORGAN STANLEY EMKT DBT FD I | 1104 | 8159 | COM |
| PINTEREST INC | 280 | 7250 | CL A |
| LINDE PLC | 15 | 6396 | SHS |
| NEXTERA ENERGY INC | 72 | 5781 | COM |
| MCDONALDS CORP | 18 | 5502 | COM |
| ABBOTT LABS | 40 | 5012 | COM |
| THERMO FISHER SCIENTIFIC INC | 8 | 4636 | COM |
| STARBUCKS CORP | 55 | 4632 | COM |
| PROCTER AND GAMBLE CO | 30 | 4300 | COM |
| VANGUARD WORLD FD | 10 | 4128 | MEGA GRWTH IND |
| ISHARES TR | 22 | 3987 | RUS 2000 VAL ETF |
| PROLOGIS INC. | 26 | 3320 | COM |
| ZOETIS INC | 25 | 3146 | CL A |
| SELECT SECTOR SPDR TR | 24 | 2866 | STATE STREET CON |
| DIMENSIONAL ETF TRUST | 38 | 2812 | WORLD EQUITY ETF |
| ISHARES TR | 45 | 2586 | CALIF MUN BD ETF |
| MASTERCARD INCORPORATED | 4 | 2284 | CL A |
| SOLSTICE ADVANCED MATLS INC | 30 | 1458 | COM SHS |
| ISHARES TR | 13 | 1393 | NATIONAL MUN ETF |
| PROSHARES TR | 10 | 1158 | ULTRPRO S&P500 |
| CAPITAL ONE FINL CORP | 4 | 970 | COM |
| VANGUARD INDEX FDS | 5 | 887 | MCAP VL IDXVIP |
| ISHARES INC | 12 | 807 | CORE MSCI EMKT |
| ORACLE CORP | 3 | 585 | COM |
| ISHARES TR | 6 | 578 | JPMORGAN USD EMG |
| ISHARES TR | 6 | 301 | CORE INTL AGGR |
| ISHARES TR | 3 | 300 | CORE US AGGBD ET |
| VANGUARD CHARLOTTE FDS | 4 | 194 | TOTAL INT BD ETF |
| ISHARES TR | 1 | 103 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 3 | 79 | US BRD MKT ETF |
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