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Longview Financial Advisors LLC Top Holdings and 13F Report (2025)

About Longview Financial Advisors LLC

Investment Activity

  • Longview Financial Advisors LLC has $159.60 million in total holdings as of June 30, 2025.
  • Longview Financial Advisors LLC owns shares of 125 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 3.88% of the portfolio was purchased this quarter.
  • About 3.16% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors LLC has purchased 129 new stocks and bought additional shares in 14 stocks.
  • Longview Financial Advisors LLC sold shares of 27 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

J P MORGAN EXCHANGE TRADED F
$13,118,959

Largest New Holdings this Quarter

46641Q654 - JPMorgan Ultra-Short Municipal ETF
$100,567 Holding
464287598 - iShares Russell 1000 Value ETF
$55,550 Holding
922907746 - Vanguard Tax-Exempt Bond ETF
$50,747 Holding
921937827 - Vanguard Short-Term Bond ETF
$11,805 Holding
513272104 - Lamb Weston
$4,667 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F
15,958 shares (about $998.65K)
Dimensional U.S. Core Equity 2 ETF
24,357 shares (about $872.95K)
Dimensional US Large Cap Value ETF
7,431 shares (about $230.51K)
JPMorgan Income ETF
4,239 shares (about $196.35K)

Largest Sales this Quarter

Vanguard Short-Term Corporate Bond ETF
33,841 shares (about $2.69M)
Dimensional US Sustainability Core 1 ETF
8,993 shares (about $352.98K)
Dimensional International Core Equity 2 ETF
9,834 shares (about $305.74K)
iShares Core 1-5 Year USD Bond ETF
4,138 shares (about $201.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongview Financial Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$25,438,887$2,690,360 -9.6%319,98615.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$25,125,883$872,955 3.6%701,05715.7%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$21,073,146$196,350 0.9%454,94713.2%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$14,600,937$70,935 -0.5%244,1229.1%ETF
J P MORGAN EXCHANGE TRADED F
$13,118,959$998,652 8.2%209,6358.2%HEDGED EQUITY LA
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$9,872,622$3,392,092 52.3%119,0626.2%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$5,929,815$230,510 4.0%191,1613.7%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$5,326,403$63,901 -1.2%179,4613.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$4,762,308$60,028 -1.2%144,7073.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$4,679,232$305,739 -6.1%150,5062.9%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$3,802,187$16,792 -0.4%31,9272.4%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$2,406,169$41,479 1.8%89,6821.5%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,874,580$352,975 -15.8%47,7601.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,808,244$643,408 -26.2%34,2731.1%Manufacturing
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,234,875$16,248 -1.3%35,7210.8%ETF
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$1,215,332$68,660 6.0%31,9320.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,211,940$56,011 -4.4%5,9070.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,175,7780.0%1,5930.7%Computer and Technology
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$989,5880.0%23,1050.6%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$974,058$160,951 19.8%24,7160.6%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$936,927$11,059 -1.2%7,2860.6%Manufacturing
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$804,247$8,726 -1.1%18,9860.5%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$750,500$2,779 -0.4%9,9920.5%Finance
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$697,071$254 0.0%16,4870.4%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$630,023$17,438 -2.7%25,5070.4%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$551,905$51,681 -8.6%5,1900.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$520,641$760 -0.1%2,0560.3%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$476,489$89,543 -15.8%16,4590.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$461,9700.0%1,1900.3%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$428,5420.0%1,4100.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$325,6070.0%5270.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$322,820$24,871 -7.2%6490.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$306,5010.0%1,9400.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$301,5070.0%1,0400.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$268,095$1,316 -0.5%1,2220.2%Retail/Wholesale
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$257,460$547 0.2%2,8220.2%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$216,932$643 -0.3%4,3860.1%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$197,992$500 0.3%2,3740.1%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$194,8100.0%1,3830.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$181,160$990 -0.5%1830.1%Retail/Wholesale
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$175,4220.0%1,3840.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$169,534$10,045 -5.6%9620.1%Computer and Technology
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$147,9770.0%2,0360.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$138,2220.0%2440.1%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$132,4390.0%1,6530.1%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$116,7020.0%1,1730.1%ETF
HMOP
Hartford Municipal Opportunities ETF
$115,9890.0%3,0300.1%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$114,1720.0%2,3000.1%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$100,567$100,567 New Holding1,9750.1%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$92,945$459 -0.5%1,4190.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$92,3000.0%1,6190.1%ETF
EMXF
iShares ESG Advanced MSCI EM ETF
$87,6370.0%2,0440.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$83,977$1,014 1.2%1,6570.1%ETF
HEQT
Simplify Hedged Equity ETF
$78,311$6,761 -7.9%2,6060.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$68,9130.0%2500.0%Computer and Technology
PALANTIR TECHNOLOGIES INC
$68,1600.0%5000.0%CL A
LAM RESEARCH CORP
$68,1380.0%7000.0%COM NEW
Invesco S&P Global Water Index ETF stock logo
CGW
Invesco S&P Global Water Index ETF
$66,8750.0%1,0700.0%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$66,5200.0%5000.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$66,3670.0%7950.0%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$66,3550.0%950.0%Industrials
Ventas, Inc. stock logo
VTR
Ventas
$64,7920.0%1,0260.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$64,3020.0%7190.0%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$62,2820.0%880.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$58,8890.0%4150.0%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$57,4470.0%1,0560.0%ETF
The York Water Company stock logo
YORW
York Water
$56,6280.0%1,7920.0%Utilities
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$55,550$55,550 New Holding2860.0%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$53,4780.0%1050.0%Computer and Technology
RB Global, Inc. stock logo
RBA
RB Global
$52,7770.0%4970.0%Business Services
Joby Aviation, Inc. stock logo
JOBY
Joby Aviation
$52,7500.0%5,0000.0%Transportation
Walmart Inc. stock logo
WMT
Walmart
$50,7480.0%5190.0%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$50,747$50,747 New Holding1,0350.0%ETF
iShares MSCI ACWI Low Carbon Target ETF stock logo
CRBN
iShares MSCI ACWI Low Carbon Target ETF
$50,4140.0%2380.0%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$50,3760.0%490.0%Computer and Technology
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$49,9550.0%1,1030.0%Finance
Morningstar, Inc. stock logo
MORN
Morningstar
$48,6600.0%1550.0%Business Services
Visa Inc. stock logo
V
Visa
$48,2870.0%1360.0%Business Services
Toyota Motor Corporation stock logo
TM
Toyota Motor
$48,2330.0%2800.0%Auto/Tires/Trucks
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$47,5630.0%2100.0%Computer and Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$47,140$15,206 -24.4%310.0%Aerospace
PulteGroup, Inc. stock logo
PHM
PulteGroup
$44,9260.0%4260.0%Construction
Waste Management, Inc. stock logo
WM
Waste Management
$44,1630.0%1930.0%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$43,4690.0%3520.0%Retail/Wholesale
BLACKROCK INC
$43,0200.0%410.0%COM
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$41,5730.0%7000.0%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$39,410$402 1.0%3920.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$35,8180.0%1750.0%ETF
Redwood Trust, Inc. stock logo
RWT
Redwood Trust
$35,4600.0%6,0000.0%Finance
Phillips 66 stock logo
PSX
Phillips 66
$34,1200.0%2860.0%Energy
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$33,6500.0%980.0%Basic Materials
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$32,8560.0%4000.0%Finance
Stryker Corporation stock logo
SYK
Stryker
$32,0470.0%810.0%Medical
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$30,115$201,318 -87.0%6190.0%Manufacturing
Elevance Health, Inc. stock logo
ELV
Elevance Health
$25,6720.0%660.0%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$24,9320.0%680.0%Retail/Wholesale
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$24,7030.0%1820.0%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$24,5820.0%1870.0%Business Services
Union Pacific Corporation stock logo
UNP
Union Pacific
$23,0080.0%1000.0%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$22,8230.0%980.0%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.
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