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Longview Financial Advisors LLC

CIK 0002076077

Annualised vol
0.770205%
Beta
0.037323
HHI
847.079001
Top-10 weight
81.20661%
VaR 95%
0.074168%
VaR 99%
0.140442%
Max drawdown
1.225312%
Matched value
3.404959%

Returns of reported holdings

Loading returns…

Position changes vs prior quarter

What the latest 13F shows bought and sold against the quarter before, by share count.

TickerChangeShares nowShares beforeShare change %Value now ($)
AAPL UNCHANGED 5,861 5,861 0.0% 1,695,939
CAT REDUCED 751 1,138 -34.01% 799,740
META REDUCED 1,353 1,359 -0.44% 762,132
JPM REDUCED 1,280 1,328 -3.61% 418,878
AMZN UNCHANGED 1,642 1,642 0.0% 391,355
GOOGL UNCHANGED 1,050 1,050 0.0% 375,078
NVDA REDUCED 1,740 1,940 -10.31% 348,157
LRCX UNCHANGED 700 700 0.0% 303,331
MS UNCHANGED 1,451 1,451 0.0% 303,318
MSFT UNCHANGED 649 649 0.0% 242,090
SCHW ADDED 1,706 1,704 0.12% 157,382
COST REDUCED 137 196 -30.1% 128,160
PH UNCHANGED 111 111 0.0% 108,572
GS UNCHANGED 102 102 0.0% 103,160
AVGO UNCHANGED 261 261 0.0% 98,593
VTR UNCHANGED 1,026 1,026 0.0% 91,109
WMT REDUCED 519 542 -4.24% 58,782
RBA UNCHANGED 497 497 0.0% 57,876
TM UNCHANGED 280 280 0.0% 47,158
TDG REDUCED 31 38 -18.42% 41,294
GEV UNCHANGED 35 35 0.0% 41,121
BLK UNCHANGED 41 41 0.0% 39,424
SHW REDUCED 98 114 -14.04% 33,744
RWT UNCHANGED 6,000 6,000 0.0% 28,440
TCBK UNCHANGED 511 511 0.0% 27,518
JNJ UNCHANGED 107 107 0.0% 27,175
LLY UNCHANGED 22 22 0.0% 26,388
SYK UNCHANGED 81 81 0.0% 25,503
HD REDUCED 68 83 -18.07% 23,983
J UNCHANGED 187 187 0.0% 23,562
ETN UNCHANGED 49 49 0.0% 20,880
CVX UNCHANGED 68 68 0.0% 11,272
HONA NEW 49 - - 10,833
RTX UNCHANGED 47 47 0.0% 8,918
PINS UNCHANGED 280 280 0.0% 5,889
PLD UNCHANGED 26 26 0.0% 3,523
JOBY CLOSED OUT 0 5,000 -100.0% 0
PLTR CLOSED OUT 0 500 -100.0% 0
NOW CLOSED OUT 0 245 -100.0% 0
HON CLOSED OUT 0 98 -100.0% 0
CTAS CLOSED OUT 0 48 -100.0% 0
MCD CLOSED OUT 0 18 -100.0% 0
LIN CLOSED OUT 0 15 -100.0% 0
INTU CLOSED OUT 0 13 -100.0% 0
TMO CLOSED OUT 0 8 -100.0% 0
MA CLOSED OUT 0 4 -100.0% 0

Holdings (latest quarter)

TickerChangeIssuerClassCUSIPValue ($)Weight %Shares
- DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 31,269,187 15.45 704896.0
- J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 26,320,016 13.01 571553.0
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 21,349,560 10.55 270145.0
- VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 20,038,658 9.9 242452.0
- J P MORGAN EXCHANGE TRADED F HEDG EQU LAD ETF 46654Q724 19,522,038 9.65 288873.0
- VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 16,934,869 8.37 287129.0
- DIMENSIONAL ETF TRUST US LARG VALU ETF 25434V666 9,227,885 4.56 233381.0
- DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 7,176,171 3.55 176579.0
- DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 6,546,448 3.24 163131.0
- DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5,944,908 2.94 159552.0
- ISHARES TR 3 7 YR TREAS BD 464288661 3,577,410 1.77 30459.0
- DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 3,313,622 1.64 71062.0
- DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 3,286,647 1.62 113450.0
AAPL UNCHANGED APPLE INC COM 037833100 1,695,939 0.84 5861.0
- DIMENSIONAL ETF TRUST EMER MARK SU ETF 25434V682 1,668,551 0.82 34136.0
- J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE 46654Q476 1,634,333 0.81 32567.0
- DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1,451,364 0.72 32181.0
- ISHARES TR ISHS 1-5YR INVS 464288646 1,284,989 0.64 24518.0
- DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1,227,821 0.61 22729.0
- DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1,180,782 0.58 28625.0
- ISHARES TR MSCI ACWI ETF 464288257 1,074,709 0.53 6847.0
- DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 954,301 0.47 18462.0
- SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 843,242 0.42 4426.0
- DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 823,940 0.41 14978.0
CAT REDUCED CATERPILLAR INC COM 149123101 799,740 0.4 751.0
META REDUCED META PLATFORMS INC CL A 30303M102 762,132 0.38 1353.0
- VANGUARD INDEX FDS TOTAL STK MKT 922908769 724,539 0.36 1958.0
- WISDOMTREE TR INTL SMCAP DIV 97717W760 705,261 0.35 8417.0
- ISHARES TR GLOBAL REIT ETF 46434V647 690,583 0.34 25003.0
- DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 622,934 0.31 15492.0
JPM REDUCED JPMORGAN CHASE & CO COM 46625H100 418,878 0.21 1280.0
- STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 393,548 0.19 527.0
AMZN UNCHANGED AMAZON COM INC COM 023135106 391,355 0.19 1642.0
- VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 364,658 0.18 5118.0
GOOGL UNCHANGED ALPHABET INC CAP STK CL A 02079K305 360,944 0.18 1010.0
- ISHARES TR CORE MSCI EAFE 46432F842 357,443 0.18 3701.0
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 352,709 0.17 5909.0
NVDA REDUCED NVIDIA CORPORATION COM 67066G104 348,157 0.17 1740.0
LRCX UNCHANGED LAM RESEARCH CORP COM NEW 512807306 303,331 0.15 700.0
MS UNCHANGED MORGAN STANLEY COM NEW 617446448 303,318 0.15 1451.0
- ISHARES TR MSCI USA QLT FCT 46432F339 295,573 0.15 1347.0
MSFT UNCHANGED MICROSOFT CORP COM 594918104 242,090 0.12 649.0
- VANGUARD INDEX FDS VALUE ETF 922908744 235,801 0.12 1082.0
- SPDR SERIES TRUST ST STR PR SP1500 78464A805 203,279 0.1 2239.0
- ISHARES TR ESG OPTIMIZED 464288802 193,030 0.1 1251.0
- STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 171,615 0.08 244.0
- ISHARES TR EAFE SML CP ETF 464288273 167,502 0.08 2036.0
- ISHARES TR SP SMCP600VL ETF 464287879 160,326 0.08 1173.0
SCHW ADDED SCHWAB CHARLES CORP COM 808513105 157,382 0.08 1706.0
- ISHARES TR CORE 80 20 ETF 464289859 145,620 0.07 1492.0
- WELLS FARGO & CO COM 949746101 136,604 0.07 1653.0
- SPDR SERIES TRUST ST STR P400MID 78464A847 135,729 0.07 2009.0
COST REDUCED COSTCO WHOLESALE CORPORATION COM 22160K105 128,160 0.06 137.0
- HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 118,610 0.06 3030.0
- J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 116,507 0.06 2300.0
- VANGUARD WORLD FD ESG INTL STK ETF 921910725 111,324 0.06 1352.0
PH UNCHANGED PARKER-HANNIFIN CORP COM 701094104 108,572 0.05 111.0
GS UNCHANGED GOLDMAN SACHS GROUP INC COM 38141G104 103,160 0.05 102.0
- J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 100,725 0.05 1975.0
- TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 100,290 0.05 210.0
AVGO UNCHANGED BROADCOM INC COM 11135F101 98,593 0.05 261.0
- ISHARES TR CORE S&P US GWT 464287671 96,867 0.05 515.0
- SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY 82889N764 91,296 0.05 2722.0
VTR UNCHANGED VENTAS INC COM 92276F100 91,109 0.05 1026.0
- ISHARES TR S&P SML 600 GWT 464287887 89,300 0.04 500.0
- SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 84,905 0.04 2509.0
- CROWDSTRIKE HLDGS INC CL A 22788C105 80,130 0.04 105.0
- ISHARES TR CORE S&P TTL STK 464287150 78,850 0.04 480.0
- J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 46641Q761 76,184 0.04 1054.0
- ISHARES TR MSCI EAFE ETF 464287465 75,660 0.04 728.0
- INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 70,332 0.03 1070.0
- ISHARES TR RUS 1000 VAL ETF 464287598 69,335 0.03 286.0
- ISHARES TR EGSADVNCDMSCI EM 46436E742 67,158 0.03 1159.0
- J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 64,902 0.03 1056.0
- SPDR SERIES TRUST ST STR P500VAL 78464A508 62,249 0.03 1024.0
WMT REDUCED WALMART INC COM 931142103 58,782 0.03 519.0
- PULTE GROUP INC COM 745867101 58,452 0.03 426.0
RBA UNCHANGED RB GLOBAL INC COM 74935Q107 57,876 0.03 497.0
- ISHARES TR IBONDS 26 TRM TS 46436E858 56,493 0.03 2468.0
- ISHARES TR IBONDS 27 TRM TS 46436E841 56,418 0.03 2522.0
- ISHARES TR IBONDS 28 TRM TS 46436E833 56,280 0.03 2542.0
- ISHARES TR IBONDS 29 TRM TS 46436E825 56,182 0.03 2595.0
- YORK WTR CO COM 987184108 54,925 0.03 1792.0
- TJX COS INC NEW COM 872540109 53,328 0.03 352.0
- SPDR SERIES TRUST ST STR SP REGBNK 78464A698 52,395 0.03 700.0
- VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 52,351 0.03 1035.0
TM UNCHANGED TOYOTA MOTOR CORP ADS 892331307 47,158 0.02 280.0
- SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 42,832 0.02 850.0
- VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 41,409 0.02 175.0
- PIMCO ETF TR ENHAN SHRT MA AC 72201R833 41,333 0.02 410.0
TDG REDUCED TRANSDIGM GROUP INC COM 893641100 41,294 0.02 31.0
GEV UNCHANGED GE VERNOVA INC COM 36828A101 41,121 0.02 35.0
BLK UNCHANGED BLACKROCK INC COM 09290D101 39,424 0.02 41.0
SHW REDUCED SHERWIN WILLIAMS CO COM 824348106 33,744 0.02 98.0
- WISDOMTREE TR US LARGECAP DIVD 97717W307 33,520 0.02 348.0
- PROSHARES TR ULTRAPRO QQQ 74347X831 30,456 0.02 376.0
- ISHARES TR CORE 1 5 YR USD 46432F859 29,867 0.01 619.0
- WISDOMTREE TR EMER MKT HIGH FD 97717W315 29,854 0.01 555.0
- VANGUARD INDEX FDS SM CP VAL ETF 922908611 29,159 0.01 120.0
RWT UNCHANGED REDWOOD TRUST INC COM 758075402 28,440 0.01 6000.0
- SPDR SERIES TRUST ST STR SP DIV 78464A763 27,697 0.01 182.0
TCBK UNCHANGED TRICO BANCSHARES COM 896095106 27,518 0.01 511.0
- UNION PAC CORP COM 907818108 27,200 0.01 100.0
JNJ UNCHANGED JOHNSON & JOHNSON COM 478160104 27,175 0.01 107.0
- ISHARES TR SHRT NAT MUN ETF 464288158 26,618 0.01 250.0
LLY UNCHANGED ELI LILLY & CO COM 532457108 26,388 0.01 22.0
SYK UNCHANGED STRYKER CORPORATION COM 863667101 25,503 0.01 81.0
- ISHARES TR IBONDS DEC 2031 46436E460 25,097 0.01 1243.0
- VANGUARD INDEX FDS REAL ESTATE ETF 922908553 24,494 0.01 254.0
HD REDUCED HOME DEPOT INC COM 437076102 23,983 0.01 68.0
- EOG RES INC COM 26875P101 23,611 0.01 182.0
J UNCHANGED JACOBS SOLUTIONS INC COM 46982L108 23,562 0.01 187.0
- ISHARES TR ESG AW MSCI EAFE 46435G516 22,824 0.01 222.0
- ISHARES TR IBOND DEC 2030 46436E593 22,432 0.01 1148.0
- WASTE MGMT INC DEL COM 94106L109 22,288 0.01 100.0
- ISHARES TR MSCI EMG MKT ETF 464287234 21,139 0.01 309.0
ETN UNCHANGED EATON CORP PLC SHS G29183103 20,880 0.01 49.0
- SPDR INDEX SHS FDS ST PORT MARK ETF 78463X509 19,263 0.01 372.0
- VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18,699 0.01 240.0
- J P MORGAN EXCHANGE TRADED F BETA CDA ETF NEW 46641Q225 16,501 0.01 166.0
- ISHARES TR CORE S&P500 ETF 464287200 16,476 0.01 22.0
- EXXON MOBIL CORP COM 30231G102 16,270 0.01 119.0
- ISHARES TR RUS 2000 GRW ETF 464287648 14,971 0.01 38.0
GOOGL UNCHANGED ALPHABET INC CAP STK CL C 02079K107 14,134 0.01 40.0
- AMERICAN CENTY ETF TR US SML CP VALU 025072877 13,849 0.01 111.0
- ISHARES TR CORE S&P MCP ETF 464287507 13,495 0.01 175.0
- J P MORGAN EXCHANGE TRADED F INTL HDGD EQT LA 46654Q591 12,514 0.01 226.0
- SPDR INDEX SHS FDS ST STR MSCI GLB 78463X475 12,251 0.01 143.0
CVX UNCHANGED CHEVRON CORPORATION COM 166764100 11,272 0.01 68.0
HONA NEW HONEYWELL AEROSPACE INC COM 43849R105 10,833 0.01 49.0
RTX UNCHANGED RTX CORPORATION COM 75513E101 8,918 0.0 47.0
- AMERICAN TOWER CORP COM 03027X100 7,688 0.0 47.0
PINS UNCHANGED PINTEREST INC CL A 72352L106 5,889 0.0 280.0
- ISHARES TR RUS 2000 VAL ETF 464287630 4,867 0.0 22.0
- VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,396 0.0 50.0
- SPDR INDEX SHS FDS ST DOW GLOBA ETF 78463X749 4,027 0.0 81.0
PLD UNCHANGED PROLOGIS INC. COM 74340W103 3,523 0.0 26.0
- DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 3,395 0.0 41.0
- SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 2,127 0.0 24.0
- PROSHARES TR ULTRPRO S&P500 74347X864 1,418 0.0 10.0
- ISHARES TR NATIONAL MUN ETF 464288414 1,400 0.0 13.0
- ISHARES INC CORE MSCI EMKT 46434G103 995 0.0 12.0
- VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 988 0.0 5.0
- SPDR SERIES TRUST ST STR NUVEE ETF 78468R721 962 0.0 21.0
- ISHARES TR JPMORGAN USD EMG 464288281 579 0.0 6.0
- ISHARES TR CORE INTL AGGR 46435G672 304 0.0 6.0
- ISHARES TR CORE US AGGBD ET 464287226 297 0.0 3.0
- SPDR SERIES TRUST ST STR P500ETF 78464A854 264 0.0 3.0
- VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 194 0.0 4.0
- ISHARES TR 0-5 YR TIPS ETF 46429B747 103 0.0 1.0

Quarterly portfolios

PeriodFiledValue ($)PositionsVol %BetaMax DD %
2026-06-30 2026-07-14 202,360,053 150 0.770205 0.037323 1.225312
2026-03-31 2026-04-20 184,038,286 157 0.782683 0.037997 1.237594
2025-12-31 2026-01-14 181,380,090 175 0.866398 0.042091 1.408986
2025-09-30 2025-11-10 173,496,720 141 0.880514 0.042602 1.542733