Longview Financial Advisors LLC 13F Holdings · Q2 2026
Longview Financial Advisors LLC reported 150 securities worth $202.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (15.45%), JPIE (13.01%), VCSH (10.55%). Among its top 25 positions this quarter: 1 new, 10 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $31.3M | 15.45% | 704,896 | Added |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $26.3M | 13.01% | 571,553 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $21.3M | 10.55% | 270,145 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $20.0M | 9.90% | 242,452 | Added |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | $19.5M | 9.65% | 288,873 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $16.9M | 8.37% | 287,129 | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $9.2M | 4.56% | 233,381 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $7.2M | 3.55% | 176,579 | Trimmed |
| 9 | DISV | DIMENSIONAL ETF TRUST | $6.5M | 3.24% | 163,131 | Added |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $5.9M | 2.94% | 159,552 | Added |
| 11 | IEI | ISHARES TR | $3.6M | 1.77% | 30,459 | Trimmed |
| 12 | DFSU | DIMENSIONAL ETF TRUST | $3.3M | 1.64% | 71,062 | Trimmed |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $3.3M | 1.62% | 113,450 | Added |
| 14 | AAPL | APPLE INC | $1.7M | 0.84% | 5,861 | Hold |
| 15 | DFSE | DIMENSIONAL ETF TRUST | $1.7M | 0.82% | 34,136 | Trimmed |
| 16 | JTNY | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.81% | 32,567 | New |
| 17 | DFSI | DIMENSIONAL ETF TRUST | $1.5M | 0.72% | 32,181 | Trimmed |
| 18 | IGSB | ISHARES TR | $1.3M | 0.64% | 24,518 | Trimmed |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $1.2M | 0.61% | 22,729 | Hold |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 0.58% | 28,625 | Trimmed |
| 21 | ACWI | ISHARES TR | $1.1M | 0.53% | 6,847 | Trimmed |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $954,301 | 0.47% | 18,462 | Trimmed |
| 23 | XLK | SELECT SECTOR SPDR TR | $843,242 | 0.42% | 4,426 | Hold |
| 24 | DFUV | DIMENSIONAL ETF TRUST | $823,940 | 0.41% | 14,978 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $799,740 | 0.40% | 751 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR