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Longview Financial Advisors LLC

Portfolio Manager
Longview Financial Advisors LLC
Performance
-0.52% (2026 Q1)
AUM (13F)
$184.04M
# of Holdings
157
Performance Rank
Allocation (Top 20)
91.81%

Longview Financial Advisors LLC Holdings Map

Top 50 Longview Financial Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
14.72%697.1K$27.1M
+1.46%(+10.05K)
2025-Q1: 676.7K shares2025-Q2: 701.1K shares2025-Q3: 690.3K shares2025-Q4: 687.0K shares2026-Q1: 697.1K shares
$34.50(+25.26%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
13.02%520.0K$24.0M
+1.68%(+8.58K)
2025-Q1: 450.7K shares2025-Q2: 454.9K shares2025-Q3: 475.3K shares2025-Q4: 511.5K shares2026-Q1: 520.0K shares
$46.04(-0.11%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
11.57%268.6K$21.3M
-5.68%(-16.18K)
2025-Q1: 353.8K shares2025-Q2: 320.0K shares2025-Q3: 279.8K shares2025-Q4: 284.8K shares2026-Q1: 268.6K shares
$78.73(+0.36%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
9.83%218.7K$18.1M
+14.89%(+28.34K)
2025-Q1: 78.2K shares2025-Q2: 119.1K shares2025-Q3: 174.1K shares2025-Q4: 190.4K shares2026-Q1: 218.7K shares
$82.39(+0.21%)
2026-03-31
HELO
J P MORGAN EXCHANGE TRADED F
9.26%266.7K$17.0M
+6.38%(+16.00K)
2025-Q1: 193.7K shares2025-Q2: 209.6K shares2025-Q3: 229.8K shares2025-Q4: 250.7K shares2026-Q1: 266.7K shares
$62.23(+8.89%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
8.91%275.5K$16.4M
+3.80%(+10.08K)
2025-Q1: 245.3K shares2025-Q2: 244.1K shares2025-Q3: 254.2K shares2025-Q4: 265.4K shares2026-Q1: 275.5K shares
$59.28(-0.51%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
4.44%229.0K$8.2M
+3.19%(+7.07K)
2025-Q1: 183.7K shares2025-Q2: 191.2K shares2025-Q3: 222.0K shares2025-Q4: 221.9K shares2026-Q1: 229.0K shares
$30.77(+24.40%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
3.45%183.6K$6.3M
+1.16%(+2.10K)
2025-Q1: 181.6K shares2025-Q2: 179.5K shares2025-Q3: 178.2K shares2025-Q4: 181.5K shares2026-Q1: 183.6K shares
$27.31(+47.96%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
3.42%159.6K$6.3M
+0.85%(+1.34K)
2025-Q1: 146.5K shares2025-Q2: 144.7K shares2025-Q3: 160.2K shares2025-Q4: 158.2K shares2026-Q1: 159.6K shares
$28.53(+48.27%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
2.91%150.5K$5.3M
+2.14%(+3.15K)
2025-Q1: 160.3K shares2025-Q2: 150.5K shares2025-Q3: 143.5K shares2025-Q4: 147.4K shares2026-Q1: 150.5K shares
$27.32(+39.40%)
2026-03-31

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