StockDriftsStockDriftsTop 50 Longview Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 15.45% | 704.9K | $31.3M | +1.12%(+7.81K) | $34.58(+33.00%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 13.01% | 571.6K | $26.3M | +9.90%(+51.51K) | $46.04(-0.48%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 10.55% | 270.1K | $21.3M | +0.58%(+1.56K) | $78.74(-0.24%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.9% | 242.5K | $20.0M | +10.86%(+23.75K) | $82.40(-1.41%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 9.65% | 288.9K | $19.5M | +8.30%(+22.13K) | $62.77(+11.23%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.37% | 287.1K | $16.9M | +4.22%(+11.64K) | $59.28(-1.54%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.56% | 233.4K | $9.2M | +1.91%(+4.37K) | $30.89(+35.66%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.55% | 176.6K | $7.2M | -3.81%(-7.00K) | $27.31(+44.30%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.24% | 163.1K | $6.5M | +2.22%(+3.54K) | $28.76(+52.26%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.94% | 159.6K | $5.9M | +6.00%(+9.04K) | $27.81(+41.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.98% |
Longview Financial Advisors LLC reports $202.36M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (15.4%), JPIE (13.0%) and VCSH (10.6%). The top 20 holdings account for 90.99% of reported assets. Its disclosed equity book has returned +13.97% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Longview Financial Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Longview Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2076077). View Longview Financial Advisors LLC’s 13F filings on SEC