Longview Financial Advisors
SAN RAFAEL, CAfiles as Longview Financial Advisors LLC
$202m in 150 US stocks at the end of 30 June 2026. The top 10 are 81.2% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$202m
Stocks
150
Top 10 share
81.2%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
- J P Morgan Exchange Traded FJTNY0.8% of the fund
- Ishares TRIBTG<0.1% of the fund
- Ishares TRIBTH<0.1% of the fund
- Ishares TRIBTI<0.1% of the fund
- Ishares TRIBTJ<0.1% of the fund
- Ishares TRIBTL<0.1% of the fund
- Ishares TRIBTK<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJPIE13.0% of the fund+10%
- Vanguard Scottsdale FDSVCIT9.9% of the fund+11%
- J P Morgan Exchange Traded FHELO9.6% of the fund+8%
- Vanguard Scottsdale FDSVGIT8.4% of the fund+4%
- Dimensional ETF TrustDISV3.2% of the fund+2%
- Dimensional ETF TrustDFIC2.9% of the fund+6%
- Dimensional ETF TrustDFGR1.6% of the fund+5%
- Simplify Exchange Traded FUNHEQT<0.1% of the fund+12%
- Vanguard BD Index FDSBSV<0.1% of the fund+60%
- Dimensional World EquityDFAW<0.1% of the fund+5%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFEM3.5% of the fund-4%
- Ishares TRIEI1.8% of the fund-3%
- Dimensional ETF TrustDFSE0.8% of the fund-9%
- Ishares TRIGSB0.6% of the fund-14%
- Dimensional ETF TrustDFAI0.6% of the fund-11%
- Ishares TRACWI0.5% of the fund-4%
- CaterpillarCAT0.4% of the fund-34%
- Wisdomtree TRDLS0.3% of the fund-4%
- Dimensional ETF TrustDFAE0.3% of the fund-5%
- JPMorgan ChaseJPM0.2% of the fund-4%
- NvidiaNVDA0.2% of the fund-10%
- Ishares TRSUSA<0.1% of the fund-4%
- Ishares TRAOA<0.1% of the fund-31%
- Costco WholesaleCOST<0.1% of the fund-30%
- Vanguard World FDVSGX<0.1% of the fund-2%
- CrowdStrike HoldingsCRWD<0.1% of the fund-5%
- Ishares TREMXF<0.1% of the fund-39%
- WalmartWMT<0.1% of the fund-4%
- TransDigm GroupTDG<0.1% of the fund-18%
- Sherwin-WilliamsSHW<0.1% of the fund-14%
- Home DepotHD<0.1% of the fund-18%
- Ishares TREEM<0.1% of the fund-7%
- Spdr Index SHS FDSSPGM<0.1% of the fund-22%
Sold out
Sold their entire stake.
- Palantir TechnologiesPLTR-100%
- Joby AviationJOBY-100%
- ServiceNowNOW-100%
- Honeywell InternationalHON-100%
- DanaherDHR-100%
- General ElectricGE-100%
- ProgressivePGR-100%
- CintasCTAS-100%
- LindeLIN-100%
- IntuitINTU-100%
- McDonald'sMCD-100%
- Thermo Fisher ScientificTMO-100%
- Select Sector Spdr TRXLY-100%
- Ishares TRCMF-100%
- MastercardMA-100%
Holdings
- Dimensional ETF TrustDFAC
- Share
- 15.5%
- Value
- $31m
- Shares
- 704,896
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 13.0%
- Value
- $26m
- Shares
- 571,553
+10%
- Vanguard Scottsdale FDSVCSH
- Share
- 10.6%
- Value
- $21m
- Shares
- 270,145
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 9.9%
- Value
- $20m
- Shares
- 242,452
+11%
- J P Morgan Exchange Traded FHELO
- Share
- 9.6%
- Value
- $20m
- Shares
- 288,873
+8%
- Vanguard Scottsdale FDSVGIT
- Share
- 8.4%
- Value
- $17m
- Shares
- 287,129
+4%
- Dimensional ETF TrustDFLV
- Share
- 4.6%
- Value
- $9m
- Shares
- 233,381
Held
- Dimensional ETF TrustDFEM
- Share
- 3.5%
- Value
- $7m
- Shares
- 176,579
-4%
- Dimensional ETF TrustDISV
- Share
- 3.2%
- Value
- $7m
- Shares
- 163,131
+2%
- Dimensional ETF TrustDFIC
- Share
- 2.9%
- Value
- $6m
- Shares
- 159,552
+6%
- Ishares TRIEI
- Share
- 1.8%
- Value
- $4m
- Shares
- 30,459
-3%
- Dimensional ETF TrustDFSU
- Share
- 1.6%
- Value
- $3m
- Shares
- 71,062
Held
- Dimensional ETF TrustDFGR
- Share
- 1.6%
- Value
- $3m
- Shares
- 113,450
+5%
- Dimensional ETF TrustDFSE
- Share
- 0.8%
- Value
- $2m
- Shares
- 34,136
-9%
- J P Morgan Exchange Traded FJTNY
- Share
- 0.8%
- Value
- $2m
- Shares
- 32,567
New
- Dimensional ETF TrustDFSI
- Share
- 0.7%
- Value
- $1m
- Shares
- 32,181
Held
- Ishares TRIGSB
- Share
- 0.6%
- Value
- $1m
- Shares
- 24,518
-14%
- Dimensional ETF TrustDFIV
- Share
- 0.6%
- Value
- $1m
- Shares
- 22,729
Held
- Dimensional ETF TrustDFAI
- Share
- 0.6%
- Value
- $1m
- Shares
- 28,625
-11%
- Ishares TRACWI
- Share
- 0.5%
- Value
- $1m
- Shares
- 6,847
-4%
- Dimensional ETF TrustDFAU
- Share
- 0.5%
- Value
- $954,301
- Shares
- 18,462
Held
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $843,242
- Shares
- 4,426
Held
- Dimensional ETF TrustDFUV
- Share
- 0.4%
- Value
- $823,940
- Shares
- 14,978
Held
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $724,539
- Shares
- 1,958
Held
- Wisdomtree TRDLS
- Share
- 0.3%
- Value
- $705,261
- Shares
- 8,417
-4%
- Ishares TRREET
- Share
- 0.3%
- Value
- $690,583
- Shares
- 25,003
Held
- Dimensional ETF TrustDFAE
- Share
- 0.3%
- Value
- $622,934
- Shares
- 15,492
-5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $393,548
- Shares
- 527
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $364,658
- Shares
- 5,118
Held
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $357,443
- Shares
- 3,701
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $352,709
- Shares
- 5,909
Held
- Ishares TRQUAL
- Share
- 0.1%
- Value
- $295,573
- Shares
- 1,347
Held
- Vanguard Index FDSVTV
- Share
- 0.1%
- Value
- $235,801
- Shares
- 1,082
Held
- Spdr Series TrustSPTM
- Share
- 0.1%
- Value
- $203,279
- Shares
- 2,239
Held
- Ishares TRSUSA
- Share
- <0.1%
- Value
- $193,030
- Shares
- 1,251
-4%
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $171,615
- Shares
- 244
Held
- Ishares TRSCZ
- Share
- <0.1%
- Value
- $167,502
- Shares
- 2,036
Held
- Ishares TRIJS
- Share
- <0.1%
- Value
- $160,326
- Shares
- 1,173
Held
- Ishares TRAOA
- Share
- <0.1%
- Value
- $145,620
- Shares
- 1,492
-31%
- Spdr Series TrustSPMD
- Share
- <0.1%
- Value
- $135,729
- Shares
- 2,009
Held
- Hartford FDS Exchange TradedHMOP
- Share
- <0.1%
- Value
- $118,610
- Shares
- 3,030
Held
- J P Morgan Exchange Traded FJMUB
- Share
- <0.1%
- Value
- $116,507
- Shares
- 2,300
Held
- Vanguard World FDVSGX
- Share
- <0.1%
- Value
- $111,324
- Shares
- 1,352
-2%
- J P Morgan Exchange Traded FJMST
- Share
- <0.1%
- Value
- $100,725
- Shares
- 1,975
Held
- Ishares TRIUSG
- Share
- <0.1%
- Value
- $96,867
- Shares
- 515
Held
- Simplify Exchange Traded FUNHEQT
- Share
- <0.1%
- Value
- $91,296
- Shares
- 2,722
+12%
- Ishares TRIJT
- Share
- <0.1%
- Value
- $89,300
- Shares
- 500
Held
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $84,905
- Shares
- 2,509
Held
- Ishares TRITOT
- Share
- <0.1%
- Value
- $78,850
- Shares
- 480
Held
- J P Morgan Exchange Traded FJQUA
- Share
- <0.1%
- Value
- $76,184
- Shares
- 1,054
Held
- Ishares TREFA
- Share
- <0.1%
- Value
- $75,660
- Shares
- 728
Held
- Invesco Exch Traded FD TR IICGW
- Share
- <0.1%
- Value
- $70,332
- Shares
- 1,070
Held
- Ishares TRIWD
- Share
- <0.1%
- Value
- $69,335
- Shares
- 286
Held
- Ishares TREMXF
- Share
- <0.1%
- Value
- $67,158
- Shares
- 1,159
-39%
- J P Morgan Exchange Traded FJEPQ
- Share
- <0.1%
- Value
- $64,902
- Shares
- 1,056
Held
- Spdr Series TrustSPYV
- Share
- <0.1%
- Value
- $62,249
- Shares
- 1,024
Held
- Ishares TRIBTG
- Share
- <0.1%
- Value
- $56,493
- Shares
- 2,468
New
- Ishares TRIBTH
- Share
- <0.1%
- Value
- $56,418
- Shares
- 2,522
New
- Ishares TRIBTI
- Share
- <0.1%
- Value
- $56,280
- Shares
- 2,542
New
- Ishares TRIBTJ
- Share
- <0.1%
- Value
- $56,182
- Shares
- 2,595
New
- Spdr Series TrustKRE
- Share
- <0.1%
- Value
- $52,395
- Shares
- 700
Held
- Vanguard MUN BD FDSVTEB
- Share
- <0.1%
- Value
- $52,351
- Shares
- 1,035
Held
- Spdr Index SHS FDSSPDW
- Share
- <0.1%
- Value
- $42,832
- Shares
- 850
Held
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $41,409
- Shares
- 175
Held
- Pimco ETF TRMINT
- Share
- <0.1%
- Value
- $41,333
- Shares
- 410
Held
- Wisdomtree TRDLN
- Share
- <0.1%
- Value
- $33,520
- Shares
- 348
Held
- Proshares TRTQQQ
- Share
- <0.1%
- Value
- $30,456
- Shares
- 376
Held
- Ishares TRISTB
- Share
- <0.1%
- Value
- $29,867
- Shares
- 619
Held
- Wisdomtree TRDEM
- Share
- <0.1%
- Value
- $29,854
- Shares
- 555
Held
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $29,159
- Shares
- 120
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAC | 15.5% | $31m | 704,896 | Held |
| J P Morgan Exchange Traded FJPIE | 13.0% | $26m | 571,553 | +10% |
| Vanguard Scottsdale FDSVCSH | 10.6% | $21m | 270,145 | Held |
| Vanguard Scottsdale FDSVCIT | 9.9% | $20m | 242,452 | +11% |
| J P Morgan Exchange Traded FHELO | 9.6% | $20m | 288,873 | +8% |
| Vanguard Scottsdale FDSVGIT | 8.4% | $17m | 287,129 | +4% |
| Dimensional ETF TrustDFLV | 4.6% | $9m | 233,381 | Held |
| Dimensional ETF TrustDFEM | 3.5% | $7m | 176,579 | -4% |
| Dimensional ETF TrustDISV | 3.2% | $7m | 163,131 | +2% |
| Dimensional ETF TrustDFIC | 2.9% | $6m | 159,552 | +6% |
| Ishares TRIEI | 1.8% | $4m | 30,459 | -3% |
| Dimensional ETF TrustDFSU | 1.6% | $3m | 71,062 | Held |
| Dimensional ETF TrustDFGR | 1.6% | $3m | 113,450 | +5% |
| AppleAAPL | 0.8% | $2m | 5,861 | Held |
| Dimensional ETF TrustDFSE | 0.8% | $2m | 34,136 | -9% |
| J P Morgan Exchange Traded FJTNY | 0.8% | $2m | 32,567 | New |
| Dimensional ETF TrustDFSI | 0.7% | $1m | 32,181 | Held |
| Ishares TRIGSB | 0.6% | $1m | 24,518 | -14% |
| Dimensional ETF TrustDFIV | 0.6% | $1m | 22,729 | Held |
| Dimensional ETF TrustDFAI | 0.6% | $1m | 28,625 | -11% |
| Ishares TRACWI | 0.5% | $1m | 6,847 | -4% |
| Dimensional ETF TrustDFAU | 0.5% | $954,301 | 18,462 | Held |
| Select Sector Spdr TRXLK | 0.4% | $843,242 | 4,426 | Held |
| Dimensional ETF TrustDFUV | 0.4% | $823,940 | 14,978 | Held |
| CaterpillarCAT | 0.4% | $799,740 | 751 | -34% |
| Meta PlatformsMETA | 0.4% | $762,132 | 1,353 | Held |
| Vanguard Index FDSVTI | 0.4% | $724,539 | 1,958 | Held |
| Wisdomtree TRDLS | 0.3% | $705,261 | 8,417 | -4% |
| Ishares TRREET | 0.3% | $690,583 | 25,003 | Held |
| Dimensional ETF TrustDFAE | 0.3% | $622,934 | 15,492 | -5% |
| JPMorgan ChaseJPM | 0.2% | $418,878 | 1,280 | -4% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $393,548 | 527 | Held |
| Amazon.comAMZN | 0.2% | $391,355 | 1,642 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $364,658 | 5,118 | Held |
| AlphabetGOOGL | 0.2% | $360,944 | 1,010 | Held |
| Ishares TRIEFA | 0.2% | $357,443 | 3,701 | Held |
| Vanguard Intl Equity Index FVWO | 0.2% | $352,709 | 5,909 | Held |
| NvidiaNVDA | 0.2% | $348,157 | 1,740 | -10% |
| Lam ResearchLRCX | 0.1% | $303,331 | 700 | Held |
| Morgan StanleyMS | 0.1% | $303,318 | 1,451 | Held |
| Ishares TRQUAL | 0.1% | $295,573 | 1,347 | Held |
| MicrosoftMSFT | 0.1% | $242,090 | 649 | Held |
| Vanguard Index FDSVTV | 0.1% | $235,801 | 1,082 | Held |
| Spdr Series TrustSPTM | 0.1% | $203,279 | 2,239 | Held |
| Ishares TRSUSA | <0.1% | $193,030 | 1,251 | -4% |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $171,615 | 244 | Held |
| Ishares TRSCZ | <0.1% | $167,502 | 2,036 | Held |
| Ishares TRIJS | <0.1% | $160,326 | 1,173 | Held |
| Charles SchwabSCHW | <0.1% | $157,382 | 1,706 | Held |
| Ishares TRAOA | <0.1% | $145,620 | 1,492 | -31% |
| Wells Fargo & CompanyWFC | <0.1% | $136,604 | 1,653 | Held |
| Spdr Series TrustSPMD | <0.1% | $135,729 | 2,009 | Held |
| Costco WholesaleCOST | <0.1% | $128,160 | 137 | -30% |
| Hartford FDS Exchange TradedHMOP | <0.1% | $118,610 | 3,030 | Held |
| J P Morgan Exchange Traded FJMUB | <0.1% | $116,507 | 2,300 | Held |
| Vanguard World FDVSGX | <0.1% | $111,324 | 1,352 | -2% |
| Parker-HannifinPH | <0.1% | $108,572 | 111 | Held |
| Goldman Sachs GroupGS | <0.1% | $103,160 | 102 | Held |
| J P Morgan Exchange Traded FJMST | <0.1% | $100,725 | 1,975 | Held |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $100,290 | 210 | Held |
| BroadcomAVGO | <0.1% | $98,593 | 261 | Held |
| Ishares TRIUSG | <0.1% | $96,867 | 515 | Held |
| Simplify Exchange Traded FUNHEQT | <0.1% | $91,296 | 2,722 | +12% |
| VentasVTR | <0.1% | $91,109 | 1,026 | Held |
| Ishares TRIJT | <0.1% | $89,300 | 500 | Held |
| Schwab Strategic TRSCHG | <0.1% | $84,905 | 2,509 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $80,130 | 105 | -5% |
| Ishares TRITOT | <0.1% | $78,850 | 480 | Held |
| J P Morgan Exchange Traded FJQUA | <0.1% | $76,184 | 1,054 | Held |
| Ishares TREFA | <0.1% | $75,660 | 728 | Held |
| Invesco Exch Traded FD TR IICGW | <0.1% | $70,332 | 1,070 | Held |
| Ishares TRIWD | <0.1% | $69,335 | 286 | Held |
| Ishares TREMXF | <0.1% | $67,158 | 1,159 | -39% |
| J P Morgan Exchange Traded FJEPQ | <0.1% | $64,902 | 1,056 | Held |
| Spdr Series TrustSPYV | <0.1% | $62,249 | 1,024 | Held |
| WalmartWMT | <0.1% | $58,782 | 519 | -4% |
| PultegroupPHM | <0.1% | $58,452 | 426 | Held |
| RB GlobalRBA | <0.1% | $57,876 | 497 | Held |
| Ishares TRIBTG | <0.1% | $56,493 | 2,468 | New |
| Ishares TRIBTH | <0.1% | $56,418 | 2,522 | New |
| Ishares TRIBTI | <0.1% | $56,280 | 2,542 | New |
| Ishares TRIBTJ | <0.1% | $56,182 | 2,595 | New |
| York WaterYORW | <0.1% | $54,925 | 1,792 | Held |
| TJX CompaniesTJX | <0.1% | $53,328 | 352 | Held |
| Spdr Series TrustKRE | <0.1% | $52,395 | 700 | Held |
| Vanguard MUN BD FDSVTEB | <0.1% | $52,351 | 1,035 | Held |
| Toyota MotorTM | <0.1% | $47,158 | 280 | Held |
| Spdr Index SHS FDSSPDW | <0.1% | $42,832 | 850 | Held |
| Vanguard Specialized FundsVIG | <0.1% | $41,409 | 175 | Held |
| Pimco ETF TRMINT | <0.1% | $41,333 | 410 | Held |
| TransDigm GroupTDG | <0.1% | $41,294 | 31 | -18% |
| GE VernovaGEV | <0.1% | $41,121 | 35 | Held |
| BlackRockBLK | <0.1% | $39,424 | 41 | Held |
| Sherwin-WilliamsSHW | <0.1% | $33,744 | 98 | -14% |
| Wisdomtree TRDLN | <0.1% | $33,520 | 348 | Held |
| Proshares TRTQQQ | <0.1% | $30,456 | 376 | Held |
| Ishares TRISTB | <0.1% | $29,867 | 619 | Held |
| Wisdomtree TRDEM | <0.1% | $29,854 | 555 | Held |
| Vanguard Index FDSVBR | <0.1% | $29,159 | 120 | Held |
| Redwood TrustRWT | <0.1% | $28,440 | 6,000 | Held |
Showing the largest 100 of 150.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.8% since 30 June 2025.
Where the money is
Technology1.4%
Financial services0.6%
Industrials0.6%
Media & telecom0.6%
Retail & consumer0.3%
Everyday goods0.1%
Real estate0.1%
Health care0.0%
Utilities0.0%
Energy0.0%
Materials0.0%
Other96.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.