Filed: 8/6/2025ACC: 0002076077-25-000001
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $148.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$148.86M
Total AUM (reported)
3.14M
Total Shares
Allocation by class
SHRT TRM CORP BD$31.84M21.4%
US CORE EQUITY 2$23.60M15.9%
INCOME ETF$19.71M13.2%
INTER TERM TREAS$14.11M9.5%
HEDGED EQUITY LA$11.26M7.6%
US LARGE CAP VAL$5.30M3.6%
COM$5.26M3.5%
Portfolio Concentration
Top 3$75.15M50.5%
4–10$46.59M31.3%
11–25$18.06M12.1%
Rest$9.06M6.1%
Top 3 weight
50.5%
Top 10 weight
81.8%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings134
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares408.19K
TypeSH
Market value$31.84M
21.39%
Sole
0.00
Shared
0.00
None
408.19K
DIMENSIONAL ETF TRUST
SOLEShares682.22K
TypeSH
Market value$23.60M
15.85%
Sole
0.00
Shared
0.00
None
682.22K
J P MORGAN EXCHANGE TRADED F
SOLEShares432.09K
TypeSH
Market value$19.71M
13.24%
Sole
0.00
Shared
0.00
None
432.09K
VANGUARD SCOTTSDALE FDS
SOLEShares243.25K
TypeSH
Market value$14.11M
9.48%
Sole
0.00
Shared
0.00
None
243.25K
J P MORGAN EXCHANGE TRADED F
SOLEShares181.50K
TypeSH
Market value$11.26M
7.56%
Sole
0.00
Shared
0.00
None
181.50K
DIMENSIONAL ETF TRUST
SOLEShares176.63K
TypeSH
Market value$5.30M
3.56%
Sole
0.00
Shared
0.00
None
176.63K
DIMENSIONAL ETF TRUST
SOLEShares174.85K
TypeSH
Market value$4.58M
3.08%
Sole
0.00
Shared
0.00
None
174.85K
DIMENSIONAL ETF TRUST
SOLEShares151.90K
TypeSH
Market value$3.93M
2.64%
Sole
0.00
Shared
0.00
None
151.90K
ISHARES TR
SOLEShares74.45K
TypeSH
Market value$3.85M
2.59%
Sole
0.00
Shared
0.00
None
74.45K
DIMENSIONAL ETF TRUST
SOLEShares134.04K
TypeSH
Market value$3.56M
2.39%
Sole
0.00
Shared
0.00
None
134.04K
ISHARES TR
SOLEShares30.80K
TypeSH
Market value$3.56M
2.39%
Sole
0.00
Shared
0.00
None
30.80K
DIMENSIONAL ETF TRUST
SOLEShares80.98K
TypeSH
Market value$2.07M
1.39%
Sole
0.00
Shared
0.00
None
80.98K
DIMENSIONAL ETF TRUST
SOLEShares51.47K
TypeSH
Market value$1.95M
1.31%
Sole
0.00
Shared
0.00
None
51.47K
APPLE INC
SOLEShares6.20K
TypeSH
Market value$1.55M
1.04%
Sole
0.00
Shared
0.00
None
6.20K
DIMENSIONAL ETF TRUST
SOLEShares36.19K
TypeSH
Market value$1.06M
0.71%
Sole
0.00
Shared
0.00
None
36.19K
META PLATFORMS INC
SOLEShares1.59K
TypeSH
Market value$932.7K
0.63%
Sole
0.00
Shared
0.00
None
1.59K
ISHARES TR
SOLEShares8.73K
TypeSH
Market value$921.3K
0.62%
Sole
0.00
Shared
0.00
None
8.73K
DIMENSIONAL ETF TRUST
SOLEShares27.73K
TypeSH
Market value$918.8K
0.62%
Sole
0.00
Shared
0.00
None
27.73K
ISHARES TR
SOLEShares7.53K
TypeSH
Market value$885.2K
0.59%
Sole
0.00
Shared
0.00
None
7.53K
DIMENSIONAL ETF TRUST
SOLEShares23.18K
TypeSH
Market value$822.4K
0.55%
Sole
0.00
Shared
0.00
None
23.18K
DIMENSIONAL ETF TRUST
SOLEShares19.28K
TypeSH
Market value$780.7K
0.52%
Sole
0.00
Shared
0.00
None
19.28K
DIMENSIONAL ETF TRUST
SOLEShares16.84K
TypeSH
Market value$689.0K
0.46%
Sole
0.00
Shared
0.00
None
16.84K
DIMENSIONAL ETF TRUST
SOLEShares19.87K
TypeSH
Market value$652.9K
0.44%
Sole
0.00
Shared
0.00
None
19.87K
ISHARES TR
SOLEShares26.58K
TypeSH
Market value$637.1K
0.43%
Sole
0.00
Shared
0.00
None
26.58K
WISDOMTREE TR
SOLEShares10.02K
TypeSH
Market value$630.9K
0.42%
Sole
0.00
Shared
0.00
None
10.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 408.19K | SH | $31.84M 21.39% | 0.00 | 0.00 | 408.19K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 682.22K | SH | $23.60M 15.85% | 0.00 | 0.00 | 682.22K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 432.09K | SH | $19.71M 13.24% | 0.00 | 0.00 | 432.09K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 243.25K | SH | $14.11M 9.48% | 0.00 | 0.00 | 243.25K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 181.50K | SH | $11.26M 7.56% | 0.00 | 0.00 | 181.50K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 176.63K | SH | $5.30M 3.56% | 0.00 | 0.00 | 176.63K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 174.85K | SH | $4.58M 3.08% | 0.00 | 0.00 | 174.85K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 151.90K | SH | $3.93M 2.64% | 0.00 | 0.00 | 151.90K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 74.45K | SH | $3.85M 2.59% | 0.00 | 0.00 | 74.45K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 134.04K | SH | $3.56M 2.39% | 0.00 | 0.00 | 134.04K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 30.80K | SH | $3.56M 2.39% | 0.00 | 0.00 | 30.80K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 80.98K | SH | $2.07M 1.39% | 0.00 | 0.00 | 80.98K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 51.47K | SH | $1.95M 1.31% | 0.00 | 0.00 | 51.47K |
APPLE INCSOLE | COM | 6.20K | SH | $1.55M 1.04% | 0.00 | 0.00 | 6.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 36.19K | SH | $1.06M 0.71% | 0.00 | 0.00 | 36.19K |
META PLATFORMS INCSOLE | CL A | 1.59K | SH | $932.7K 0.63% | 0.00 | 0.00 | 1.59K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 8.73K | SH | $921.3K 0.62% | 0.00 | 0.00 | 8.73K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 27.73K | SH | $918.8K 0.62% | 0.00 | 0.00 | 27.73K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.53K | SH | $885.2K 0.59% | 0.00 | 0.00 | 7.53K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 23.18K | SH | $822.4K 0.55% | 0.00 | 0.00 | 23.18K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 19.28K | SH | $780.7K 0.52% | 0.00 | 0.00 | 19.28K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 16.84K | SH | $689.0K 0.46% | 0.00 | 0.00 | 16.84K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 19.87K | SH | $652.9K 0.44% | 0.00 | 0.00 | 19.87K |
ISHARES TRSOLE | GLOBAL REIT ETF | 26.58K | SH | $637.1K 0.43% | 0.00 | 0.00 | 26.58K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 10.02K | SH | $630.9K 0.42% | 0.00 | 0.00 | 10.02K |
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