Filed: 8/6/2025ACC: 0002076077-25-000002
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $151.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$151.53M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
SHRT TRM CORP BD$27.93M18.4%
US CORE EQUITY 2$22.32M14.7%
INCOME ETF$20.76M13.7%
INTER TERM TREAS$14.57M9.6%
HEDGED EQUITY LA$11.56M7.6%
INT-TERM CORP$6.39M4.2%
US LARGE CAP VAL$5.62M3.7%
Portfolio Concentration
Top 3$71.02M46.9%
4–10$51.66M34.1%
11–25$20.21M13.3%
Rest$8.64M5.7%
Top 3 weight
46.9%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 3.20M
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
3.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole129
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings129
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares353.83K
TypeSH
Market value$27.93M
18.43%
Sole
0.00
Shared
0.00
None
353.83K
DIMENSIONAL ETF TRUST
SOLEShares676.70K
TypeSH
Market value$22.32M
14.73%
Sole
0.00
Shared
0.00
None
676.70K
J P MORGAN EXCHANGE TRADED F
SOLEShares450.71K
TypeSH
Market value$20.76M
13.70%
Sole
0.00
Shared
0.00
None
450.71K
VANGUARD SCOTTSDALE FDS
SOLEShares245.31K
TypeSH
Market value$14.57M
9.62%
Sole
0.00
Shared
0.00
None
245.31K
J P MORGAN EXCHANGE TRADED F
SOLEShares193.68K
TypeSH
Market value$11.56M
7.63%
Sole
0.00
Shared
0.00
None
193.68K
VANGUARD SCOTTSDALE FDS
SOLEShares78.15K
TypeSH
Market value$6.39M
4.22%
Sole
0.00
Shared
0.00
None
78.15K
DIMENSIONAL ETF TRUST
SOLEShares183.73K
TypeSH
Market value$5.62M
3.71%
Sole
0.00
Shared
0.00
None
183.73K
DIMENSIONAL ETF TRUST
SOLEShares181.61K
TypeSH
Market value$4.81M
3.17%
Sole
0.00
Shared
0.00
None
181.61K
DIMENSIONAL ETF TRUST
SOLEShares160.34K
TypeSH
Market value$4.45M
2.94%
Sole
0.00
Shared
0.00
None
160.34K
DIMENSIONAL ETF TRUST
SOLEShares146.53K
TypeSH
Market value$4.27M
2.82%
Sole
0.00
Shared
0.00
None
146.53K
ISHARES TR
SOLEShares32.07K
TypeSH
Market value$3.79M
2.50%
Sole
0.00
Shared
0.00
None
32.07K
ISHARES TR
SOLEShares46.47K
TypeSH
Market value$2.43M
1.61%
Sole
0.00
Shared
0.00
None
46.47K
DIMENSIONAL ETF TRUST
SOLEShares88.14K
TypeSH
Market value$2.31M
1.53%
Sole
0.00
Shared
0.00
None
88.14K
DIMENSIONAL ETF TRUST
SOLEShares56.75K
TypeSH
Market value$2.03M
1.34%
Sole
0.00
Shared
0.00
None
56.75K
APPLE INC
SOLEShares6.18K
TypeSH
Market value$1.37M
0.91%
Sole
0.00
Shared
0.00
None
6.18K
DIMENSIONAL ETF TRUST
SOLEShares36.19K
TypeSH
Market value$1.13M
0.75%
Sole
0.00
Shared
0.00
None
36.19K
DIMENSIONAL ETF TRUST
SOLEShares30.13K
TypeSH
Market value$1.01M
0.67%
Sole
0.00
Shared
0.00
None
30.13K
META PLATFORMS INC
SOLEShares1.59K
TypeSH
Market value$918.1K
0.61%
Sole
0.00
Shared
0.00
None
1.59K
DIMENSIONAL ETF TRUST
SOLEShares23.11K
TypeSH
Market value$909.4K
0.60%
Sole
0.00
Shared
0.00
None
23.11K
ISHARES TR
SOLEShares7.37K
TypeSH
Market value$858.0K
0.57%
Sole
0.00
Shared
0.00
None
7.37K
DIMENSIONAL ETF TRUST
SOLEShares19.19K
TypeSH
Market value$737.7K
0.49%
Sole
0.00
Shared
0.00
None
19.19K
DIMENSIONAL ETF TRUST
SOLEShares20.63K
TypeSH
Market value$719.9K
0.48%
Sole
0.00
Shared
0.00
None
20.63K
DIMENSIONAL ETF TRUST
SOLEShares16.48K
TypeSH
Market value$679.2K
0.45%
Sole
0.00
Shared
0.00
None
16.48K
WISDOMTREE TR
SOLEShares10.03K
TypeSH
Market value$661.9K
0.44%
Sole
0.00
Shared
0.00
None
10.03K
ISHARES TR
SOLEShares26.21K
TypeSH
Market value$635.9K
0.42%
Sole
0.00
Shared
0.00
None
26.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 353.83K | SH | $27.93M 18.43% | 0.00 | 0.00 | 353.83K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 676.70K | SH | $22.32M 14.73% | 0.00 | 0.00 | 676.70K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 450.71K | SH | $20.76M 13.70% | 0.00 | 0.00 | 450.71K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 245.31K | SH | $14.57M 9.62% | 0.00 | 0.00 | 245.31K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 193.68K | SH | $11.56M 7.63% | 0.00 | 0.00 | 193.68K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 78.15K | SH | $6.39M 4.22% | 0.00 | 0.00 | 78.15K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 183.73K | SH | $5.62M 3.71% | 0.00 | 0.00 | 183.73K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 181.61K | SH | $4.81M 3.17% | 0.00 | 0.00 | 181.61K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 160.34K | SH | $4.45M 2.94% | 0.00 | 0.00 | 160.34K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 146.53K | SH | $4.27M 2.82% | 0.00 | 0.00 | 146.53K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 32.07K | SH | $3.79M 2.50% | 0.00 | 0.00 | 32.07K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 46.47K | SH | $2.43M 1.61% | 0.00 | 0.00 | 46.47K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 88.14K | SH | $2.31M 1.53% | 0.00 | 0.00 | 88.14K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 56.75K | SH | $2.03M 1.34% | 0.00 | 0.00 | 56.75K |
APPLE INCSOLE | COM | 6.18K | SH | $1.37M 0.91% | 0.00 | 0.00 | 6.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 36.19K | SH | $1.13M 0.75% | 0.00 | 0.00 | 36.19K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 30.13K | SH | $1.01M 0.67% | 0.00 | 0.00 | 30.13K |
META PLATFORMS INCSOLE | CL A | 1.59K | SH | $918.1K 0.61% | 0.00 | 0.00 | 1.59K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 23.11K | SH | $909.4K 0.60% | 0.00 | 0.00 | 23.11K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.37K | SH | $858.0K 0.57% | 0.00 | 0.00 | 7.37K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 19.19K | SH | $737.7K 0.49% | 0.00 | 0.00 | 19.19K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 20.63K | SH | $719.9K 0.48% | 0.00 | 0.00 | 20.63K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 16.48K | SH | $679.2K 0.45% | 0.00 | 0.00 | 16.48K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 10.03K | SH | $661.9K 0.44% | 0.00 | 0.00 | 10.03K |
ISHARES TRSOLE | GLOBAL REIT ETF | 26.21K | SH | $635.9K 0.42% | 0.00 | 0.00 | 26.21K |
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