Filed: 8/6/2025ACC: 0002076077-25-000003
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $159.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$159.60M
Total AUM (reported)
3.22M
Total Shares
Allocation by class
SHRT TRM CORP BD$25.44M15.9%
US CORE EQUITY 2$25.13M15.7%
INCOME ETF$21.07M13.2%
INTER TERM TREAS$14.60M9.1%
HEDGED EQUITY LA$13.12M8.2%
INT-TERM CORP$9.87M6.2%
US LARGE CAP VAL$5.93M3.7%
Portfolio Concentration
Top 3$71.64M44.9%
4–10$58.29M36.5%
11–25$20.51M12.9%
Rest$9.16M5.7%
Top 3 weight
44.9%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 3.22M
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
3.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares319.99K
TypeSH
Market value$25.44M
15.94%
Sole
0.00
Shared
0.00
None
319.99K
DIMENSIONAL ETF TRUST
SOLEShares701.06K
TypeSH
Market value$25.13M
15.74%
Sole
0.00
Shared
0.00
None
701.06K
J P MORGAN EXCHANGE TRADED F
SOLEShares454.95K
TypeSH
Market value$21.07M
13.20%
Sole
0.00
Shared
0.00
None
454.95K
VANGUARD SCOTTSDALE FDS
SOLEShares244.12K
TypeSH
Market value$14.60M
9.15%
Sole
0.00
Shared
0.00
None
244.12K
J P MORGAN EXCHANGE TRADED F
SOLEShares209.63K
TypeSH
Market value$13.12M
8.22%
Sole
0.00
Shared
0.00
None
209.63K
VANGUARD SCOTTSDALE FDS
SOLEShares119.06K
TypeSH
Market value$9.87M
6.19%
Sole
0.00
Shared
0.00
None
119.06K
DIMENSIONAL ETF TRUST
SOLEShares191.16K
TypeSH
Market value$5.93M
3.72%
Sole
0.00
Shared
0.00
None
191.16K
DIMENSIONAL ETF TRUST
SOLEShares179.46K
TypeSH
Market value$5.33M
3.34%
Sole
0.00
Shared
0.00
None
179.46K
DIMENSIONAL ETF TRUST
SOLEShares144.71K
TypeSH
Market value$4.76M
2.98%
Sole
0.00
Shared
0.00
None
144.71K
DIMENSIONAL ETF TRUST
SOLEShares150.51K
TypeSH
Market value$4.68M
2.93%
Sole
0.00
Shared
0.00
None
150.51K
ISHARES TR
SOLEShares31.93K
TypeSH
Market value$3.80M
2.38%
Sole
0.00
Shared
0.00
None
31.93K
DIMENSIONAL ETF TRUST
SOLEShares89.68K
TypeSH
Market value$2.41M
1.51%
Sole
0.00
Shared
0.00
None
89.68K
DIMENSIONAL ETF TRUST
SOLEShares47.76K
TypeSH
Market value$1.87M
1.17%
Sole
0.00
Shared
0.00
None
47.76K
ISHARES TR
SOLEShares34.27K
TypeSH
Market value$1.81M
1.13%
Sole
0.00
Shared
0.00
None
34.27K
DIMENSIONAL ETF TRUST
SOLEShares35.72K
TypeSH
Market value$1.23M
0.77%
Sole
0.00
Shared
0.00
None
35.72K
DIMENSIONAL ETF TRUST
SOLEShares31.93K
TypeSH
Market value$1.22M
0.76%
Sole
0.00
Shared
0.00
None
31.93K
APPLE INC
SOLEShares5.91K
TypeSH
Market value$1.21M
0.76%
Sole
0.00
Shared
0.00
None
5.91K
META PLATFORMS INC
SOLEShares1.59K
TypeSH
Market value$1.18M
0.74%
Sole
0.00
Shared
0.00
None
1.59K
DIMENSIONAL ETF TRUST
SOLEShares23.11K
TypeSH
Market value$989.6K
0.62%
Sole
0.00
Shared
0.00
None
23.11K
DIMENSIONAL ETF TRUST
SOLEShares24.72K
TypeSH
Market value$974.1K
0.61%
Sole
0.00
Shared
0.00
None
24.72K
ISHARES TR
SOLEShares7.29K
TypeSH
Market value$936.9K
0.59%
Sole
0.00
Shared
0.00
None
7.29K
DIMENSIONAL ETF TRUST
SOLEShares18.99K
TypeSH
Market value$804.2K
0.50%
Sole
0.00
Shared
0.00
None
18.99K
WISDOMTREE TR
SOLEShares9.99K
TypeSH
Market value$750.5K
0.47%
Sole
0.00
Shared
0.00
None
9.99K
DIMENSIONAL ETF TRUST
SOLEShares16.49K
TypeSH
Market value$697.1K
0.44%
Sole
0.00
Shared
0.00
None
16.49K
ISHARES TR
SOLEShares25.51K
TypeSH
Market value$630.0K
0.39%
Sole
0.00
Shared
0.00
None
25.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 319.99K | SH | $25.44M 15.94% | 0.00 | 0.00 | 319.99K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 701.06K | SH | $25.13M 15.74% | 0.00 | 0.00 | 701.06K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 454.95K | SH | $21.07M 13.20% | 0.00 | 0.00 | 454.95K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 244.12K | SH | $14.60M 9.15% | 0.00 | 0.00 | 244.12K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 209.63K | SH | $13.12M 8.22% | 0.00 | 0.00 | 209.63K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 119.06K | SH | $9.87M 6.19% | 0.00 | 0.00 | 119.06K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 191.16K | SH | $5.93M 3.72% | 0.00 | 0.00 | 191.16K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 179.46K | SH | $5.33M 3.34% | 0.00 | 0.00 | 179.46K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 144.71K | SH | $4.76M 2.98% | 0.00 | 0.00 | 144.71K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 150.51K | SH | $4.68M 2.93% | 0.00 | 0.00 | 150.51K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 31.93K | SH | $3.80M 2.38% | 0.00 | 0.00 | 31.93K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 89.68K | SH | $2.41M 1.51% | 0.00 | 0.00 | 89.68K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 47.76K | SH | $1.87M 1.17% | 0.00 | 0.00 | 47.76K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 34.27K | SH | $1.81M 1.13% | 0.00 | 0.00 | 34.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 35.72K | SH | $1.23M 0.77% | 0.00 | 0.00 | 35.72K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 31.93K | SH | $1.22M 0.76% | 0.00 | 0.00 | 31.93K |
APPLE INCSOLE | COM | 5.91K | SH | $1.21M 0.76% | 0.00 | 0.00 | 5.91K |
META PLATFORMS INCSOLE | CL A | 1.59K | SH | $1.18M 0.74% | 0.00 | 0.00 | 1.59K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 23.11K | SH | $989.6K 0.62% | 0.00 | 0.00 | 23.11K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 24.72K | SH | $974.1K 0.61% | 0.00 | 0.00 | 24.72K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.29K | SH | $936.9K 0.59% | 0.00 | 0.00 | 7.29K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 18.99K | SH | $804.2K 0.50% | 0.00 | 0.00 | 18.99K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 9.99K | SH | $750.5K 0.47% | 0.00 | 0.00 | 9.99K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 16.49K | SH | $697.1K 0.44% | 0.00 | 0.00 | 16.49K |
ISHARES TRSOLE | GLOBAL REIT ETF | 25.51K | SH | $630.0K 0.39% | 0.00 | 0.00 | 25.51K |
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