Filed: 11/10/2025ACC: 0002076077-25-000004
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $173.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$173.50M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
US CORE EQUITY 2$26.62M15.3%
SHRT TRM CORP BD$22.37M12.9%
INCOME ETF$22.06M12.7%
INTER TERM TREAS$15.26M8.8%
HEDGED EQUITY LA$14.94M8.6%
INT-TERM CORP$14.64M8.4%
US LARGE CAP VAL$7.30M4.2%
Portfolio Concentration
Top 3$71.05M41.0%
4–10$68.28M39.4%
11–25$22.38M12.9%
Rest$11.79M6.8%
Top 3 weight
41.0%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 3.36M
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
3.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:
DIMENSIONAL ETF TRUST
SOLEShares690.30K
TypeSH
Market value$26.62M
15.35%
Sole
0.00
Shared
0.00
None
690.30K
VANGUARD SCOTTSDALE FDS
SOLEShares279.82K
TypeSH
Market value$22.37M
12.89%
Sole
0.00
Shared
0.00
None
279.82K
J P MORGAN EXCHANGE TRADED F
SOLEShares475.25K
TypeSH
Market value$22.06M
12.71%
Sole
0.00
Shared
0.00
None
475.25K
VANGUARD SCOTTSDALE FDS
SOLEShares254.21K
TypeSH
Market value$15.26M
8.80%
Sole
0.00
Shared
0.00
None
254.21K
J P MORGAN EXCHANGE TRADED F
SOLEShares229.85K
TypeSH
Market value$14.94M
8.61%
Sole
0.00
Shared
0.00
None
229.85K
VANGUARD SCOTTSDALE FDS
SOLEShares174.06K
TypeSH
Market value$14.64M
8.44%
Sole
0.00
Shared
0.00
None
174.06K
DIMENSIONAL ETF TRUST
SOLEShares221.96K
TypeSH
Market value$7.30M
4.21%
Sole
0.00
Shared
0.00
None
221.96K
DIMENSIONAL ETF TRUST
SOLEShares160.15K
TypeSH
Market value$5.72M
3.29%
Sole
0.00
Shared
0.00
None
160.15K
DIMENSIONAL ETF TRUST
SOLEShares178.20K
TypeSH
Market value$5.71M
3.29%
Sole
0.00
Shared
0.00
None
178.20K
DIMENSIONAL ETF TRUST
SOLEShares143.50K
TypeSH
Market value$4.71M
2.71%
Sole
0.00
Shared
0.00
None
143.50K
ISHARES TR
SOLEShares31.93K
TypeSH
Market value$3.82M
2.20%
Sole
0.00
Shared
0.00
None
31.93K
DIMENSIONAL ETF TRUST
SOLEShares61.64K
TypeSH
Market value$2.62M
1.51%
Sole
0.00
Shared
0.00
None
61.64K
DIMENSIONAL ETF TRUST
SOLEShares91.90K
TypeSH
Market value$2.51M
1.45%
Sole
0.00
Shared
0.00
None
91.90K
ISHARES TR
SOLEShares33.58K
TypeSH
Market value$1.78M
1.03%
Sole
0.00
Shared
0.00
None
33.58K
APPLE INC
SOLEShares5.91K
TypeSH
Market value$1.50M
0.87%
Sole
0.00
Shared
0.00
None
5.91K
DIMENSIONAL ETF TRUST
SOLEShares35.09K
TypeSH
Market value$1.44M
0.83%
Sole
0.00
Shared
0.00
None
35.09K
DIMENSIONAL ETF TRUST
SOLEShares34.47K
TypeSH
Market value$1.25M
0.72%
Sole
0.00
Shared
0.00
None
34.47K
DIMENSIONAL ETF TRUST
SOLEShares29.59K
TypeSH
Market value$1.21M
0.70%
Sole
0.00
Shared
0.00
None
29.59K
META PLATFORMS INC
SOLEShares1.59K
TypeSH
Market value$1.17M
0.67%
Sole
0.00
Shared
0.00
None
1.59K
DIMENSIONAL ETF TRUST
SOLEShares23.11K
TypeSH
Market value$1.07M
0.61%
Sole
0.00
Shared
0.00
None
23.11K
ISHARES TR
SOLEShares7.27K
TypeSH
Market value$1.01M
0.58%
Sole
0.00
Shared
0.00
None
7.27K
DIMENSIONAL ETF TRUST
SOLEShares18.64K
TypeSH
Market value$852.9K
0.49%
Sole
0.00
Shared
0.00
None
18.64K
WISDOMTREE TR
SOLEShares9.94K
TypeSH
Market value$790.3K
0.46%
Sole
0.00
Shared
0.00
None
9.94K
DIMENSIONAL ETF TRUST
SOLEShares15.54K
TypeSH
Market value$694.5K
0.40%
Sole
0.00
Shared
0.00
None
15.54K
VANGUARD INDEX FDS
SOLEShares2.02K
TypeSH
Market value$664.5K
0.38%
Sole
0.00
Shared
0.00
None
2.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 690.30K | SH | $26.62M 15.35% | 0.00 | 0.00 | 690.30K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 279.82K | SH | $22.37M 12.89% | 0.00 | 0.00 | 279.82K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 475.25K | SH | $22.06M 12.71% | 0.00 | 0.00 | 475.25K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 254.21K | SH | $15.26M 8.80% | 0.00 | 0.00 | 254.21K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 229.85K | SH | $14.94M 8.61% | 0.00 | 0.00 | 229.85K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 174.06K | SH | $14.64M 8.44% | 0.00 | 0.00 | 174.06K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 221.96K | SH | $7.30M 4.21% | 0.00 | 0.00 | 221.96K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 160.15K | SH | $5.72M 3.29% | 0.00 | 0.00 | 160.15K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 178.20K | SH | $5.71M 3.29% | 0.00 | 0.00 | 178.20K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 143.50K | SH | $4.71M 2.71% | 0.00 | 0.00 | 143.50K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 31.93K | SH | $3.82M 2.20% | 0.00 | 0.00 | 31.93K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 61.64K | SH | $2.62M 1.51% | 0.00 | 0.00 | 61.64K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 91.90K | SH | $2.51M 1.45% | 0.00 | 0.00 | 91.90K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 33.58K | SH | $1.78M 1.03% | 0.00 | 0.00 | 33.58K |
APPLE INCSOLE | COM | 5.91K | SH | $1.50M 0.87% | 0.00 | 0.00 | 5.91K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 35.09K | SH | $1.44M 0.83% | 0.00 | 0.00 | 35.09K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 34.47K | SH | $1.25M 0.72% | 0.00 | 0.00 | 34.47K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 29.59K | SH | $1.21M 0.70% | 0.00 | 0.00 | 29.59K |
META PLATFORMS INCSOLE | CL A | 1.59K | SH | $1.17M 0.67% | 0.00 | 0.00 | 1.59K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 23.11K | SH | $1.07M 0.61% | 0.00 | 0.00 | 23.11K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.27K | SH | $1.01M 0.58% | 0.00 | 0.00 | 7.27K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 18.64K | SH | $852.9K 0.49% | 0.00 | 0.00 | 18.64K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 9.94K | SH | $790.3K 0.46% | 0.00 | 0.00 | 9.94K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 15.54K | SH | $694.5K 0.40% | 0.00 | 0.00 | 15.54K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.02K | SH | $664.5K 0.38% | 0.00 | 0.00 | 2.02K |
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