Filed: 1/14/2026ACC: 0002076077-26-000001
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $181.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$181.38M
Total AUM (reported)
3.45M
Total Shares
Allocation by class
US CORE EQUITY 2$27.20M15.0%
INCOME ETF$23.68M13.1%
SHRT TRM CORP BD$22.70M12.5%
HEDGED EQUITY LA$16.66M9.2%
INT-TERM CORP$15.94M8.8%
INTER TERM TREAS$15.91M8.8%
US LARGE CAP VAL$7.59M4.2%
Portfolio Concentration
Top 3$73.58M40.6%
4–10$73.19M40.4%
11–25$22.44M12.4%
Rest$12.17M6.7%
Top 3 weight
40.6%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 3.45M
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
3.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings175
Rows:
DIMENSIONAL ETF TRUST
SOLEShares687.03K
TypeSH
Market value$27.20M
15.00%
Sole
0.00
Shared
0.00
None
687.03K
J P MORGAN EXCHANGE TRADED F
SOLEShares511.47K
TypeSH
Market value$23.68M
13.05%
Sole
0.00
Shared
0.00
None
511.47K
VANGUARD SCOTTSDALE FDS
SOLEShares284.76K
TypeSH
Market value$22.70M
12.52%
Sole
0.00
Shared
0.00
None
284.76K
J P MORGAN EXCHANGE TRADED F
SOLEShares250.75K
TypeSH
Market value$16.66M
9.18%
Sole
0.00
Shared
0.00
None
250.75K
VANGUARD SCOTTSDALE FDS
SOLEShares190.35K
TypeSH
Market value$15.94M
8.79%
Sole
0.00
Shared
0.00
None
190.35K
VANGUARD SCOTTSDALE FDS
SOLEShares265.41K
TypeSH
Market value$15.91M
8.77%
Sole
0.00
Shared
0.00
None
265.41K
DIMENSIONAL ETF TRUST
SOLEShares221.94K
TypeSH
Market value$7.59M
4.19%
Sole
0.00
Shared
0.00
None
221.94K
DIMENSIONAL ETF TRUST
SOLEShares158.24K
TypeSH
Market value$6.01M
3.32%
Sole
0.00
Shared
0.00
None
158.24K
DIMENSIONAL ETF TRUST
SOLEShares181.48K
TypeSH
Market value$6.00M
3.31%
Sole
0.00
Shared
0.00
None
181.48K
DIMENSIONAL ETF TRUST
SOLEShares147.37K
TypeSH
Market value$5.08M
2.80%
Sole
0.00
Shared
0.00
None
147.37K
ISHARES TR
SOLEShares31.42K
TypeSH
Market value$3.75M
2.07%
Sole
0.00
Shared
0.00
None
31.42K
DIMENSIONAL ETF TRUST
SOLEShares62.42K
TypeSH
Market value$2.71M
1.49%
Sole
0.00
Shared
0.00
None
62.42K
DIMENSIONAL ETF TRUST
SOLEShares101.32K
TypeSH
Market value$2.68M
1.48%
Sole
0.00
Shared
0.00
None
101.32K
APPLE INC
SOLEShares5.87K
TypeSH
Market value$1.60M
0.88%
Sole
0.00
Shared
0.00
None
5.87K
ISHARES TR
SOLEShares28.61K
TypeSH
Market value$1.51M
0.83%
Sole
0.00
Shared
0.00
None
28.61K
DIMENSIONAL ETF TRUST
SOLEShares35.99K
TypeSH
Market value$1.49M
0.82%
Sole
0.00
Shared
0.00
None
35.99K
DIMENSIONAL ETF TRUST
SOLEShares34.05K
TypeSH
Market value$1.30M
0.72%
Sole
0.00
Shared
0.00
None
34.05K
DIMENSIONAL ETF TRUST
SOLEShares30.09K
TypeSH
Market value$1.29M
0.71%
Sole
0.00
Shared
0.00
None
30.09K
DIMENSIONAL ETF TRUST
SOLEShares22.91K
TypeSH
Market value$1.14M
0.63%
Sole
0.00
Shared
0.00
None
22.91K
ISHARES TR
SOLEShares7.23K
TypeSH
Market value$1.02M
0.56%
Sole
0.00
Shared
0.00
None
7.23K
META PLATFORMS INC
SOLEShares1.46K
TypeSH
Market value$963.1K
0.53%
Sole
0.00
Shared
0.00
None
1.46K
DIMENSIONAL ETF TRUST
SOLEShares18.58K
TypeSH
Market value$869.4K
0.48%
Sole
0.00
Shared
0.00
None
18.58K
WISDOMTREE TR
SOLEShares8.89K
TypeSH
Market value$720.3K
0.40%
Sole
0.00
Shared
0.00
None
8.89K
DIMENSIONAL ETF TRUST
SOLEShares15.24K
TypeSH
Market value$710.0K
0.39%
Sole
0.00
Shared
0.00
None
15.24K
VANGUARD INDEX FDS
SOLEShares2.04K
TypeSH
Market value$683.6K
0.38%
Sole
0.00
Shared
0.00
None
2.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 687.03K | SH | $27.20M 15.00% | 0.00 | 0.00 | 687.03K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 511.47K | SH | $23.68M 13.05% | 0.00 | 0.00 | 511.47K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 284.76K | SH | $22.70M 12.52% | 0.00 | 0.00 | 284.76K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 250.75K | SH | $16.66M 9.18% | 0.00 | 0.00 | 250.75K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 190.35K | SH | $15.94M 8.79% | 0.00 | 0.00 | 190.35K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 265.41K | SH | $15.91M 8.77% | 0.00 | 0.00 | 265.41K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 221.94K | SH | $7.59M 4.19% | 0.00 | 0.00 | 221.94K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 158.24K | SH | $6.01M 3.32% | 0.00 | 0.00 | 158.24K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 181.48K | SH | $6.00M 3.31% | 0.00 | 0.00 | 181.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 147.37K | SH | $5.08M 2.80% | 0.00 | 0.00 | 147.37K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 31.42K | SH | $3.75M 2.07% | 0.00 | 0.00 | 31.42K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 62.42K | SH | $2.71M 1.49% | 0.00 | 0.00 | 62.42K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 101.32K | SH | $2.68M 1.48% | 0.00 | 0.00 | 101.32K |
APPLE INCSOLE | COM | 5.87K | SH | $1.60M 0.88% | 0.00 | 0.00 | 5.87K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 28.61K | SH | $1.51M 0.83% | 0.00 | 0.00 | 28.61K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 35.99K | SH | $1.49M 0.82% | 0.00 | 0.00 | 35.99K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 34.05K | SH | $1.30M 0.72% | 0.00 | 0.00 | 34.05K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 30.09K | SH | $1.29M 0.71% | 0.00 | 0.00 | 30.09K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 22.91K | SH | $1.14M 0.63% | 0.00 | 0.00 | 22.91K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.23K | SH | $1.02M 0.56% | 0.00 | 0.00 | 7.23K |
META PLATFORMS INCSOLE | CL A | 1.46K | SH | $963.1K 0.53% | 0.00 | 0.00 | 1.46K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 18.58K | SH | $869.4K 0.48% | 0.00 | 0.00 | 18.58K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 8.89K | SH | $720.3K 0.40% | 0.00 | 0.00 | 8.89K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 15.24K | SH | $710.0K 0.39% | 0.00 | 0.00 | 15.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.04K | SH | $683.6K 0.38% | 0.00 | 0.00 | 2.04K |
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