Filed: 4/20/2026ACC: 0002076077-26-000002
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 157 equity positions with a total reported market value of $184.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
157
Positions
$184.04M
Total AUM (reported)
3.53M
Total Shares
Allocation by class
US CORE EQUITY 2$27.09M14.7%
INCOME ETF$23.96M13.0%
SHRT TRM CORP BD$21.29M11.6%
INT-TERM CORP$18.10M9.8%
HEDGED EQUITY LA$17.05M9.3%
INTER TERM TREAS$16.41M8.9%
US LARGE CAP VAL$8.18M4.4%
Portfolio Concentration
Top 3$72.34M39.3%
4–10$77.71M42.2%
11–25$22.79M12.4%
Rest$11.20M6.1%
Top 3 weight
39.3%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 3.53M
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
3.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole157
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings157
Rows:
DIMENSIONAL ETF TRUST
SOLEShares697.08K
TypeSH
Market value$27.09M
14.72%
Sole
0.00
Shared
0.00
None
697.08K
J P MORGAN EXCHANGE TRADED F
SOLEShares520.04K
TypeSH
Market value$23.96M
13.02%
Sole
0.00
Shared
0.00
None
520.04K
VANGUARD SCOTTSDALE FDS
SOLEShares268.59K
TypeSH
Market value$21.29M
11.57%
Sole
0.00
Shared
0.00
None
268.59K
VANGUARD SCOTTSDALE FDS
SOLEShares218.70K
TypeSH
Market value$18.10M
9.83%
Sole
0.00
Shared
0.00
None
218.70K
J P MORGAN EXCHANGE TRADED F
SOLEShares266.75K
TypeSH
Market value$17.05M
9.26%
Sole
0.00
Shared
0.00
None
266.75K
VANGUARD SCOTTSDALE FDS
SOLEShares275.49K
TypeSH
Market value$16.41M
8.91%
Sole
0.00
Shared
0.00
None
275.49K
DIMENSIONAL ETF TRUST
SOLEShares229.01K
TypeSH
Market value$8.18M
4.44%
Sole
0.00
Shared
0.00
None
229.01K
DIMENSIONAL ETF TRUST
SOLEShares183.57K
TypeSH
Market value$6.34M
3.45%
Sole
0.00
Shared
0.00
None
183.57K
DIMENSIONAL ETF TRUST
SOLEShares159.59K
TypeSH
Market value$6.29M
3.42%
Sole
0.00
Shared
0.00
None
159.59K
DIMENSIONAL ETF TRUST
SOLEShares150.52K
TypeSH
Market value$5.35M
2.91%
Sole
0.00
Shared
0.00
None
150.52K
ISHARES TR
SOLEShares31.38K
TypeSH
Market value$3.72M
2.02%
Sole
0.00
Shared
0.00
None
31.38K
DIMENSIONAL ETF TRUST
SOLEShares71.30K
TypeSH
Market value$2.93M
1.59%
Sole
0.00
Shared
0.00
None
71.30K
DIMENSIONAL ETF TRUST
SOLEShares107.88K
TypeSH
Market value$2.87M
1.56%
Sole
0.00
Shared
0.00
None
107.88K
DIMENSIONAL ETF TRUST
SOLEShares37.48K
TypeSH
Market value$1.59M
0.86%
Sole
0.00
Shared
0.00
None
37.48K
ISHARES TR
SOLEShares28.61K
TypeSH
Market value$1.50M
0.82%
Sole
0.00
Shared
0.00
None
28.61K
APPLE INC
SOLEShares5.86K
TypeSH
Market value$1.49M
0.81%
Sole
0.00
Shared
0.00
None
5.86K
DIMENSIONAL ETF TRUST
SOLEShares32.65K
TypeSH
Market value$1.38M
0.75%
Sole
0.00
Shared
0.00
None
32.65K
DIMENSIONAL ETF TRUST
SOLEShares32.16K
TypeSH
Market value$1.25M
0.68%
Sole
0.00
Shared
0.00
None
32.16K
DIMENSIONAL ETF TRUST
SOLEShares22.73K
TypeSH
Market value$1.20M
0.65%
Sole
0.00
Shared
0.00
None
22.73K
ISHARES TR
SOLEShares7.17K
TypeSH
Market value$991.4K
0.54%
Sole
0.00
Shared
0.00
None
7.17K
DIMENSIONAL ETF TRUST
SOLEShares18.58K
TypeSH
Market value$838.1K
0.46%
Sole
0.00
Shared
0.00
None
18.58K
CATERPILLAR INC
SOLEShares1.14K
TypeSH
Market value$806.2K
0.44%
Sole
0.00
Shared
0.00
None
1.14K
META PLATFORMS INC
SOLEShares1.36K
TypeSH
Market value$777.5K
0.42%
Sole
0.00
Shared
0.00
None
1.36K
DIMENSIONAL ETF TRUST
SOLEShares15.03K
TypeSH
Market value$728.5K
0.40%
Sole
0.00
Shared
0.00
None
15.03K
WISDOMTREE TR
SOLEShares8.77K
TypeSH
Market value$715.1K
0.39%
Sole
0.00
Shared
0.00
None
8.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 697.08K | SH | $27.09M 14.72% | 0.00 | 0.00 | 697.08K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 520.04K | SH | $23.96M 13.02% | 0.00 | 0.00 | 520.04K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 268.59K | SH | $21.29M 11.57% | 0.00 | 0.00 | 268.59K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 218.70K | SH | $18.10M 9.83% | 0.00 | 0.00 | 218.70K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 266.75K | SH | $17.05M 9.26% | 0.00 | 0.00 | 266.75K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 275.49K | SH | $16.41M 8.91% | 0.00 | 0.00 | 275.49K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 229.01K | SH | $8.18M 4.44% | 0.00 | 0.00 | 229.01K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 183.57K | SH | $6.34M 3.45% | 0.00 | 0.00 | 183.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 159.59K | SH | $6.29M 3.42% | 0.00 | 0.00 | 159.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 150.52K | SH | $5.35M 2.91% | 0.00 | 0.00 | 150.52K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 31.38K | SH | $3.72M 2.02% | 0.00 | 0.00 | 31.38K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 71.30K | SH | $2.93M 1.59% | 0.00 | 0.00 | 71.30K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 107.88K | SH | $2.87M 1.56% | 0.00 | 0.00 | 107.88K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 37.48K | SH | $1.59M 0.86% | 0.00 | 0.00 | 37.48K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 28.61K | SH | $1.50M 0.82% | 0.00 | 0.00 | 28.61K |
APPLE INCSOLE | COM | 5.86K | SH | $1.49M 0.81% | 0.00 | 0.00 | 5.86K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 32.65K | SH | $1.38M 0.75% | 0.00 | 0.00 | 32.65K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 32.16K | SH | $1.25M 0.68% | 0.00 | 0.00 | 32.16K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 22.73K | SH | $1.20M 0.65% | 0.00 | 0.00 | 22.73K |
ISHARES TRSOLE | MSCI ACWI ETF | 7.17K | SH | $991.4K 0.54% | 0.00 | 0.00 | 7.17K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 18.58K | SH | $838.1K 0.46% | 0.00 | 0.00 | 18.58K |
CATERPILLAR INCSOLE | COM | 1.14K | SH | $806.2K 0.44% | 0.00 | 0.00 | 1.14K |
META PLATFORMS INCSOLE | CL A | 1.36K | SH | $777.5K 0.42% | 0.00 | 0.00 | 1.36K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 15.03K | SH | $728.5K 0.40% | 0.00 | 0.00 | 15.03K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 8.77K | SH | $715.1K 0.39% | 0.00 | 0.00 | 8.77K |
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