Filed: 7/14/2026ACC: 0002076077-26-000003
📋 What this filing means
LONGVIEW FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $202.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$202.36M
Total AUM (reported)
3.69M
Total Shares
Allocation by class
US COR EQU 2 ETF$31.27M15.5%
INCOME ETF$26.32M13.0%
SHRT TRM CORP BD$21.35M10.6%
INT-TERM CORP$20.04M9.9%
HEDG EQU LAD ETF$19.52M9.6%
INTER TERM TREAS$16.93M8.4%
US LARG VALU ETF$9.23M4.6%
Portfolio Concentration
Top 3$78.94M39.0%
4–10$85.39M42.2%
11–25$24.82M12.3%
Rest$13.21M6.5%
Top 3 weight
39.0%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 3.69M
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
3.69M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings150
Rows:
DIMENSIONAL ETF TRUST
SOLEShares704.90K
TypeSH
Market value$31.27M
15.45%
Sole
0.00
Shared
0.00
None
704.90K
J P MORGAN EXCHANGE TRADED F
SOLEShares571.55K
TypeSH
Market value$26.32M
13.01%
Sole
0.00
Shared
0.00
None
571.55K
VANGUARD SCOTTSDALE FDS
SOLEShares270.14K
TypeSH
Market value$21.35M
10.55%
Sole
0.00
Shared
0.00
None
270.14K
VANGUARD SCOTTSDALE FDS
SOLEShares242.45K
TypeSH
Market value$20.04M
9.90%
Sole
0.00
Shared
0.00
None
242.45K
J P MORGAN EXCHANGE TRADED F
SOLEShares288.87K
TypeSH
Market value$19.52M
9.65%
Sole
0.00
Shared
0.00
None
288.87K
VANGUARD SCOTTSDALE FDS
SOLEShares287.13K
TypeSH
Market value$16.93M
8.37%
Sole
0.00
Shared
0.00
None
287.13K
DIMENSIONAL ETF TRUST
SOLEShares233.38K
TypeSH
Market value$9.23M
4.56%
Sole
0.00
Shared
0.00
None
233.38K
DIMENSIONAL ETF TRUST
SOLEShares176.58K
TypeSH
Market value$7.18M
3.55%
Sole
0.00
Shared
0.00
None
176.58K
DIMENSIONAL ETF TRUST
SOLEShares163.13K
TypeSH
Market value$6.55M
3.24%
Sole
0.00
Shared
0.00
None
163.13K
DIMENSIONAL ETF TRUST
SOLEShares159.55K
TypeSH
Market value$5.94M
2.94%
Sole
0.00
Shared
0.00
None
159.55K
ISHARES TR
SOLEShares30.46K
TypeSH
Market value$3.58M
1.77%
Sole
0.00
Shared
0.00
None
30.46K
DIMENSIONAL ETF TRUST
SOLEShares71.06K
TypeSH
Market value$3.31M
1.64%
Sole
0.00
Shared
0.00
None
71.06K
DIMENSIONAL ETF TRUST
SOLEShares113.45K
TypeSH
Market value$3.29M
1.62%
Sole
0.00
Shared
0.00
None
113.45K
APPLE INC
SOLEShares5.86K
TypeSH
Market value$1.70M
0.84%
Sole
0.00
Shared
0.00
None
5.86K
DIMENSIONAL ETF TRUST
SOLEShares34.14K
TypeSH
Market value$1.67M
0.82%
Sole
0.00
Shared
0.00
None
34.14K
J P MORGAN EXCHANGE TRADED F
SOLEShares32.57K
TypeSH
Market value$1.63M
0.81%
Sole
0.00
Shared
0.00
None
32.57K
DIMENSIONAL ETF TRUST
SOLEShares32.18K
TypeSH
Market value$1.45M
0.72%
Sole
0.00
Shared
0.00
None
32.18K
ISHARES TR
SOLEShares24.52K
TypeSH
Market value$1.28M
0.64%
Sole
0.00
Shared
0.00
None
24.52K
DIMENSIONAL ETF TRUST
SOLEShares22.73K
TypeSH
Market value$1.23M
0.61%
Sole
0.00
Shared
0.00
None
22.73K
DIMENSIONAL ETF TRUST
SOLEShares28.63K
TypeSH
Market value$1.18M
0.58%
Sole
0.00
Shared
0.00
None
28.63K
ISHARES TR
SOLEShares6.85K
TypeSH
Market value$1.07M
0.53%
Sole
0.00
Shared
0.00
None
6.85K
DIMENSIONAL ETF TRUST
SOLEShares18.46K
TypeSH
Market value$954.3K
0.47%
Sole
0.00
Shared
0.00
None
18.46K
SELECT SECTOR SPDR TR
SOLEShares4.43K
TypeSH
Market value$843.2K
0.42%
Sole
0.00
Shared
0.00
None
4.43K
DIMENSIONAL ETF TRUST
SOLEShares14.98K
TypeSH
Market value$823.9K
0.41%
Sole
0.00
Shared
0.00
None
14.98K
CATERPILLAR INC
SOLEShares751.00
TypeSH
Market value$799.7K
0.40%
Sole
0.00
Shared
0.00
None
751.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 704.90K | SH | $31.27M 15.45% | 0.00 | 0.00 | 704.90K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 571.55K | SH | $26.32M 13.01% | 0.00 | 0.00 | 571.55K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 270.14K | SH | $21.35M 10.55% | 0.00 | 0.00 | 270.14K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 242.45K | SH | $20.04M 9.90% | 0.00 | 0.00 | 242.45K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDG EQU LAD ETF | 288.87K | SH | $19.52M 9.65% | 0.00 | 0.00 | 288.87K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 287.13K | SH | $16.93M 8.37% | 0.00 | 0.00 | 287.13K |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 233.38K | SH | $9.23M 4.56% | 0.00 | 0.00 | 233.38K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 176.58K | SH | $7.18M 3.55% | 0.00 | 0.00 | 176.58K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 163.13K | SH | $6.55M 3.24% | 0.00 | 0.00 | 163.13K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 159.55K | SH | $5.94M 2.94% | 0.00 | 0.00 | 159.55K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 30.46K | SH | $3.58M 1.77% | 0.00 | 0.00 | 30.46K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 71.06K | SH | $3.31M 1.64% | 0.00 | 0.00 | 71.06K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 113.45K | SH | $3.29M 1.62% | 0.00 | 0.00 | 113.45K |
APPLE INCSOLE | COM | 5.86K | SH | $1.70M 0.84% | 0.00 | 0.00 | 5.86K |
DIMENSIONAL ETF TRUSTSOLE | EMER MARK SU ETF | 34.14K | SH | $1.67M 0.82% | 0.00 | 0.00 | 34.14K |
J P MORGAN EXCHANGE TRADED FSOLE | NEW YORK TAX FRE | 32.57K | SH | $1.63M 0.81% | 0.00 | 0.00 | 32.57K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 32.18K | SH | $1.45M 0.72% | 0.00 | 0.00 | 32.18K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 24.52K | SH | $1.28M 0.64% | 0.00 | 0.00 | 24.52K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 22.73K | SH | $1.23M 0.61% | 0.00 | 0.00 | 22.73K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 28.63K | SH | $1.18M 0.58% | 0.00 | 0.00 | 28.63K |
ISHARES TRSOLE | MSCI ACWI ETF | 6.85K | SH | $1.07M 0.53% | 0.00 | 0.00 | 6.85K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 18.46K | SH | $954.3K 0.47% | 0.00 | 0.00 | 18.46K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 4.43K | SH | $843.2K 0.42% | 0.00 | 0.00 | 4.43K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 14.98K | SH | $823.9K 0.41% | 0.00 | 0.00 | 14.98K |
CATERPILLAR INCSOLE | COM | 751.00 | SH | $799.7K 0.40% | 0.00 | 0.00 | 751.00 |
Page 1 of 6
…