Longview Financial Advisors LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $202M
Positions: 150
Quarter ended: June 30, 2026
Filed: July 14, 2026

Reported portfolio value by quarter (7 quarters reported)

$202M $149M

Q4 24 Q2 25 Q4 25 Q2 26

$149M in Q4 2024 → $202M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
DE Dimensional ETF Trust	15.5%	Added 1.1%	704,896	$31.3M
JP J P Morgan Exchange Traded F	13.0%	Added 9.9%	571,553	$26.3M
VS Vanguard Scottsdale Fds	10.6%	Added 0.6%	270,145	$21.3M
VS Vanguard Scottsdale Fds	9.9%	Added 11%	242,452	$20M
JP J P Morgan Exchange Traded F	9.6%	Added 8.3%	288,873	$19.5M
VS Vanguard Scottsdale Fds	8.4%	Added 4.2%	287,129	$16.9M
DE Dimensional ETF Trust	4.6%	Added 1.9%	233,381	$9.23M
DE Dimensional ETF Trust	3.5%	Trimmed 3.8%	176,579	$7.18M
DE Dimensional ETF Trust	3.2%	Added 2.2%	163,131	$6.55M
DE Dimensional ETF Trust	2.9%	Added 6.0%	159,552	$5.94M
IT Ishares Tr	1.8%	Trimmed 2.9%	30,459	$3.58M
DE Dimensional ETF Trust	1.6%	Trimmed 0.3%	71,062	$3.31M
DE Dimensional ETF Trust	1.6%	Added 5.2%	113,450	$3.29M
Apple Inc	0.8%	Unchanged	5,861	$1.7M
DE Dimensional ETF Trust	0.8%	Trimmed 8.9%	34,136	$1.67M
JP J P Morgan Exchange Traded F	0.8%	New	32,567	$1.63M
DE Dimensional ETF Trust	0.7%	Trimmed 1.4%	32,181	$1.45M
IT Ishares Tr	0.6%	Trimmed 14%	24,518	$1.28M
DE Dimensional ETF Trust	0.6%	Unchanged	22,729	$1.23M
DE Dimensional ETF Trust	0.6%	Trimmed 11%	28,625	$1.18M
IT Ishares Tr	0.5%	Trimmed 4.4%	6,847	$1.07M
DE Dimensional ETF Trust	0.5%	Trimmed 0.6%	18,462	$954K
SS Select Sector SPDR Tr	0.4%	Unchanged	4,426	$843K
DE Dimensional ETF Trust	0.4%	Trimmed 0.4%	14,978	$824K
Caterpillar Inc	0.4%	Trimmed 34%	751	$800K
Meta Platforms Inc	0.4%	Trimmed 0.4%	1,353	$762K
VI Vanguard Index Fds	0.4%	Unchanged	1,958	$725K
WT Wisdomtree Tr	0.3%	Trimmed 4.1%	8,417	$705K
IT Ishares Tr	0.3%	Trimmed 0.4%	25,003	$691K
DE Dimensional ETF Trust	0.3%	Trimmed 5.0%	15,492	$623K
Jpmorgan Chase & Co	0.2%	Trimmed 3.6%	1,280	$419K
SS State Str SPDR S&P 500 ETF T	0.2%	Unchanged	527	$394K
Amazon Com Inc	0.2%	Unchanged	1,642	$391K
VT Vanguard Tax-managed Fds	0.2%	Unchanged	5,118	$365K
Alphabet Inc	0.2%	Unchanged	1,010	$361K
IT Ishares Tr	0.2%	Unchanged	3,701	$357K
VI Vanguard Intl Equity Index F	0.2%	Trimmed 0.1%	5,909	$353K
Nvidia Corporation	0.2%	Trimmed 10%	1,740	$348K
Lam Research Corp	0.1%	Unchanged	700	$303K
Morgan Stanley	0.1%	Unchanged	1,451	$303K
IT Ishares Tr	0.1%	Unchanged	1,347	$296K
Microsoft Corp	0.1%	Unchanged	649	$242K
VI Vanguard Index Fds	0.1%	Unchanged	1,082	$236K
SS SPDR Series Trust	0.1%	Unchanged	2,239	$203K
IT Ishares Tr	0.1%	Trimmed 4.1%	1,251	$193K
SS State Str SPDR S&P Midcap 40	0.1%	Unchanged	244	$172K
IT Ishares Tr	0.1%	Unchanged	2,036	$168K
IT Ishares Tr	0.1%	Unchanged	1,173	$160K
SC Schwab Charles Corp	0.1%	Added 0.1%	1,706	$157K
IT Ishares Tr	0.1%	Trimmed 31%	1,492	$146K
Wells Fargo & Co	0.1%	Unchanged	1,653	$137K
SS SPDR Series Trust	0.1%	Unchanged	2,009	$136K
Costco Wholesale Corporation	0.1%	Trimmed 30%	137	$128K
HF Hartford Fds Exchange Traded	0.1%	Unchanged	3,030	$119K
JP J P Morgan Exchange Traded F	0.1%	Unchanged	2,300	$117K
VW Vanguard World Fd	0.1%	Trimmed 2.3%	1,352	$111K
Parker-hannifin Corp	0.1%	Unchanged	111	$109K
Goldman Sachs Group Inc	0.1%	Unchanged	102	$103K
JP J P Morgan Exchange Traded F	0.0%	Unchanged	1,975	$101K
TS Taiwan Semiconductor Manufac	0.0%	Unchanged	210	$100K

Showing top 60 of 150 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 6 quarters.

Q2 2026

quarter ended June 30, 2026 · filed July 14, 2026

Company	Action	Shares changed	Value of change	% of portfolio
JP J P Morgan Exchange Traded F	Added	+51,508	+$2.37M	13.0%
VS Vanguard Scottsdale Fds	Added	+23,752	+$1.96M	9.9%
JP J P Morgan Exchange Traded F	New	+32,567	+$1.63M	0.8%
JP J P Morgan Exchange Traded F	Added	+22,127	+$1.5M	9.6%
VS Vanguard Scottsdale Fds	Added	+11,639	+$686K	8.4%
Caterpillar Inc	Trimmed	−387	−$412K	0.4%
DE Dimensional ETF Trust	Added	+7,813	+$347K	15.5%
DE Dimensional ETF Trust	Added	+9,036	+$337K	2.9%
DE Dimensional ETF Trust	Trimmed	−6,996	−$284K	3.5%
IT Ishares Tr	Trimmed	−4,095	−$215K	0.6%

Showing the 10 largest of 69 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 20, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+28,345	+$2.35M	9.8%
VS Vanguard Scottsdale Fds	Trimmed	−16,175	−$1.28M	11.6%
JP J P Morgan Exchange Traded F	Added	+16,001	+$1.02M	9.3%
VS Vanguard Scottsdale Fds	Added	+10,079	+$600K	8.9%
JP J P Morgan Exchange Traded F	Added	+8,579	+$395K	13.0%
DE Dimensional ETF Trust	Added	+10,049	+$391K	14.7%
DE Dimensional ETF Trust	Added	+8,882	+$365K	1.6%
IT Ishares Tr	Trimmed	−2,561	−$273K	—
DE Dimensional ETF Trust	Added	+7,073	+$253K	4.4%
DE Dimensional ETF Trust	Added	+6,562	+$174K	1.6%

Showing the 10 largest of 61 changes.

Q4 2025

quarter ended December 31, 2025 · filed January 14, 2026

Company	Action	Shares changed	Value of change	% of portfolio
JP J P Morgan Exchange Traded F	Added	+36,213	+$1.68M	13.1%
JP J P Morgan Exchange Traded F	Added	+20,896	+$1.39M	9.2%
VS Vanguard Scottsdale Fds	Added	+16,290	+$1.36M	8.8%
VS Vanguard Scottsdale Fds	Added	+11,201	+$671K	8.8%
VS Vanguard Scottsdale Fds	Added	+4,944	+$394K	12.5%
SS Select Sector SPDR Tr	Added	+2,370	+$341K	0.4%
IT Ishares Tr	Trimmed	−4,965	−$263K	0.8%
DE Dimensional ETF Trust	Added	+9,425	+$249K	1.5%
IT Ishares Tr	Trimmed	−1,883	−$201K	0.2%
DE Dimensional ETF Trust	Added	+3,866	+$133K	2.8%

Showing the 10 largest of 103 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 10, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+55,003	+$4.63M	8.4%
VS Vanguard Scottsdale Fds	Trimmed	−40,166	−$3.21M	12.9%
JP J P Morgan Exchange Traded F	Added	+20,214	+$1.31M	8.6%
DE Dimensional ETF Trust	Added	+30,795	+$1.01M	4.2%
JP J P Morgan Exchange Traded F	Added	+20,306	+$942K	12.7%
VS Vanguard Scottsdale Fds	Added	+10,088	+$606K	8.8%
DE Dimensional ETF Trust	Added	+13,883	+$590K	1.5%
DE Dimensional ETF Trust	Added	+15,447	+$551K	3.3%
DE Dimensional ETF Trust	Trimmed	−10,754	−$415K	15.3%
IT Ishares Tr	New	+1,347	+$262K	0.2%

Showing the 10 largest of 59 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 06, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	Added	+40,908	+$3.39M	6.2%
VS Vanguard Scottsdale Fds	Trimmed	−33,841	−$2.69M	15.9%
JP J P Morgan Exchange Traded F	Added	+15,958	+$999K	8.2%
DE Dimensional ETF Trust	Added	+24,357	+$873K	15.7%
IT Ishares Tr	Trimmed	−12,195	−$643K	1.1%
DE Dimensional ETF Trust	Trimmed	−8,993	−$353K	1.2%
DE Dimensional ETF Trust	Trimmed	−9,834	−$306K	2.9%
DE Dimensional ETF Trust	Added	+7,431	+$231K	3.7%
IT Ishares Tr	Trimmed	−4,138	−$201K	—
JP J P Morgan Exchange Traded F	Added	+4,239	+$196K	13.2%

Showing the 10 largest of 55 changes.

Q1 2025

quarter ended March 31, 2025 · filed August 06, 2025

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Scottsdale Fds	New	+78,154	+$6.39M	4.2%
VS Vanguard Scottsdale Fds	Trimmed	−54,366	−$4.29M	18.4%
IT Ishares Tr	Trimmed	−27,978	−$1.47M	1.6%
JP J P Morgan Exchange Traded F	Added	+18,619	+$858K	13.7%
JP J P Morgan Exchange Traded F	Added	+12,180	+$727K	7.6%
DE Dimensional ETF Trust	Added	+12,491	+$364K	2.8%
IT Ishares Tr	Trimmed	−3,058	−$323K	0.4%
DE Dimensional ETF Trust	Added	+8,441	+$234K	2.9%
DE Dimensional ETF Trust	Added	+7,096	+$217K	3.7%
DE Dimensional ETF Trust	Added	+5,282	+$189K	1.3%

Showing the 10 largest of 49 changes.

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