Portfolio (Quarterly) Guide ↗

Longview Financial Advisors LLC

· CIK 0002076077

13F Portfolio $202M AUM 150 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 15 Added 25 Reduced 15 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	DFAC	DIMENSIONAL ETF TRUST	—	704,896.0	$31.3M	15.45%	+8K	+1.1%	$44.36	+1.5%
2	JPIE	J P MORGAN EXCHANGE TRADED F	—	571,553.0	$26.3M	13.01%	+52K	+9.9%	$46.05	-1.1%
3	VCSH	VANGUARD SCOTTSDALE FDS	—	270,145.0	$21.3M	10.55%	+2K	+0.6%	$79.03	-1.2%
4	VCIT	VANGUARD SCOTTSDALE FDS	—	242,452.0	$20.0M	9.90%	+24K	+10.9%	$82.65	-2.7%
5	HELO	J P MORGAN EXCHANGE TRADED F	—	288,873.0	$19.5M	9.65%	+22K	+8.3%	$67.58	+2.4%
6	VGIT	VANGUARD SCOTTSDALE FDS	—	287,129.0	$16.9M	8.37%	+12K	+4.2%	$58.98	-1.9%
7	DFLV	DIMENSIONAL ETF TRUST	—	233,381.0	$9.2M	4.56%	+4K	+1.9%	$39.54	+5.1%
8	DISV	DIMENSIONAL ETF TRUST	—	163,131.0	$6.5M	3.23%	+4K	+2.2%	$40.13	+10.3%
9	DFIC	DIMENSIONAL ETF TRUST	—	159,552.0	$5.9M	2.94%	+9K	+6.0%	$37.26	+4.2%
10	DFGR	DIMENSIONAL ETF TRUST	—	113,450.0	$3.3M	1.62%	+6K	+5.2%	$28.97	-0.6%
11	HEQT	SIMPLIFY EXCHANGE TRADED FUN	—	2,722.0	$91K	0.04%	+301.0	+12.4%	$33.54	+2.0%
12	MINT	PIMCO ETF TR	—	410.0	$41K	0.02%	+4.0	+1.0%	$100.81	-0.3%
13	BSV	VANGUARD BD INDEX FDS	—	240.0	$19K	0.01%	+90.0	+60.0%	$77.91	-1.0%
14	MGK	VANGUARD WORLD FD	—	50.0	$4K	0.00%	+40.0	+400.0%	$87.92	+1.2%
15	DFAW	DIMENSIONAL ETF TRUST	—	41.0	$3K	0.00%	+2.0	+5.1%	$82.80	+1.8%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 36.1%

Financial Services 22.0%

Communication Services 14.2%

Industrials 13.2%

Consumer Cyclical 7.2%

Consumer Defensive 2.3%

Real Estate 1.6%

Utilities 1.2%

Healthcare 1.0%

Energy 0.6%