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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors LLC

· CIK 0002076077
13F Portfolio $181M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New
Page 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 1,459.0 $963K 0.53% NEW $660.09 -7.2%
22 DFAU DIMENSIONAL ETF TRUST 18,576.0 $869K 0.48% NEW $46.80 +10.4%
23 DLS WISDOMTREE TR 8,892.0 $720K 0.40% NEW $81.01 +8.3%
24 DFUV DIMENSIONAL ETF TRUST 15,239.0 $710K 0.39% NEW $46.59 +15.2%
25 VTI VANGUARD INDEX FDS 2,039.0 $684K 0.38% NEW $335.27 +10.2%
26 CAT CATERPILLAR INC Industrials 1,138.0 $652K 0.36% NEW $572.87 +58.6%
27 XLK SELECT SECTOR SPDR TR 4,426.0 $637K 0.35% NEW $143.97 +28.7%
28 REET ISHARES TR 25,238.0 $630K 0.35% NEW $24.95 +10.7%
29 DFAE DIMENSIONAL ETF TRUST 16,311.0 $531K 0.29% NEW $32.57 +24.4%
30 AMZN AMAZON COM INC Consumer Cyclical 1,717.0 $396K 0.22% NEW $230.82 +14.9%
31 NVDA NVIDIA CORPORATION Technology 1,940.0 $362K 0.20% NEW $186.50 +15.2%
32 SPY SPDR S&P 500 ETF TR Financial Services 527.0 $359K 0.20% NEW $681.92 +10.1%
33 IEFA ISHARES TR 3,701.0 $331K 0.18% NEW $89.46 +9.9%
34 JPM JPMORGAN CHASE & CO. Financial Services 1,015.0 $327K 0.18% NEW $322.22 -4.8%
35 VEA VANGUARD TAX-MANAGED FDS 5,118.0 $320K 0.18% NEW $62.47 +14.9%
36 VWO VANGUARD INTL EQUITY INDEX F 5,920.0 $318K 0.17% NEW $53.76 +12.0%
37 GOOGL ALPHABET INC Communication Services 1,010.0 $316K 0.17% NEW $313.00 +24.2%
38 MSFT MICROSOFT CORP Technology 649.0 $314K 0.17% NEW $483.62 -14.0%
39 SUB ISHARES TR 2,811.0 $300K 0.17% NEW $106.70 -0.3%
40 QUAL ISHARES TR 1,347.0 $268K 0.15% NEW $198.62 +8.6%
Page 2 of 9  ·  175 positions

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 34.4%
Financial Services 21.3%
Communication Services 15.8%
Industrials 12.2%
Consumer Cyclical 7.5%
Consumer Defensive 2.8%
Healthcare 1.7%
Real Estate 1.5%
Energy 1.1%
Utilities 1.0%