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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
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFEM DIMENSIONAL ETF TRUST 176,579.0 $7.2M 3.55% -7K -3.8% $40.64 -1.4%
2 IEI ISHARES TR 30,459.0 $3.6M 1.77% -920.0 -2.9% $117.45 -1.6%
3 DFSE DIMENSIONAL ETF TRUST 34,136.0 $1.7M 0.82% -3K -8.9% $48.88 -0.3%
4 DFSI DIMENSIONAL ETF TRUST 32,181.0 $1.5M 0.72% -469.0 -1.4% $45.10 +3.3%
5 IGSB ISHARES TR 24,518.0 $1.3M 0.64% -4K -14.3% $52.41 -1.2%
6 DFAI DIMENSIONAL ETF TRUST 28,625.0 $1.2M 0.58% -4K -11.0% $41.25 +3.5%
7 ACWI ISHARES TR 6,847.0 $1.1M 0.53% -318.0 -4.4% $156.96 +1.5%
8 DFAU DIMENSIONAL ETF TRUST 18,462.0 $954K 0.47% -114.0 -0.6% $51.69 +1.7%
9 CAT CATERPILLAR INC Industrials 751.0 $800K 0.40% -387.0 -34.0% $1064.90 -26.6%
10 DLS WISDOMTREE TR 8,417.0 $705K 0.35% -357.0 -4.1% $83.79 +5.6%
11 DFAE DIMENSIONAL ETF TRUST 15,492.0 $623K 0.31% -819.0 -5.0% $40.21 -1.5%
12 JPM JPMORGAN CHASE & CO Financial Services 1,280.0 $419K 0.21% -48.0 -3.6% $327.25 +8.3%
13 NVDA NVIDIA CORPORATION Technology 1,740.0 $348K 0.17% -200.0 -10.3% $200.09 +8.6%
14 SUSA ISHARES TR 1,251.0 $193K 0.10% -53.0 -4.1% $154.30 +1.5%
15 AOA ISHARES TR 1,492.0 $146K 0.07% -659.0 -30.6% $97.60 +0.6%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 137.0 $128K 0.06% -59.0 -30.1% $935.47 +0.2%
17 VSGX VANGUARD WORLD FD 1,352.0 $111K 0.06% -32.0 -2.3% $82.34 +0.2%
18 CRWD CROWDSTRIKE HLDGS INC Technology 105.0 $80K 0.04% -6.0 -5.4% $190.79 +12.7%
19 EMXF ISHARES TR 1,159.0 $67K 0.03% -752.0 -39.4% $57.94 -0.8%
20 WMT WALMART INC Consumer Defensive 519.0 $59K 0.03% -23.0 -4.2% $113.26 -6.6%
Page 1 of 2  ·  25 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 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%