account_balance

Investment manager · 13F filer · SEC CIK 2076077

Longview Financial Advisors LLC

Reported value$202Mas of Jun 30, 2026
Positions150 8 new, 15 sold out
Top 10 weight81.2%DFAC alone is 15%
FiledJul 1414 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 15.5% Held
JPIE J P Morgan Exchange Traded F 13.0% Added +10%
VCSH Vanguard Scottsdale FDS 10.6% Held
VCIT Vanguard Scottsdale FDS 9.9% Added +11%
HELO J P Morgan Exchange Traded F 9.6% Added +8%
VGIT Vanguard Scottsdale FDS 8.4% Added +4%
DFLV Dimensional ETF Trust 4.6% Held
DFEM Dimensional ETF Trust 3.5% Trimmed −4%
DISV Dimensional ETF Trust 3.2% Added +2%
DFIC Dimensional ETF Trust 2.9% Added +6%
IEI iShares Tr 1.8% Trimmed −3%
DFSU Dimensional ETF Trust 1.6% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 14, 2026, compared with the Apr 20, 2026 filing
add_circleNew
  • JTNY $1.63M
  • IBTG $56.5K
  • IBTH $56.4K
  • IBTI $56.3K
arrow_upwardAdded
  • VCIT +11%
  • JPIE +10%
  • HELO +8%
  • DFIC +6%
arrow_downwardTrimmed
  • CAT −34%
  • IGSB −14%
  • DFAI −11%
  • DFSE −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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