Longview Financial Advisors LLC 13F Holdings
CIK 0002076077 · SAN RAFAEL, CA
As of Sep 30, 2025, Longview Financial Advisors LLC reported 141 positions worth
CIK 0002076077 · SAN RAFAEL, CA
As of Sep 30, 2025, Longview Financial Advisors LLC reported 141 positions worth
73.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 690,303 | $26.6M | 15.35% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 279,820 | $22.4M | 12.89% |
| JPMORGAN INCOME ETF | JPIE | — | 475,253 | $22.1M | 12.71% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 254,210 | 5.3M | 8.80% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 229,849 | 4.9M | 8.61% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 174,065 | 4.6M | 8.44% |
| DIMENSIONAL ETF TRUST | DFLV | — | 221,956 | $7.3M | 4.21% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 160,154 | $5.7M | 3.29% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 178,199 | $5.7M | 3.29% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 143,502 | $4.7M | 2.71% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 31,927 | $3.8M | 2.20% |
| DIMENSIONAL ETF TRUST | DFSU | — | 61,643 | $2.6M | 1.51% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 91,896 | $2.5M | 1.45% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 33,578 | .8M | 1.03% |
| APPLE INC | AAPL | Technology | 5,907 | .5M | 0.87% |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | — | 35,093 | .4M | 0.83% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 34,466 | .3M | 0.72% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 29,587 | .2M | 0.70% |
| META PLATFORMS INC | META | Communication Services | 1,593 | .2M | 0.67% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 23,105 | .1M | 0.61% |
| ISHARES MSCI ACWI ETF | ACWI | — | 7,272 | .0M | 0.58% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 18,639 | $852.9K | 0.49% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 9,939 | $790.3K | 0.46% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 15,541 | $694.5K | 0.40% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,025 | $664.5K | 0.38% |