Longview Financial Advisors LLC
151 holdingsFiling period: 2026-06-30Current AUM: $202.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 704.9K | $31.3M | $31.5M | 15.61% | +7.8K | 2026-06-30 |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | 571.6K | $26.3M | $25.9M | 12.82% | +51.5K | 2026-06-30 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 270.1K | $21.3M | $21.0M | 10.38% | +1.6K | 2026-06-30 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 242.5K | $20.0M | $19.3M | 9.54% | +23.8K | 2026-06-30 |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | 288.9K | $19.5M | $19.9M | 9.83% | +22.1K | 2026-06-30 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 287.1K | $16.9M | $16.4M | 8.13% | +11.6K | 2026-06-30 |
| 7 | DFLV | DIMENSIONAL ETF TRUST | 233.4K | $9.2M | $9.7M | 4.80% | +4.4K | 2026-06-30 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 176.6K | $7.2M | $7.0M | 3.44% | -6,996 | 2026-06-30 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 163.1K | $6.5M | $7.2M | 3.56% | +3.5K | 2026-06-30 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 159.6K | $5.9M | $6.1M | 3.04% | +9.0K | 2026-06-30 |
| 11 | IEI | ISHARES TR | 30.5K | $3.6M | $3.5M | 1.72% | -920 | 2026-06-30 |
| 12 | DFSU | DIMENSIONAL ETF TRUST | 71.1K | $3.3M | $3.4M | 1.67% | -236 | 2026-06-30 |
| 13 | DFGR | DIMENSIONAL ETF TRUST | 113.5K | $3.3M | $3.2M | 1.58% | +5.6K | 2026-06-30 |
| 14 | AAPL | APPLE INC | 5.9K | $1.7M | $1.9M | 0.96% | -- | 2026-06-30 |
| 15 | DFSE | DIMENSIONAL ETF TRUST | 34.1K | $1.7M | $1.6M | 0.81% | -3,347 | 2026-06-30 |
| 16 | JTNY | J P MORGAN EXCHANGE TRADED F | 32.6K | $1.6M | $1.6M | 0.77% | -- | 2026-06-30 |
| 17 | DFSI | DIMENSIONAL ETF TRUST | 32.2K | $1.5M | $1.5M | 0.73% | -469 | 2026-06-30 |
| 18 | IGSB | ISHARES TR | 24.5K | $1.3M | $1.3M | 0.62% | -4,095 | 2026-06-30 |
| 19 | DFIV | DIMENSIONAL ETF TRUST | 22.7K | $1.2M | $1.3M | 0.65% | -- | 2026-06-30 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | 28.6K | $1.2M | $1.2M | 0.60% | -3,530 | 2026-06-30 |
| 21 | ACWI | ISHARES TR | 6.8K | $1.1M | $1.1M | 0.54% | -318 | 2026-06-30 |
| 22 | DFAU | DIMENSIONAL ETF TRUST | 18.5K | $954K | $965K | 0.48% | -114 | 2026-06-30 |
| 23 | XLK | SELECT SECTOR SPDR TR | 4.4K | $843K | $813K | 0.40% | -- | 2026-06-30 |
| 24 | DFUV | DIMENSIONAL ETF TRUST | 15.0K | $823K | $848K | 0.42% | -54 | 2026-06-30 |
| 25 | CAT | CATERPILLAR INC | 751 | $799K | $588K | 0.29% | -387 | 2026-06-30 |
← Scroll →
Page 1 of 7