Longview Financial Advisors LLC Reduced Holdings in Q2 2025

Longview Financial Advisors LLC

  • $160 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-33.8K
- 9.56%
$77.94 - $79.5 $2.64M - $2.69M
320K $25.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12.2K
- 26.24%
$51.68 - $52.76 $630K - $643K
34.3K $1.81B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.14K
- 86.99%
$47.89 - $48.65 $198K - $201K
619 $30.1M
AAPL
Apple Inc.

Technology
-273
- 4.42%
$172.42 - $223.89 $47.1K - $61.1K
5.91K $1.21B
DFSU
Dimensional ETF Tr Dimen Us Su
-8.99K
- 15.85%
N/A
47.8K $1.87B
SUB
Ishares Short Term National Mu

ETFs
-486
- 8.56%
$104.77 - $106.34 $50.9K - $51.7K
5.19K $552M
DFAE
Dimensional ETF Tr

ETFs
-3.09K
- 15.82%
$22.87 - $28.95 $70.7K - $89.5K
16.5K $476M
GOOGL
Alphabet Inc.

Communication Services
-57
- 5.59%
$144.7 - $178.6 $8.25K - $10.2K
962 $170M
REET
Ishares Global Reit ETF

ETFs
-706
- 2.69%
$21.59 - $25.16 $15.2K - $17.8K
25.5K $630M
TDG
Trans Digm Group Inc

Industrials
-10
- 24.39%
$1231.75 - $1520.64 $12.3K - $15.2K
31 $47.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.49%
$167.32 - $223.3 $1K - $1.34K
1.22K $268M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-9
- 3.95%
$55.5 - $69.0 $500 - $621
219 $15.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-7
- 0.49%
$52.84 - $65.52 $370 - $459
1.42K $92.9M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.54%
$908.13 - $1056.85 $908 - $1.06K
183 $181M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-141
- 0.44%
$116.93 - $119.39 $16.5K - $16.8K
31.9K $3.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13
- 0.3%
$39.89 - $49.46 $519 - $643
4.39K $217M
MSFT
Microsoft Corp

Technology
-50
- 7.15%
$354.56 - $497.45 $17.7K - $24.9K
649 $323M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.19K
- 0.48%
$58.63 - $59.9 $69.5K - $71K
244K $14.6B
XLK
Technology Sector Spdr

ETFs
-3
- 0.15%
$179.73 - $253.23 $539 - $760
2.06K $521M
DFAU
Dimensional ETF Tr

ETFs
-206
- 1.07%
$34.04 - $42.36 $7.01K - $8.73K
19K $804M
ACWI
Ishares Msci Acwi ETF

ETFs
-86
- 1.17%
$103.59 - $128.6 $8.91K - $11.1K
7.29K $937M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-37
- 0.37%
$59.57 - $75.11 $2.2K - $2.78K
9.99K $751M
DFAI
Dimensional ETF Tr

ETFs
-470
- 1.3%
$28.02 - $34.71 $13.2K - $16.3K
35.7K $1.23B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-9.83K
- 6.13%
$24.94 - $31.15 $245K - $306K
151K $4.68B
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.82K
- 1.24%
$25.93 - $32.91 $47.3K - $60K
145K $4.76B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.15K
- 1.19%
$23.4 - $29.68 $50.4K - $63.9K
179K $5.33B
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 36 Reductions 27 Sold out 9 Options Calls 0 Puts 0
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