Longview Financial Advisors LLC Reduced Holdings in Q4 2025

Longview Financial Advisors LLC

  • $181 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.97K
- 14.79%
$52.76 - $53.18 $262K - $264K
28.6K $1.51B
META
Meta Platforms, Inc.

Communication Services
-134
- 8.41%
$609.01 - $751.67 $81.6K - $101K
1.46K $963M
SUB
Ishares Short Term National Mu

ETFs
-1.88K
- 40.12%
$106.22 - $106.81 $200K - $201K
2.81K $300M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.05K
- 10.53%
$76.99 - $79.92 $80.6K - $83.7K
8.89K $720M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-505
- 1.58%
$119.13 - $120.38 $60.2K - $60.8K
31.4K $3.75B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-787
- 47.5%
$50.57 - $50.77 $39.8K - $40K
870 $44M
AOA
Ishares Tr Core Aggressive All

ETFs
-390
- 16.38%
$86.51 - $90.12 $33.7K - $35.1K
1.99K $178M
WM
Waste Management Inc

Industrials
-93
- 48.19%
$196.77 - $219.98 $18.3K - $20.5K
100 $22M
REET
Ishares Global Reit ETF

ETFs
-65
- 0.26%
$24.8 - $26.02 $1.61K - $1.69K
25.2K $630M
J P Morgan Exchange Traded F
-329
- 59.28%
N/A
226 $11.8M
CMF
Ishares California Muni Bond E

ETFs
-88
- 66.17%
$56.96 - $57.62 $5.01K - $5.07K
45 $2.59M
MORN
Morningstar, Inc.

Financial Services
-5
- 3.23%
$208.83 - $228.23 $1.04K - $1.14K
150 $32.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-15
- 7.54%
$73.54 - $77.36 $1.1K - $1.16K
184 $14.1M
UPRO
Proshares Trust Proshares Ultr

ETFs
-4
- 28.57%
$104.49 - $120.91 $418 - $484
10 $1.16M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-58
- 2.91%
$44.22 - $47.74 $2.56K - $2.77K
1.93K $89.9M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-35
- 2.61%
$132.94 - $139.8 $4.65K - $4.89K
1.3K $182M
HEQT
Simplify Exchange Traded Fds H
-25
- 1.02%
$30.98 - $31.88 $775 - $797
2.42K $77.6M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-20
- 1.42%
$68.22 - $71.43 $1.36K - $1.43K
1.38K $99.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-302
- 1.94%
$43.57 - $45.71 $13.2K - $13.8K
15.2K $710M
DFAE
Dimensional ETF Tr

ETFs
-39
- 0.24%
$30.74 - $33.05 $1.2K - $1.29K
16.3K $531M
DFAU
Dimensional ETF Tr

ETFs
-63
- 0.34%
$44.77 - $47.01 $2.82K - $2.96K
18.6K $869M
ACWI
Ishares Msci Acwi ETF

ETFs
-46
- 0.63%
$135.71 - $142.56 $6.24K - $6.56K
7.23K $1.02B
DFAI
Dimensional ETF Tr

ETFs
-418
- 1.21%
$35.82 - $37.52 $15K - $15.7K
34K $1.3B
DFIV
Dimensional ETF Tr

ETFs
-194
- 0.84%
$45.13 - $48.25 $8.76K - $9.36K
22.9K $1.14B
CAT
Caterpillar Inc

Industrials
-52
- 4.37%
$480.82 - $585.49 $25K - $30.4K
1.14K $652M
AAPL
Apple Inc.

Technology
-38
- 0.64%
$245.27 - $275.25 $9.32K - $10.5K
5.87K $1.6B
Dimensional ETF Trust
-16
- 0.01%
N/A
222K $7.59B
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.91K
- 1.19%
$35.06 - $36.3 $67K - $69.3K
158K $6.01B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.27K
- 0.47%
$37.61 - $39.41 $123K - $129K
687K $27.2B
Activity Summary
Buys All Purchases 73 New Holdings 34 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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