Longview Financial Advisors LLC Portfolio Holdings

Longview Financial Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $25.4B, Dimensional ETF Tr U S Core Eq with a value of $25.1B, J P Morgan Exchange Traded Fd with a value of $21.1B, Vanguard Intermediate Term Tre with a value of $14.6B, and J P Morgan Exchange Traded F with a value of $13.1B.

Examining the 13F form we can see an increase of $8.08B in the current position value, from $152B to 160B. Also it can be appreciated an additional of 4 stocks purchases and 9 closed positions.

Longview Financial Advisors LLC is based out at San Rafael, CA

Below you can find more details about Longview Financial Advisors LLC portfolio as well as his latest detailed transactions.