Longview Financial Advisors LLC Portfolio Holdings

Longview Financial Advisors LLC

  • $173 Billion
  • Q3 2025

Longview Financial Advisors LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $26.6B, Vanguard Sht Term Corp Bd ETF with a value of $22.4B, J P Morgan Exchange Traded Fd with a value of $22.1B, Vanguard Intermediate Term Tre with a value of $15.3B, and J P Morgan Exchange Traded F with a value of $14.9B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $160B to 173B.

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.

Portfolio value $173 Billion
ETFs: $114 Billion
Technology: $2.6 Billion
Communication Services: $1.41 Billion
Financial Services: $1.1 Billion
Industrials: $867 Million
Consumer Cyclical: $580 Million
Consumer Defensive: $223 Million
Real Estate: $119 Million
Other: $265 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Billion 15.35% of portfolio
690,303
Q3 2025 Reduced 1.53%
$0
$22.4 Billion 12.89% of portfolio
279,820
Q3 2025 Reduced 12.55%
$0
$22.1 Billion 12.71% of portfolio
475,253
Q3 2025 Added 4.46%
$0
$15.3 Billion 8.8% of portfolio
254,210
Q3 2025 Added 4.13%
J P Morgan Exchange Traded F
-
$14.9 Billion 8.61% of portfolio
-
Q3 2025 Added 9.64%
$0
$14.6 Billion 8.44% of portfolio
174,065
Q3 2025 Added 46.2%
Dimensional ETF Trust
-
$7.3 Billion 4.21% of portfolio
-
Q3 2025 Added 16.11%
$0
$5.71 Billion 3.29% of portfolio
178,199
Q3 2025 Reduced 0.7%
$0
$5.72 Billion 3.29% of portfolio
160,154
Q3 2025 Added 10.67%
$0
$4.71 Billion 2.71% of portfolio
143,502
Q3 2025 Reduced 4.65%
$0
$3.82 Billion 2.2% of portfolio
31,927
Q2 2025 Reduced 0.44%
-
$2.62 Billion 1.51% of portfolio
-
Q3 2025 Added 29.07%
Dimensional ETF Trust
-
$2.51 Billion 1.45% of portfolio
-
Q3 2025 Added 2.47%
$0
$1.78 Billion 1.03% of portfolio
33,578
Q3 2025 Reduced 2.03%
$4.42T
$1.5 Billion 0.87% of portfolio
5,907
Q2 2025 Reduced 4.42%
-
$1.44 Billion 0.83% of portfolio
-
Q3 2025 Added 9.9%
-
$1.21 Billion 0.7% of portfolio
-
Q3 2025 Added 19.71%
$1.41T
$1.17 Billion 0.67% of portfolio
1,593
Q4 2024 New
$0
$1.07 Billion 0.61% of portfolio
23,105
Q1 2025 Reduced 0.32%
$0
$1.01 Billion 0.58% of portfolio
7,272
Q3 2025 Reduced 0.19%
$0
$853 Million 0.49% of portfolio
18,639
Q3 2025 Reduced 1.83%
$0
$790 Million 0.46% of portfolio
9,939
Q3 2025 Reduced 0.53%
$0
$695 Million 0.4% of portfolio
15,541
Q3 2025 Reduced 5.74%
$0
$665 Million 0.38% of portfolio
2,025
Q3 2025 Added 43.62%
$0
$647 Million 0.37% of portfolio
25,303
Q3 2025 Reduced 0.8%
$0
$580 Million 0.33% of portfolio
2,056
Q2 2025 Reduced 0.15%
$300B
$568 Million 0.33% of portfolio
1,190
Q1 2025 Reduced 22.98%
$0
$516 Million 0.3% of portfolio
16,350
Q3 2025 Reduced 0.66%
$0
$501 Million 0.29% of portfolio
4,694
Q3 2025 Reduced 9.56%
$2.54T
$377 Million 0.22% of portfolio
1,717
Q3 2025 Added 40.51%
$481B
$362 Million 0.21% of portfolio
1,940
Q1 2025 Reduced 34.01%
$0
$351 Million 0.2% of portfolio
527
Q4 2024 New
$0
$323 Million 0.19% of portfolio
3,701
Q3 2025 Added 365.53%
$3.79T
$336 Million 0.19% of portfolio
649
Q2 2025 Reduced 7.15%
$926B
$320 Million 0.18% of portfolio
1,015
Q3 2025 Reduced 2.4%
$0
$320 Million 0.18% of portfolio
5,899
Q3 2025 Added 34.5%
$0
$301 Million 0.17% of portfolio
5,018
Q3 2025 Added 209.94%
$0
$262 Million 0.15% of portfolio
1,347
Q3 2025 New
$175B
$219 Million 0.13% of portfolio
2,293
Q3 2025 Reduced 18.75%
$1.74T
$234 Million 0.13% of portfolio
962
Q2 2025 Reduced 5.59%
$282B
$220 Million 0.13% of portfolio
1,383
Q4 2024 New
$0
$210 Million 0.12% of portfolio
2,381
Q3 2025 Added 0.29%
$0
$198 Million 0.11% of portfolio
1,064
Q3 2025 New
$0
$181 Million 0.1% of portfolio
2,239
Q3 2025 New
$404B
$169 Million 0.1% of portfolio
183
Q2 2025 Reduced 0.54%
$0
$182 Million 0.1% of portfolio
1,339
Q3 2025 Reduced 3.25%
$0
$156 Million 0.09% of portfolio
2,036
Q4 2024 New
$327B
$139 Million 0.08% of portfolio
1,653
Q4 2024 New
$0
$145 Million 0.08% of portfolio
244
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $173 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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