Longview Financial Advisors LLC

CIK

2076077

Location

SAN RAFAEL, CA

Portfolio Value

Micro $7,953,382

Diversification

Diversified

Filing Date

Global Rank

#8,176 / 8,517 ▲ 272

Top Industry

Consumer Electronics 23.0%

3Y Alpha vs SPY

+4.8%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.6%

SPY

+27.3%

Annualised alpha

+4.4%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.3%

+3.0 pts

Top 5

51.2%

+4.4 pts

Top 10

72.6%

+6.8 pts

HHI

829

Diversified+145

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.3%	$2,808,427	7
Financial Services	14.9%	$1,186,413	7
Industrials	14.5%	$1,151,444	10
Communication Services	14.2%	$1,128,962	3
Consumer Cyclical	7.2%	$574,272	5
Unclassified	7.1%	$565,161	2
Consumer Defensive	2.4%	$186,940	2
Real Estate	1.6%	$130,757	4
Healthcare	1.0%	$79,063	3
Utilities	0.7%	$54,924	1
Energy	0.6%	$51,150	3
Basic Materials	0.5%	$35,869	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
SCHW	Schwab Charles Corp	+2	1,706	$157,412
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
CAT	Caterpillar Inc	−387	751	$799,739
NVDA	Nvidia Corp	−200	1,740	$348,156
COST	Costco Wholesale Corp /New	−59	137	$128,159
JPM	Jpmorgan Chase & Co	−48	1,280	$418,982
GOOGL	Alphabet Inc.	−40	1,010	$360,943
WMT	Walmart Inc.	−23	519	$58,781
SHW	Sherwin Williams Co	−16	98	$33,743
HD	Home Depot, Inc.	−15	68	$23,982
TDG	TransDigm Group INC	−7	31	$41,293
CRWD	CrowdStrike Holdings, Inc.	−6	105	$20,032
META	Meta Platforms, Inc.	−6	1,353	$762,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	5,118	$327,961
AOA	iShares Core 80/20 Aggressive Allocation ETF	2,151	$190,341
PLTR	Palantir Technologies Inc.	500	$73,140
JOBY	Joby Aviation, Inc.	5,000	$41,300
VIG	Vanguard Dividend Appreciation ETF	175	$37,635
NOW	ServiceNow, Inc.	245	$25,614
HON	Honeywell International Inc	98	$22,150
DHR	Danaher Corp /De/	111	$21,045
GE	General Electric Co	37	$10,499
PGR	Progressive Corp/Oh/	48	$9,515
CTAS	Cintas Corp	48	$8,118
LIN	Linde PLC	15	$7,436
INTU	Intuit Inc.	13	$5,620
MCD	Mcdonalds Corp	18	$5,594
TMO	Thermo Fisher Scientific Inc.	8	$3,932
MA	Mastercard Inc	4	$1,998
BNDX	Vanguard Total International Bond ETF	4	$192
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $7,953,382 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	5,861	0	$1,695,938	+14.0%	21.32%
CAT	Caterpillar Inc Industrials	Reduced	751	-387	$799,739	−0.8%	10.06%
META	Meta Platforms, Inc. Communication Services	Reduced	1,353	-6	$762,131	−2.0%	9.58%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,280	-48	$418,982	+7.3%	5.27%
SPY	Spdr S&P 500 ETF Trust	Held	527	0	$393,547	+14.8%	4.95%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,642	0	$391,354	+14.4%	4.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,010	-40	$360,943	+19.6%	4.54%
NVDA	Nvidia Corp Technology	Reduced	1,740	-200	$348,156	+2.9%	4.38%
LRCX	Lam Research Corp Technology	Held	700	0	$303,331	+102.8%	3.81%
MS	Morgan Stanley Financial Services	Held	1,451	0	$303,317	+27.0%	3.81%
MSFT	Microsoft Corp Technology	Held	649	0	$242,089	+0.8%	3.04%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	244	0	$171,614	+14.0%	2.16%
SCHW	Schwab Charles Corp Financial Services	Added	1,706	+2	$157,412	−1.7%	1.98%
WFC	Wells Fargo & Company/Mn Financial Services	Held	1,653	0	$136,603	+3.8%	1.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	137	-59	$128,159	−34.4%	1.61%
PH	Parker-Hannifin Corp Industrials	Held	111	0	$108,571	+9.3%	1.37%
GS	Goldman Sachs Group Inc Financial Services	Held	102	0	$103,159	+19.5%	1.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	210	0	$100,289	+41.3%	1.26%
AVGO	Broadcom Inc. Technology	Held	261	0	$98,592	+22.0%	1.24%
VTR	Ventas, Inc. Real Estate	Held	1,026	0	$91,108	+8.6%	1.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	519	-23	$58,781	−12.7%	0.74%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Held	426	0	$58,451	+16.7%	0.73%
RBA	Rb Global Inc. Industrials	Held	497	0	$57,875	+21.5%	0.73%
YORW	York Water Co Utilities	Held	1,792	0	$54,924	+0.7%	0.69%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	352	0	$53,328	−5.1%	0.67%
TM	Toyota Motor Corp/ Consumer Cyclical	Held	280	0	$47,157	−18.3%	0.59%
TDG	TransDigm Group INC Industrials	Reduced	31	-7	$41,293	−6.2%	0.52%
GEV	GE Vernova Inc. Industrials	Held	35	0	$41,120	+34.6%	0.52%
BLK	BlackRock, Inc. Financial Services	Held	41	0	$39,423	−0.0%	0.50%
SHW	Sherwin Williams Co Basic Materials	Reduced	98	-16	$33,743	−7.7%	0.42%
RWT	Redwood Trust Inc Real Estate	Held	6,000	0	$28,440	−15.5%	0.36%
TCBK	Trico Bancshares / Financial Services	Held	511	0	$27,517	+13.3%	0.35%
UNP	Union Pacific Corp Industrials	Held	100	0	$27,200	+12.1%	0.34%
JNJ	Johnson & Johnson Healthcare	Held	107	0	$27,174	+3.9%	0.34%
LLY	ELI LILLY & Co Healthcare	Held	22	0	$26,387	+30.4%	0.33%
SYK	Stryker Corp Healthcare	Held	81	0	$25,502	−4.2%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	68	-15	$23,982	−12.1%	0.30%
EOG	Eog Resources Inc Energy	Held	182	0	$23,610	−10.3%	0.30%
J	Jacobs Solutions Inc. Industrials	Held	187	0	$23,562	−1.0%	0.30%
WM	Waste Management Inc Industrials	Held	100	0	$22,288	−3.0%	0.28%
ETN	Eaton Corp plc Industrials	Held	49	0	$20,879	+19.1%	0.26%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	105	-6	$20,032	−53.8%	0.25%
XOM	ExxonMobil Holdings Corp Energy	Held	119	0	$16,269	−19.4%	0.20%
CVX	Chevron Corp Energy	Held	68	0	$11,271	−19.9%	0.14%
RTX	RTX Corp Industrials	Held	47	0	$8,917	−1.6%	0.11%
AMT	American Tower Corp /Ma/ Real Estate	Held	47	0	$7,687	−5.2%	0.10%
PINS	Pinterest, Inc. Communication Services	Held	280	0	$5,888	+14.7%	0.07%
PLD	Prologis, Inc. Real Estate	Held	26	0	$3,522	+2.5%	0.04%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	24	0	$2,126	+16.4%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.