Longview Financial Advisors LLC

Registered adviser

CIK

2076077

Location

SAN RAFAEL, CA

Portfolio Value

Small $202,359,978

Diversification

Highly concentrated

Filing Date

Global Rank

#6,505 / 8,827 ▼ 137

Top Industry

Consumer Electronics 22.5%

Period ended 4 months ago

Filed Jul 14, 2026 · 4mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 291192

Roster of Nov 1, 2026

Regulatory AUM

$383,874,981

Main clients

Individuals and high net worth (83% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$383,874,981	Individuals and high net worth (83%)
Apr 2025 to Feb 2026	$351,244,265	Individuals and high net worth (84%)
Apr 2024 to Mar 2025	$318,872,791	Individuals and high net worth (83%)
May 2023 to Mar 2024	$262,676,696	Individuals and high net worth (82%)
Apr 2023	$262,676,696	Individuals and high net worth (82%)
Apr 2022 to Mar 2023	$270,885,760	Individuals and high net worth (83%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.5% of the book (60%+)

Turnover

Low turnover

5.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.2%; sector active share 83.4% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

36.9%

+0.7 pts

Top 5

94.4%

+0.1 pts

Top 10

96.5%

+0.1 pts

HHI

2,772

Highly concentrated+16

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.3%	$194,816,364	100
Technology	1.4%	$2,868,524	7
Financial Services	0.6%	$1,256,744	8
Industrials	0.6%	$1,162,276	11
Communication Services	0.6%	$1,143,095	4
Consumer Cyclical	0.3%	$574,272	5
Consumer Defensive	0.1%	$186,940	2
Real Estate	0.1%	$130,757	4
Healthcare	0.0%	$79,063	3
Utilities	0.0%	$54,924	1
Energy	0.0%	$51,150	3
Basic Materials	0.0%	$35,869	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
JPIE	JPMorgan Income ETF	+51,508	571,553	$26,320,015
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+23,752	242,452	$20,038,657
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+22,127	288,873	$19,522,037
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+11,639	287,129	$16,934,868
DFIC	Dimensional International Core Equity 2 ETF	+9,036	159,552	$5,944,907
DFAC	Dimensional U.S. Core Equity 2 ETF	+7,813	704,896	$31,269,186
DFGR	Dimensional Global Real Estate ETF	+5,567	113,450	$3,286,646
DFLV	Dimensional US Large Cap Value ETF	+4,368	233,381	$9,227,884
DISV	Dimensional International Small Cap Value ETF	+3,542	163,131	$6,546,447
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,556	270,145	$21,349,559
HEQT	Simplify Hedged Equity ETF	+301	2,722	$91,295
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+90	240	$18,698
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+40	50	$4,395
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+4	410	$41,332
DFAW	Dimensional World Equity ETF	+2	41	$3,394
SCHW	Schwab Charles Corp	+2	1,706	$157,412
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−6,996	176,579	$7,176,170
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−4,095	24,518	$1,284,988
DFAI	Dimensional International Core Equity Market ETF	−3,530	28,625	$1,180,781
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−3,347	34,136	$1,668,567
IEI	iShares 3-7 Year Treasury Bond ETF	−920	30,459	$3,577,409
DFAE	Dimensional Emerging Core Equity Market ETF	−819	15,492	$622,933
EMXF	iShares ESG Advanced MSCI EM ETF	−752	1,159	$67,158
—		−659	1,492	$145,619
DFSI	Dimensional International Sustainability Core 1 ETF	−469	32,181	$1,451,363
CAT	Caterpillar Inc	−387	751	$799,739
DLS	WisdomTree International SmallCap Dividend Fund	−357	8,417	$705,260
ACWI	iShares MSCI ACWI ETF	−318	6,847	$1,074,773
DFSU	Dimensional US Sustainability Core 1 ETF	−236	71,062	$3,313,621
NVDA	Nvidia Corp	−200	1,740	$348,156
DFAU	Dimensional US Core Equity Market ETF	−114	18,462	$954,300
REET	iShares Global REIT ETF	−100	25,003	$690,582
COST	Costco Wholesale Corp	−59	137	$128,159
DFUV	Dimensional U.S. Marketwide Value ETF	−54	14,978	$823,939
—		−53	1,251	$193,029
JPM	Jpmorgan Chase & Co	−48	1,280	$418,982
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	−40	143	$12,250
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−32	1,352	$111,323
WMT	Walmart Inc.	−23	519	$58,781
EEM	iShares MSCI Emerging Markets ETF	−22	309	$21,138
SHW	Sherwin Williams Co	−16	98	$33,743
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
JTNY	JPMorgan New York Tax Free Bond ETF	32,567	$1,634,212
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	2,468	$56,492
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	2,522	$56,417
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	2,542	$56,279
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	2,595	$56,181
IBTL	iShares iBonds Dec 2031 Term Treasury ETF	1,243	$25,096
IBTK	iShares iBonds Dec 2030 Term Treasury ETF	1,148	$22,431
HONA	Honeywell Aerospace Inc.	49	$10,832
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	500	$73,140
JOBY	Joby Aviation, Inc.	5,000	$41,300
NOW	ServiceNow, Inc.	245	$25,614
HON	Honeywell International Inc	98	$22,150
DHR	Danaher Corp	111	$21,045
GE	General Electric Co	37	$10,499
PGR	Progressive Corp	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
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	24	$2,615
CMF	iShares California Muni Bond ETF	45	$2,558
MA	Mastercard Inc	4	$1,998
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

150 tracked positions · $202,359,978 total · filing declares 150 positions · $202,360,053 · as of Jun 30, 2026

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

Showing 1–50 of 150 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	704,896	+7,813	$31,269,186	+15.4%	7	before history	15.45%
JPIE	JPMorgan Income ETF	Added	571,553	+51,508	$26,320,015	+9.9%	7	before history	13.01%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	270,145	+1,556	$21,349,559	+0.3%	7	before history	10.55%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	242,452	+23,752	$20,038,657	+10.7%	6	$82.18	9.90%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	288,873	+22,127	$19,522,037	+14.5%	7	before history	9.65%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	287,129	+11,639	$16,934,868	+3.2%	7	before history	8.37%
DFLV	Dimensional US Large Cap Value ETF	Added	233,381	+4,368	$9,227,884	+12.8%	7	before history	4.56%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	176,579	-6,996	$7,176,170	+13.1%	7	before history	3.55%
DISV	Dimensional International Small Cap Value ETF	Added	163,131	+3,542	$6,546,447	+4.0%	7	before history	3.24%
DFIC	Dimensional International Core Equity 2 ETF	Added	159,552	+9,036	$5,944,907	+11.2%	7	before history	2.94%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	30,459	-920	$3,577,409	−3.9%	7	before history	1.77%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	71,062	-236	$3,313,621	+13.1%	7	before history	1.64%
DFGR	Dimensional Global Real Estate ETF	Added	113,450	+5,567	$3,286,646	+14.6%	7	before history	1.62%
AAPL	Apple Inc. Technology	Held	5,861	0	$1,695,938	+14.0%	7	before history	0.84%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Reduced	34,136	-3,347	$1,668,567	+5.1%	7	before history	0.82%
JTNY	JPMorgan New York Tax Free Bond ETF	NEW	32,567	NEW	$1,634,212	NEW	1	unpriced	0.81%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	32,181	-469	$1,451,363	+4.8%	7	before history	0.72%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Reduced	24,518	-4,095	$1,284,988	−14.6%	7	before history	0.64%
DFIV	Dimensional International Value ETF	Held	22,729	0	$1,227,820	+2.3%	7	before history	0.61%
DFAI	Dimensional International Core Equity Market ETF	Reduced	28,625	-3,530	$1,180,781	−5.7%	7	before history	0.58%
ACWI	iShares MSCI ACWI ETF	Reduced	6,847	-318	$1,074,773	+8.4%	7	before history	0.53%
DFAU	Dimensional US Core Equity Market ETF	Reduced	18,462	-114	$954,300	+13.9%	7	before history	0.47%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	4,426	0	$843,241	+43.4%	7	before history	0.42%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	14,978	-54	$823,939	+13.1%	7	before history	0.41%
CAT	Caterpillar Inc Industrials	Reduced	751	-387	$799,739	−0.8%	7	before history	0.40%
META	Meta Platforms, Inc. Communication Services	Reduced	1,353	-6	$762,131	−2.0%	7	before history	0.38%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	1,958	0	$724,538	+15.3%	7	before history	0.36%
DLS	WisdomTree International SmallCap Dividend Fund	Reduced	8,417	-357	$705,260	−1.4%	7	before history	0.35%
REET	iShares Global REIT ETF	Reduced	25,003	-100	$690,582	+9.4%	7	before history	0.34%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	15,492	-819	$622,933	+12.8%	7	before history	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,280	-48	$418,982	+7.3%	7	before history	0.21%
SPY	Spdr S&P 500 ETF Trust	Held	527	0	$393,547	+14.8%	7	before history	0.19%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,642	0	$391,354	+14.4%	7	before history	0.19%
VEA	Vanguard FTSE Developed Markets ETF	Held	5,118	0	$364,657	+11.2%	7	before history	0.18%
GOOGL	Alphabet Inc. Communication Services	Held	1,010	0	$360,943	+24.3%	7	before history	0.18%
IEFA	iShares Core MSCI EAFE ETF	Held	3,701	0	$357,442	+6.7%	7	before history	0.18%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	5,909	-6	$352,708	+10.3%	7	before history	0.17%
NVDA	Nvidia Corp Technology	Reduced	1,740	-200	$348,156	+2.9%	7	before history	0.17%
LRCX	Lam Research Corp Technology	Held	700	0	$303,331	+102.8%	7	before history	0.15%
MS	Morgan Stanley Financial Services	Held	1,451	0	$303,317	+27.0%	7	before history	0.15%
QUAL	iShares MSCI USA Quality Factor ETF	Held	1,347	0	$295,572	+14.4%	4	unpriced	0.15%
MSFT	Microsoft Corp Technology	Held	649	0	$242,089	+0.8%	7	before history	0.12%
VTV	VANGUARD VALUE INDEX FUND	Held	1,082	0	$235,800	+11.1%	4	unpriced	0.12%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Held	2,239	0	$203,278	+14.8%	4	$77.71	0.10%
		Reduced	1,251	-53	$193,029	+12.1%	7	before history	0.10%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	244	0	$171,614	+14.0%	7	before history	0.08%
SCZ	iShares MSCI EAFE Small-Cap ETF	Held	2,036	0	$167,501	+4.9%	7	before history	0.08%
IJS	iShares S&P Small-Cap 600 Value ETF	Held	1,173	0	$160,325	+15.4%	7	before history	0.08%
SCHW	Schwab Charles Corp Financial Services	Added	1,706	+2	$157,412	−1.7%	7	before history	0.08%
		Reduced	1,492	-659	$145,619	−23.5%	7	before history	0.07%

Showing the top 50 of 150 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.