Longview Financial Advisors LLC: 13F holdings
CIK 20760772026Q2
| Positions | 150 |
|---|
| Reported value | $202.4m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 150 (-7 vs prior quarter) |
|---|
| Reported value | $202.4m (+10.0%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 704,896 | $31.3m | 15.5% |
| JPIE J P MORGAN EXCHANGE TRADED F | 571,553 | $26.3m | 13.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 270,145 | $21.3m | 10.6% |
| VCIT VANGUARD SCOTTSDALE FDS | 242,452 | $20.0m | 9.9% |
| HELO J P MORGAN EXCHANGE TRADED F | 288,873 | $19.5m | 9.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 287,129 | $16.9m | 8.4% |
| WSBC DIMENSIONAL ETF TRUST | 233,381 | $9.2m | 4.6% |
| DFEM DIMENSIONAL ETF TRUST | 176,579 | $7.2m | 3.5% |
| DISV DIMENSIONAL ETF TRUST | 163,131 | $6.5m | 3.2% |
| DFIC DIMENSIONAL ETF TRUST | 159,552 | $5.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2076077")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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