Longview Financial Advisors LLC holds a focused book of 150 stocks worth $202.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened J P Morgan Exchange Traded F and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2076077/holdings"
Use Arkolith to show Longview Financial Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $31.3M | 704.9K | 15.5% | ▲+1.1% Added · +8K sh | |
| 2 | J P Morgan Exchange Traded F INCOME ETF | $26.3M | 571.6K | 13.0% | ▲+9.9% Added · +52K sh | |
| 3 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $21.3M | 270.1K | 10.6% | ▲+0.6% Added · +2K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $20.0M | 242.5K | 9.9% | ▲+11% Added · +24K sh | |
| 5 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $19.5M | 288.9K | 9.6% | ▲+8.3% Added · +22K sh | |
| 6 | Vanguard Scottsdale FDS INTER TERM TREAS | $16.9M | 287.1K | 8.4% | ▲+4.2% Added · +12K sh | |
| 7 | Dimensional ETF Trust US LARG VALU ETF | $9.2M | 233.4K | 4.6% | ▲+1.9% Added · +4K sh | |
| 8 | Dimensional ETF Trust EMERGING MKTS CO | $7.2M | 176.6K | 3.5% | ▼−3.8% Reduced · −7K sh | |
| 9 | Dimensional ETF Trust INTL SMALL CAP V | $6.5M | 163.1K | 3.2% | ▲+2.2% Added · +4K sh | |
| 10 | Dimensional ETF Trust INTL CORE EQUITY | $5.9M | 159.6K | 2.9% | ▲+6.0% Added · +9K sh | |
| 11 | Ishares TR 3 7 YR TREAS BD | $3.6M | 30.5K | 1.8% | ▼−2.9% Reduced · −920 sh | |
| 12 | Dimensional ETF Trust US SUSTAINABILTY | $3.3M | 71.1K | 1.6% | ▼−0.3% Reduced · −236 sh | |
| 13 | Dimensional ETF Trust GLOBAL REAL EST | $3.3M | 113.5K | 1.6% | ▲+5.2% Added · +6K sh | |
| 14 | Apple Inc COM | $1.7M | 5.9K | 0.8% | —Held | |
| 15 | Dimensional ETF Trust EMER MARK SU ETF | $1.7M | 34.1K | 0.8% | ▼−8.9% Reduced · −3K sh | |
| 16 | J P Morgan Exchange Traded F NEW YORK TAX FRE | $1.6M | 32.6K | 0.8% | ▲New New position | |
| 17 | Dimensional ETF Trust INTERNATIONAL | $1.5M | 32.2K | 0.7% | ▼−1.4% Reduced · −469 sh | |
| 18 | Ishares TR ISHS 1-5YR INVS | $1.3M | 24.5K | 0.6% | ▼−14% Reduced · −4K sh | |
| 19 | Dimensional ETF Trust INTERNATNAL VAL | $1.2M | 22.7K | 0.6% | —Held | |
| 20 | Dimensional ETF Trust INTL CORE EQT MK | $1.2M | 28.6K | 0.6% | ▼−11% Reduced · −4K sh | |
| 21 | Ishares TR MSCI ACWI ETF | $1.1M | 6.8K | 0.5% | ▼−4.4% Reduced · −318 sh | |
| 22 | Dimensional ETF Trust US CORE EQT MKT | $954K | 18.5K | 0.5% | ▼−0.6% Reduced · −114 sh | |
| 23 | Select Sector SPDR TR ST STR TECHN ETF | $843K | 4.4K | 0.4% | —Held | |
| 24 | Dimensional ETF Trust US MKTWIDE VALUE | $824K | 15.0K | 0.4% | ▼−0.3% Reduced · −54 sh | |
| 25 | Caterpillar Inc COM | $800K | 751 | 0.4% | ▼−34% Reduced · −387 sh | |
| 26 | Meta Platforms Inc CL A | $762K | 1.4K | 0.4% | ▼−0.4% Reduced · −6 sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $725K | 2.0K | 0.4% | —Held | |
| 28 | Wisdomtree TR INTL SMCAP DIV | $705K | 8.4K | 0.3% | ▼−4.1% Reduced · −357 sh | |
| 29 | Ishares TR GLOBAL REIT ETF | $691K | 25.0K | 0.3% | ▼−0.4% Reduced · −100 sh | |
| 30 | Dimensional ETF Trust EMGR CRE EQT MNG | $623K | 15.5K | 0.3% | ▼−5.0% Reduced · −819 sh | |
| 31 | JPMorgan Chase & Co COM | $419K | 1.3K | 0.2% | ▼−3.6% Reduced · −48 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $394K | 527 | 0.2% | —Held | |
| 33 | Amazon Com Inc COM | $391K | 1.6K | 0.2% | —Held | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $365K | 5.1K | 0.2% | —Held | |
| 35 | Alphabet Inc CAP STK CL A | $361K | 1.0K | 0.2% | —Held | |
| 36 | Ishares TR CORE MSCI EAFE | $357K | 3.7K | 0.2% | —Held | |
| 37 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $353K | 5.9K | 0.2% | ▼−0.1% Reduced · −6 sh | |
| 38 | Nvidia Corporation COM | $348K | 1.7K | 0.2% | ▼−10% Reduced · −200 sh | |
| 39 | Lam Research Corp COM NEW | $303K | 700 | 0.1% | —Held | |
| 40 | Morgan Stanley COM NEW | $303K | 1.5K | 0.1% | —Held | |
| 41 | Ishares TR MSCI USA QLT FCT | $296K | 1.3K | 0.1% | —Held | |
| 42 | Microsoft Corp COM | $242K | 649 | 0.1% | —Held | |
| 43 | Vanguard Index FDS VALUE ETF | $236K | 1.1K | 0.1% | —Held | |
| 44 | SPDR Series Trust ST STR PR SP1500 | $203K | 2.2K | 0.1% | —Held | |
| 45 | Ishares TR ESG OPTIMIZED | $193K | 1.3K | 0.1% | ▼−4.1% Reduced · −53 sh | |
| 46 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $172K | 244 | 0.1% | —Held | |
| 47 | Ishares TR EAFE SML CP ETF | $168K | 2.0K | 0.1% | —Held | |
| 48 | Ishares TR SP SMCP600VL ETF | $160K | 1.2K | 0.1% | —Held | |
| 49 | Schwab Charles Corp COM | $157K | 1.7K | 0.1% | ▲+0.1% Added · +2 sh | |
| 50 | Ishares TR CORE 80 20 ETF | $146K | 1.5K | 0.1% | ▼−31% Reduced · −659 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 150 | $202.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 157 | $184.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 175 | $181.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 141 | $173.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 125 | $159.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 6, 2025 | 129 | $151.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 6, 2025 | 134 | $148.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.