Arkolith/Funds/Longview Financial Advisors LLC

Longview Financial Advisors LLC

CIK 2076077Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Longview Financial Advisors LLC holds a focused book of 150 reported positions worth $202.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened JPM NY TX Free BD ETF and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 15% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Longview Financial Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.7%
+10.6%/yr · since Aug '25
Their reported book
+18.9%
held from quarter-end
S&P 500
+21.8%
same window
$10K$11K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Longview Financial Advisors LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +18.9%, a 7.2-point gap that is the cost of the ~14-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Longview Financial Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
81%
Top 20 holdings
91%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
96%
Information Technology
2%
Industrials
1%
Financials
1%

+7 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Longview Financial Advisors LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Capstone Capital LLC13 / 80$160.8M
Ketron Financial16 / 80$271.6M
Emerald Advisors, LLC19 / 80$640.5M
Hoey Investments, Inc26 / 80$623.0M
Marest Capital, LLC13 / 80$158.0M
Integrated Financial Solutions, Inc.14 / 80$134.9M
Howard Hughes Medical Institute9 / 80$324.5M

Ranked by the share of each fund's own book sitting in the names it shares with Longview Financial Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

150 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$31.3M704.9K
15.5%
+1.1%
Added · +8K sh
2J P Morgan Exchange Traded F
INCOME ETF
$26.3M571.6K
13.0%
+9.9%
Added · +52K sh
3Vanguard Scottsdale FDS
SHRT TRM CORP BD
$21.3M270.1K
10.6%
+0.6%
Added · +2K sh
4Vanguard Scottsdale FDS
INT-TERM CORP
$20.0M242.5K
9.9%
+11%
Added · +24K sh
5J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$19.5M288.9K
9.6%
+8.3%
Added · +22K sh
6Vanguard Scottsdale FDS
INTER TERM TREAS
$16.9M287.1K
8.4%
+4.2%
Added · +12K sh
7Dimensional ETF Trust
US LARG VALU ETF
$9.2M233.4K
4.6%
+1.9%
Added · +4K sh
8Dimensional ETF Trust
EMERGING MKTS CO
$7.2M176.6K
3.5%
−3.8%
Reduced · −7K sh
9Dimensional ETF Trust
INTL SMALL CAP V
$6.5M163.1K
3.2%
+2.2%
Added · +4K sh
10Dimensional ETF Trust
INTL CORE EQUITY
$5.9M159.6K
2.9%
+6.0%
Added · +9K sh
11Ishares TR
3 7 YR TREAS BD
$3.6M30.5K
1.8%
−2.9%
Reduced · −920 sh
12Dimensional ETF Trust
US SUSTAINABILTY
$3.3M71.1K
1.6%
−0.3%
Reduced · −236 sh
13Dimensional ETF Trust
GLOBAL REAL EST
$3.3M113.5K
1.6%
+5.2%
Added · +6K sh
14Apple Inc
COM
$1.7M5.9K
0.8%
Held
15Dimensional ETF Trust
EMER MARK SU ETF
$1.7M34.1K
0.8%
−8.9%
Reduced · −3K sh
16J P Morgan Exchange Traded F
NEW YORK TAX FRE
$1.6M32.6K
0.8%
New
New position
17Dimensional ETF Trust
INTERNATIONAL
$1.5M32.2K
0.7%
−1.4%
Reduced · −469 sh
18Ishares TR
ISHS 1-5YR INVS
$1.3M24.5K
0.6%
−14%
Reduced · −4K sh
19Dimensional ETF Trust
INTERNATNAL VAL
$1.2M22.7K
0.6%
Held
20Dimensional ETF Trust
INTL CORE EQT MK
$1.2M28.6K
0.6%
−11%
Reduced · −4K sh
21Ishares TR
MSCI ACWI ETF
$1.1M6.8K
0.5%
−4.4%
Reduced · −318 sh
22Dimensional ETF Trust
US CORE EQT MKT
$954K18.5K
0.5%
−0.6%
Reduced · −114 sh
23Select Sector SPDR TR
ST STR TECHN ETF
$843K4.4K
0.4%
Held
24Dimensional ETF Trust
US MKTWIDE VALUE
$824K15.0K
0.4%
−0.3%
Reduced · −54 sh
25Caterpillar Inc
COM
$800K751
0.4%
−34%
Reduced · −387 sh
26Meta Platforms Inc
CL A
$762K1.4K
0.4%
−0.4%
Reduced · −6 sh
27Vanguard Index FDS
TOTAL STK MKT
$725K2.0K
0.4%
Held
28Wisdomtree TR
INTL SMCAP DIV
$705K8.4K
0.3%
−4.1%
Reduced · −357 sh
29Ishares TR
GLOBAL REIT ETF
$691K25.0K
0.3%
−0.4%
Reduced · −100 sh
30Dimensional ETF Trust
EMGR CRE EQT MNG
$623K15.5K
0.3%
−5.0%
Reduced · −819 sh
31JPMorgan Chase & Co
COM
$419K1.3K
0.2%
−3.6%
Reduced · −48 sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$394K527
0.2%
Held
33Amazon Com Inc
COM
$391K1.6K
0.2%
Held
34Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$365K5.1K
0.2%
Held
35Alphabet Inc
CAP STK CL A
$361K1.0K
0.2%
Held
36Ishares TR
CORE MSCI EAFE
$357K3.7K
0.2%
Held
37Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$353K5.9K
0.2%
−0.1%
Reduced · −6 sh
38Nvidia Corporation
COM
$348K1.7K
0.2%
−10%
Reduced · −200 sh
39Lam Research Corp
COM NEW
$303K700
0.1%
Held
40Morgan Stanley
COM NEW
$303K1.5K
0.1%
Held
41Ishares TR
MSCI USA QLT FCT
$296K1.3K
0.1%
Held
42Microsoft Corp
COM
$242K649
0.1%
Held
43Vanguard Index FDS
VALUE ETF
$236K1.1K
0.1%
Held
44SPDR Series Trust
ST STR PR SP1500
$203K2.2K
0.1%
Held
45Ishares TR
ESG OPTIMIZED
$193K1.3K
0.1%
−4.1%
Reduced · −53 sh
46State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$172K244
0.1%
Held
47Ishares TR
EAFE SML CP ETF
$168K2.0K
0.1%
Held
48Ishares TR
SP SMCP600VL ETF
$160K1.2K
0.1%
Held
49Schwab Charles Corp
COM
$157K1.7K
0.1%
+0.1%
Added · +2 sh
50Ishares TR
CORE 80 20 ETF
$146K1.5K
0.1%
−31%
Reduced · −659 sh
Showing 50 of 150 positions
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Filing history

As-of date vs the date the SEC received each filing

$202.4M · Q2 2026Q4 2024 · $148.9MQ2 2026 · $202.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d150$202.4M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d157$184.0M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d175$181.4M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d141$173.5M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202537d125$159.6M13F-HR
Q1 2025Mar 31, 2025Aug 6, 2025128d129$151.5M13F-HR
Q4 2024Dec 31, 2024Aug 6, 2025218d134$148.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.