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.
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.
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
+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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Longview Financial Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Capstone Capital LLC | 13 / 80 | $160.8M |
| Ketron Financial | 16 / 80 | $271.6M |
| Emerald Advisors, LLC | 19 / 80 | $640.5M |
| Hoey Investments, Inc | 26 / 80 | $623.0M |
| Marest Capital, LLC | 13 / 80 | $158.0M |
| Integrated Financial Solutions, Inc. | 14 / 80 | $134.9M |
| Howard Hughes Medical Institute | 9 / 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.
Bars show each position'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 |
This wealth platform 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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 150 | $202.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 157 | $184.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 175 | $181.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 141 | $173.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 125 | $159.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 6, 2025 | 128d | 129 | $151.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 6, 2025 | 218d | 134 | $148.9M | 13F-HR |
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.