Longview Financial Advisors LLC Portfolio Holdings

Longview Financial Advisors LLC

  • $181 Billion
  • Q4 2025

Longview Financial Advisors LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $27.2B, J P Morgan Exchange Traded Fd with a value of $23.7B, Vanguard Sht Term Corp Bd ETF with a value of $22.7B, J P Morgan Exchange Traded F with a value of $16.7B, and Vanguard Intermediate Term Cor with a value of $15.9B.

Examining the 13F form we can see an increase of $7.88B in the current position value, from $173B to 181B.

Longview Financial Advisors LLC is based out at San Rafael, CA

Below you can find more details about Longview Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $117 Billion
Technology: $2.7 Billion
Communication Services: $1.3 Billion
Financial Services: $1.2 Billion
Industrials: $980 Million
Consumer Cyclical: $612 Million
Consumer Defensive: $234 Million
Healthcare: $141 Million
Other: $311 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $181 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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