Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LongView Asset Management LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

LongView Asset Management LLC (CIK 2053960) reported $143.4M across 51 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DFSU ($30.8M, 21.44%), DFSI ($18.2M, 12.66%), DFSE ($12.2M, 8.50%), ARB ($10.4M, 7.23%), CVIE ($9.6M, 6.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFSUDIMENSIONAL ETF TRUST$30.8M21.44%708,054Trimmed
2DFSIDIMENSIONAL ETF TRUST$18.2M12.66%423,719Trimmed
3DFSEDIMENSIONAL ETF TRUST$12.2M8.50%293,983Added
4ARBALTSHARES TRUST$10.4M7.23%356,455Added
5CVIEMORGAN STANLEY ETF TRUST$9.6M6.70%134,821Added
6CVLCMORGAN STANLEY ETF TRUST$8.0M5.57%94,828Added
7CVMCMORGAN STANLEY ETF TRUST$6.5M4.51%100,879Added
8AVSDAMERICAN CENTY ETF TR$4.1M2.86%55,229Trimmed
9NUSCNUSHARES ETF TR$4.1M2.85%91,374Trimmed
10EMTLSSGA ACTIVE TR$3.6M2.54%84,067Added
11VGSRMANAGER DIRECTED PORTFOLIOS$3.6M2.52%347,874Trimmed
12AVSUAMERICAN CENTY ETF TR$3.0M2.06%38,669Trimmed
13BILSPDR SERIES TRUST$3.0M2.06%32,302Added
14NUDMNUSHARES ETF TR$2.9M2.04%80,947Trimmed
15AAPLAPPLE INC$2.6M1.83%9,647Trimmed
16AVSEAMERICAN CENTY ETF TR$2.5M1.76%38,844Trimmed
17NULVNUSHARES ETF TR$2.3M1.63%51,829Trimmed
18BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M1.05%2Hold
19QQQINVESCO QQQ TR$1.4M0.97%2,257Trimmed
20GOOGALPHABET INC$1.3M0.93%4,262Trimmed
21AMZNAMAZON COM INC$907,3540.63%3,931Trimmed
22JPMJPMORGAN CHASE & CO.$855,8170.60%2,656Trimmed
23PGPROCTER AND GAMBLE CO$699,2100.49%4,879Added
24MSFTMICROSOFT CORP$699,5060.49%1,446Added
25IVVISHARES TR$665,0770.46%971Trimmed

Source: SEC Form 13F filings · as of 2025-12-31