Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Longview Financial Advisors LLC (CIK 2076077) reported $184.0M across 156 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($27.1M, 14.72%), JPIE ($24.0M, 13.02%), VCSH ($21.3M, 11.57%), VCIT ($18.1M, 9.83%), HELO ($17.0M, 9.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $27.1M | 14.72% | 697,083 | Added |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.0M | 13.02% | 520,045 | Added |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $21.3M | 11.57% | 268,589 | Trimmed |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $18.1M | 9.83% | 218,700 | Added |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | $17.0M | 9.26% | 266,746 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $16.4M | 8.91% | 275,490 | Added |
| 7 | DFLV | DIMENSIONAL ETF TRUST | $8.2M | 4.44% | 229,013 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $6.3M | 3.45% | 183,575 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $6.3M | 3.42% | 159,589 | Added |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $5.3M | 2.91% | 150,516 | Added |
| 11 | IEI | ISHARES TR | $3.7M | 2.02% | 31,379 | Trimmed |
| 12 | DFSU | DIMENSIONAL ETF TRUST | $2.9M | 1.59% | 71,298 | Added |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $2.9M | 1.56% | 107,883 | Added |
| 14 | DFSE | DIMENSIONAL ETF TRUST | $1.6M | 0.86% | 37,483 | Added |
| 15 | IGSB | ISHARES TR | $1.5M | 0.82% | 28,613 | Hold |
| 16 | AAPL | APPLE INC | $1.5M | 0.81% | 5,861 | Trimmed |
| 17 | DFSI | DIMENSIONAL ETF TRUST | $1.4M | 0.75% | 32,650 | Added |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $1.3M | 0.68% | 32,155 | Trimmed |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $1.2M | 0.65% | 22,729 | Trimmed |
| 20 | ACWI | ISHARES TR | $991,364 | 0.54% | 7,165 | Trimmed |
| 21 | DFAU | DIMENSIONAL ETF TRUST | $838,150 | 0.46% | 18,576 | Hold |
| 22 | CAT | CATERPILLAR INC | $806,228 | 0.44% | 1,138 | Hold |
| 23 | META | META PLATFORMS INC | $777,525 | 0.42% | 1,359 | Trimmed |
| 24 | DFUV | DIMENSIONAL ETF TRUST | $728,451 | 0.40% | 15,032 | Trimmed |
| 25 | DLS | WISDOMTREE TR | $715,081 | 0.39% | 8,774 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31