Institutional Fund
Longview Financial Advisors LLC
San Rafael, CACIK 20760776 filings on record
Portfolio Value
$184.04M
Q1 2026
Holdings
157
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.5%
from $181.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust14.7%
- J P Morgan Exchange Traded F13.0%
- Vanguard Scottsdale Fds11.6%
- Vanguard Scottsdale Fds9.8%
- J P Morgan Exchange Traded F9.3%
- Vanguard Scottsdale Fds8.9%
- Other32.7%
Portfolio Holdings
157 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 697.1K | $27.09M | 14.7% | +10.0K | Added |
| 2 | J P Morgan Exchange Traded F | 520.0K | $23.96M | 13.0% | +8.6K | Added |
| 3 | Vanguard Scottsdale Fds | 268.6K | $21.29M | 11.6% | −16.2K | Reduced |
| 4 | Vanguard Scottsdale Fds | 218.7K | $18.10M | 9.8% | +28.3K | Added |
| 5 | J P Morgan Exchange Traded F | 266.7K | $17.05M | 9.3% | +16.0K | Added |
| 6 | Vanguard Scottsdale Fds | 275.5K | $16.41M | 8.9% | +10.1K | Added |
| 7 | Dimensional ETF Trust | 229.0K | $8.18M | 4.4% | +7.1K | Added |
| 8 | Dimensional ETF Trust | 183.6K | $6.34M | 3.4% | +2.1K | Added |
| 9 | Dimensional ETF Trust | 159.6K | $6.29M | 3.4% | +1.3K | Added |
| 10 | Dimensional ETF Trust | 150.5K | $5.35M | 2.9% | +3.1K | Added |
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