Longview Financial Advisors LLC - Portfolio overview

Longview Financial Advisors LLC has 168 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 14.69%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 12.99%
3. VCSH - VANGUARD SCOTTSDALE FDS, 11.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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