Longview Financial Advisors LLC

CIK 0002076077 • 7 13F filings • Aug 6, 2025 – Jul 14, 2026

Import this data to Google Sheets with:

=jivedata("longview-financial-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Longview Financial Advisors LLC, Chief Compliance Officer
Address: 4040 CIVIC CENTER DRIVE, SUITE 200 PMB #3420, SAN RAFAEL, CA, 94903
Phone: 415-256-7700
AUM: $181.4M

AUM over time

$202.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $181.4M168 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$5K	0.0%	40 SH	New
ADVANCED MICRO DEVICES INC	COM	$89K	0.0%Prev: 0.0%	415 SH	Increased
ALPHABET INC	CAP STK CL A	$316K	0.2%Prev: 0.1%	1,010 SH	Increased-9 SH
ALPHABET INC	CAP STK CL C	$13K	0.0%Prev: 0.0%	40 SH	Decreased-247 SH
AMAZON COM INC	COM	$396K	0.2%Prev: 0.2%	1,717 SH	Increased+489 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11K	0.0%	111 SH	New
AMERICAN TOWER CORP NEW	COM	$8K	0.0%Prev: 0.0%	47 SH	Decreased
APPLE INC	COM	$1.6M	0.9%Prev: 1.0%	5,869 SH	Increased-332 SH
BLACKROCK INC	COM	$44K	0.0%Prev: 0.0%	41 SH	Increased
BROADCOM INC	COM	$90K	0.0%Prev: 0.0%	261 SH	Increased+11 SH
CAPITAL ONE FINL CORP	COM	$970	0.0%	4 SH	New
CATERPILLAR INC	COM	$652K	0.4%Prev: 0.4%	1,138 SH	Increased-407 SH
CHEVRON CORP NEW	COM	$14K	0.0%Prev: 0.0%	95 SH	Increased+27 SH
CINTAS CORP	COM	$9K	0.0%Prev: 0.0%	48 SH	Decreased-208 SH
COSTCO WHSL CORP NEW	COM	$169K	0.1%Prev: 0.1%	196 SH	Increased+12 SH
CROWDSTRIKE HLDGS INC	CL A	$52K	0.0%Prev: 0.0%	111 SH	Increased+6 SH
DANAHER CORPORATION	COM	$29K	0.0%Prev: 0.0%	128 SH	Increased+17 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.5M	0.8%Prev: 0.6%	35,991 SH	Increased+8,259 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$6.0M	3.3%Prev: 3.1%	181,478 SH	Increased+6,629 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$531K	0.3%Prev: 0.3%	16,311 SH	Increased-3,394 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.7M	1.5%Prev: 1.4%	101,321 SH	Increased+20,341 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.3M	0.7%Prev: 0.4%	30,091 SH	Increased+10,217 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	0.6%Prev: 0.6%	22,911 SH	Increased-268 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.3M	0.7%Prev: 0.7%	34,048 SH	Increased-2,143 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.1M	2.8%Prev: 2.6%	147,368 SH	Increased-4,531 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.0M	3.3%Prev: 2.4%	158,244 SH	Increased+24,204 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$869K	0.5%Prev: 0.5%	18,576 SH	Increased-706 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.2M	15.0%Prev: 15.9%	687,034 SH	Increased+4,813 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$7.6M	4.2%Prev: 3.6%	221,940 SH	Increased+45,306 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$710K	0.4%Prev: 0.5%	15,239 SH	Increased-1,599 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.7M	1.5%Prev: 1.3%	62,416 SH	Increased+10,945 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$3K	0.0%	38 SH	New
EATON CORP PLC	SHS	$16K	0.0%Prev: 0.1%	49 SH	Decreased-200 SH
ELEVANCE HEALTH INC FORMERLY	COM	$23K	0.0%	66 SH	New
ELI LILLY & CO	COM	$24K	0.0%Prev: 0.0%	22 SH	Increased-8 SH
EOG RES INC	COM	$22K	0.0%Prev: 0.0%	207 SH	Decreased+25 SH
EXXON MOBIL CORP	COM	$14K	0.0%Prev: 0.0%	119 SH	Increased
GE AEROSPACE	COM NEW	$11K	0.0%	37 SH	New
GE VERNOVA INC	COM	$23K	0.0%	35 SH	New
GOLDMAN SACHS GROUP INC	COM	$90K	0.0%Prev: 0.0%	102 SH	Increased+14 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$119K	0.1%Prev: 0.1%	3,030 SH	Increased
HOME DEPOT INC	COM	$29K	0.0%Prev: 0.0%	83 SH	Increased+15 SH
HONEYWELL INTL INC	COM	$24K	0.0%Prev: 0.0%	122 SH	Decreased-76 SH
INTUIT	COM	$9K	0.0%Prev: 0.0%	13 SH	Decreased-14 SH
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$67K	0.0%Prev: 0.0%	1,070 SH	Increased
ISHARES INC	CORE MSCI EMKT	$807	0.0%	12 SH	New
ISHARES TR	0-5 YR TIPS ETF	$103	0.0%	1 SH	New
ISHARES TR	3 7 YR TREAS BD	$3.8M	2.1%Prev: 2.4%	31,422 SH	Increased+617 SH
ISHARES TR	CALIF MUN BD ETF	$3K	0.0%Prev: 0.0%	45 SH	Decreased-21 SH
ISHARES TR	CORE 1 5 YR USD	$30K	0.0%Prev: 0.2%	619 SH	Decreased-4,278 SH
ISHARES TR	CORE 80/20 AGGRE	$178K	0.1%	1,991 SH	New
ISHARES TR	CORE INTL AGGR	$301	0.0%	6 SH	New
ISHARES TR	CORE MSCI EAFE	$331K	0.2%Prev: 0.0%	3,701 SH	Increased+2,851 SH
ISHARES TR	CORE S&P MCP ETF	$12K	0.0%	175 SH	New
ISHARES TR	CORE S&P TTL STK	$71K	0.0%	480 SH	New
ISHARES TR	CORE S&P US GWT	$86K	0.0%	515 SH	New
ISHARES TR	CORE S&P500 ETF	$15K	0.0%Prev: 0.0%	22 SH	Increased
ISHARES TR	CORE US AGGBD ET	$300	0.0%	3 SH	New
ISHARES TR	EAFE SML CP ETF	$158K	0.1%Prev: 0.1%	2,036 SH	Increased
ISHARES TR	EGSADVNCDMSCI EM	$90K	0.0%Prev: 0.1%	1,933 SH	Increased-111 SH
ISHARES TR	ESG AW MSCI EAFE	$21K	0.0%Prev: 0.0%	222 SH	Increased
ISHARES TR	ESG OPTIMIZED	$182K	0.1%	1,304 SH	New
ISHARES TR	GLOBAL REIT ETF	$630K	0.3%Prev: 0.4%	25,238 SH	Decreased-1,342 SH
ISHARES TR	ISHS 1-5YR INVS	$1.5M	0.8%Prev: 2.6%	28,613 SH	Decreased-45,833 SH
ISHARES TR	JPMORGAN USD EMG	$578	0.0%	6 SH	New
ISHARES TR	MSCI ACWI ETF	$1.0M	0.6%Prev: 0.6%	7,226 SH	Increased-308 SH
ISHARES TR	MSCI EAFE ETF	$95K	0.1%Prev: 0.0%	988 SH	Increased+269 SH
ISHARES TR	MSCI EMG MKT ETF	$18K	0.0%Prev: 0.0%	331 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$268K	0.1%	1,347 SH	New
ISHARES TR	NATIONAL MUN ETF	$1K	0.0%	13 SH	New
ISHARES TR	RUS 1000 VAL ETF	$60K	0.0%	286 SH	New
ISHARES TR	RUS 2000 GRW ETF	$12K	0.0%	38 SH	New
ISHARES TR	RUS 2000 VAL ETF	$4K	0.0%	22 SH	New
ISHARES TR	S&P SML 600 GWT	$71K	0.0%Prev: 0.0%	500 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$300K	0.2%Prev: 0.6%	2,811 SH	Decreased-5,923 SH
ISHARES TR	SP SMCP600VL ETF	$133K	0.1%Prev: 0.1%	1,173 SH	Increased
J P MORGAN EXCHANGE TRADED F	BETABUILDERS CDA	$15K	0.0%Prev: 0.0%	166 SH	Increased
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$16.7M	9.2%Prev: 7.6%	250,745 SH	Increased+69,248 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$23.7M	13.1%Prev: 13.2%	511,466 SH	Increased+79,377 SH
J P MORGAN EXCHANGE TRADED F	INTL HDGD EQT LA	$12K	0.0%	226 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$116K	0.1%Prev: 0.1%	2,300 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$61K	0.0%Prev: 0.0%	1,056 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$44K	0.0%Prev: 0.1%	870 SH	Decreased-767 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$101K	0.1%	1,975 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$67K	0.0%	1,054 SH	New
JACOBS SOLUTIONS INC	COM	$25K	0.0%Prev: 0.0%	187 SH	Decreased
JOBY AVIATION INC	COMMON STOCK	$66K	0.0%Prev: 0.0%	5,000 SH	Increased
JOHNSON & JOHNSON	COM	$24K	0.0%Prev: 0.0%	116 SH	Increased+9 SH
JPMORGAN CHASE & CO.	COM	$327K	0.2%Prev: 0.2%	1,015 SH	Increased-75 SH
LAM RESEARCH CORP	COM NEW	$120K	0.1%Prev: 0.0%	700 SH	Increased
LINDE PLC	SHS	$6K	0.0%	15 SH	New
MASTERCARD INCORPORATED	CL A	$2K	0.0%Prev: 0.0%	4 SH	Decreased-82 SH
MCDONALDS CORP	COM	$6K	0.0%	18 SH	New
META PLATFORMS INC	CL A	$963K	0.5%Prev: 0.6%	1,459 SH	Increased-134 SH
MICROSOFT CORP	COM	$314K	0.2%Prev: 0.2%	649 SH	Increased-50 SH
MORGAN STANLEY	COM NEW	$258K	0.1%Prev: 0.1%	1,451 SH	Increased+68 SH
MORGAN STANLEY EMKT DBT FD I	COM	$8K	0.0%	1,104 SH	New
MORNINGSTAR INC	COM	$33K	0.0%Prev: 0.0%	150 SH	Decreased-5 SH
NEXTERA ENERGY INC	COM	$6K	0.0%	72 SH	New
NIKE INC	CL B	$14K	0.0%Prev: 0.0%	212 SH	Decreased
NVIDIA CORPORATION	COM	$362K	0.2%Prev: 0.3%	1,940 SH	Decreased-1,000 SH
ORACLE CORP	COM	$585	0.0%	3 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$89K	0.0%Prev: 0.0%	500 SH	Increased
PARKER-HANNIFIN CORP	COM	$98K	0.1%Prev: 0.0%	111 SH	Increased+16 SH
PAYPAL HLDGS INC	COM	$11K	0.0%Prev: 0.0%	187 SH	Decreased
PHILLIPS 66	COM	$37K	0.0%Prev: 0.0%	286 SH	Increased
PIMCO ETF TR	ENHAN SHRT MA AC	$41K	0.0%Prev: 0.0%	406 SH	Increased+21 SH
PINTEREST INC	CL A	$7K	0.0%Prev: 0.0%	280 SH	Decreased
PROCTER AND GAMBLE CO	COM	$4K	0.0%	30 SH	New
PROGRESSIVE CORP	COM	$11K	0.0%	48 SH	New
PROLOGIS INC.	COM	$3K	0.0%Prev: 0.0%	26 SH	Increased
PROSHARES TR	ULTRAPRO QQQ	$20K	0.0%Prev: 0.0%	376 SH	Increased+188 SH
PROSHARES TR	ULTRPRO S&P500	$1K	0.0%Prev: 0.0%	10 SH	Decreased-4 SH
PULTE GROUP INC	COM	$50K	0.0%Prev: 0.0%	426 SH	Decreased-47 SH
RB GLOBAL INC	COM	$51K	0.0%Prev: 0.0%	497 SH	Increased
REDWOOD TRUST INC	COM	$33K	0.0%Prev: 0.0%	6,000 SH	Decreased
RTX CORPORATION	COM	$9K	0.0%	47 SH	New
SCHWAB CHARLES CORP	COM	$230K	0.1%Prev: 0.1%	2,301 SH	Increased-463 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$79	0.0%	3 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$82K	0.0%	2,509 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3K	0.0%	24 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$637K	0.4%	4,426 SH	New
SERVICENOW INC	COM	$38K	0.0%Prev: 0.0%	245 SH	Decreased+196 SH
SHERWIN WILLIAMS CO	COM	$37K	0.0%Prev: 0.0%	114 SH	Increased+16 SH
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$78K	0.0%Prev: 0.1%	2,421 SH	Decreased-5,041 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$1K	0.0%	30 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$9K	0.0%Prev: 0.0%	207 SH	Decreased-38 SH
SPDR INDEX SHS FDS	PORTFLI MSCI GBL	$14K	0.0%Prev: 0.0%	184 SH	Decreased-162 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$38K	0.0%	850 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$17K	0.0%	372 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$359K	0.2%Prev: 0.2%	527 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$147K	0.1%Prev: 0.1%	244 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$431K	0.2%	6,180 SH	New
STARBUCKS CORP	COM	$5K	0.0%	55 SH	New
STRYKER CORPORATION	COM	$28K	0.0%Prev: 0.0%	81 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$64K	0.0%Prev: 0.0%	210 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$5K	0.0%	8 SH	New
TJX COS INC NEW	COM	$54K	0.0%Prev: 0.0%	352 SH	Increased
TOYOTA MOTOR CORP	ADS	$60K	0.0%Prev: 0.0%	280 SH	Increased
TRANSDIGM GROUP INC	COM	$51K	0.0%Prev: 0.0%	38 SH	Decreased-3 SH
TRICO BANCSHARES	COM	$24K	0.0%Prev: 0.0%	511 SH	Increased
UNION PAC CORP	COM	$23K	0.0%Prev: 0.0%	100 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12K	0.0%	150 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$194	0.0%	4 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$887	0.0%	5 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$22K	0.0%Prev: 0.0%	254 SH	Decreased
VANGUARD INDEX FDS	SM CP VAL ETF	$25K	0.0%	120 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$684K	0.4%Prev: 0.3%	2,039 SH	Increased+638 SH
VANGUARD INDEX FDS	VALUE ETF	$207K	0.1%	1,082 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$318K	0.2%Prev: 0.1%	5,920 SH	Increased+1,521 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$52K	0.0%Prev: 0.0%	1,035 SH	Increased+120 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.9M	8.8%	190,355 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$15.9M	8.8%Prev: 9.5%	265,411 SH	Increased+22,162 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.7M	12.5%Prev: 21.4%	284,764 SH	Decreased-123,429 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$38K	0.0%Prev: 0.0%	175 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$320K	0.2%Prev: 0.1%	5,118 SH	Increased+3,499 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$99K	0.1%Prev: 0.1%	1,384 SH	Increased-42 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$4K	0.0%	10 SH	New
VENTAS INC	COM	$79K	0.0%Prev: 0.0%	1,026 SH	Increased
VISA INC	COM CL A	$48K	0.0%Prev: 0.0%	136 SH	Increased
WALMART INC	COM	$60K	0.0%Prev: 0.0%	542 SH	Increased+23 SH
WASTE MGMT INC DEL	COM	$22K	0.0%Prev: 0.0%	100 SH	Decreased-93 SH
WELLS FARGO CO NEW	COM	$154K	0.1%Prev: 0.1%	1,653 SH	Increased
WISDOMTREE TR	EMER MKT HIGH FD	$52K	0.0%Prev: 0.0%	1,103 SH	Increased
WISDOMTREE TR	INTL SMCAP DIV	$720K	0.4%Prev: 0.4%	8,892 SH	Increased-1,131 SH
WISDOMTREE TR	US LARGECAP DIVD	$35K	0.0%Prev: 0.0%	400 SH	Increased-48 SH
YORK WTR CO	COM	$57K	0.0%Prev: 0.0%	1,792 SH	Decreased
ZOETIS INC	CL A	$3K	0.0%	25 SH	New

Sold (vs prior filing)

ADOBE INC — $60K
AMENTUM HOLDINGS INC — $4K
AMGEN INC — $22K
BALL CORP — $21K
CONSTELLATION BRANDS INC — $25K
DISNEY WALT CO — $26K
ELEVANCE HEALTH INC — $24K
ISHARES TR — $173K
ISHARES TR — $46K
ISHARES TR — $168K
J P MORGAN EXCHANGE TRADED F — $81K
SALESFORCE INC — $35K
SELECT SECTOR SPDR TR — $479K
SPDR SER TR — $3K
SPDR SER TR — $24K
SPDR SER TR — $42K
VERTEX PHARMACEUTICALS INC — $11K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0002076077-26-000001	$181.4M	View
Aug 6, 2025	Q4 2024	13F-HR	0002076077-25-000001	$148.9M	View
Nov 10, 2025	Q3 2025