Longview Financial Advisors
Longview Financial Advisors reported 150 stocks worth $202M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are Dimensional ETF Trust (15.4%), JPIE (13.0%) and VCSH (10.6%). Compared with Q1 2026, the fund opened new positions in JTNY, IBTG and IBTH, added to JPIE, VCSH and VCIT, trimmed DFEM, IEI and DFSU and sold out of PLTR, JOBY and NOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $31.3M | 15.4% | 705K | +7,813 (+1%) | 7 of 7 | |
| 2 |  JPIE J P Morgan Exchange Traded F | $26.3M | 13.0% | 572K | +52K (+10%) | 7 of 7 | |
| 3 |  VCSH Vanguard Scottsdale Fds | $21.3M | 10.6% | 270K | +1,556 (+1%) | 7 of 7 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $20M | 9.9% | 242K | +24K (+11%) | 6 of 7 | |
| 5 |  HELO J P Morgan Exchange Traded F | $19.5M | 9.7% | 289K | +22K (+8%) | 7 of 7 | |
| 6 |  VGIT Vanguard Scottsdale Fds | $16.9M | 8.4% | 287K | +12K (+4%) | 7 of 7 | |
| 7 |  DFLV Dimensional ETF Trust | $9.2M | 4.6% | 233K | +4,368 (+2%) | 7 of 7 | |
| 8 |  DFEM Dimensional ETF Trust | $7.2M | 3.5% | 177K | −6,996 (−4%) | 7 of 7 | |
| 9 |  DISV Dimensional ETF Trust | $6.5M | 3.2% | 163K | +3,542 (+2%) | 7 of 7 | |
| 10 |  DFIC Dimensional Intern Core | $5.9M | 2.9% | 160K | +9,036 (+6%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PLTR Palantir Technologies Inc | $73K | 500 |
 JOBY Joby Aviation Inc F | $41K | 5,000 |
 NOW Servicenow Inc | $26K | 245 |
HONEYWELL INTL INC | $22K | 98 |
 DHR Danaher Corp | $21K | 111 |
🔒 Free account: see all 15.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Longview Financial Advisors 13F FAQ
What does Longview Financial Advisors own?
Longview Financial Advisors reported 150 stocks worth $202M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are Dimensional ETF Trust (15.4%), JPIE (13.0%) and VCSH (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Longview Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 16 added to, 30 trimmed and 15 sold out. New positions include JTNY, IBTG and IBTH. It sold all of PLTR, JOBY and NOW.
When will Longview Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Longview Financial Advisors's portfolio worth?
The Q2 2026 filing reports $202M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.