13F-HR filed by Longview Financial Advisors LLC
Longview Financial Advisors LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-08-06, with 134 holding rows worth $148,857,373.
- Accession
- 0002076077-25-000001
- Filer
- CIK 2076077
- Filed
- 2025-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 134 entries on the cover page, a total value of $148,857,373 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,857,373 with VALUE read as dollars as filed, 13F file number 028-25690. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 408,193 | $31,843,136 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 682,221 | $23,598,025 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 432,089 | $19,711,901 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 243,249 | $14,108,442 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 181,497 | $11,260,074 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 176,634 | $5,304,320 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 174,849 | $4,579,296 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 151,899 | $3,925,830 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 74,446 | $3,848,859 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 134,040 | $3,561,443 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 30,805 | $3,559,518 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 80,980 | $2,068,230 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 51,471 | $1,950,751 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,201 | $1,552,855 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 36,191 | $1,056,778 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,593 | $932,718 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 8,734 | $921,263 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 27,732 | $918,798 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 7,534 | $885,197 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 23,179 | $822,391 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 19,282 | $780,729 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 16,838 | $689,011 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 19,874 | $652,861 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 26,580 | $637,123 | dollars as filed | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 10,023 | $630,948 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,545 | $560,465 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 19,705 | $499,916 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,059 | $478,759 | dollars as filed | |
| VTI | 922908769 | COM | 1,401 | $406,024 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,940 | $394,813 | dollars as filed | |
| SPY | 78462F103 | SHS | 527 | $308,865 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 699 | $294,629 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,228 | $269,411 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,090 | $261,284 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 4,897 | $233,930 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | HEDGED EQUITY | 7,462 | $219,980 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,764 | $204,592 | dollars as filed | |
| VWO | 922042858 | SHS | 4,399 | $193,732 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,019 | $192,897 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,383 | $173,871 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 2,263 | $173,369 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 184 | $168,594 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 1,384 | $168,281 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 244 | $138,978 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 1,173 | $127,400 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 2,036 | $123,687 | dollars as filed | |
| Hartford Municipal Opportnits ETF | 41653L503 | ETF | 3,030 | $117,140 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 1,653 | $116,107 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 2,300 | $115,345 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 249 | $82,636 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 1,637 | $82,456 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 1,406 | $80,888 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 1,426 | $80,855 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 1,619 | $77,421 | dollars as filed | |
| ISHARES TR | 46436E742 | EGSADVNCDMSCI EM | 2,044 | $76,181 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 500 | $67,685 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 95 | $60,423 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 1,026 | $60,422 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 850 | $59,738 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 134 | $59,588 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 1,056 | $59,538 | dollars as filed | |
| YORK WATER CO | 987184108 | COMMON STOCK | 1,792 | $58,635 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E263 | S&P GBL WATER | 1,070 | $57,994 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 250 | $57,960 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 287 | $54,657 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 280 | $54,491 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 719 | $54,389 | dollars as filed | |
| MORNINGSTAR INC COM | 617700109 | Stock | 155 | $52,198 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 41 | $51,959 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 49 | $51,946 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 473 | $51,510 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 700 | $50,561 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 88 | $50,391 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 415 | $50,128 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 519 | $46,892 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 256 | $46,772 | dollars as filed | |
| iShares MSCI ACWI Low Carbon Target ETF | 46434V464 | SHS | 238 | $46,075 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 915 | $45,869 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 86 | $45,286 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 497 | $44,835 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 198 | $44,727 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 1,103 | $44,661 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 136 | $42,982 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 352 | $42,526 | dollars as filed | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 700 | $42,245 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 41 | $42,030 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 210 | $41,473 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 5,000 | $40,650 | dollars as filed | |
| REDWOOD TRUST INC | 758075402 | COM | 6,000 | $39,180 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 193 | $38,946 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 385 | $38,631 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 500 | $37,815 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 105 | $35,927 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 105 | $35,105 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 448 | $34,850 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 175 | $34,271 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 98 | $33,314 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 286 | $32,584 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 81 | $29,165 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 68 | $26,452 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 230 | $25,611 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 111 | $25,481 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 114 | $25,194 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 187 | $24,987 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 66 | $24,348 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 182 | $24,043 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 30 | $23,160 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 100 | $22,804 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 254 | $22,627 | dollars as filed | |
| TRICO BANCSHARES | 896095106 | COMMON STOCK | 511 | $22,331 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 182 | $22,310 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X475 | ST STR MSCI GLB | 346 | $21,913 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 83 | $21,634 | dollars as filed | |
| BALL CORP | 058498106 | COM | 375 | $20,674 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 27 | $16,970 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 222 | $16,904 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 212 | $16,043 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 187 | $15,961 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 107 | $15,475 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 188 | $14,877 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 331 | $13,843 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 22 | $12,951 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 119 | $12,801 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 166 | $11,718 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 27 | $10,873 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 245 | $10,509 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 68 | $9,850 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 47 | $8,621 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 280 | $8,120 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 187 | $3,933 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 66 | $3,781 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 26 | $2,749 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 50 | $2,557 | dollars as filed | |
| PROSHARES TR | 74347X864 | ULTRPRO S&P500 | 14 | $1,241 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002076077-25-000001 | this filing | 2025-08-06 | acceptance time not in the bulk data set |