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LongView Asset Management LLC

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13F filer, CIK 2053960, SANTA FE, NM

LongView Asset Management LLC reported $132,309,113 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 69.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004345

Period
2025-06-30
Reported value
$132M
Holdings
55
Top 10 weight
69.32%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CVLCadded+30,662$2.35M
DFSEadded+46,736$1.78M
DFSUadded+41,200$1.62M
CVIEadded+24,119$1.57M
ARBadded+53,948$1.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EAGGreduced-24,441-$1.16M
MBNEreduced-40,351-$1.16M
NUDMreduced-28,607-$1.02M
AGGexited-4,899-$485K
INTUexited-563-$346K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004345, largest first. % of portfolio is the value over $132,309,113, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 626,158 shares; 2025Q1: 661,609 shares; 2025Q2: 702,809 shares 702,809$27.6M20.85%+41,200Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 393,525 shares; 2025Q1: 425,674 shares; 2025Q2: 429,761 shares 429,761$16.9M12.8%+4,087Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 187,588 shares; 2025Q1: 217,970 shares; 2025Q2: 264,706 shares 264,706$10.1M7.61%+46,736Timeline
ARBALTSHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 189,528 shares; 2025Q1: 240,847 shares; 2025Q2: 294,795 shares 294,795$8.4M6.35%+53,948Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 76,024 shares; 2025Q1: 85,726 shares; 2025Q2: 109,845 shares 109,845$7.15M5.4%+24,119Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30,386 shares; 2025Q1: 41,379 shares; 2025Q2: 72,041 shares 72,041$5.51M4.17%+30,662Timeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 62,719 shares; 2025Q1: 70,323 shares; 2025Q2: 80,580 shares 80,580$4.89M3.7%+10,257Timeline
AVSDAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 71,795 shares; 2025Q1: 67,277 shares; 2025Q2: 64,593 shares 64,593$4.36M3.3%-2,684Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,990 shares; 2025Q1: 17,591 shares; 2025Q2: 17,006 shares 17,006$3.49M2.64%-585Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 45,569 shares; 2025Q1: 57,896 shares; 2025Q2: 81,256 shares 81,256$3.31M2.5%+23,360Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 128,892 shares; 2025Q1: 121,589 shares; 2025Q2: 92,982 shares 92,982$3.3M2.49%-28,607Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 271,089 shares; 2025Q1: 289,380 shares; 2025Q2: 307,342 shares 307,342$3.21M2.43%+17,962Timeline
AVSUAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 51,418 shares; 2025Q1: 47,424 shares; 2025Q2: 46,688 shares 46,688$3.2M2.42%-736Timeline
EMTLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 52,387 shares; 2025Q1: 62,776 shares; 2025Q2: 67,547 shares 67,547$2.92M2.2%+4,771Timeline
AVSEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 35,888 shares; 2025Q1: 32,221 shares; 2025Q2: 45,490 shares 45,490$2.67M2.02%+13,269Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,813 shares; 2025Q1: 4,813 shares; 2025Q2: 4,825 shares 4,825$2.66M2.01%+12Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 26,210 shares; 2025Q1: 26,355 shares; 2025Q2: 26,137 shares 26,137$2.4M1.81%-218Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 54,743 shares; 2025Q1: 52,393 shares; 2025Q2: 54,840 shares 54,840$2.3M1.74%+2,447Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 94,487 shares; 2025Q1: 64,302 shares; 2025Q2: 39,861 shares 39,861$1.89M1.43%-24,441Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M1.1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,348 shares; 2025Q1: 4,848 shares; 2025Q2: 4,448 shares 4,448$976K0.74%-400Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares 5,200$828K0.63%0Timeline
EMSFMATTHEWS INTL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 20,719 shares; 2025Q1: 39,093 shares; 2025Q2: 29,708 shares 29,708$821K0.62%-9,385Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,344 shares; 2025Q1: 5,542 shares; 2025Q2: 4,617 shares 4,617$819K0.62%-925Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,684 shares; 2025Q1: 7,786 shares; 2025Q2: 6,954 shares 6,954$808K0.61%-832Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,302 shares; 2025Q1: 2,316 shares; 2025Q2: 2,756 shares 2,756$799K0.6%+440Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 1,229 shares; 2025Q2: 1,321 shares 1,321$657K0.5%+92Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,071 shares; 2025Q1: 1,059 shares; 2025Q2: 1,009 shares 1,009$626K0.47%-50Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,645 shares; 2025Q1: 3,379 shares; 2025Q2: 3,830 shares 3,830$605K0.46%+451Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 23,549 shares; 2025Q1: 13,541 shares; 2025Q2: 10,009 shares 10,009$496K0.37%-3,532Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares 1,174$454K0.34%0Timeline
EFIVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,396 shares; 2025Q1: 9,063 shares; 2025Q2: 7,314 shares 7,314$428K0.32%-1,749Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,298 shares; 2025Q1: 5,105 shares; 2025Q2: 4,754 shares 4,754$424K0.32%-351Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares 1,345$410K0.31%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,889 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares 1,709$350K0.26%0Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 27,663 shares; 2025Q1: 22,334 shares; 2025Q2: 15,214 shares 15,214$339K0.26%-7,120Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 584 shares; 2025Q2: 521 shares 521$322K0.24%-63Timeline
ERETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,761 shares; 2025Q1: 17,562 shares; 2025Q2: 12,089 shares 12,089$322K0.24%-5,473Timeline
NULCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,033 shares; 2025Q1: 9,905 shares; 2025Q2: 6,539 shares 6,539$320K0.24%-3,366Timeline
NUMGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,179 shares; 2025Q1: 7,107 shares; 2025Q2: 6,320 shares 6,320$306K0.23%-787Timeline
NUMVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,531 shares; 2025Q1: 9,067 shares; 2025Q2: 8,032 shares 8,032$290K0.22%-1,035Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares 2,500$288K0.22%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: 1,984 shares 1,984$270K0.2%+3Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares 596$261K0.2%0Timeline
MBNESSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 46,446 shares; 2025Q1: 49,093 shares; 2025Q2: 8,742 shares 8,742$251K0.19%-40,351Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,239 shares; 2025Q1: 5,481 shares; 2025Q2: 5,430 shares 5,430$230K0.17%-51Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares 1,499$229K0.17%0Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,525 shares; 2025Q1: 5,171 shares; 2025Q2: 4,832 shares 4,832$224K0.17%-339Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: not reported; 2025Q2: 650 shares 650$206K0.16%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares 1,040$205K0.16%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,076 shares; 2025Q2: 1,105 shares 1,105$205K0.16%+29Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 748 shares; 2025Q1: 941 shares; 2025Q2: 671 shares 671$204K0.15%-270Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares 276$204K0.15%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 739 shares 739$204K0.15%newTimeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,005 shares; 2025Q2: 5,039 shares 5,039$202K0.15%+34Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGGISHARES TR4,899$485Kshares
INTUINTUIT563$346Kshares
IBBISHARES TR2,283$292Kshares
TELTE CONNECTIVITY PLC1,608$227Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004345 base2025-07-31acceptance time not in the bulk data set