Fund Universe

← Fund Universe

☆LongView Asset Management LLC

CIK 0002053960 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.669
AUM ($M)
143
Positions
51
Turnover
0.03
Top-10 wt
75%
Herfindahl
0.090
History (qtrs)
4
Excess Return
not eligible

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Holdings · 57 positions · portfolio value $143M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 21.4% -0.2% 30.8 708,054 -31,120 3 —
☆DFSI funds › DIMENSIONAL ETF TRUST TRIM — 12.7% +0.2% 18.2 423,719 -16,776 3 —
☆DFSE funds › DIMENSIONAL ETF TRUST ADD — 8.5% +0.2% 12.2 293,983 +1,214 3 —
☆ARB funds › ALTSHARES TRUST ADD — 7.2% +0.4% 10.4 356,455 +15,082 3 —
☆CVIE funds › MORGAN STANLEY ETF TRUST ADD — 6.7% +0.6% 9.6 134,821 +4,286 3 —
☆CVLC funds › MORGAN STANLEY ETF TRUST ADD — 5.6% +0.4% 8.0 94,828 +3,240 3 —
☆CVMC funds › MORGAN STANLEY ETF TRUST ADD — 4.5% +0.1% 6.5 100,879 +969 3 —
☆AVSD funds › AMERICAN CENTY ETF TR TRIM — 2.9% -0.1% 4.1 55,229 -5,121 3 —
☆NUSC funds › NUSHARES ETF TR TRIM — 2.8% -0.0% 4.1 91,374 -2,144 3 —
☆EMTL funds › SSGA ACTIVE TR ADD — 2.5% +0.2% 3.6 84,067 +7,006 3 —
☆VGSR funds › MANAGER DIRECTED PORTFOLIOS TRIM — 2.5% -0.1% 3.6 347,874 -5,351 3 —
☆BIL funds › SPDR SERIES TRUST ADD — 2.1% +0.0% 3.0 32,302 +441 3 —
☆AVSU funds › AMERICAN CENTY ETF TR TRIM — 2.1% -0.2% 3.0 38,669 -5,576 3 —
☆NUDM funds › NUSHARES ETF TR TRIM — 2.0% -0.1% 2.9 80,947 -14 3 —
☆AAPL funds › APPLE INC TRIM — 1.8% -0.4% 2.6 9,647 -2,788 3 —
☆AVSE funds › AMERICAN CENTY ETF TR TRIM — 1.8% -0.2% 2.5 38,844 -4,874 3 —
☆NULV funds › NUSHARES ETF TR TRIM — 1.6% -0.0% 2.3 51,829 -2,526 3 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 1.1% +0.0% 1.5 2 +0 3 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.0% -1.0% 1.4 2,257 -2,568 3 —
☆GOOG funds › ALPHABET INC TRIM — 0.9% +0.2% 1.3 4,262 -290 3 —
☆AMZN funds › AMAZON COM INC TRIM — 0.6% -0.0% 0.9 3,931 -517 3 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.6% +0.0% 0.9 2,656 -33 3 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% -0.0% 0.7 1,446 +53 3 —
☆PG funds › PROCTER AND GAMBLE CO ADD — 0.5% -0.0% 0.7 4,879 +279 3 —
☆IVV funds › ISHARES TR TRIM — 0.5% +0.0% 0.7 971 -4 3 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.5% -0.0% 0.7 3,490 -253 3 —
☆GLD funds › SPDR GOLD TR ADD — 0.4% +0.1% 0.6 1,562 +217 3 —
☆FTAI funds › FTAI AVIATION LTD HOLD — 0.3% +0.1% 0.5 2,500 +0 3 —
☆ADBE funds › ADOBE INC TRIM — 0.3% -0.0% 0.4 1,137 -11 3 —
☆EMNT funds › PIMCO ETF TR NEW — 0.3% +0.3% 0.4 3,963 +3,963 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.3% +0.0% 0.4 1,709 +0 3 —
☆EMSF funds › MATTHEWS INTL FDS TRIM — 0.3% -0.1% 0.4 12,673 -2,977 3 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.1% 0.4 1,541 +475 3 —
☆DSI funds › ISHARES TR TRIM — 0.2% -0.2% 0.3 2,580 -1,897 3 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.1% 0.3 4,013 +1,078 2 —
☆NULC funds › NUSHARES ETF TR ADD — 0.2% +0.0% 0.3 6,361 +505 3 —
☆VUG funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.3 596 +0 3 —
☆ABT funds › ABBOTT LABS ADD — 0.2% +0.0% 0.3 2,290 +478 3 —
☆EFIV funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.3 4,050 -1,271 3 —
☆ERET funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 9,566 -957 3 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 0.2% +0.0% 0.2 346 +0 3 —
☆AVGO funds › BROADCOM INC TRIM — 0.2% +0.0% 0.2 682 -17 3 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.2 4,837 -307 3 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.2 8,105 +8,105 1 —
☆TOTL funds › SSGA ACTIVE ETF TR ADD — 0.2% +0.0% 0.2 5,361 +12 3 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 678 +0 2 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 630 +0 3 —
☆CMF funds › ISHARES TR NEW — 0.1% +0.1% 0.2 3,605 +3,605 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.1% 0.2 4,241 -3,506 3 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.2 1,451 +0 2 —
☆GOOGL funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 639 +639 1 —
☆ESGD funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,542 0 —
☆NUBD funds › NUSHARES ETF TR EXIT — 0.0% -0.1% 0.0 0 -9,284 0 —
☆CUSIP:09173B107 funds › BITFARMS LTD EXIT — 0.0% -0.0% 0.0 0 -16,700 0 —
☆CUSIP:05759B115 funds › BAKKT HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -67,540 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.2% 0.0 0 -538 0 —
☆CUSIP:78470P853 funds › SSGA ACTIVE TR EXIT — 0.0% -0.1% 0.0 0 -7,044 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 143 51 0.03 75% 0.090 0.632 — in
2025Q3 145 53 0.06 73% 0.089 0.570 — in
2025Q2 132 55 0.08 69% 0.083 0.519 — entered
2025Q1 117 55 0.00 66% 0.077 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status