Fund Universe

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☆Longview Financial Advisors LLC

CIK 0002076077 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.775
AUM ($M)
202
Positions
150
Turnover
0.03
Top-10 wt
81%
Herfindahl
0.085
History (qtrs)
7
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 165 positions · portfolio value $202M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 15.5% +0.7% 31.3 704,896 +7,813 6 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 13.0% -0.0% 26.3 571,553 +51,508 6 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 10.6% -1.0% 21.3 270,145 +1,556 6 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 9.9% +0.1% 20.0 242,452 +23,752 6 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 9.6% +0.4% 19.5 288,873 +22,127 6 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 8.4% -0.5% 16.9 287,129 +11,639 6 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 4.6% +0.1% 9.2 233,381 +4,368 6 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 3.5% +0.1% 7.2 176,579 -6,996 6 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 3.2% -0.2% 6.5 163,131 +3,542 6 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 2.9% +0.0% 5.9 159,552 +9,036 6 —
☆IEI funds › ISHARES TR TRIM — 1.8% -0.3% 3.6 30,459 -920 6 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 1.6% +0.0% 3.3 71,062 -236 6 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 1.6% +0.1% 3.3 113,450 +5,567 6 —
☆AAPL funds › APPLE INC HOLD — 0.8% +0.0% 1.7 5,861 +0 6 —
☆DFSE funds › DIMENSIONAL ETF TRUST TRIM — 0.8% -0.0% 1.7 34,136 -3,347 6 —
☆JTNY funds › J P MORGAN EXCHANGE TRADED F NEW — 0.8% +0.8% 1.6 32,567 +32,567 1 —
☆DFSI funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 1.5 32,181 -469 6 —
☆IGSB funds › ISHARES TR TRIM — 0.6% -0.2% 1.3 24,518 -4,095 6 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 0.6% -0.0% 1.2 22,729 +0 6 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.1% 1.2 28,625 -3,530 6 —
☆ACWI funds › ISHARES TR TRIM — 0.5% -0.0% 1.1 6,847 -318 6 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 1.0 18,462 -114 6 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.4% +0.1% 0.8 4,426 +0 6 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.4% +0.0% 0.8 14,978 -54 6 —
☆CAT funds › CATERPILLAR INC TRIM — 0.4% -0.0% 0.8 751 -387 6 —
☆META funds › META PLATFORMS INC TRIM — 0.4% -0.0% 0.8 1,353 -6 6 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.4% +0.0% 0.7 1,958 +0 6 —
☆DLS funds › WISDOMTREE TR TRIM — 0.3% -0.0% 0.7 8,417 -357 6 —
☆REET funds › ISHARES TR TRIM — 0.3% -0.0% 0.7 25,003 -100 6 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 0.3% +0.0% 0.6 15,492 -819 6 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.0% 0.4 1,280 -48 6 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% +0.0% 0.4 527 +0 6 —
☆AMZN funds › AMAZON COM INC HOLD — 0.2% +0.0% 0.4 1,642 +0 6 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.2% +0.0% 0.4 5,118 +0 6 —
☆GOOGL funds › ALPHABET INC HOLD — 0.2% +0.0% 0.4 1,010 +0 6 —
☆IEFA funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 3,701 +0 6 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% +0.0% 0.4 5,909 -6 6 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.2% -0.0% 0.3 1,740 -200 6 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 0.1% +0.1% 0.3 700 +0 6 —
☆MS funds › MORGAN STANLEY HOLD — 0.1% +0.0% 0.3 1,451 +0 6 —
☆QUAL funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 1,347 +0 4 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.1% -0.0% 0.2 649 +0 6 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 1,082 +0 4 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.2 2,239 +0 4 —
☆SUSA funds › ISHARES TR TRIM — 0.1% +0.0% 0.2 1,251 -53 6 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.1% +0.0% 0.2 244 +0 6 —
☆SCZ funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,036 +0 6 —
☆IJS funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,173 +0 6 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% -0.0% 0.2 1,706 +2 6 —
☆AOA funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 1,492 -659 6 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.1% -0.0% 0.1 1,653 +0 6 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.1 2,009 +0 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.1 137 -59 6 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED HOLD — 0.1% -0.0% 0.1 3,030 +0 6 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% -0.0% 0.1 2,300 +0 6 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 0.1 1,352 -32 6 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.1% -0.0% 0.1 111 +0 6 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.1 102 +0 6 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,975 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.0% +0.0% 0.1 210 +0 6 —
☆AVGO funds › BROADCOM INC HOLD — 0.0% +0.0% 0.1 261 +0 6 —
☆IUSG funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 515 +0 4 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.0% +0.0% 0.1 2,722 +301 6 —
☆VTR funds › VENTAS INC HOLD — 0.0% -0.0% 0.1 1,026 +0 6 —
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 500 +0 6 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 2,509 +0 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.0% +0.0% 0.1 105 -6 6 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 480 +0 4 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.1 1,054 +0 4 —
☆EFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 728 +0 6 —
☆CGW funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 1,070 +0 6 —
☆IWD funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 286 +0 5 —
☆EMXF funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,159 -752 6 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.1 1,056 +0 6 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 1,024 +0 6 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.0% 0.1 519 -23 6 —
☆PHM funds › PULTE GROUP INC HOLD — 0.0% +0.0% 0.1 426 +0 6 —
☆RBA funds › RB GLOBAL INC HOLD — 0.0% +0.0% 0.1 497 +0 6 —
☆IBTG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,468 +2,468 1 —
☆IBTH funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,522 +2,522 1 —
☆IBTI funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,542 +2,542 1 —
☆IBTJ funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,595 +2,595 1 —
☆YORW funds › YORK WTR CO HOLD — 0.0% -0.0% 0.1 1,792 +0 6 —
☆TJX funds › TJX COS INC NEW HOLD — 0.0% -0.0% 0.1 352 +0 6 —
☆KRE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 700 +0 6 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.1 1,035 +0 5 —
☆TM funds › TOYOTA MOTOR CORP HOLD — 0.0% -0.0% 0.0 280 +0 6 —
☆SPDW funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.0 850 +0 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.0% +0.0% 0.0 175 +0 6 —
☆MINT funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.0 410 +4 6 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 0.0% -0.0% 0.0 31 -7 6 —
☆GEV funds › GE VERNOVA INC HOLD — 0.0% +0.0% 0.0 35 +0 3 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% -0.0% 0.0 41 +0 6 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% -0.0% 0.0 98 -16 6 —
☆DLN funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 348 +0 6 —
☆TQQQ funds › PROSHARES TR HOLD — 0.0% +0.0% 0.0 376 +0 6 —
☆ISTB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 619 +0 6 —
☆DEM funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 555 +0 6 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 120 +0 4 —
☆RWT funds › REDWOOD TRUST INC HOLD — 0.0% -0.0% 0.0 6,000 +0 6 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 182 +0 6 —
☆TCBK funds › TRICO BANCSHARES HOLD — 0.0% +0.0% 0.0 511 +0 6 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% +0.0% 0.0 100 +0 6 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.0% -0.0% 0.0 107 +0 6 —
☆SUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 250 +0 6 —
☆LLY funds › ELI LILLY & CO HOLD — 0.0% +0.0% 0.0 22 +0 3 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.0% -0.0% 0.0 81 +0 6 —
☆IBTL funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,243 +1,243 1 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 254 +0 6 —
☆HD funds › HOME DEPOT INC TRIM — 0.0% -0.0% 0.0 68 -15 6 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.0 182 +0 6 —
☆J funds › JACOBS SOLUTIONS INC HOLD — 0.0% -0.0% 0.0 187 +0 6 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 222 +0 6 —
☆IBTK funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,148 +1,148 1 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.0 100 +0 6 —
☆EEM funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 309 -22 6 —
☆ETN funds › EATON CORP PLC HOLD — 0.0% +0.0% 0.0 49 +0 6 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.0 372 +0 4 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.0 240 +90 5 —
☆BBCA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 166 +0 6 —
☆IVV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 22 +0 6 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.0% -0.0% 0.0 119 +0 6 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 38 +0 3 —
☆GOOG funds › ALPHABET INC HOLD — 0.0% +0.0% 0.0 40 +0 3 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 111 +0 4 —
☆IJH funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 175 +0 3 —
☆HOLA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 226 +0 4 —
☆SPGM funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.0 143 -40 6 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.0% -0.0% 0.0 68 +0 6 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.0 49 +49 1 —
☆RTX funds › RTX CORPORATION HOLD — 0.0% -0.0% 0.0 47 +0 3 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.0% -0.0% 0.0 47 +0 6 —
☆PINS funds › PINTEREST INC HOLD — 0.0% +0.0% 0.0 280 +0 6 —
☆IWN funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 22 +0 4 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 50 +40 4 —
☆RWO funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 81 +0 6 —
☆PLD funds › PROLOGIS INC. HOLD — 0.0% -0.0% 0.0 26 +0 6 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.0 41 +2 3 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD — 0.0% +0.0% 0.0 24 +0 3 —
☆UPRO funds › PROSHARES TR HOLD — 0.0% +0.0% 0.0 10 +0 6 —
☆MUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 13 +0 3 —
☆IEMG funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 12 +0 3 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 5 +0 3 —
☆TFI funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 21 +0 3 —
☆EMB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 6 +0 3 —
☆IAGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 6 +0 3 —
☆AGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 3 +0 3 —
☆SPYM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 3 +0 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.0% -0.0% 0.0 4 +0 3 —
☆STIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 1 +0 3 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.0% 0.0 0 -98 0 —
☆JOBY funds › JOBY AVIATION INC EXIT — 0.0% -0.0% 0.0 0 -5,000 0 —
☆XLY funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -24 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.0% 0.0 0 -37 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆CTAS funds › CINTAS CORP EXIT — 0.0% -0.0% 0.0 0 -48 0 —
☆CMF funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.0% 0.0 0 -111 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆PGR funds › PROGRESSIVE CORP EXIT — 0.0% -0.0% 0.0 0 -48 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.0% 0.0 0 -245 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -500 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
2026Q2 202 150 0.03 81% 0.085 0.775 — in
2026Q1 184 157 0.02 82% 0.085 0.777 — in
2025Q4 181 175 0.02 81% 0.085 0.748 — in
2025Q3 173 141 0.05 80% 0.085 0.678 — in
2025Q2 160 125 0.05 81% 0.092 0.720 — in
2025Q1 152 129 0.06 81% 0.097 0.712 — entered
2024Q4 149 134 0.00 82% 0.109 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