Longview Financial Advisors LLC

Q1 2025 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
3/31/2025
Date filed
8/6/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$151,527
Net value change ($000)
+2,670 (1.8%)
New positions
1
Sold out positions
6
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 8/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 6,390 NEW
JPIE 1,052 5.3%
DISV 706 19.8%
DFIC 527 13.4%
VGIT 463 3.3%
DFLV 313 5.9%
HELO 299 2.7%
DFGR 246 11.9%
IEI 228 6.4%
DFEM 227 5.0%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -3,912 -12.3%
IGSB -1,415 -36.8%
DFAC -1,274 -5.4%
SUB -322 -35.0%
NVDA -185 -46.8%
AAPL -180 -11.6%
CAT -168 -30.0%
HEQT -139 -63.2%
ETN -70 -84.3%
XLK -54 -11.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type