Longview Financial Advisors LLC

Q4 2025 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$181,380
Net value change ($000)
+7,883 (4.5%)
New positions
34
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
HELO 1,717 11.5%
JPIE 1,620 7.3%
VCIT 1,301 8.9%
VGIT 646 4.2%
DFAC 575 2.2%
DFIC 373 7.9%
VCSH 338 1.5%
DISV 297 5.2%
DFLV 291 4.0%
DFEM 288 5.0%
Top Reduces (Value $000, Stocks/ETFs)
IGSB -268 -15.0%
META -207 -17.7%
SUB -201 -40.1%
DLS -70 -8.9%
IEI -66 -1.7%
JPST -40 -47.6%
AOA -32 -15.2%
MSFT -22 -6.5%
WM -21 -48.8%
REET -17 -2.6%
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