Longview Financial Advisors LLC

Q1 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$184,038
Net value change ($000)
+2,658 (1.5%)
New positions
0
Sold out positions
18
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCIT 2,155 13.5%
DFLV 585 7.7%
VGIT 499 3.1%
HELO 391 2.3%
DFEM 340 5.7%
JPIE 282 1.2%
DISV 281 4.7%
DFIC 270 5.3%
DFSU 219 8.1%
DFGR 191 7.1%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -1,413 -6.2%
SUB -273 -91.0%
META -185 -19.2%
DFAC -111 -0.4%
AAPL -109 -6.8%
AMD -89 -100.0%
MSFT -74 -23.6%
SCHW -70 -30.4%
VTI -56 -8.2%
AMZN -54 -13.6%
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