Longview Financial Advisors LLC
All 13F Filings
- Location
- San Rafael, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 181,380
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 175 | 181,380 | 13F-HR | Longview Financial Advisors LLC |
| Q3 2025 | 11/10/2025 | 141 | 173,497 | 13F-HR | Longview Financial Advisors LLC |
| Q2 2025 | 8/6/2025 | 125 | 159,604 | 13F-HR | Longview Financial Advisors LLC |
| Q1 2025 | 8/6/2025 | 129 | 151,527 | 13F-HR | Longview Financial Advisors LLC |
| Q4 2024 | 8/6/2025 | 134 | 148,857 | 13F-HR | Longview Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.2 K | 85.0% | 6.453 K | 0 | 6.453 K |
| ETFs | 27.1 K | 14.9% | 1.423 K | 0 | 1.423 K |
| Debt | 12 | 0.0% | 0 | 0 | 0 |
| Other | 31 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
181,380
Holdings
175
QoQ value change ($000)
7,883
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.