13F Filings History of Longview Financial Advisors LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$181,380,090
Signature - Title
Colleen Harrington - Chief Compliance Officer
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by Longview Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Longview Financial Advisors LLC reported 175 stock holdings with total value $181,380,090 as of Q4 2025. Top holdings included DFAC, JPIE, VCSH, HELO, and VCIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 175 $181,380,090 +$6,800,662 -$1,128,092 +$5,672,570 DFAC, JPIE, VCSH, HELO, VCIT 13F-HR 14 Jan 2026, 14:50
Q3 2025 141 $173,496,720 +$12,134,325 -$4,234,266 +$7,900,059 DFAC, VCSH, JPIE, VGIT, HELO 13F-HR 10 Nov 2025, 15:11
Q2 2025 125 $159,603,980 +$6,191,381 -$5,048,499 +$1,142,882 VCSH, DFAC, JPIE, VGIT, HELO 13F-HR 06 Aug 2025, 14:09
Q1 2025 129 $151,526,563 +$9,740,631 -$6,967,567 +$2,773,064 VCSH, DFAC, JPIE, VGIT, HELO 13F-HR 06 Aug 2025, 13:55
Q4 2024 134 $148,857,373 $0 $0 $0 VCSH, DFAC, JPIE, VGIT, HELO 13F-HR 06 Aug 2025, 12:01