Longview Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
San Rafael, CA
CIK
0002076077
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 125 159,603 VCSH, DFAC, JPIE, VGIT 13F-HR 8/6/2025 000207607725000003
Q1 2025 129 151,526 VCSH, DFAC, JPIE, VGIT 13F-HR 8/6/2025 000207607725000002
Q4 2024 134 148,857 VCSH, DFAC, JPIE, VGIT 13F-HR 8/6/2025 000207607725000001