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Longview Asset Management LLC
LongView Asset Management LLC is a US-based investment adviser headquartered in Santa Fe, New Mexico. Founded in 2001, the firm manages assets primarily for high net worth individuals and charitable organizations. As a boutique asset manager, LongView serves over 250 accounts, focusing on personalized portfolio management and investment advisory services. The firm employs a small team of about 7 professionals, enabling close client relationships and a tailored approach to wealth management.
Investment Strategy
LongView Asset Management LLC provides discretionary portfolio management with a focus on long-term asset growth for high net worth individuals and selected charitable entities. The firm employs a diversified investment approach, constructing portfolios across equities, mutual funds, ETFs, and alternative assets tailored to the financial goals and risk tolerance of its clients. LongView seeks to preserve and grow capital by assessing market opportunities and managing downside risk, often maintaining a flexible allocation to adjust to changing economic conditions.
Latest 13F Filing Activity
Longview Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $132M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Morgan Stanley Etf Trust among other positions. Longview Asset Management LLC reduced exposure to Ssga Active TR, Ishares TR, Nushares Etf TR among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSU | DIMENSIONAL ETF TRUST | 20.85% | $27.6M | 702,809 | $37.87 | $39.25 | +$3.9M |
D DFSI | DIMENSIONAL ETF TRUST | 12.80% | $16.9M | 429,761 | $33.06 | $39.41 | +$2.1M |
D DFSE | DIMENSIONAL ETF TRUST | 7.61% | $10.1M | 264,706 | $34.06 | $38.06 | +$2.7M |
A ARB | ALTSHARES TRUST | 6.35% | $8.4M | 294,795 | $27.83 | $28.49 | +$1.6M |
C CVIE | MORGAN STANLEY ETF TRUST | 5.40% | $7.2M | 109,845 | $57.59 | $65.10 | +$2.2M |
Industry Allocation
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