Longview Financial Advisors LLC
Longview Financial Advisors LLC is an investment advisory firm headquartered in San Rafael, California, United States. The firm is registered with the SEC (CIK: 0002076077) and primarily serves individual investors, with a strong focus on high net worth individuals. Its total assets under management (AUM) as of July 2025 are approximately $195.5 million. Longview Financial Advisors operates with a team of around 6 employees and provides tailored investment and financial planning services. The firm specializes in portfolio management for individual clients and has been an SEC registrant since 2024.
Investment Strategy
Longview Financial Advisors LLC employs a discretionary, client-focused investment strategy, concentrating on portfolio management for high net worth and other individual investors. The firm offers comprehensive financial planning and personalized investment management, with no exposures to pooled investment vehicles, institutional accounts, or other institutional investor types. Their approach typically centers on long-term wealth preservation, diversified asset allocation across public equities, and ongoing client engagement to tailor portfolios according to unique client needs.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 15.94% | $25.4M | 319,986 | $78.01 | $79.50 | -$2.5M |
D DFAC | DIMENSIONAL ETF TRUST | 15.74% | $25.1M | 701,057 | $34.63 | $35.84 | +$2.8M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 13.20% | $21.1M | 454,947 | $45.64 | $46.32 | +$309.0K |
V VGIT | VANGUARD SCOTTSDALE FDS | 9.15% | $14.6M | 244,122 | $58.01 | $59.81 | +$29.6K |
H HELO | J P MORGAN EXCHANGE TRADED F | 8.22% | $13.1M | 209,635 | $61.94 | $62.58 | +$1.6M |