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Manager record

Longview Financial Advisors LLC

San Rafael, CA · CIK 2076077 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$202.36MReported 13F valueQ2 2026 · as filed
150Holdings listed
+10.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $460.0M$460.0MQ2 2025388 holdingsQ3 2025: $173.5M$173.5MQ3 2025141 holdingsQ4 2025: $181.4M$181.4MQ4 2025175 holdingsQ1 2026: $184.0M$184.0MQ1 2026157 holdingsQ2 2026: $202.4M$202.4MQ2 2026150 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 14 2026 13F-HR · period Q2 2026

$202.36M · 150 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$184.04M · 157 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$181.38M · 175 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$173.50M · 141 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$148.86M · 134 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$151.53M · 129 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$159.60M · 125 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 14, 2026 · Change methodology