Longview Financial Advisors LLC Portfolio
Invests via Longview Financial Advisors LLC | Managed by Timothy C. Harrington, Colleen L. Harrington
Invests via Longview Financial Advisors LLC
Managed by Timothy C. Harrington, Colleen L. Harrington
Automatically Tracked
Company Profile
Boutique wealth management and RIA specializing in institutional advisory and high-net-worth wealth management, Longview Financial Advisors LLC provides investment management, fiduciary consulting, and retirement-plan services to trustees, endowments and family offices. The firm emphasizes discretionary multi-asset strategies, outsourced CIO capabilities, and customized asset allocation with a focus on liability-aware outcomes and fee transparency, positioning it as a mid-sized regional advisor.
Boutique wealth management and RIA specializing in institutional advisory and high-net-worth wealth management, Longview Financial Advisors LLC provides investment management, fiduciary consulting, and retirement-plan services to trustees, endowments and family offices. The firm emphasizes discretionary multi-asset strategies, outsourced CIO capabilities, and customized asset allocation with a focus on liability-aware outcomes and fee transparency, positioning it as a mid-sized regional advisor.
Investment Philosophy & Strategy
Focuses on fiduciary, liability-aware, multi-asset discretionary management for institutions and high-net-worth clients. Employs an outsourced CIO model, customized asset allocation, and risk-budgeting to align portfolios with liabilities and cash-flow needs. Preference for diversified liquid and illiquid exposures, active tilts toward fixed income, insurance-oriented solutions, and real assets for diversification. Emphasizes transparent fee structures, governance-driven decision processes, and a medium-to-long term horizon with calibrated downside protection.
Focuses on fiduciary, liability-aware, multi-asset discretionary management for institutions and high-net-worth clients. Employs an outsourced CIO model, customized asset allocation, and risk-budgeting to align portfolios with liabilities and cash-flow needs. Preference for diversified liquid and illiquid exposures, active tilts toward fixed income, insurance-oriented solutions, and real assets for diversification. Emphasizes transparent fee structures, governance-driven decision processes, and a medium-to-long term horizon with calibrated downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
18.32%
Gain +0.95%
Monthly
0.84%
Yearly
10.63%
Drawdown
8.15%
$204.68M
Equity
Holdings
$204.68M
Investment
$178.67M
$27.15M
Profit +$1.64M
Realized
$1.14M
Unrealized
$26.01M
Dividends
$8.04M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.95%
Profit
$1.64M
Win %
79%
This Week
Compared To Last Week
Gain
0.81%
Profit
$1.64M
Win %
79%
This Month
Compared to last month
Gain
1.27%
Profit
$2.57M
Win %
79%
This Year
Compared to last year
Gain
1.2%
Profit
$2.42M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$59,243.34 
ETN Eaton Corporation plc
+7.32%
+$1,387.19 
GOOG Alphabet Inc
+6.88%
+$918.8 
GOOGL Alphabet Inc
+6.73%
+$22,694.7 
SOLS Sollensys Corp
+4.84%
+$66.72 
META Meta Platforms Inc Class A
+3.28%
+$23,921.03 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$2,368.8 
MSFT Microsoft Corp.
+3.02%
+$8,839.37 
NVDA NVIDIA Corporation
+2.93%
+$9,935.41 
CVX Chevron Corporation
+2.35%
+$307.36 
EOG EOG Resources, Inc.
+2.19%
+$578.76 
TQQQ ProShares UltraPro QQQ
+2.08%
+$496.32 
UPRO ProShares UltraPro S&P500
+1.97%
+$27.1 
VTR Ventas Inc.
+1.73%
+$1,631.34 
J Jacobs Solutions Inc.
+1.64%
+$407.66 
PH Parker-Hannifin Corporation
+1.43%
+$1,525.15 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$1,282.35 
WFC Wells Fargo & Company
+1.19%
+$1,686.06 
HONA Honeywell Aerospace Inc.
+1.18%
+$118.58 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$953.42 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$47.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,309.04 
UNP Union Pacific Corporation
+0.92%
+$267 
SCHW Charles Schwab Corporation
+0.87%
+$1,552.46 
GEV GE Vernova Inc.
+0.85%
+$290.85 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$154.5 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$145.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,814.2 
CAT Caterpillar Inc.
+0.7%
+$4,258.16 
IVV iShares Core S&P 500 ETF
+0.69%
+$112.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1.77 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$22,313.47 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$127,103.54 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,253.84 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$460.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$348.48 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$5,169.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,798.52 
ACWI iShares MSCI ACWI ETF
+0.49%
+$5,272.12 
HEQT Simplify Hedged Equity ETF
+0.48%
+$435.52 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,633.64 
IWD iShares Russell 1000 Value ETF
+0.44%
+$317.46 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$28,252.64 
RTX RTX Corporation
+0.39%
+$39.48 
AVGO Broadcom Inc.
+0.37%
+$375.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$112,783.36 
TDG TransDigm Group Inc.
+0.36%
+$138.57 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$30,339.53 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$5,017.99 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$432.68 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$93.96 
JPM JPMorgan Chase & Co.
+0.27%
+$1,203.2 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.22%
+$27.17 
DFAW Dimensional World Equity ETF
+0.22%
+$7.38 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,797.36 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$112 
JNJ Johnson & Johnson
+0.21%
+$56.71 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$375.3 
YORW The York Water Company
+0.19%
+$107.52 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$55.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$538.81 
MS Morgan Stanley
+0.17%
+$522.36 
WM Waste Management, Inc.
+0.1%
+$22 
WMT Walmart Inc.
+0.09%
+$51.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$140.77 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$63.24 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4.44 
EMXF iShares ESG Aware MSCI EM ETF
+0.03%
+$18.54 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$15.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$4.1 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$2.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
AAPL Apple Inc.
-7.35%
-$143,711.72 
SYK Stryker Corporation
-6.42%
-$1,809.54 
RWT Redwood Trust Inc.
-1.93%
-$540 
PHM PulteGroup Inc.
-1.76%
-$967.02 
PINS Pinterest, Inc. Class A
-1.72%
-$117.6 
LRCX Lam Research Corporation
-1.58%
-$3,290.01 
TM Toyota Motor Corporation
-1.28%
-$688.8 
TJX The TJX Companies, Inc.
-1.21%
-$675.84 
SHW The Sherwin-Williams Company
-1.16%
-$391.02 
PLD Prologis Inc.
-1.08%
-$41.08 
XOM Exxon Mobil Corporation
-0.97%
-$182.07 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$106.78 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$127.82 
BLK BlackRock, Inc.
-0.73%
-$327.18 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$306 
TCBK Trico Bancshares
-0.69%
-$204.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,405.44 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,728.81 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,331.63 
GS The Goldman Sachs Group, Inc.
-0.63%
-$660.96 
AMT American Tower Corporation
-0.63%
-$51.7 
EFA iShares MSCI EAFE ETF
-0.62%
-$480.48 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$142.08 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$9,010.68 
REET iShares Global REIT ETF
-0.59%
-$4,250.51 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$35,101.44 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$23.49 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$956.92 
VNQ Vanguard Real Estate ETF
-0.54%
-$137.16 
LLY Eli Lilly and Company
-0.53%
-$134.86 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$35,888.82 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$17,017.5 
DFIV Dimensional International Value ETF
-0.47%
-$6,136.83 
HD The Home Depot, Inc.
-0.42%
-$94.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$155.75 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
-0.36%
-$46.1 
JTNY JPMorgan New York Tax Free Bond ETF
-0.34%
-$5,536.39 
SDY SPDR S&P Dividend ETF
-0.28%
-$80.08 
VTV Vanguard Value ETF
-0.27%
-$638.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$0.75 
IWN iShares Russell 2000 Value ETF
-0.25%
-$12.1 
RBA Rb Global Inc.
-0.24%
-$134.19 
COST Costco Wholesale Corporation
-0.24%
-$312.36 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$0.44 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$2.1 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,681.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$185 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$57.6 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$46.99 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$28,712.9 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$1,178.38 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$0.48 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$102.4 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$34.44 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$162.24 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$29,094.24 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$0.78 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,873.44 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$212.28 
MUB iShares National Muni Bond ETF
-0.11%
-$1.56 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$126.5 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$51.75 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$51.9 
JPIE JPMorgan Income ETF
-0.09%
-$22,862.12 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$14.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$100.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$13,507.25 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$0.05 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$32.1 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$25.42 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$12.38 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$490.36 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$19.75 Events
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Dividends
Dividend Analysis
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| Trades 478 | Longs Won 374/478 78% | Profit Factor 34.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,173.38 |
| Average Win $74,754.57 | Best Trade (Aug 14) $7.71M | Sharpe Ratio -13.05 |
| Average Loss -$7,819.06 | Worst Trade (Aug 19) -$167,209.39 | Z-Score 16.39 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $56,788.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,861 | $1.47M | $1.81M | - | $342,809.34 | 23.36% | -7.354% |
| ACWI iShares MSCI ACWI ETF | 6,847 | $804,478.88 | $1.07M | - | $266,597.26 | 33.14% | +0.495% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3 | $300 | $292.11 | - | -$7.89 | -2.63% | -0.256% |
| AMT American Tower Corporation | 47 | $8,621 | $8,147.92 | - | -$473.08 | -5.49% | -0.631% |
| AMZN Amazon.com Inc | 1,642 | $360,327.64 | $445,934.34 | - | $85,606.7 | 23.76% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 1,492 | $116,313.13 | $144,351 | - | $28,037.87 | 24.11% | +0.301% |
| AVGO Broadcom Inc. | 261 | $61,767.14 | $101,602.08 | - | $39,834.94 | 64.49% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 111 | $11,048 | $13,906.08 | - | $2,858.08 | 25.87% | +0.032% |
| BBCA JPMorgan BetaBuilders Canada ETF | 166 | $11,718 | $17,000.06 | - | $5,282.06 | 45.08% | -0.746% |
| BLK BlackRock, Inc. | 41 | $42,030 | $44,705.99 | - | $2,675.99 | 6.37% | -0.727% |
| BNDX Vanguard Total International Bond ETF | 4 | $194 | $191.08 | - | -$2.92 | -1.51% | -0.23% |
| BSV Vanguard Short-Term Bond ETF | 240 | $18,817.12 | $18,619.2 | - | -$197.92 | -1.05% | -0.077% |
| CAT Caterpillar Inc. | 751 | $272,433.15 | $611,922.31 | - | $339,489.16 | 124.61% | +0.701% |
| CGW Invesco S&P Global Water Index ETF | 1,070 | $57,994 | $69,517.9 | - | $11,523.9 | 19.87% | -0.046% |
| COST Costco Wholesale Corporation | 137 | $124,828.14 | $130,408.93 | - | $5,580.79 | 4.47% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 420 | $36,686.42 | $80,161.2 | - | $43,474.78 | 118.5% | +3.045% |
| CVX Chevron Corporation | 68 | $10,054.05 | $13,384.44 | - | $3,330.39 | 33.12% | +2.35% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 555 | $22,472.22 | $29,803.5 | - | $7,331.28 | 32.62% | +0.187% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 704,896 | $24.53M | $31.36M | - | $6.83M | 27.84% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 15,492 | $393,032.16 | $581,259.84 | - | $188,227.68 | 47.89% | +0.455% |
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FAQ
Which stocks have generated the highest profits for Longview Financial Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Income ETF - $1.98M, Vanguard Short-Term Corporate Bond ETF - $1.89M, Vanguard Intermediate-Term Treasury Fund - $929,966.56, Vanguard Intermediate-Term Corporate Bond Fund - $927,443.57, and Dimensional U.S. Core Equity 2 ETF - $458,541.7. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ServiceNow, Inc - $26,330.88, Morningstar, Inc - $18,157.31, NVIDIA Corporation - $12,157.7, Eaton Corporation plc - $11,433.41, and Alphabet Inc - $9,683.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Longview Financial Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.04M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $1.98M, Vanguard Short-Term Corporate Bond ETF - $1.7M, Vanguard Intermediate-Term Treasury Fund - $927,819.9, Vanguard Intermediate-Term Corporate Bond Fund - $927,443.57, and Dimensional U.S. Core Equity 2 ETF - $408,229.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Longview Financial Advisors LLC's monthly returns?
Longview Financial Advisors LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Longview Financial Advisors LLC's strategy be considered aggressive or moderate?
Longview Financial Advisors LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Longview Financial Advisors LLC's strategy?
Longview Financial Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
