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:
0.76%
Gain
Monthly
0.04%
Yearly
0.49%
Drawdown
13.97%
$201.76M
Equity
Holdings
$201.76M
Investment
$178.67M
$24.23M
Profit -$703,558.75
Realized
$1.14M
Unrealized
$23.09M
Dividends
$7.78M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$703,558.75
Win %
79%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$550,960.68
Win %
79%
This Month
Compared to last month
Gain
-0.18%
Profit
-$353,200.8
Win %
79%
This Year
Compared to last year
Gain
-0.25%
Profit
-$500,247.03
Win %
79%
GEV GE Vernova Inc.
+1.7%
+$618.1 
CVX Chevron Corporation
+1.58%
+$197.88 
HONA Honeywell Aerospace Inc.
+1.39%
+$141.37 
JNJ Johnson & Johnson
+1.37%
+$367.01 
XOM Exxon Mobil Corporation
+1.32%
+$228.48 
EOG EOG Resources, Inc.
+1.13%
+$285.74 
VTR Ventas Inc.
+1.11%
+$1,087.56 
SOLS Sollensys Corp
+1%
+$13.92 
ETN Eaton Corporation plc
+0.89%
+$172.48 
CAT Caterpillar Inc.
+0.75%
+$4,949.09 
AMT American Tower Corporation
+0.67%
+$53.34 
LLY Eli Lilly and Company
+0.61%
+$156.42 
YORW The York Water Company
+0.41%
+$232.96 
UNP Union Pacific Corporation
+0.31%
+$92 
AAPL Apple Inc.
+0.2%
+$3,897.51 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$142.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$0.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$0.33 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$20,608.42 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$12,920.81 
RTX RTX Corporation
+0.06%
+$5.41 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.05%
+$11.48 
DFGR Dimensional Global Real Estate ETF
+0.05%
+$1,701.75 
IBTL iShares iBonds Dec 2031 Term Fund
+0.05%
+$12.43 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$49.37 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$1,675.24 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$14.35 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$6,753.62 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$367.77 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$4.8 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.02%
+$13.49 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$12.71 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$12.34 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$12.61 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$3.1 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TQQQ ProShares UltraPro QQQ
-3.65%
-$971.96 
SYK Stryker Corporation
-3.31%
-$888.57 
META Meta Platforms Inc Class A
-2.83%
-$25,402.58 
UPRO ProShares UltraPro S&P500
-2.68%
-$38.5 
LRCX Lam Research Corporation
-2.61%
-$5,873 
GOOGL Alphabet Inc
-2.57%
-$9,206.16 
GOOG Alphabet Inc
-2.56%
-$362 
PHM PulteGroup Inc.
-2.47%
-$1,358.94 
RWT Redwood Trust Inc.
-2.4%
-$750 
HD The Home Depot, Inc.
-2.35%
-$555.56 
GS The Goldman Sachs Group, Inc.
-2.18%
-$2,435.76 
SHW The Sherwin-Williams Company
-2.09%
-$691.88 
KRE SPDR S&P Regional Banking ETF
-2.07%
-$1,127 
TCBK Trico Bancshares
-2.04%
-$643.86 
NVDA NVIDIA Corporation
-1.98%
-$7,160.1 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$6,440.81 
SPEM SPDR Portfolio Emerging Markets ETF
-1.83%
-$347.82 
RBA Rb Global Inc.
-1.72%
-$964.18 
WM Waste Management, Inc.
-1.51%
-$366 
MSFT Microsoft Corp.
-1.49%
-$3,871.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.48%
-$100,650.03 
MS Morgan Stanley
-1.46%
-$4,621.44 
MGK Vanguard Mega Cap Growth ETF
-1.41%
-$62 
DFAE Dimensional Emerging Core Equity Market ETF
-1.33%
-$7,823.46 
BLK BlackRock, Inc.
-1.28%
-$570.72 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$12 
TDG TransDigm Group Inc.
-1.27%
-$486.7 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$241.02 
QUAL iShares MSCI USA Quality Factor ETF
-1.22%
-$3,609.96 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$1,041.23 
IJS iShares S&P Small-Cap 600 Value ETF
-1.14%
-$1,841.6 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.13%
-$1,924.02 
IUSG iShares Core S&P U.S. Growth ETF
-1.11%
-$1,066.05 
EMXF iShares ESG Aware MSCI EM ETF
-1.09%
-$700.38 
VSGX Vanguard ESG International Stock ETF
-1.06%
-$1,149.2 
IWN iShares Russell 2000 Value ETF
-1.06%
-$52.14 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.99%
-$15,702.56 
DLS WisdomTree International SmallCap Dividend Fund
-0.98%
-$7,013.89 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.98%
-$612.48 
TM Toyota Motor Corporation
-0.97%
-$490 
DFSU Dimensional US Sustainability Core 1 ETF
-0.96%
-$32,333.21 
SUSA iShares MSCI USA ESG Select ETF
-0.88%
-$1,707.62 
AVUV Avantis U.S. Small Cap Value ETF
-0.87%
-$122.1 
WFC Wells Fargo & Company
-0.86%
-$1,256.28 
IVV iShares Core S&P 500 ETF
-0.86%
-$143.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$2.28 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$3,378.07 
DFAU Dimensional US Core Equity Market ETF
-0.85%
-$8,123.28 
PINS Pinterest, Inc. Class A
-0.84%
-$54.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$667.2 
AMZN Amazon.com Inc
-0.84%
-$3,448.22 
ACWI iShares MSCI ACWI ETF
-0.83%
-$8,935.33 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.83%
-$101.53 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.83%
-$1,701.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$5,874.02 
COST Costco Wholesale Corporation
-0.8%
-$1,037.09 
PLD Prologis Inc.
-0.8%
-$31.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$226.8 
DFAW Dimensional World Equity ETF
-0.75%
-$25.42 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$233,320.58 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$5,798.06 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$49,754.96 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.73%
-$640 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.73%
-$216.39 
SCHW Charles Schwab Corporation
-0.71%
-$1,245.38 
SDY SPDR S&P Dividend ETF
-0.68%
-$192.92 
MDY SPDR S&P MidCap 400 ETF Trust
-0.67%
-$1,137.04 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$962.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.66%
-$883.96 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$85.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,294.62 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.59%
-$201.84 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$6,726.87 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$236.25 
EFA iShares MSCI EAFE ETF
-0.56%
-$422.24 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.54%
-$106,883.01 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
-0.54%
-$67.51 
JQUA JPMorgan U.S. Quality Factor ETF
-0.53%
-$400.52 
J Jacobs Solutions Inc.
-0.52%
-$129.03 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$31,112.64 
IWD iShares Russell 1000 Value ETF
-0.52%
-$367.51 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.51%
-$216.75 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.51%
-$116.55 
DFSI Dimensional International Sustainability Core 1 ETF
-0.48%
-$7,079.82 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.47%
-$296.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$1,663.35 
WMT Walmart Inc.
-0.38%
-$228.36 
TJX The TJX Companies, Inc.
-0.35%
-$193.6 
PH Parker-Hannifin Corporation
-0.33%
-$351.87 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$2.95 
JPM JPMorgan Chase & Co.
-0.29%
-$1,267.2 
AVGO Broadcom Inc.
-0.28%
-$276.66 
DFIV Dimensional International Value ETF
-0.27%
-$3,409.35 
VNQ Vanguard Real Estate ETF
-0.27%
-$67.31 
DFUV Dimensional US Marketwide Value ETF
-0.26%
-$2,171.81 
VTV Vanguard Value ETF
-0.25%
-$584.27 
HEQT Simplify Hedged Equity ETF
-0.18%
-$168.49 
IWO iShares Russell 2000 Growth ETF
-0.16%
-$22.42 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.14%
-$1.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$62.1 
JTNY JPMorgan New York Tax Free Bond ETF
-0.12%
-$1,888.89 
HMOP Hartford Municipal Opportunities ETF
-0.12%
-$136.35 
BBCA JPMorgan BetaBuilders Canada ETF
-0.11%
-$18.26 
MUB iShares National Muni Bond ETF
-0.08%
-$1.1 
BNDX Vanguard Total International Bond ETF
-0.07%
-$0.14 
RWO SPDR Dow Jones Global Real Estate ETF
-0.07%
-$2.83 
DFLV Dimensional US Large Cap Value ETF
-0.06%
-$5,834.52 
CGW Invesco S&P Global Water Index ETF
-0.06%
-$42.8 
IAGG iShares International Aggregate Bond Fund
-0.05%
-$0.15 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$0.18 
JMUB JPMorgan Municipal Bond ETF
-0.03%
-$34.5 
REET iShares Global REIT ETF
-0.02%
-$125.02 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$3.75 
JPIE JPMorgan Income ETF
-0.01%
-$2,857.76 Events
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Dividends
Dividend Analysis
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| Trades 478 | Longs Won 368/478 76% | Profit Factor 45.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $341,169.9 |
| Average Win $67,317.33 | Best Trade (Jul 16) $6.63M | Sharpe Ratio -13.01 |
| Average Loss -$4,940.53 | Worst Trade (Jul 15) -$132,557.5 | Z-Score 13.34 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $50,688.95 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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Option values are updated at end of day.
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