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:
16.32%
Gain +0.17%
Monthly
0.7%
Yearly
8.8%
Drawdown
8.14%
$201.75M
Equity
Holdings
$201.75M
Investment
$178.67M
$24.21M
Profit +$310,775.36
Realized
$1.14M
Unrealized
$23.08M
Dividends
$9M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$310,775.36
Win %
74%
This Week
Compared To Last Week
Gain
0.1%
Profit
$190,478.17
Win %
74%
This Month
Compared to last month
Gain
0.71%
Profit
$1.42M
Win %
74%
This Year
Compared to last year
Gain
-0.25%
Profit
-$511,004.35
Win %
74%
HONA Honeywell Aerospace Inc.
+2.97%
+$237.16 
RTX RTX Corporation
+2.27%
+$199.28 
JPM JPMorgan Chase & Co.
+1.93%
+$8,294.41 
BLK BlackRock, Inc.
+1.83%
+$840.5 
TM Toyota Motor Corporation
+1.75%
+$940.8 
WFC Wells Fargo & Company
+1.59%
+$2,173.7 
TCBK Trico Bancshares
+1.47%
+$388.36 
DLS WisdomTree International SmallCap Dividend Fund
+1.43%
+$10,287.26 
EOG EOG Resources, Inc.
+1.35%
+$374.92 
TDG TransDigm Group Inc.
+1.35%
+$473.84 
KRE SPDR S&P Regional Banking ETF
+1.32%
+$644 
CVX Chevron Corporation
+1.25%
+$186.32 
JNJ Johnson & Johnson
+1.22%
+$330.63 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.21%
+$2,056.36 
DFSI Dimensional International Sustainability Core 1 ETF
+1.17%
+$17,055.93 
TJX The TJX Companies, Inc.
+1.17%
+$593.12 
DFIV Dimensional International Value ETF
+1.09%
+$13,864.69 
PLD Prologis Inc.
+1.06%
+$35.1 
AMT American Tower Corporation
+1.05%
+$89.77 
DFIC Dimensional International Core Equity Market ETF
+1.05%
+$63,023.04 
HD The Home Depot, Inc.
+1%
+$210.12 
BBCA JPMorgan BetaBuilders Canada ETF
+0.94%
+$162.68 
DISV Dimensional International Small Cap Equity Fund
+0.94%
+$65,252.4 
GEV GE Vernova Inc.
+0.94%
+$303.45 
WMT Walmart Inc.
+0.92%
+$560.52 
PHM PulteGroup Inc.
+0.9%
+$434.52 
DFAI Dimensional International Core Equity Market ETF
+0.9%
+$10,734.37 
AAPL Apple Inc.
+0.9%
+$18,051.88 
CGW Invesco S&P Global Water Index ETF
+0.89%
+$611.08 
GS The Goldman Sachs Group, Inc.
+0.87%
+$793.56 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$3,053.32 
COST Costco Wholesale Corporation
+0.85%
+$1,138.28 
LLY Eli Lilly and Company
+0.84%
+$231.66 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.81%
+$185.37 
RWO SPDR Dow Jones Global Real Estate ETF
+0.78%
+$29.57 
VNQ Vanguard Real Estate ETF
+0.77%
+$179.07 
EFA iShares MSCI EAFE ETF
+0.77%
+$578.76 
XOM Exxon Mobil Corporation
+0.77%
+$159.03 
YORW The York Water Company
+0.76%
+$422.02 
SYK Stryker Corporation
+0.75%
+$179.01 
SDY SPDR S&P Dividend ETF
+0.75%
+$210.21 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$7.35 
PH Parker-Hannifin Corporation
+0.71%
+$758.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.7%
+$2,482.23 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
+0.69%
+$86.47 
DFGR Dimensional Global Real Estate ETF
+0.66%
+$20,421 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.65%
+$272 
SHW The Sherwin-Williams Company
+0.64%
+$212.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.58%
+$78.25 
REET iShares Global REIT ETF
+0.56%
+$3,625.43 
DFLV Dimensional US Large Cap Value ETF
+0.51%
+$49,010.01 
VTV Vanguard Value ETF
+0.51%
+$1,222.66 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.5%
+$172.26 
IJS iShares S&P Small-Cap 600 Value ETF
+0.48%
+$727.26 
DFUV Dimensional US Marketwide Value ETF
+0.45%
+$3,819.39 
CAT Caterpillar Inc.
+0.43%
+$2,384.42 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$123 
MS Morgan Stanley
+0.41%
+$1,095.49 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$266.24 
VIG Vanguard Dividend Appreciation ETF
+0.4%
+$169.75 
VTR Ventas Inc.
+0.4%
+$343.71 
IWN iShares Russell 2000 Value ETF
+0.39%
+$18.15 
IWD iShares Russell 1000 Value ETF
+0.39%
+$283.14 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.16%
+$34.44 
IBTL iShares iBonds Dec 2031 Term Fund
+0.15%
+$37.29 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.15%
+$18.59 
JPIE JPMorgan Income ETF
+0.14%
+$37,150.94 
UNP Union Pacific Corporation
+0.14%
+$41.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$0.14 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.14%
+$77.85 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$4,568.85 
AOA iShares Core Aggressive Allocation ETF
+0.13%
+$186.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$24,245.2 
DFSU Dimensional US Sustainability Core 1 ETF
+0.12%
+$4,263.72 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$25,663.78 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.12%
+$20,070.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$0.34 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$21.6 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.12%
+$34.05 
SOLS Sollensys Corp
+0.11%
+$1.52 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.11%
+$85 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.09%
+$49.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$1,103.31 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.08%
+$0.73 
HMOP Hartford Municipal Opportunities ETF
+0.08%
+$90.9 
VSGX Vanguard ESG International Stock ETF
+0.07%
+$81.12 
IAGG iShares International Aggregate Bond Fund
+0.07%
+$0.21 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$38.13 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$37.83 
ACWI iShares MSCI ACWI ETF
+0.06%
+$684.7 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$31.05 
MDY SPDR S&P MidCap 400 ETF Trust
+0.04%
+$73.2 
IJH iShares Core S&P Mid-Cap ETF
+0.04%
+$5.25 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$16.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.04%
+$50.23 
DFAW Dimensional World Equity ETF
+0.04%
+$1.23 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.03%
+$10,573.44 
RBA Rb Global Inc.
+0.02%
+$9.94 
HEQT Simplify Hedged Equity ETF
+0.01%
+$13.61 
WM Waste Management, Inc.
+0.01%
+$3 
QUAL iShares MSCI USA Quality Factor ETF
+0.01%
+$40.41 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.01%
+$0.06 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-3.64%
-$3,742.2 
TQQQ ProShares UltraPro QQQ
-2.65%
-$736.96 
LRCX Lam Research Corporation
-2.37%
-$4,595.49 
AVGO Broadcom Inc.
-1.85%
-$1,661.27 
META Meta Platforms Inc Class A
-1.71%
-$17,081.58 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$10,755.18 
RWT Redwood Trust Inc.
-1.24%
-$232.2 
GOOGL Alphabet Inc
-1.1%
-$3,898.6 
GOOG Alphabet Inc
-0.99%
-$137 
EMXF iShares ESG Aware MSCI EM ETF
-0.85%
-$546.7 
EEM iShares MSCI Emerging Markets ETF
-0.84%
-$166.86 
IEMG iShares Core MSCI Emerging Markets ETF
-0.79%
-$7.38 
DFAE Dimensional Emerging Core Equity Market ETF
-0.75%
-$4,415.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.73%
-$49,442.12 
ETN Eaton Corporation plc
-0.68%
-$133.04 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.67%
-$422.4 
IWO iShares Russell 2000 Growth ETF
-0.66%
-$87.78 
PINS Pinterest, Inc. Class A
-0.66%
-$42 
MGK Vanguard Mega Cap Growth ETF
-0.63%
-$29 
VWO Vanguard FTSE Emerging Markets ETF
-0.63%
-$2,186.33 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$188.7 
SPEM SPDR Portfolio Emerging Markets ETF
-0.6%
-$115.32 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.52%
-$464.17 
IUSG iShares Core S&P U.S. Growth ETF
-0.51%
-$504.7 
AMZN Amazon.com Inc
-0.47%
-$1,970.4 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.46%
-$7,339.24 
MSFT Microsoft Corp.
-0.46%
-$1,598.23 
SCHW Charles Schwab Corporation
-0.46%
-$733.58 
JQUA JPMorgan U.S. Quality Factor ETF
-0.38%
-$305.66 
UPRO ProShares UltraPro S&P500
-0.35%
-$5.3 
NVDA NVIDIA Corporation
-0.34%
-$1,287.6 
J Jacobs Solutions Inc.
-0.28%
-$72.93 
SUSA iShares MSCI USA ESG Select ETF
-0.14%
-$286.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$100.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$832.15 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$387.33 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.08%
-$0.21 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.07%
-$14,443.65 
IVV iShares Core S&P 500 ETF
-0.06%
-$11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$123.14 
BNDX Vanguard Total International Bond ETF
-0.05%
-$0.1 
MUB iShares National Muni Bond ETF
-0.04%
-$0.58 
DFAU Dimensional US Core Equity Market ETF
-0.04%
-$369.24 
JTNY JPMorgan New York Tax Free Bond ETF
-0.02%
-$325.67 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$1.25 Events
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Dividends
Dividend Analysis
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| Trades 478 | Longs Won 361/478 75% | Profit Factor 12.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,110.74 |
| Average Win $73,053.96 | Best Trade (Oct 16) $7.03M | Sharpe Ratio -10.11 |
| Average Loss -$18,450.47 | Worst Trade (Oct 14) -$337,030.24 | Z-Score 10.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $50,656.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,861 | $1.47M | $2.02M | - | $554,801.71 | 37.8% | +0.901% |
| ACWI iShares MSCI ACWI ETF | 6,847 | $804,478.88 | $1.09M | - | $286,453.63 | 35.61% | +0.063% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3 | $300 | $286.57 | - | -$13.43 | -4.48% | +0.121% |
| AMT American Tower Corporation | 47 | $8,621 | $8,613.69 | - | -$7.31 | -0.08% | +1.053% |
| AMZN Amazon.com Inc | 1,642 | $360,327.64 | $416,345.52 | - | $56,017.88 | 15.55% | -0.471% |
| AOA iShares Core Aggressive Allocation ETF | 1,492 | $116,313.13 | $145,581.9 | - | $29,268.77 | 25.16% | +0.128% |
| AVGO Broadcom Inc. | 261 | $61,767.14 | $88,208.86 | - | $26,441.72 | 42.81% | -1.849% |
| AVUV Avantis U.S. Small Cap Value ETF | 111 | $11,048 | $13,447.09 | - | $2,399.09 | 21.72% | +0.585% |
| BBCA JPMorgan BetaBuilders Canada ETF | 166 | $11,718 | $17,393.48 | - | $5,675.48 | 48.43% | +0.944% |
| BLK BlackRock, Inc. | 41 | $42,030 | $46,792.48 | - | $4,762.48 | 11.33% | +1.829% |
| BNDX Vanguard Total International Bond ETF | 4 | $194 | $188.74 | - | -$5.26 | -2.71% | -0.053% |
| BSV Vanguard Short-Term Bond ETF | 240 | $18,817.12 | $18,396 | - | -$421.12 | -2.24% | +0.118% |
| CAT Caterpillar Inc. | 751 | $272,433.15 | $554,850.06 | - | $282,416.91 | 103.66% | +0.432% |
| CGW Invesco S&P Global Water Index ETF | 1,070 | $57,994 | $69,111.3 | - | $11,117.3 | 19.17% | +0.892% |
| COST Costco Wholesale Corporation | 137 | $124,828.14 | $135,125.65 | - | $10,297.51 | 8.25% | +0.85% |
| CRWD CrowdStrike Holdings, Inc. | 420 | $36,686.42 | $98,977.2 | - | $62,290.78 | 169.79% | -3.643% |
| CVX Chevron Corporation | 68 | $10,054.05 | $15,100.08 | - | $5,046.03 | 50.19% | +1.249% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 555 | $22,472.22 | $30,436.2 | - | $7,963.98 | 35.44% | -0.616% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 704,896 | $24.53M | $31.86M | - | $7.33M | 29.89% | +0.033% |
| DFAE Dimensional Emerging Core Equity Market ETF | 15,492 | $393,032.16 | $582,266.82 | - | $189,234.66 | 48.15% | -0.753% |
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Option values are updated at end of day.
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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 - $2.11M, Vanguard Short-Term Corporate Bond ETF - $2.06M, Vanguard Intermediate-Term Corporate Bond Fund - $1.09M, Vanguard Intermediate-Term Treasury Fund - $1.04M, and Dimensional U.S. Core Equity 2 ETF - $526,916.61. 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 - $11,722.7, Eaton Corporation plc - $11,433.41, and Alphabet Inc - $9,674.33. 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 $9M earned over time. The largest contributors to dividend income include JPMorgan Income ETF - $2.11M, Vanguard Short-Term Corporate Bond ETF - $1.86M, Vanguard Intermediate-Term Corporate Bond Fund - $1.09M, Vanguard Intermediate-Term Treasury Fund - $1.04M, and Dimensional U.S. Core Equity 2 ETF - $476,604.3. 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.
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