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Colleen Harrington

Longview Financial Advisors Llc

Assets Managed
$202.36M
Holdings
150
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.96%(2Q avg: 5.72%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Longview Financial Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Longview Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 202.36M in assets, with a quarterly growth rate of 9.96% and a 2-quarter average growth rate of 5.72%. The portfolio is managed by Colleen Harrington, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.13%
15.46%
$31.269M
704,896 shares@ $44.37 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 9.91%
13.01%
$26.32M
571,553 shares@ $46.06 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 0.58%
10.56%
$21.35M
270,145 shares@ $79.04 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 10.87%
9.91%
$20.039M
242,452 shares@ $82.66 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 8.3%
9.65%
$19.522M
288,873 shares@ $67.59 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.23%
8.37%
$16.935M
287,129 shares@ $58.99 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 1.91%
4.57%
$9.228M
233,381 shares@ $39.55 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -3.81%
3.55%
$7.176M
176,579 shares@ $40.65 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 2.22%
3.24%
$6.546M
163,131 shares@ $40.14 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 6.01%
2.94%
$5.945M
159,552 shares@ $37.27 avg price

1-10 of 150