LongView Asset Management LLC

SANTA FE, NM · CIK 2053960 · 13F filing filed 2026-02-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySanta Fe, NM

$143.4m reported value -1.0% vs Q3 2025

51positions

74.9%in top 10

4 new 15 added 24 reduced 6 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	708,054	$30.8m21.44%	21.44%	Reduced -31.1k	-31,120 -4.2%
2	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	423,719	$18.2m12.66%	12.66%	Reduced -16.8k	-16,776 -3.8%
3	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	293,983	$12.2m8.50%	8.50%	Added +1.2k	+1,214 0.4%
4	ALTSHARES TRUST MERGER ARBITRAGE MERGER ARBITRAGE		356,455	$10.4m7.23%	7.23%	Added +15.1k	+15,082 4.4%
5	MORGAN STANLEY ETF TRUST CALVERT INTERNAT CVIE	CVIE	134,821	$9.6m6.70%	6.70%	Added +4.3k	+4,286 3.3%
6	MORGAN STANLEY ETF TRUST CALVERT US LARCP CVLC	CVLC	94,828	$8.0m5.57%	5.57%	Added +3.2k	+3,240 3.5%
7	MORGAN STANLEY ETF TRUST CALVERT US MDCP CVMC	CVMC	100,879	$6.5m4.51%	4.51%	Added +969	+969 1.0%
8	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	55,229	$4.1m2.86%	2.86%	Reduced -5.1k	-5,121 -8.5%
9	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	91,374	$4.1m2.85%	2.85%	Reduced -2.1k	-2,144 -2.3%
10	SSGA ACTIVE TR SPDR DBLELN EMRG EMTL	EMTL	84,067	$3.6m2.54%	2.54%	Added +7.0k	+7,006 9.1%
11	MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE VGSR	VGSR	347,874	$3.6m2.52%	2.52%	Reduced -5.4k	-5,351 -1.5%
12	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	32,302	$3.0m2.06%	2.06%	Added +441	+441 1.4%
13	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	38,669	$3.0m2.06%	2.06%	Reduced -5.6k	-5,576 -12.6%
14	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	80,947	$2.9m2.04%	2.04%	Reduced -14	-14 -0.0%
15	APPLE INC COM AAPL	AAPL	9,647	$2.6m1.83%	1.83%	Reduced -2.8k	-2,788 -22.4%
16	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSE	AVSE	38,844	$2.5m1.76%	1.76%	Reduced -4.9k	-4,874 -11.2%
17	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	51,829	$2.3m1.63%	1.63%	Reduced -2.5k	-2,526 -4.7%
18	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m1.05%	1.05%	Unchanged
19	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,257	$1.4m0.97%	0.97%	Reduced -2.6k	-2,568 -53.2%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	4,262	$1.3m0.93%	0.93%	Reduced -290	-290 -6.4%
21	AMAZON COM INC COM AMZN	AMZN	3,931	$907.4k0.63%	0.63%	Reduced -517	-517 -11.6%
22	JPMORGAN CHASE & CO COM JPM	JPM	2,656	$855.8k0.60%	0.60%	Reduced -33	-33 -1.2%
23	MICROSOFT CORP COM MSFT	MSFT	1,446	$699.5k0.49%	0.49%	Added +53	+53 3.8%
24	PROCTER AND GAMBLE CO COM PG	PG	4,879	$699.2k0.49%	0.49%	Added +279	+279 6.1%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	971	$665.1k0.46%	0.46%	Reduced -4	-4 -0.4%
26	NVIDIA CORPORATION COM NVDA	NVDA	3,490	$650.9k0.45%	0.45%	Reduced -253	-253 -6.8%
27	SPDR GOLD TR GOLD SHS GLD	GLD	1,562	$619.0k0.43%	0.43%	Added +217	+217 16.1%
28	FTAI AVIATION LTD SHS FTAI	FTAI	2,500	$492.1k0.34%	0.34%	Unchanged
29	ADOBE INC COM ADBE	ADBE	1,137	$397.9k0.28%	0.28%	Reduced -11	-11 -1.0%
30	PIMCO ETF TR ENHANCD SHORT EMNT	EMNT	3,963	$390.7k0.27%	0.27%	New
31	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,709	$375.7k0.26%	0.26%	Unchanged
32	MATTHEWS INTL FDS EMERGING MARKETS EMSF	EMSF	12,673	$359.4k0.25%	0.25%	Reduced -3.0k	-2,977 -19.0%
33	ABBVIE INC COM ABBV	ABBV	1,541	$352.1k0.25%	0.25%	Added +475	+475 44.6%
34	ISHARES TR MSCI KLD400 SOC DSI	DSI	2,580	$332.4k0.23%	0.23%	Reduced -1.9k	-1,897 -42.4%
35	CISCO SYS INC COM CSCO	CSCO	4,013	$309.1k0.22%	0.22%	Added +1.1k	+1,078 36.7%
36	NUSHARES ETF TR ESG LARGE CAP NULC	NULC	6,361	$304.4k0.21%	0.21%	Added +505	+505 8.6%
37	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	596	$290.8k0.20%	0.20%	Unchanged
38	ABBOTT LABS COM ABT	ABT	2,290	$287.0k0.20%	0.20%	Added +478	+478 26.4%
39	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	4,050	$267.9k0.19%	0.19%	Reduced -1.3k	-1,271 -23.9%
40	ISHARES TR ENVIR AWR RL EST ERET	ERET	9,566	$255.5k0.18%	0.18%	Reduced -957	-957 -9.1%
41	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	346	$236.2k0.16%	0.16%	Unchanged
42	BROADCOM INC COM AVGO	AVGO	682	$236.0k0.16%	0.16%	Reduced -17	-17 -2.4%
43	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	4,837	$226.4k0.16%	0.16%	Reduced -307	-307 -6.0%
44	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	8,105	$218.1k0.15%	0.15%	New
45	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	5,361	$215.8k0.15%	0.15%	Added +12	+12 0.2%
46	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	678	$213.4k0.15%	0.15%	Unchanged
47	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	630	$211.2k0.15%	0.15%	Unchanged
48	ISHARES TR CALIF MUN BD ETF CMF	CMF	3,605	$207.1k0.14%	0.14%	New
49	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	4,241	$204.9k0.14%	0.14%	Reduced -3.5k	-3,506 -45.3%
50	SPDR SER TR S&P DIVID ETF SDY	SDY	1,451	$201.9k0.14%	0.14%	Unchanged
51	ALPHABET INC CAP STK CL A GOOGL	GOOGL	639	$200.0k0.14%	0.14%	New

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	538	$239.3k538 shares
ISHARES TR ESGD	ESGD	2,542	$236.4k2.5k shares
NUSHARES ETF TR NUBD	NUBD	9,284	$208.5k9.3k shares
SSGA ACTIVE TR		7,044	$205.1k7.0k shares
BITFARMS LTD BITF	BITF	16,700	$47.1k16.7k shares
BAKKT HOLDINGS INC		67,540	$30.4k67.5k shares