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Longview Financial Advisors

Latest statistics and disclosures from Longview Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IQLT, COWZ, FYLD, SPGP, ICOW, and represent 43.35% of Longview Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AKRE, BOXX, PG, INFL, CEG, HARD, SPGP, FYLD, KMLM, XLE.
Started 3 new stock positions in AKRE, PG, CEG.
Reduced shares in these 10 stocks: TBIL, , BRK.B, WMT, SYLD, RSPG, OMFL, DISV, EQAL, SPY.
Sold out of its positions in BRK.B, XEL.
Longview Financial Advisors was a net buyer of stock by $3.2M.
Longview Financial Advisors has $147M in assets under management (AUM), dropping by 4.94%.
Central Index Key (CIK): 0001786915

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	9.7	$14M		315k	45.45	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	8.8	$13M		215k	60.17	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	8.4	$12M		379k	32.49	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	8.3	$12M		107k	113.86	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	8.2	$12M		310k	38.68	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	7.1	$10M		422k	24.76	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	6.0	$8.8M		172k	51.27	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	5.8	$8.6M	+8%	75k	115.10	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	5.2	$7.7M	+3%	173k	44.46	View chart
Simplify Commodities Strategy No K-1 Etf Etf (HARD)	4.4	$6.4M	+3%	217k	29.64	View chart
Simplify Managed Futures Strategy Etf Etf (CTA)	3.5	$5.2M		191k	27.26	View chart
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)	2.7	$3.9M	+2%	140k	28.06	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	2.2	$3.3M	+3%	127k	25.95	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.1	$3.1M		4.5k	681.95	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	1.8	$2.7M	-10%	54k	49.88	View chart
Invesco Russell 1000 Equal Weight Etf Etf (EQAL)	1.6	$2.3M		44k	52.64	View chart
Eli Lilly & Co Stock (LLY)	1.2	$1.7M		1.6k	1074.68	View chart
Akre Focus Etf Etf (AKRE)	1.1	$1.6M	NEW	24k	65.51	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.1	$1.6M	-3%	42k	38.00	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	1.0	$1.5M	-3%	25k	61.13	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.9	$1.3M	-6%	19k	69.52	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.8	$1.2M		20k	62.14	View chart
Simplify Mbs Etf Etf (MTBA)	0.8	$1.2M		24k	50.41	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$1.2M		12k	101.98	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$1.1M		3.8k	290.20	View chart
Ishares International Smallcap Equity Factor Etf Etf (ISCF)	0.7	$1.1M		25k	41.48	View chart
Vanguard Value Etf Etf (VTV)	0.7	$985k		5.2k	190.98	View chart
Procter And Gamble Stock (PG)	0.4	$554k	NEW	3.9k	143.32	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$550k		803.00	684.57	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.3	$502k	-13%	6.3k	79.59	View chart
Walmart Stock (WMT)	0.3	$473k	-20%	4.2k	111.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$442k		2.3k	191.56	View chart
Gallagher Arthur J & Co Stock (AJG)	0.3	$389k		1.5k	258.79	View chart
Southern Stock (SO)	0.3	$377k		4.3k	87.20	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.3	$375k		9.8k	38.11	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$312k		2.3k	138.46	View chart
Dominion Energy Stock (D)	0.2	$293k		5.0k	58.59	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$281k		2.3k	123.28	View chart
Philip Morris Intl Stock (PM)	0.2	$278k	+8%	1.7k	160.40	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$248k	+5%	981.00	252.90	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$242k		1.1k	212.12	View chart
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)	0.2	$225k		10k	21.90	View chart
Automatic Data Processing Stock (ADP)	0.2	$222k		861.00	257.23	View chart
Constellation Energy Corp Stock (CEG)	0.1	$208k	NEW	590.00	353.27	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$207k		427.00	483.78	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$206k	+100%	4.6k	44.71	View chart

Past Filings by Longview Financial Advisors

SEC 13F filings are viewable for Longview Financial Advisors going back to 2024

Longview Financial Advisors 2025 Q4 filed Feb. 2, 2026
Longview Financial Advisors 2025 Q3 filed Nov. 13, 2025
Longview Financial Advisors 2025 Q2 filed July 31, 2025
Longview Financial Advisors 2025 Q1 filed April 28, 2025
Longview Financial Advisors 2024 Q4 filed Feb. 3, 2025
Longview Financial Advisors 2023 Q4 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q1 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q2 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 restated filed Oct. 18, 2024
Longview Financial Advisors 2024 Q3 filed Oct. 15, 2024
Longview Financial Advisors 2023 Q4 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q1 filed Aug. 14, 2024
Longview Financial Advisors 2024 Q2 filed Aug. 14, 2024

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