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Longview Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Longview Financial Advisors, Inc.

Investment Activity

  • Longview Financial Advisors, Inc. has $117.73 million in total holdings as of June 30, 2025.
  • Longview Financial Advisors, Inc. owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 1.80% of the portfolio was purchased this quarter.
  • About 5.37% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors, Inc. has purchased 44 new stocks and bought additional shares in 10 stocks.
  • Longview Financial Advisors, Inc. sold shares of 28 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

82889N566 - Simplify Commodities Strategy No K-1 ETF
$429,164 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF
5,218 shares (about $587.97K)
Cambria Foreign Shareholder Yield ETF
17,231 shares (about $503.84K)
Simplify Commodities Strategy No K-1 ETF
15,267 shares (about $429.16K)
Walmart
2,857 shares (about $279.36K)
Freedom 100 Emerging Markets ETF
4,806 shares (about $194.17K)

Largest Sales this Quarter

US Treasury 3 Month Bill ETF
14,984 shares (about $749.13K)
SPDR S&P Global Natural Resources ETF
8,134 shares (about $441.20K)
iMGP DBi Managed Futures Strategy ETF
12,939 shares (about $332.92K)
iShares MSCI Intl Quality Factor ETF
6,552 shares (about $283.18K)
Simplify Managed Futures Strategy ETF
10,463 shares (about $279.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongview Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$15,623,578$283,178 -1.8%361,48913.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$15,262,508$144,693 -0.9%276,99613.0%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$14,475,521$47,065 0.3%134,40512.3%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$12,618,800$503,835 4.2%431,55910.7%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$12,025,632$20,452 0.2%353,38310.2%ETF
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$6,992,567$123,601 -1.7%165,8185.9%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$5,026,185$279,781 -5.3%187,9654.3%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$3,468,908$332,922 -8.8%134,8192.9%ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
$3,147,817$195,853 -5.9%119,3532.7%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$3,068,459$749,129 -19.6%61,3752.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,807,484$84,045 -2.9%4,5432.4%Finance
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,204,610$84,448 -3.7%44,7721.9%ETF
SIMPLIFY MBS ETF
$1,952,355$42,327 2.2%38,9761.7%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$1,623,294$194,165 13.6%40,1801.4%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$1,535,220$233,374 -13.2%26,5701.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,413,248$136,612 -8.8%42,9421.2%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$1,333,722$176,884 -11.7%20,5091.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,245,689$12,472 -1.0%1,5981.1%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,122,928$178,105 -13.7%12,3261.0%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,103,216$441,200 -28.6%20,3390.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,084,906$22,387 -2.0%3,8770.9%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$1,003,425$587,970 141.5%8,9050.9%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$986,190$22,022 -2.2%25,4360.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$911,139$170,209 -15.7%5,1550.8%ETF
Walmart Inc. stock logo
WMT
Walmart
$522,348$279,361 115.0%5,3420.4%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$498,313$8,699 -1.7%8020.4%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$480,820$960 -0.2%1,5020.4%Finance
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$466,032$26,218 -5.3%6,2570.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$434,4540.0%2,3900.4%ETF
HARD
Simplify Commodities Strategy No K-1 ETF
$429,164$429,164 New Holding15,2670.4%Manufacturing
Southern Company (The) stock logo
SO
Southern
$414,319$17,910 4.5%4,5110.4%Utilities
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$339,719$232,241 -40.6%9,8270.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$291,408$51,907 -15.1%1,6000.2%Consumer Staples
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$289,675$222,273 -43.4%2,2520.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$282,374$565 -0.2%4,9960.2%Utilities
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$268,221$61,548 -18.7%1,1810.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$265,532$1,234 -0.5%8610.2%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$254,795$330 0.1%2,3140.2%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$233,227$19,652 -7.8%10,5860.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$220,662$977 0.4%1,1290.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$0$606,897 -100.0%00.0%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$0$442,596 -100.0%00.0%ETF
GMO U.S. QUALITY ETF SHS
$0$433,062 -100.0%00.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$282,967 -100.0%00.0%ETF
GVAL
Cambria Global Value ETF
$0$257,499 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data