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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 $116.54 million in total holdings as of March 31, 2025.
  • Longview Financial Advisors, Inc. owns shares of 44 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 14.16% of the portfolio was purchased this quarter.
  • About 24.50% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors, Inc. has purchased 43 new stocks and bought additional shares in 15 stocks.
  • Longview Financial Advisors, Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

464287309 - iShares S&P 500 Growth ETF
$214,588 Holding
464287408 - iShares S&P 500 Value ETF
$214,285 Holding

Largest Purchases this Quarter

Pacer US Cash Cows 100 ETF
73,553 shares (about $4.03M)
iShares MSCI Intl Quality Factor ETF
66,597 shares (about $2.64M)
Invesco S&P 500 GARP ETF
24,369 shares (about $2.43M)
Cambria Foreign Shareholder Yield ETF
67,539 shares (about $1.82M)

Largest Sales this Quarter

Invesco Russell 1000 Dynamic Multifactor ETF
229,916 shares (about $12.26M)
SPDR S&P Global Natural Resources ETF
92,378 shares (about $4.92M)
Avantis U.S. Small Cap Value ETF
49,001 shares (about $4.27M)
US Treasury 3 Month Bill ETF
67,870 shares (about $3.39M)

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
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$15,312,108$4,027,764 35.7%279,62213.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$14,607,616$2,643,247 22.1%368,04112.5%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$13,380,818$2,433,993 22.2%133,96811.5%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$11,157,867$1,818,828 19.5%414,3289.6%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$11,080,910$2,027,583 22.4%352,7829.5%ETF
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$6,859,685$486,014 7.6%168,7495.9%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$5,873,478$550,561 10.3%198,4285.0%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$3,818,726$3,394,190 -47.1%76,3593.3%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$3,732,387$479,943 14.8%147,7583.2%ETF
KFA Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KFA Mount Lucas Managed Futures Index Strategy ETF
$3,458,536$85,987 2.5%126,7793.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,617,790$49,793 -1.9%4,6792.2%Finance
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,196,994$66,590 -2.9%46,4871.9%ETF
SIMPLIFY MBS ETF
$1,911,913$1,328,777 227.9%38,1311.6%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$1,631,758$12,256,763 -88.3%30,6091.4%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,516,215$4,919,219 -76.4%28,4731.3%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$1,482,029$30,752 -2.0%23,2291.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,371,377$18,928 -1.4%47,0931.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,333,019$6,607 0.5%1,6141.1%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,244,881$4,271,439 -77.4%14,2811.1%ETF
Alpha Architect Freedom 100 Emerging Market ETF stock logo
FRDM
Alpha Architect Freedom 100 Emerging Market ETF
$1,239,941$135,232 12.2%35,3741.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,056,867$134,916 -11.3%6,1180.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,023,364$22,500 -2.2%3,9570.9%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$875,855$57,360 -6.1%26,0040.8%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$606,897$20,645 -3.3%10,2890.5%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$541,156$11,873 -2.1%6,6090.5%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$519,586$15,881 -3.0%1,5050.4%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$516,700$40,693 -7.3%16,5450.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$458,828$562 -0.1%8160.4%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$452,765$44,708 -9.0%3,9800.4%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$442,596$43,844 11.0%10,2160.4%ETF
GMO U.S. QUALITY ETF SHS
$433,062$19,194 -4.2%13,8530.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$414,078$12,474 -2.9%2,3900.4%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$411,074$450,431 -52.3%3,6870.4%ETF
The Southern Company stock logo
SO
Southern
$396,876$368 0.1%4,3160.3%Utilities
Philip Morris International Inc. stock logo
PM
Philip Morris International
$299,346$318 0.1%1,8850.3%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$282,967$126,718 -30.9%3,0280.2%ETF
Dominion Energy, Inc. stock logo
D
Dominion Energy
$280,6860.0%5,0060.2%Utilities
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$280,431$75,516 -21.2%1,4520.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$264,2830.0%8650.2%Business Services
GVAL
Cambria Global Value ETF
$257,499$30,913 -10.7%10,4040.2%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$252,179$2,265,898 -90.0%11,4780.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$218,239$2,283 -1.0%2,4850.2%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$214,588$214,588 New Holding2,3110.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$214,285$214,285 New Holding1,1240.2%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$0$209,490 -100.0%00.0%Aerospace

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