Free Trial

Longview Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Longview Financial Advisors, Inc.

Investment Activity

  • Longview Financial Advisors, Inc. has $174.69 million in total holdings as of September 30, 2026.
  • Longview Financial Advisors, Inc. owns shares of 46 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.87% of the portfolio was purchased this quarter.
  • About 2.17% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors, Inc. has purchased 43 new stocks and bought additional shares in 12 stocks.
  • Longview Financial Advisors, Inc. sold shares of 23 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

922020755 - VANGUARD CORE PLUS BOND ETF
$429,998 Holding
084670702 - Berkshire Hathaway
$408,352 Holding
053015103 - Automatic Data Processing
$228,641 Holding
47103U845 - Janus Henderson AAA CLO ETF
$228,276 Holding
464288448 - iShares International Select Dividend ETF
$222,999 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF
6,754 shares (about $799.61K)
VANGUARD CORE PLUS BOND ETF
5,810 shares (about $430.00K)
Berkshire Hathaway
820 shares (about $408.35K)
Automatic Data Processing
886 shares (about $228.64K)
Janus Henderson AAA CLO ETF
4,523 shares (about $228.28K)

Largest Sales this Quarter

US Treasury 3 Month Bill ETF
17,930 shares (about $893.82K)
SPDR S&P 500 ETF Trust
434 shares (about $331.01K)
Invesco Russell 1000 Equal Weight ETF
4,294 shares (about $245.92K)
iShares MSCI Intl Quality Factor ETF
4,334 shares (about $214.40K)

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
FYLD
Cambria Foreign Shareholder Yield ETF
$16,260,898$121,586 ▲0.8%411,2519.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$16,031,850$214,403 ▼-1.3%324,0729.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$15,639,032$117,898 ▲0.8%234,2579.0%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$13,979,007$100,482 ▲0.7%332,3588.0%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$13,620,845$132,603 ▲1.0%114,6347.8%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$12,834,045$82,343 ▼-0.6%183,4487.3%ETF
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$12,609,160$74,696 ▲0.6%453,0777.2%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$12,016,673$799,612 ▲7.1%101,5006.9%ETF
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$9,274,794$114,320 ▼-1.2%184,9775.3%ETF
HARD
Simplify Commodities Strategy No K-1 ETF
$8,172,769$67,865 ▲0.8%242,6594.7%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$7,008,249$177,857 ▲2.6%243,0044.0%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$6,036,591$141,897 ▲2.4%185,5693.5%ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
$3,702,795$274,712 ▼-6.9%119,0992.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,088,144$331,009 ▼-9.7%4,0491.8%ETF
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,278,231$245,921 ▼-9.7%39,7801.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,849,0140.0%1,5981.1%Healthcare
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$1,649,336$38,481 ▼-2.3%23,6590.9%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,621,685$189,009 ▼-10.4%37,4600.9%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$1,387,602$160,697 ▼-10.4%17,2180.8%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,340,895$111,476 ▼-7.7%18,1270.8%ETF
AKRE FOCUS ETF
$1,269,268$111,979 ▼-8.1%24,0980.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,267,982$126,256 ▼-9.1%10,7660.7%ETF
SIMPLIFY MBS ETF
$1,128,857$421 ▼0.0%24,1410.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,078,019$112,225 ▼-9.4%13,7460.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,071,826$42,787 ▼-3.8%4,9600.6%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$1,007,313$112,231 ▼-10.0%22,5550.6%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$948,755$893,820 ▼-48.5%19,0320.5%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$609,277$39,766 ▼-6.1%5,6690.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$605,0220.0%7900.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$457,681$9,986 ▼-2.1%2,2000.3%ETF
VANGUARD CORE PLUS BOND ETF
$429,998$429,998 ▲New Holding5,8100.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$408,352$408,352 ▲New Holding8200.2%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$407,1330.0%9,8270.2%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$356,308$13,687 ▲4.0%1,5620.2%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$325,714$285 ▲0.1%2,2890.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$305,3120.0%1,6000.2%Consumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$302,3580.0%4,9960.2%Utilities
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$286,014$305 ▼-0.1%9380.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$283,4540.0%4,6090.2%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$277,504$47,840 ▼-14.7%1,8910.2%ETF
Southern Company (The) stock logo
SO
Southern
$271,780$86,890 ▼-24.2%3,2780.2%Utilities
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$263,125$914 ▲0.3%1,1520.2%ETF
WALMART INC COM
$250,936$18,295 ▼-6.8%2,4140.1%Stock
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$228,641$228,641 ▲New Holding8860.1%Industrials
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$228,276$228,276 ▲New Holding4,5230.1%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$222,999$222,999 ▲New Holding5,2850.1%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$217,591 ▼-100.0%00.0%Industrials
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$0$204,765 ▼-100.0%00.0%Utilities

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