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

About Longview Financial Advisors, Inc.

Investment Activity

  • Longview Financial Advisors, Inc. has $163.65 million in total holdings as of March 31, 2026.
  • Longview Financial Advisors, Inc. owns shares of 163 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 6.28% of the portfolio was purchased this quarter.
  • About 0.63% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors, Inc. has purchased 46 new stocks and bought additional shares in 21 stocks.
  • Longview Financial Advisors, Inc. sold shares of 17 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

98389B100 - Xcel Energy
$202,572 Holding
26441C204 - Duke Energy
$191,958 Holding
580135101 - McDonald's
$186,474 Holding
191216100 - CocaCola
$160,962 Holding
922908769 - Vanguard Total Stock Market ETF
$155,272 Holding

Largest Purchases this Quarter

Alpha Architect 1-3 Month Box ETF
6,177 shares (about $718.33K)
Cambria Foreign Shareholder Yield ETF
17,443 shares (about $651.23K)
Pacer US Cash Cows 100 ETF
8,299 shares (about $519.19K)
Simplify Managed Futures Strategy ETF
15,593 shares (about $471.22K)

Largest Sales this Quarter

Procter & Gamble
2,996 shares (about $432.74K)
US Treasury 3 Month Bill ETF
4,613 shares (about $230.01K)
WALMART INC COM
1,659 shares (about $206.22K)
Invesco S&P 500 Equal Weight Energy ETF
519 shares (about $56.82K)
Philip Morris International
135 shares (about $22.32K)

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
$14,935,126$377,838 â–²2.6%323,0619.1%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$14,806,961$651,235 â–²4.6%396,5979.0%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$13,959,321$519,188 â–²3.9%223,1348.5%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$13,712,608$538,947 â–²4.1%323,1058.4%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$11,805,964$243,437 â–²2.1%109,7007.2%ETF
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$10,463,677$400,491 â–²4.0%438,3616.4%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$9,698,435$294,674 â–²3.1%177,4645.9%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$9,411,197$718,329 â–²8.3%80,9285.8%ETF
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$9,225,479$223,598 â–²2.5%177,2085.6%ETF
HARD
Simplify Commodities Strategy No K-1 ETF
$8,127,435$436,572 â–²5.7%229,7835.0%Manufacturing
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$6,236,897$471,221 â–²8.2%206,3833.8%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$4,515,366$295,230 â–²7.0%149,7632.8%ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
$3,796,110$214,096 â–²6.0%134,6132.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,915,109$13,658 â–¼-0.5%4,4821.8%Finance
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$2,459,682$230,008 â–¼-8.6%49,3311.5%ETF
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,428,310$165 â–²0.0%44,0701.5%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,649,148$13,843 â–²0.8%41,8141.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,469,7920.0%1,5980.9%Medical
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$1,464,247$13,527 â–¼-0.9%24,3550.9%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$1,463,099$2,240 â–¼-0.2%19,5940.9%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$1,415,462$9,125 â–¼-0.6%18,7700.9%ETF
AKRE FOCUS ETF
$1,364,164$82,023 â–²6.4%25,8120.8%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,309,008$331 â–¼0.0%11,8490.8%ETF
SIMPLIFY MBS ETF
$1,203,064$12,860 â–²1.1%24,3230.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,094,727$287 â–¼0.0%3,8110.7%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$1,047,248$14,000 â–¼-1.3%25,0590.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,011,8720.0%5,1570.6%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$633,659$56,819 â–¼-8.2%5,7880.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$524,244$654 â–¼-0.1%8020.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$431,244$11,515 â–¼-2.6%2,2470.3%ETF
Southern Company (The) stock logo
SO
Southern
$417,125$290 â–²0.1%4,3210.3%Utilities
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$382,8600.0%9,8270.2%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$325,3030.0%1,5020.2%Finance
WALMART INC COM
$321,453$206,222 â–¼-39.1%2,5860.2%Stock
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$320,349$6,236 â–¼-1.9%2,2090.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$308,8530.0%4,9960.2%Utilities
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$282,347$184 â–¼-0.1%4,6090.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$264,544$22,321 â–¼-7.8%1,6000.2%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$258,496$226 â–²0.1%2,2850.2%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$258,1360.0%4270.2%Aerospace
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$241,459$845 â–²0.4%1,1430.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$221,191$12,130 â–¼-5.2%9300.1%ETF
TUA
Simplify Short Term Treasury Futures Strategy ETF
$216,723$169 â–²0.1%10,2710.1%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$202,572$202,572 â–²New Holding2,5500.1%Utilities
Duke Energy Corporation stock logo
DUK
Duke Energy
$191,958$191,958 â–²New Holding1,4660.1%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$186,474$186,474 â–²New Holding6000.1%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$174,9380.0%8610.1%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$164,7580.0%5900.1%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$160,962$160,962 â–²New Holding2,1160.1%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$155,272$155,272 â–²New Holding4840.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$151,037$151,037 â–²New Holding7300.1%Energy
Genuine Parts Company stock logo
GPC
Genuine Parts
$139,590$139,590 â–²New Holding1,3200.1%Retail/Wholesale
Sysco Corporation stock logo
SYY
Sysco
$135,527$135,527 â–²New Holding1,9000.1%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$134,333$134,333 â–²New Holding2240.1%ETF
GVAL
Cambria Global Value ETF
$131,619$131,619 â–²New Holding3,9680.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$129,929$129,929 â–²New Holding1,4010.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$125,663$432,743 â–¼-77.5%8700.1%Consumer Staples
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$121,346$121,346 â–²New Holding1,2490.1%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$113,308$113,308 â–²New Holding1,2300.1%Computer and Technology
KIMBERLY-CLARK CORP COM
$111,905$111,905 â–²New Holding1,1600.1%Stock
Valaris Limited stock logo
VAL
Valaris
$104,538$104,538 â–²New Holding1,0660.1%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$95,367$95,367 â–²New Holding2890.1%Retail/Wholesale
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$89,148$89,148 â–²New Holding1,0530.1%ETF
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$87,943$87,943 â–²New Holding1,4500.1%Medical
Exelon Corporation stock logo
EXC
Exelon
$86,765$86,765 â–²New Holding1,7700.1%Utilities
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$86,736$86,736 â–²New Holding1,0760.1%ETF
AT&T Inc. stock logo
T
AT&T
$85,521$85,521 â–²New Holding2,9500.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$85,082$85,082 â–²New Holding3,0300.1%Medical
STRIVE 1000 DIVIDEND GROWTH ETF
$81,072$81,072 â–²New Holding2,2840.0%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$80,287$80,287 â–²New Holding8040.0%ETF
STRIVE 1000 VALUE ETF
$78,351$78,351 â–²New Holding2,2300.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$78,082$78,082 â–²New Holding9690.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$76,756$76,756 â–²New Holding1,5290.0%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$63,692$63,692 â–²New Holding6320.0%ETF
AVIV
Avantis International Large Cap Value ETF
$63,531$63,531 â–²New Holding8490.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$63,451$63,451 â–²New Holding5350.0%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$58,502$58,502 â–²New Holding4410.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$58,320$58,320 â–²New Holding8310.0%ETF
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$54,787$54,787 â–²New Holding1390.0%Basic Materials
Tidewater Inc. stock logo
TDW
Tidewater
$54,308$54,308 â–²New Holding6500.0%Energy
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$51,719$51,719 â–²New Holding3,8310.0%Basic Materials
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$50,306$50,306 â–²New Holding2300.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$48,478$48,478 â–²New Holding2000.0%Computer and Technology
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$48,289$48,289 â–²New Holding4070.0%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$48,141$48,141 â–²New Holding1,0280.0%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$38,821$38,821 â–²New Holding5530.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$34,853$34,853 â–²New Holding810.0%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$34,482$34,482 â–²New Holding8870.0%ETF
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$33,670$33,670 â–²New Holding4410.0%ETF
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$31,575$31,575 â–²New Holding5000.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$29,357$29,357 â–²New Holding3330.0%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$29,155$29,155 â–²New Holding2330.0%ETF
ADURO CLEAN TECHNOLOGIES INC COM NEW
$27,515$27,515 â–²New Holding2,6230.0%Stock
NVIDIA Corporation stock logo
NVDA
NVIDIA
$26,683$26,683 â–²New Holding1530.0%Computer and Technology
Pitney Bowes Inc. stock logo
PBI
Pitney Bowes
$26,189$26,189 â–²New Holding2,3700.0%Computer and Technology
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$25,651$25,651 â–²New Holding1640.0%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$25,518$25,518 â–²New Holding7510.0%ETF
TEEKAY CORPORATION LTD SHS
$23,436$23,436 â–²New Holding1,9190.0%Stock
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$22,721$22,721 â–²New Holding1,0950.0%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$22,603$22,603 â–²New Holding1000.0%Multi-Sector Conglomerates

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