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LFA
Longview Financial Advisors Portfolio holdings
AUM
$175M
Turnover
14.58%
1-Year Est. Return
17.6%
This Fund
S&P 500
This Quarter Est. Return
+2.78%
1 Year Est. Return
+17.6%
3 Year Est. Return
+47.39%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$3.72M
(+2.2%)
Cap. Flow
-$538K
Cap. Flow % of AUM
Cap. Flow %
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
74.67%
Holding
48
New
5
Increased
12
Reduced
23
Closed
2
Avg Time Held
2.2
years
Top 10 Avg Time Held
2
years
Top 20 Avg Time Held
2.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$796K |
| 2 |
Vanguard Core Plus Bond ETF
VPLS
|
+$442K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$414K |
| 4 |
Automatic Data Processing
ADP
|
+$235K |
| 5 |
iShares International Select Dividend ETF
IDV
|
+$232K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$895K |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$330K |
| 3 |
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
|
+$261K |
| 4 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
+$257K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$219K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.73% |
| 2 | Healthcare | 1.06% |
| 3 | Financials | 0.44% |
| 4 | Utilities | 0.33% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Cambria Foreign Shareholder Yield ETF
FYLD
$748M
| $16.3M | 9.31% |
411,251
+3,075
| +0.8% | +$121K |
2023 Q4
11 quarters
|
|
|
2
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
| $16M | 9.18% |
324,072
-4,334
| -1% | -$219K |
2023 Q4
11 quarters
|
|
3
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
| $15.6M | 8.95% |
234,257
+1,766
| +0.8% | +$120K |
2023 Q4
11 quarters
|
|
4
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.78B
| $14M | 8% |
332,358
+2,389
| +0.7% | +$105K |
2023 Q4
11 quarters
|
|
5
Invesco S&P 500 GARP ETF
SPGP
$2.1B
| $13.6M | 7.8% |
114,634
+1,116
| +1% | +$139K |
2023 Q4
11 quarters
|
|
6
Freedom 100 Emerging Markets ETF
FRDM
$3.35B
| $12.8M | 7.35% |
183,448
-1,177
| -0.6% | -$80.4K |
2023 Q4
11 quarters
|
|
7
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.4B
| $12.6M | 7.22% |
453,077
+2,684
| +0.6% | +$74.4K |
2025 Q3
4 quarters
|
|
|
8
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
| $12M | 6.88% |
101,500
+6,754
| +7% | +$796K |
2024 Q1
10 quarters
|
|
9
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.55B
| $9.27M | 5.31% |
184,977
-2,280
| -1% | -$120K |
2023 Q4
11 quarters
|
|
10
Simplify Commodities Strategy No K-1 ETF
HARD
$58.6M
| $8.17M | 4.68% |
242,659
+2,015
| +0.8% | +$65.5K |
2025 Q2
5 quarters
|
|
11
Simplify Managed Futures Strategy ETF
CTA
$1.37B
| $7.01M | 4.01% |
243,004
+6,167
| +3% | +$171K |
2023 Q4
11 quarters
|
|
12
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.4B
| $6.04M | 3.46% |
185,569
+4,362
| +2% | +$137K |
2023 Q4
11 quarters
|
|
|
13
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$568M
| $3.7M | 2.12% |
119,099
-8,836
| -7% | -$261K |
2023 Q4
11 quarters
|
|
|
14
State Street SPDR S&P 500 ETF Trust
SPY
$820B
| $3.09M | 1.77% |
4,049
-434
| -10% | -$330K |
2023 Q4
11 quarters
|
|
|
15
Invesco Russell 1000 Equal Weight ETF
EQAL
$813M
| $2.28M | 1.3% |
39,780
-4,294
| -10% | -$257K |
2023 Q4
11 quarters
|
|
16
Eli Lilly
LLY
$1.15T
| $1.85M | 1.06% |
1,598
| – | – |
2023 Q4
11 quarters
|
|
17
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.78B
| $1.65M | 0.94% |
23,659
-552
| -2% | -$38.6K |
2023 Q4
11 quarters
|
|
18
Dimensional International Small Cap Value ETF
DISV
$5.1B
| $1.62M | 0.93% |
37,460
-4,366
| -10% | -$188K |
2023 Q4
11 quarters
|
|
19
Cambria Shareholder Yield ETF
SYLD
$1.01B
| $1.39M | 0.79% |
17,218
-1,994
| -10% | -$167K |
2023 Q4
11 quarters
|
|
20
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.23B
| $1.34M | 0.77% |
18,127
-1,507
| -8% | -$112K |
2023 Q4
11 quarters
|
|
21
Akre Focus ETF
AKRE
$5.17B
| $1.27M | 0.73% |
24,098
-2,126
| -8% | -$122K |
2025 Q4
3 quarters
|
|
22
Avantis US Small Cap Value ETF
AVUV
$31.3B
| $1.27M | 0.73% |
10,766
-1,072
| -9% | -$134K |
2023 Q4
11 quarters
|
|
23
Simplify MBS ETF
MTBA
$1.01B
| $1.13M | 0.65% |
24,141
-9
| -0% | -$436 |
2024 Q4
7 quarters
|
|
24
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $1.08M | 0.62% |
13,746
-1,431
| -9% | -$116K |
2023 Q4
11 quarters
|
|
25
Vanguard Morningstar Value ETF
VTV
$191B
| $1.07M | 0.61% |
4,960
-198
| -4% | -$44K |
2023 Q4
11 quarters
|
|
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Longview Financial Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Longview Financial Advisors held 48 positions worth $175M, up 2.2% from $171M the previous quarter. Its ten largest holdings account for 75% of the portfolio.
Longview Financial Advisors's Q3 2026 filing shows 5 new, 12 increased, 23 reduced and 2 closed positions. Its largest new stake was Vanguard Core Plus Bond ETF: 5,810 shares worth $430K. The largest sale was F/m US Treasury 3 Month Bill Fund, an estimated $895K.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, up from 98% a quarter earlier, followed by Healthcare and Financials.
- Longview Financial Advisors's largest Q3 2026 buy was Vanguard Core Plus Bond ETF: 5,810 shares worth $430K.
- Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q3 2026, an estimated $796K increase.
- Longview Financial Advisors's biggest Q3 2026 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $895K.
- Longview Financial Advisors fully exited Lockheed Martin in Q3 2026, selling an estimated $218K.
- Longview Financial Advisors's ten largest holdings make up 75% of its $175M portfolio in Q3 2026.
- Longview Financial Advisors opened 5 new positions and closed 2 in Q3 2026.
- Longview Financial Advisors's portfolio value rose 2.2% quarter-over-quarter to $175M.
Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.