We are live on ! Find out more
LFA

Longview Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 20.72%
This Fund
S&P 500
This Quarter Est. Return
+5.03%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
+$1.19M
Cap. Flow
-$4.12M
Cap. Flow %
-3.5%
Top 10 Hldgs %
77.9%
Holding
45
New
1
Increased
10
Reduced
28
Closed
5

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$585K
2
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$474K
3
HARD icon
Simplify Commodities Strategy No K-1 ETF
HARD
+$437K
4
WMT icon
Walmart Inc
WMT
+$272K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$179K

Top Sells

Rank Stock Value
1
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$748K
2
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$607K
3
EUSB icon
iShares ESG Advanced Universal USD Bond ETF
EUSB
+$443K
4
QLTY icon
GMO US Quality ETF
QLTY
+$433K
5
GNR icon
State Street SPDR S&P Global Natural Resources ETF
GNR
+$426K

Sector Composition

Rank Sector Weight
1 Healthcare 1.06%
2 Consumer Staples 0.69%
3 Utilities 0.59%
4 Financials 0.41%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
26
iShares Core S&P 500 ETF
IVV
$869B
$498K 0.42%
802
-14
-2% -$8.04K
AJG icon
27
Arthur J. Gallagher & Co
AJG
$65.3B
$481K 0.41%
1,502
-3
-0.2% -$989
RSPG icon
28
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$553M
$466K 0.4%
6,257
-352
-5% -$25.7K
RSP icon
29
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$434K 0.37%
2,390
– –
HARD icon
30
Simplify Commodities Strategy No K-1 ETF
HARD
$80.2M
$429K 0.36%
+15,267
New +$437K
SO icon
31
Southern Company
SO
$109B
$414K 0.35%
4,511
+195
+5% +$17.5K
DFAI
32
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$340K 0.29%
9,827
-6,718
-41% -$220K
PM icon
33
Philip Morris
PM
$306B
$291K 0.25%
1,600
-285
-15% -$48.9K
XMMO icon
34
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$290K 0.25%
2,252
-1,728
-43% -$206K
D icon
35
Dominion Energy
D
$62B
$282K 0.24%
4,996
-10
-0.2% -$548
QQQM icon
36
Invesco NASDAQ 100 ETF
QQQM
$95.8B
$268K 0.23%
1,181
-271
-19% -$55.5K
ADP icon
37
Automatic Data Processing
ADP
$102B
$266K 0.23%
861
-4
-0.5% -$1.23K
IVW icon
38
iShares S&P 500 Growth ETF
IVW
$72.2B
$255K 0.22%
2,314
+3
+0.1% +$297
TUA icon
39
Simplify Short Term Treasury Futures Strategy ETF
TUA
$695M
$233K 0.2%
10,586
-892
-8% -$19.5K
IVE icon
40
iShares S&P 500 Value ETF
IVE
$49.1B
$221K 0.19%
1,129
+5
+0.4% +$931
EUSB icon
41
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
– –
-10,216
Closed -$443K
GVAL icon
42
Cambria Global Value ETF
GVAL
$574M
– –
-10,404
Closed -$257K
QLTY icon
43
GMO US Quality ETF
QLTY
$4.79B
– –
-13,853
Closed -$433K
VSGX icon
44
Vanguard ESG International Stock ETF
VSGX
$6.48B
– –
-10,289
Closed -$607K
XLE icon
45
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
– –
-6,056
Closed -$283K
1
2

Similar funds

MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
CGA
Channing Global Advisors Miami, Florida $171M AUM 35.23% 1-Year Est. Return
BFG
Beto Financial Group Boise, Idaho $171M AUM
IJWM
Inman Jager Wealth Management Hattiesburg, Mississippi $171M AUM 19.97% 1-Year Est. Return
ECM
English Capital Management Bloomfield Hills, Michigan $171M AUM 24.08% 1-Year Est. Return
DWM
Defined Wealth Management Beaverton, Oregon $171M AUM 19.19% 1-Year Est. Return
TWM
TLW Wealth Management Indian Rocks Beach, Florida $171M AUM 22.29% 1-Year Est. Return

Longview Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Longview Financial Advisors held 45 positions worth $118M, up 1% from $117M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Longview Financial Advisors withdrew a net $4.12M in Q2 2025, closing 5 positions and reducing 28 holdings. Its most notable exit was Vanguard ESG International Stock ETF, an estimated $607K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 1.1% of assets, down from 1.1% a quarter earlier, followed by Consumer Staples and Utilities.

Against the trend, Longview Financial Advisors opened a new position in Simplify Commodities Strategy No K-1 ETF worth $429K.

  • Longview Financial Advisors's largest Q2 2025 buy was Simplify Commodities Strategy No K-1 ETF: 15,267 shares worth $429K.
  • Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $585K increase.
  • Longview Financial Advisors's biggest Q2 2025 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $748K.
  • Longview Financial Advisors fully exited Vanguard ESG International Stock ETF in Q2 2025, selling an estimated $607K.
  • Longview Financial Advisors's ten largest holdings make up 78% of its $118M portfolio in Q2 2025.
  • Longview Financial Advisors opened 1 new position and closed 5 in Q2 2025.
  • Longview Financial Advisors's portfolio value rose 1% quarter-over-quarter to $118M.

Based on Longview Financial Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.