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
+5.5%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$22.5M
Cap. Flow
+$15.9M
Cap. Flow %
11.34%
Top 10 Hldgs %
71.96%
Holding
45
New
5
Increased
13
Reduced
18
Closed
–

Top Buys

Rank Stock Value
1
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$9.97M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$6.79M
3
HARD icon
Simplify Commodities Strategy No K-1 ETF
HARD
+$5.78M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$5.48M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$202K

Top Sells

Rank Stock Value
1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.58M
2
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.15M
3
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.09M
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.75M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$1.57M

Sector Composition

Rank Sector Weight
1 Healthcare 0.87%
2 Utilities 0.66%
3 Consumer Staples 0.58%
4 Financials 0.48%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
26
Vanguard Value ETF
VTV
$189B
$962K 0.69%
5,155
– –
RSPG icon
27
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$552M
$578K 0.41%
7,261
+1,004
+16% +$77K
WMT icon
28
Walmart Inc
WMT
$907B
$551K 0.39%
5,350
+8
+0.1% +$796
IVV icon
29
iShares Core S&P 500 ETF
IVV
$868B
$537K 0.38%
802
– –
AJG icon
30
Arthur J. Gallagher & Co
AJG
$68.8B
$465K 0.33%
1,502
– –
RSP icon
31
Invesco S&P 500 Equal Weight ETF
RSP
$97.9B
$438K 0.31%
2,307
-83
-3% -$15.5K
SO icon
32
Southern Company
SO
$108B
$409K 0.29%
4,313
-198
-4% -$18.5K
DFAI
33
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$357K 0.25%
9,827
– –
D icon
34
Dominion Energy
D
$61.9B
$306K 0.22%
4,996
– –
XMMO icon
35
Invesco S&P MidCap Momentum ETF
XMMO
$6.99B
$305K 0.22%
2,252
– –
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$71.6B
$280K 0.2%
2,316
+2
+0.1% +$230
PM icon
37
Philip Morris
PM
$311B
$260K 0.19%
1,600
– –
ADP icon
38
Automatic Data Processing
ADP
$110B
$253K 0.18%
861
– –
IVE icon
39
iShares S&P 500 Value ETF
IVE
$49.4B
$234K 0.17%
1,133
+4
+0.4% +$803
QQQM icon
40
Invesco NASDAQ 100 ETF
QQQM
$94.6B
$230K 0.16%
930
-251
-21% -$59.2K
TUA icon
41
Simplify Short Term Treasury Futures Strategy ETF
TUA
$697M
$224K 0.16%
10,248
-338
-3% -$7.39K
LMT icon
42
Lockheed Martin
LMT
$133B
$213K 0.15%
+427
New +$194K
XLE icon
43
State Street Energy Select Sector SPDR ETF
XLE
$39B
$206K 0.15%
+4,612
New +$202K
XEL icon
44
Xcel Energy
XEL
$49.2B
$206K 0.15%
+2,550
New +$184K
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.1T
$203K 0.14%
+403
New +$195K
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
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
TFA
Tranquilli Financial Advisor Clinton, New Jersey $171M AUM 16.79% 1-Year Est. Return
OPF
Old Peak Finance Chapel Hill, North Carolina $171M AUM
MACM
MAC Alpha Capital Management Tampa, Florida $171M AUM

Longview Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Longview Financial Advisors held 45 positions worth $140M, up 19% from $118M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Longview Financial Advisors deployed $15.9M of net new capital in Q3 2025, opening 5 new positions and adding to 13 existing holdings. Its largest new stake was FundStrat Granny Shots US Large Cap ETF: 421,613 shares worth $10.5M.

By sector, the portfolio is most concentrated in Healthcare at 0.87% of assets, down from 1.1% a quarter earlier, followed by Utilities and Consumer Staples.

On the sell side, the largest reduction was Pacer US Cash Cows 100 ETF, an estimated $3.58M trimmed.

  • Longview Financial Advisors's largest Q3 2025 buy was FundStrat Granny Shots US Large Cap ETF: 421,613 shares worth $10.5M.
  • Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q3 2025, an estimated $6.79M increase.
  • Longview Financial Advisors's biggest Q3 2025 reduction was Pacer US Cash Cows 100 ETF, cutting an estimated $3.58M.
  • Longview Financial Advisors's ten largest holdings make up 72% of its $140M portfolio in Q3 2025.
  • Longview Financial Advisors opened 5 new positions and closed 0 in Q3 2025.
  • Longview Financial Advisors's portfolio value rose 19% quarter-over-quarter to $140M.

Based on Longview Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.