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LFA

Longview Financial Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 20.72%
This Fund
S&P 500
This Quarter Est. Return
+2.93%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$6.93M
Cap. Flow
+$3.1M
Cap. Flow %
2.11%
Top 10 Hldgs %
71.89%
Holding
48
New
3
Increased
22
Reduced
12
Closed
2

Top Buys

Rank Stock Value
1
AKRE
Akre Focus ETF
AKRE
+$1.57M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$674K
3
PG icon
Procter & Gamble
PG
+$570K
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$230K
5
CEG icon
Constellation Energy
CEG
+$214K

Top Sells

Rank Stock Value
1
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$307K
2
XEL icon
Xcel Energy
XEL
+$206K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$203K
4
WMT icon
Walmart Inc
WMT
+$119K
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$85.6K

Sector Composition

Rank Sector Weight
1 Healthcare 1.17%
2 Consumer Staples 0.89%
3 Utilities 0.6%
4 Financials 0.26%
5 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISCF icon
26
iShares International Small Cap Equity Factor ETF
ISCF
$652M
$1.05M 0.72%
25,394
+10
+0% +$409
VTV icon
27
Vanguard Value ETF
VTV
$190B
$985K 0.67%
5,157
+2
+0% +$376
PG icon
28
Procter & Gamble
PG
$347B
$554K 0.38%
+3,866
New +$570K
IVV icon
29
iShares Core S&P 500 ETF
IVV
$871B
$550K 0.37%
803
+1
+0.1% +$679
RSPG icon
30
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$543M
$502K 0.34%
6,307
-954
-13% -$75.9K
WMT icon
31
Walmart Inc
WMT
$900B
$473K 0.32%
4,245
-1,105
-21% -$119K
RSP icon
32
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$442K 0.3%
2,307
– –
AJG icon
33
Arthur J. Gallagher & Co
AJG
$68.2B
$389K 0.26%
1,502
– –
SO icon
34
Southern Company
SO
$109B
$377K 0.26%
4,318
+5
+0.1% +$456
DFAI
35
Dimensional International Core Equity Market ETF
DFAI
$17.2B
$375K 0.25%
9,827
– –
XMMO icon
36
Invesco S&P MidCap Momentum ETF
XMMO
$7.15B
$312K 0.21%
2,252
– –
D icon
37
Dominion Energy
D
$62.1B
$293K 0.2%
4,996
– –
IVW icon
38
iShares S&P 500 Growth ETF
IVW
$71.9B
$281K 0.19%
2,283
-33
-1% -$4.04K
PM icon
39
Philip Morris
PM
$312B
$278K 0.19%
1,735
+135
+8% +$20.9K
QQQM icon
40
Invesco NASDAQ 100 ETF
QQQM
$94.9B
$248K 0.17%
981
+51
+5% +$12.9K
IVE icon
41
iShares S&P 500 Value ETF
IVE
$49.6B
$242K 0.16%
1,139
+6
+0.5% +$1.26K
TUA icon
42
Simplify Short Term Treasury Futures Strategy ETF
TUA
$696M
$225K 0.15%
10,263
+15
+0.1% +$330
ADP icon
43
Automatic Data Processing
ADP
$106B
$221K 0.15%
861
– –
CEG icon
44
Constellation Energy
CEG
$92.8B
$208K 0.14%
+590
New +$214K
LMT icon
45
Lockheed Martin
LMT
$134B
$207K 0.14%
427
– –
XLE icon
46
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$206K 0.14%
4,612
– –
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.11T
– –
-403
Closed -$203K
XEL icon
48
Xcel Energy
XEL
$50.1B
– –
-2,550
Closed -$206K
1
2

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MAMG
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SFP
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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
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OPF
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MACM
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Longview Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Longview Financial Advisors held 48 positions worth $147M, up 4.9% from $140M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Longview Financial Advisors's Q4 2025 filing shows 3 new, 22 increased, 12 reduced and 2 closed positions. Its largest new stake was Akre Focus ETF: 24,260 shares worth $1.59M. The largest sale was F/m US Treasury 3 Month Bill Fund, an estimated $307K.

By sector, the portfolio is most concentrated in Healthcare at 1.2% of assets, up from 0.87% a quarter earlier, followed by Consumer Staples and Utilities.

  • Longview Financial Advisors's largest Q4 2025 buy was Akre Focus ETF: 24,260 shares worth $1.59M.
  • Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q4 2025, an estimated $674K increase.
  • Longview Financial Advisors's biggest Q4 2025 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $307K.
  • Longview Financial Advisors fully exited Xcel Energy in Q4 2025, selling an estimated $206K.
  • Longview Financial Advisors's ten largest holdings make up 72% of its $147M portfolio in Q4 2025.
  • Longview Financial Advisors opened 3 new positions and closed 2 in Q4 2025.
  • Longview Financial Advisors's portfolio value rose 4.9% quarter-over-quarter to $147M.

Based on Longview Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.