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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
+5.15%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$7.33M
Cap. Flow
+$1.2M
Cap. Flow %
0.7%
Top 10 Hldgs %
74.12%
Holding
162
New
–
Increased
28
Reduced
7
Closed
119

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.61M
2
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$966K
3
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$904K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$591K
5
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$523K

Top Sells

Rank Stock Value
1
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$617K
2
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
+$217K
3
DUK icon
Duke Energy
DUK
+$192K
4
KMLM icon
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
+$191K
5
MCD icon
McDonald's
MCD
+$186K

Sector Composition

Rank Sector Weight
1 Healthcare 1.12%
2 Utilities 0.56%
3 Consumer Staples 0.34%
4 Financials 0.2%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDV icon
51
Avantis International Small Cap Value ETF
AVDV
$19B
– –
-804
Closed -$80.3K
AVEM icon
52
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
– –
-969
Closed -$78.1K
AVIV icon
53
Avantis International Large Cap Value ETF
AVIV
$1.9B
– –
-849
Closed -$63.5K
AVLV icon
54
Avantis US Large Cap Value ETF
AVLV
$16.9B
– –
-1,076
Closed -$86.7K
AVNS icon
55
Avanos Medical
AVNS
$1.17B
– –
-145
Closed -$2.03K
AVT icon
56
Avnet
AVT
$7.03B
– –
-212
Closed -$13.1K
AZO icon
57
AutoZone
AZO
$49.7B
– –
-6
Closed -$20.3K
BLDR icon
58
Builders FirstSource
BLDR
$7.99B
– –
-138
Closed -$11.4K
BMY icon
59
Bristol-Myers Squibb
BMY
$124B
– –
-1,450
Closed -$87.9K
BRK.B icon
60
Berkshire Hathaway Class B
BRK.B
$1.06T
– –
-11
Closed -$5.71K
CARG icon
61
CarGurus
CARG
$3.16B
– –
-87
Closed -$2.96K
CB icon
62
Chubb
CB
$137B
– –
-5
Closed -$1.72K
CDE icon
63
Coeur Mining
CDE
$14.8B
– –
-411
Closed -$7.71K
CEG icon
64
Constellation Energy
CEG
$90.1B
– –
-590
Closed -$165K
CL icon
65
Colgate-Palmolive
CL
$74.4B
– –
-2
Closed -$170
CNQ icon
66
Canadian Natural Resources
CNQ
$91.5B
– –
-373
Closed -$18.2K
COF icon
67
Capital One
COF
$128B
– –
-44
Closed -$8.06K
COPX icon
68
Global X Copper Miners ETF NEW
COPX
$6.71B
– –
-441
Closed -$33.7K
CRS icon
69
Carpenter Technology
CRS
$27.7B
– –
-139
Closed -$54.8K
CVX icon
70
Chevron
CVX
$373B
– –
-730
Closed -$151K
DFAC icon
71
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
– –
-887
Closed -$34.5K
DFAX icon
72
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
– –
-751
Closed -$25.5K
DGRO icon
73
iShares Core Dividend Growth ETF
DGRO
$42.1B
– –
-831
Closed -$58.3K
DHT icon
74
DHT Holdings
DHT
$2.8B
– –
-180
Closed -$3.29K
DIS icon
75
Walt Disney
DIS
$170B
– –
-30
Closed -$2.89K
1 2
3
4 5

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CGA
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PFA
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Longview Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Longview Financial Advisors held 162 positions worth $171M, up 4.5% from $164M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Longview Financial Advisors's Q2 2026 filing shows 28 increased, 7 reduced and 119 closed positions. The largest sale was F/m US Treasury 3 Month Bill Fund, an estimated $617K.

By sector, the portfolio is most concentrated in Healthcare at 1.1% of assets, up from 1% a quarter earlier, followed by Utilities and Consumer Staples.

  • Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2026, an estimated $1.61M increase.
  • Longview Financial Advisors's biggest Q2 2026 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $617K.
  • Longview Financial Advisors fully exited Simplify Short Term Treasury Futures Strategy ETF in Q2 2026, selling an estimated $217K.
  • Longview Financial Advisors's ten largest holdings make up 74% of its $171M portfolio in Q2 2026.
  • Longview Financial Advisors opened 0 new positions and closed 119 in Q2 2026.
  • Longview Financial Advisors's portfolio value rose 4.5% quarter-over-quarter to $171M.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.