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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
+5.72%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
+$16.5M
(+11%)
Cap. Flow
+$9.24M
Cap. Flow
% of AUM
5.65%
Top 10 Holdings %
Top 10 Hldgs %
70.97%
Holding
163
New
116
Increased
21
Reduced
17
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$714K |
| 2 |
Cambria Foreign Shareholder Yield ETF
FYLD
|
+$626K |
| 3 |
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
|
+$531K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$521K |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$453K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$454K |
| 2 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$230K |
| 3 |
Walmart Inc
WMT
|
+$204K |
| 4 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$49.4K |
| 5 |
Philip Morris
PM
|
+$23.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 1.01% |
| 2 | Utilities | 0.84% |
| 3 | Consumer Staples | 0.68% |
| 4 | Energy | 0.35% |
| 5 | Consumer Discretionary | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$383B
| $151K | 0.09% |
+730
| New | +$133K |
|
52
Genuine Parts
GPC
$17.2B
| $140K | 0.09% |
+1,320
| New | +$163K |
|
53
Sysco
SYY
$40.6B
| $136K | 0.08% |
+1,900
| New | +$157K |
|
54
Vanguard S&P 500 ETF
VOO
$972B
| $134K | 0.08% |
+224
| New | +$140K |
|
55
Cambria Global Value ETF
GVAL
$583M
| $132K | 0.08% |
+3,968
| New | +$135K |
|
56
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $130K | 0.08% |
+1,401
| New | +$133K |
|
|
57
Procter & Gamble
PG
$335B
| $126K | 0.08% |
870
-2,996
| -77% | -$454K |
|
58
iShares MSCI EAFE ETF
EFA
$78.5B
| $121K | 0.07% |
+1,249
| New | +$125K |
|
59
Paychex
PAYX
$41.4B
| $113K | 0.07% |
+1,230
| New | +$122K |
|
60
Kimberly-Clark
KMB
$36.6B
| $112K | 0.07% |
+1,160
| New | +$119K |
|
61
Valaris
VAL
$5.23B
| $105K | 0.06% |
+1,066
| New | +$83K |
|
62
Home Depot
HD
$332B
| $95.4K | 0.06% |
+289
| New | +$105K |
|
63
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.89B
| $89.1K | 0.05% |
+1,053
| New | +$92K |
|
64
Bristol-Myers Squibb
BMY
$132B
| $87.9K | 0.05% |
+1,450
| New | +$84.5K |
|
65
Exelon
EXC
$46.6B
| $86.8K | 0.05% |
+1,770
| New | +$82.3K |
|
66
Avantis US Large Cap Value ETF
AVLV
$18B
| $86.7K | 0.05% |
+1,076
| New | +$87.3K |
|
67
AT&T
T
$159B
| $85.5K | 0.05% |
+2,950
| New | +$78.8K |
|
68
Pfizer
PFE
$142B
| $85.1K | 0.05% |
+3,030
| New | +$80.7K |
|
69
Strive 1000 Dividend Growth ETF
STXD
$64.5M
| $81.1K | 0.05% |
+2,284
| New | +$85.1K |
|
70
Avantis International Small Cap Value ETF
AVDV
$19.1B
| $80.3K | 0.05% |
+804
| New | +$82K |
|
71
Strive 1000 Value ETF
STXV
$81.7M
| $78.4K | 0.05% |
+2,230
| New | +$79.1K |
|
72
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
| $78.1K | 0.05% |
+969
| New | +$80.5K |
|
73
Verizon
VZ
$193B
| $76.8K | 0.05% |
+1,529
| New | +$70.9K |
|
74
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
| $63.7K | 0.04% |
+632
| New | +$64.9K |
|
75
Avantis International Large Cap Value ETF
AVIV
$2.01B
| $63.5K | 0.04% |
+849
| New | +$64.3K |
|
Similar funds
SFP
BFG
IJWM
ECM
TFA
OPF
MACM
SFA
Longview Financial Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Longview Financial Advisors held 163 positions worth $164M, up 11% from $147M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Longview Financial Advisors deployed $9.24M of net new capital in Q1 2026, opening 116 new positions and adding to 21 existing holdings. Its largest new stake was Xcel Energy: 2,550 shares worth $203K.
By sector, the portfolio is most concentrated in Healthcare at 1% of assets, down from 1.2% a quarter earlier, followed by Utilities and Consumer Staples.
On the sell side, the largest reduction was Procter & Gamble, an estimated $454K trimmed.
- Longview Financial Advisors's largest Q1 2026 buy was Xcel Energy: 2,550 shares worth $203K.
- Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q1 2026, an estimated $714K increase.
- Longview Financial Advisors's biggest Q1 2026 reduction was Procter & Gamble, cutting an estimated $454K.
- Longview Financial Advisors's ten largest holdings make up 71% of its $164M portfolio in Q1 2026.
- Longview Financial Advisors opened 116 new positions and closed 0 in Q1 2026.
- Longview Financial Advisors's portfolio value rose 11% quarter-over-quarter to $164M.
Based on Longview Financial Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.