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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
Cap. Flow
+$9.24M
Cap. Flow %
5.65%
Top 10 Hldgs %
70.97%
Holding
163
New
116
Increased
21
Reduced
17
Closed
–

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$714K
2
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$626K
3
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$531K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$521K
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$453K

Top Sells

Rank Stock Value
1
PG icon
Procter & Gamble
PG
+$454K
2
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$230K
3
WMT icon
Walmart Inc
WMT
+$204K
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$49.4K
5
PM icon
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
IEI icon
76
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$63.5K 0.04%
+535
New +$63.8K
IJJ icon
77
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$58.5K 0.04%
+441
New +$60.4K
DGRO icon
78
iShares Core Dividend Growth ETF
DGRO
$42.8B
$58.3K 0.04%
+831
New +$59.6K
CRS icon
79
Carpenter Technology
CRS
$25B
$54.8K 0.03%
+139
New +$50.6K
TDW icon
80
Tidewater
TDW
$3.65B
$54.3K 0.03%
+650
New +$45.2K
UEC icon
81
Uranium Energy
UEC
$4.82B
$51.7K 0.03%
+3,831
New +$59.1K
GLTR icon
82
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$50.3K 0.03%
+230
New +$54K
IBM icon
83
IBM
IBM
$209B
$48.5K 0.03%
+200
New +$54.1K
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$48.3K 0.03%
+407
New +$49.2K
GTO icon
85
Invesco Total Return Bond ETF
GTO
$2.42B
$48.1K 0.03%
+1,028
New +$48.8K
FNCL icon
86
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$38.8K 0.02%
+553
New +$41.1K
GLD icon
87
SPDR Gold Trust
GLD
$133B
$34.9K 0.02%
+81
New +$36.3K
DFAC icon
88
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$34.5K 0.02%
+887
New +$35.7K
COPX icon
89
Global X Copper Miners ETF NEW
COPX
$7.35B
$33.7K 0.02%
+441
New +$36.5K
URNM icon
90
Sprott Uranium Miners ETF
URNM
$1.79B
$31.6K 0.02%
+500
New +$34.2K
IAU icon
91
iShares Gold Trust
IAU
$63.8B
$29.4K 0.02%
+333
New +$30.5K
GSLC icon
92
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
$29.2K 0.02%
+233
New +$30.6K
ADUR
93
Aduro Clean Technologies
ADUR
$486M
$27.5K 0.02%
+2,623
New +$31K
NVDA icon
94
NVIDIA
NVDA
$4.72T
$26.7K 0.02%
+153
New +$28.1K
PBI icon
95
Pitney Bowes
PBI
$2.46B
$26.2K 0.02%
+2,370
New +$24.9K
LDOS icon
96
Leidos
LDOS
$14.1B
$25.7K 0.02%
+164
New +$29.4K
DFAX icon
97
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.9B
$25.5K 0.02%
+751
New +$26.1K
TK icon
98
Teekay
TK
$983M
$23.4K 0.01%
+1,919
New +$21.2K
PBR icon
99
Petrobras
PBR
$123B
$22.7K 0.01%
+1,095
New +$17.5K
HON icon
100
Honeywell
HON
$76.7B
$22.6K 0.01%
+100
New +$22.9K
2 3
4
5 6

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BFG
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IJWM
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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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SFA
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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.