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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
INSW icon
101
International Seaways
INSW
$4.3B
– –
-208
Closed -$15.2K
ITUB icon
102
Itaú Unibanco
ITUB
$90.4B
– –
-1,333
Closed -$11.2K
KD icon
103
Kyndryl
KD
$2.68B
– –
-40
Closed -$525
KMB icon
104
Kimberly-Clark
KMB
$36B
– –
-1,160
Closed -$112K
KO icon
105
Coca-Cola
KO
$351B
– –
-2,116
Closed -$161K
LAC
106
Lithium Americas
LAC
$1.04B
– –
-845
Closed -$3.34K
LDOS icon
107
Leidos
LDOS
$13.4B
– –
-164
Closed -$25.7K
LNG icon
108
Cheniere Energy
LNG
$55B
– –
-47
Closed -$13.5K
LUMN icon
109
Lumen
LUMN
$6.47B
– –
-1,050
Closed -$7.3K
MA icon
110
Mastercard
MA
$480B
– –
-8
Closed -$4K
MCD icon
111
McDonald's
MCD
$190B
– –
-600
Closed -$186K
MCO icon
112
Moody's
MCO
$89.2B
– –
-7
Closed -$3.36K
MS icon
113
Morgan Stanley
MS
$339B
– –
-19
Closed -$3.15K
NAK
114
Northern Dynasty Minerals
NAK
$913M
– –
-2,200
Closed -$3.08K
NMM icon
115
Navios Maritime Partners
NMM
$2.03B
– –
-45
Closed -$3.04K
NRP icon
116
Natural Resource Partners
NRP
$1.28B
– –
-75
Closed -$9.07K
NVDA icon
117
NVIDIA
NVDA
$4.91T
– –
-153
Closed -$26.7K
PAYX icon
118
Paychex
PAYX
$40.7B
– –
-1,230
Closed -$113K
PBI icon
119
Pitney Bowes
PBI
$2.51B
– –
-2,370
Closed -$26.2K
PBR icon
120
Petrobras
PBR
$116B
– –
-1,095
Closed -$22.7K
PFE icon
121
Pfizer
PFE
$143B
– –
-3,030
Closed -$85.1K
PG icon
122
Procter & Gamble
PG
$349B
– –
-870
Closed -$126K
PPTA
123
Perpetua Resources
PPTA
$2.11B
– –
-268
Closed -$7.54K
RSST icon
124
Return Stacked US Stocks & Managed Futures ETF
RSST
$465M
– –
-225
Closed -$6.38K
SAIC icon
125
Saic
SAIC
$4.88B
– –
-69
Closed -$6.62K
3 4
5
6 7

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TIA
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MAMG
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SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
EWA
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CGA
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BFG
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PFA
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IJWM
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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.