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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 | |
|---|---|---|---|---|---|---|
101
Scorpio Tankers
STNG
$3.76B
| $20.8K | 0.01% |
+278
| New | +$18.6K |
|
102
Imperial Oil
IMO
$62.3B
| $20.7K | 0.01% |
+158
| New | +$17.7K |
|
|
UROY
103
Uranium Royalty Corp
UROY
$540M
| $20.4K | 0.01% |
+5,600
| New | +$22.9K |
|
104
iShares Core US Aggregate Bond ETF
AGG
$138B
| $20.4K | 0.01% |
+205
| New | +$20.5K |
|
105
AutoZone
AZO
$49.1B
| $20.3K | 0.01% |
+6
| New | +$21.5K |
|
106
Ecopetrol
EC
$35B
| $20.1K | 0.01% |
+1,340
| New | +$17K |
|
107
Warner Bros
WBD
$63.9B
| $18.9K | 0.01% |
+689
| New | +$19.3K |
|
|
STXF
108
Strive 500 ETF
STXF
$1.11B
| $18.9K | 0.01% |
+450
| New | +$19.7K |
|
109
Canadian Natural Resources
CNQ
$98.6B
| $18.2K | 0.01% |
+373
| New | +$15.3K |
|
110
Teekay Tankers
TNK
$2.68B
| $17.5K | 0.01% |
+239
| New | +$16K |
|
111
Vanguard Extended Market ETF
VXF
$30.4B
| $16.5K | 0.01% |
+79
| New | +$16.9K |
|
112
International Seaways
INSW
$4.71B
| $15.2K | 0.01% |
+208
| New | +$13.3K |
|
|
FLG
113
Flagstar Bank National Association
FLG
$5.94B
| $15K | 0.01% |
+1,140
| New | +$14.9K |
|
114
Invesco S&P MidCap Quality ETF
XMHQ
$5.46B
| $14K | 0.01% |
+135
| New | +$14.3K |
|
115
Cheniere Energy
LNG
$54.1B
| $13.5K | 0.01% |
+47
| New | +$10.9K |
|
116
Vanguard FTSE All-World ex-US ETF
VEU
$66.8B
| $13.2K | 0.01% |
+176
| New | +$13.6K |
|
117
Avnet
AVT
$7.12B
| $13.1K | 0.01% |
+212
| New | +$12.6K |
|
118
Builders FirstSource
BLDR
$7.1B
| $11.4K | 0.01% |
+138
| New | +$14.7K |
|
119
Itaú Unibanco
ITUB
$93B
| $11.2K | 0.01% |
+1,333
| New | +$11.2K |
|
120
Natural Resource Partners
NRP
$1.31B
| $9.07K | 0.01% |
+75
| New | +$8.89K |
|
121
Schwab US TIPS ETF
SCHP
$16.4B
| $9.05K | 0.01% |
+340
| New | +$9.07K |
|
122
Capital One
COF
$129B
| $8.06K | ﹤0.01% |
+44
| New | +$9.2K |
|
123
Coeur Mining
CDE
$15.9B
| $7.71K | ﹤0.01% |
+411
| New | +$8.95K |
|
|
PPTA
124
Perpetua Resources
PPTA
$2.37B
| $7.54K | ﹤0.01% |
+268
| New | +$8.1K |
|
125
Lumen
LUMN
$6.76B
| $7.3K | ﹤0.01% |
+1,050
| New | +$7.95K |
|
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.