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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
SCHD icon
126
Schwab US Dividend Equity ETF
SCHD
$100B
– –
-178
Closed -$5.47K
SCHP icon
127
Schwab US TIPS ETF
SCHP
$16.4B
– –
-340
Closed -$9.05K
STNG icon
128
Scorpio Tankers
STNG
$3.88B
– –
-278
Closed -$20.8K
STXF
129
Strive 500 ETF
STXF
$1.11B
– –
-450
Closed -$18.9K
STXD icon
130
Strive 1000 Dividend Growth ETF
STXD
$64M
– –
-2,284
Closed -$81.1K
STXV icon
131
Strive 1000 Value ETF
STXV
$80.5M
– –
-2,230
Closed -$78.4K
SYY icon
132
Sysco
SYY
$38.6B
– –
-1,900
Closed -$136K
T icon
133
AT&T
T
$153B
– –
-2,950
Closed -$85.5K
TDW icon
134
Tidewater
TDW
$3.75B
– –
-650
Closed -$54.3K
TK icon
135
Teekay
TK
$936M
– –
-1,919
Closed -$23.4K
TMQ
136
Trilogy Metals
TMQ
$515M
– –
-1,329
Closed -$4.77K
TNK icon
137
Teekay Tankers
TNK
$2.49B
– –
-239
Closed -$17.5K
TTE icon
138
TotalEnergies
TTE
$180B
– –
-27
Closed -$2.48K
TUA icon
139
Simplify Short Term Treasury Futures Strategy ETF
TUA
$719M
– –
-10,271
Closed -$217K
UEC icon
140
Uranium Energy
UEC
$4.65B
– –
-3,831
Closed -$51.7K
UNIT
141
Uniti Group
UNIT
$2.66B
– –
-403
Closed -$3.78K
URNM icon
142
Sprott Uranium Miners ETF
URNM
$1.74B
– –
-500
Closed -$31.6K
UROY
143
Uranium Royalty Corp
UROY
$405M
– –
-5,600
Closed -$20.4K
USMV icon
144
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
– –
-1,401
Closed -$130K
UTWO icon
145
US Treasury 2 Year Note ETF
UTWO
$482M
– –
-119
Closed -$5.75K
VAL icon
146
Valaris
VAL
$5.19B
– –
-1,066
Closed -$105K
VEU icon
147
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
– –
-176
Closed -$13.2K
VLTO icon
148
Veralto
VLTO
$22.9B
– –
-6
Closed -$531
VOO icon
149
Vanguard S&P 500 ETF
VOO
$973B
– –
-224
Closed -$134K
VTI icon
150
Vanguard Total Stock Market ETF
VTI
$657B
– –
-484
Closed -$155K
3 4 5
6
7

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SFP
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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.