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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
ASML icon
126
ASML
ASML
$634B
$7.05K ﹤0.01%
+5
New +$6.85K
ATI icon
127
ATI
ATI
$24.8B
$6.98K ﹤0.01%
+48
New +$6.68K
ARLP icon
128
Alliance Resource Partners
ARLP
$3.37B
$6.91K ﹤0.01%
+250
New +$6.47K
SAIC icon
129
Saic
SAIC
$4.89B
$6.62K ﹤0.01%
+69
New +$6.76K
AEM icon
130
Agnico Eagle Mines
AEM
$75.4B
$6.5K ﹤0.01%
+32
New +$6.66K
RSST icon
131
Return Stacked US Stocks & Managed Futures ETF
RSST
$472M
$6.38K ﹤0.01%
+225
New +$6.66K
AGI icon
132
Alamos Gold
AGI
$11.9B
$6.18K ﹤0.01%
+139
New +$6.13K
IDR icon
133
Idaho Strategic Resources
IDR
$462M
$6.01K ﹤0.01%
+187
New +$7.26K
UTWO icon
134
US Treasury 2 Year Note ETF
UTWO
$481M
$5.75K ﹤0.01%
+119
New +$5.77K
BRK.B icon
135
Berkshire Hathaway Class B
BRK.B
$1.1T
$5.71K ﹤0.01%
+11
New +$5.4K
SCHD icon
136
Schwab US Dividend Equity ETF
SCHD
$103B
$5.47K ﹤0.01%
+178
New +$5.4K
IDEQ
137
Lazard International Dynamic Equity ETF
IDEQ
$1.6B
$5.31K ﹤0.01%
+167
New +$5.46K
TMQ
138
Trilogy Metals
TMQ
$549M
$4.77K ﹤0.01%
+1,329
New +$6.06K
GRID
139
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$4.09K ﹤0.01%
+25
New +$4.16K
VTRS icon
140
Viatris
VTRS
$20.7B
$4.07K ﹤0.01%
+301
New +$4.21K
GLNG icon
141
Golar LNG
GLNG
$4.91B
$4.06K ﹤0.01%
+75
New +$3.31K
MA icon
142
Mastercard
MA
$510B
$4K ﹤0.01%
+8
New +$4.21K
UNIT
143
Uniti Group
UNIT
$2.26B
$3.78K ﹤0.01%
+403
New +$3.16K
MCO icon
144
Moody's
MCO
$83.5B
$3.36K ﹤0.01%
+7
New +$3.31K
LAC
145
Lithium Americas
LAC
$1.01B
$3.34K ﹤0.01%
+845
New +$4.15K
DHT icon
146
DHT Holdings
DHT
$2.99B
$3.29K ﹤0.01%
+180
New +$2.87K
MS icon
147
Morgan Stanley
MS
$330B
$3.15K ﹤0.01%
+19
New +$3.29K
NAK
148
Northern Dynasty Minerals
NAK
$779M
$3.08K ﹤0.01%
+2,200
New +$3.83K
NMM icon
149
Navios Maritime Partners
NMM
$2.25B
$3.04K ﹤0.01%
+45
New +$2.8K
CARG icon
150
CarGurus
CARG
$3.25B
$2.96K ﹤0.01%
+87
New +$2.85K
3 4 5
6
7

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IJWM
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ECM
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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.