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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 | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$167B
| $2.89K | ﹤0.01% |
+30
| New | +$3.17K |
|
152
HCI Group
HCI
$2.32B
| $2.63K | ﹤0.01% |
+17
| New | +$2.78K |
|
153
TotalEnergies
TTE
$193B
| $2.48K | ﹤0.01% |
+27
| New | +$2.06K |
|
|
AVNS
154
DELISTED
Avanos Medical
AVNS
| $2.03K | ﹤0.01% |
+145
| New | +$1.95K |
|
155
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$677M
| $1.99K | ﹤0.01% |
+33
| New | +$2.01K |
|
|
SOLS
156
Solstice Advanced Materials
SOLS
$9.12B
| $1.91K | ﹤0.01% |
+25
| New | +$1.71K |
|
157
Chubb
CB
$135B
| $1.72K | ﹤0.01% |
+5
| New | +$1.6K |
|
|
BTC
158
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
| $600 | ﹤0.01% |
+20
| New | +$676 |
|
159
Veralto
VLTO
$23.1B
| $531 | ﹤0.01% |
+6
| New | +$570 |
|
160
Kyndryl
KD
$2.98B
| $525 | ﹤0.01% |
+40
| New | +$704 |
|
|
ETH
161
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
| $199 | ﹤0.01% |
+10
| New | +$227 |
|
162
Colgate-Palmolive
CL
$73.3B
| $170 | ﹤0.01% |
+2
| New | +$178 |
|
163
WisdomTree US Efficient Core Fund
NTSX
$1.34B
| – | – |
0
| – | – |
|
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ECM
TFA
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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.