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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
+5.5%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$22.5M
Cap. Flow
+$15.9M
Cap. Flow %
11.34%
Top 10 Hldgs %
71.96%
Holding
45
New
5
Increased
13
Reduced
18
Closed
–

Top Buys

Rank Stock Value
1
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$9.97M
2
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$6.79M
3
HARD icon
Simplify Commodities Strategy No K-1 ETF
HARD
+$5.78M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$5.48M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$202K

Top Sells

Rank Stock Value
1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.58M
2
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.15M
3
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.09M
4
FYLD icon
Cambria Foreign Shareholder Yield ETF
FYLD
+$1.75M
5
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$1.57M

Sector Composition

Rank Sector Weight
1 Healthcare 0.87%
2 Utilities 0.66%
3 Consumer Staples 0.58%
4 Financials 0.48%
5 Technology 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQLT icon
1
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$13.8M 9.86%
313,052
-48,437
-13% -$2.09M
COWZ icon
2
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$12.3M 8.77%
214,052
-62,944
-23% -$3.58M
SPGP icon
3
Invesco S&P 500 GARP ETF
SPGP
$2.19B
$12M 8.59%
106,010
-28,395
-21% -$3.15M
FYLD icon
4
Cambria Foreign Shareholder Yield ETF
FYLD
$680M
$11.7M 8.32%
374,286
-57,273
-13% -$1.75M
ICOW icon
5
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$11.3M 8.02%
308,963
-44,420
-13% -$1.57M
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.33B
$10.5M 7.51%
+421,613
New +$9.97M
BOXX icon
7
Alpha Architect 1-3 Month Box ETF
BOXX
$12.9B
$7.84M 5.59%
68,859
+59,954
+673% +$6.79M
FRDM icon
8
Freedom 100 Emerging Markets ETF
FRDM
$3.24B
$7.57M 5.4%
170,828
+130,648
+325% +$5.48M
INFL icon
9
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.47B
$7.5M 5.35%
167,710
+1,892
+1% +$80.6K
HARD icon
10
Simplify Commodities Strategy No K-1 ETF
HARD
$82M
$6.36M 4.54%
210,634
+195,367
+1,280% +$5.78M
CTA icon
11
Simplify Managed Futures Strategy ETF
CTA
$1.57B
$5.29M 3.77%
189,094
+1,129
+0.6% +$31.2K
DBMF icon
12
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.84B
$3.75M 2.67%
137,173
+2,354
+2% +$61.6K
KMLM icon
13
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$329M
$3.31M 2.36%
122,858
+3,505
+3% +$93.7K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$3.03M 2.16%
4,544
+1
+0% +$641
TBIL
15
F/m US Treasury 3 Month Bill Fund
TBIL
$7.14B
$3M 2.14%
60,085
-1,290
-2% -$64.4K
EQAL icon
16
Invesco Russell 1000 Equal Weight ETF
EQAL
$809M
$2.33M 1.66%
44,776
+4
+0% +$204
OMFL icon
17
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
$1.54M 1.1%
25,542
-1,028
-4% -$60.5K
DISV icon
18
Dimensional International Small Cap Value ETF
DISV
$4.78B
$1.53M 1.09%
42,813
-129
-0.3% -$4.42K
SYLD icon
19
Cambria Shareholder Yield ETF
SYLD
$983M
$1.38M 0.99%
20,137
-372
-2% -$25.2K
LLY icon
20
Eli Lilly
LLY
$1.05T
$1.22M 0.87%
1,598
– –
AVUV icon
21
Avantis US Small Cap Value ETF
AVUV
$29.4B
$1.2M 0.86%
12,079
-247
-2% -$23.9K
MTBA icon
22
Simplify MBS ETF
MTBA
$1.54B
$1.2M 0.85%
23,784
-15,192
-39% -$763K
GNR icon
23
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.6B
$1.17M 0.84%
19,825
-514
-3% -$29.2K
VO icon
24
Vanguard Mid-Cap ETF
VO
$106B
$1.12M 0.8%
15,244
-264
-2% -$19K
ISCF icon
25
iShares International Small Cap Equity Factor ETF
ISCF
$644M
$1.04M 0.74%
25,384
-52
-0.2% -$2.08K
1
2

Similar funds

TIA
Trust Investment Advisors Indianapolis, Indiana $171M AUM 38.78% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
EWA
EQ Wealth Advisors Dallas, Texas $171M AUM 10.92% 1-Year Est. Return
CGA
Channing Global Advisors Miami, Florida $171M AUM 35.23% 1-Year Est. Return
BFG
Beto Financial Group Boise, Idaho $171M AUM
PFA
Pillar Financial Advisors Louisville, Kentucky $171M AUM 16.51% 1-Year Est. Return
IJWM
Inman Jager Wealth Management Hattiesburg, Mississippi $171M AUM 19.97% 1-Year Est. Return

Longview Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Longview Financial Advisors held 45 positions worth $140M, up 19% from $118M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Longview Financial Advisors deployed $15.9M of net new capital in Q3 2025, opening 5 new positions and adding to 13 existing holdings. Its largest new stake was FundStrat Granny Shots US Large Cap ETF: 421,613 shares worth $10.5M.

By sector, the portfolio is most concentrated in Healthcare at 0.87% of assets, down from 1.1% a quarter earlier, followed by Utilities and Consumer Staples.

On the sell side, the largest reduction was Pacer US Cash Cows 100 ETF, an estimated $3.58M trimmed.

  • Longview Financial Advisors's largest Q3 2025 buy was FundStrat Granny Shots US Large Cap ETF: 421,613 shares worth $10.5M.
  • Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q3 2025, an estimated $6.79M increase.
  • Longview Financial Advisors's biggest Q3 2025 reduction was Pacer US Cash Cows 100 ETF, cutting an estimated $3.58M.
  • Longview Financial Advisors's ten largest holdings make up 72% of its $140M portfolio in Q3 2025.
  • Longview Financial Advisors opened 5 new positions and closed 0 in Q3 2025.
  • Longview Financial Advisors's portfolio value rose 19% quarter-over-quarter to $140M.

Based on Longview Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.