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Longview Financial Advisors, Inc. Portfolio
$174.7M across 46 positions as of 2026-09-30, with 75% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.1%
-3.4% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 10
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +3.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +1.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | — | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $16.3M | 9.3% | 411,251 |
| IQLTiShares MSCI Intl Quality Factor ETF | $16M | 9.2% | 324,072 |
| COWZPacer US Cash Cows 100 ETF | $15.6M | 9.0% | 234,257 |
| ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $14M | 8.0% | 332,358 |
| SPGPINVESCO S&P 500 GARP ETF | $13.6M | 7.8% | 114,634 |
| FREEDOM 100 EMERGING MARKETS ETF | $12.8M | 7.3% | 183,448 |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $12.6M | 7.2% | 453,077 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $12M | 6.9% | 101,500 |
| INFLHorizon Kinetics Inflation Beneficiaries ETF | $9.3M | 5.3% | 184,977 |
| SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF | $8.2M | 4.7% | 242,659 |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | $7M | 4.0% | 243,004 |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | $6M | 3.5% | 185,569 |
| KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $3.7M | 2.1% | 119,099 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.1M | 1.8% | 4,049 |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $2.3M | 1.3% | 39,780 |
| LLYEli Lilly and Co | $1.8M | 1.1% | 1,598 |
| INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $1.6M | 0.9% | 23,659 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $1.6M | 0.9% | 37,460 |
| CAMBRIA SHAREHOLDER YIELD ETF | $1.4M | 0.8% | 17,218 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $1.3M | 0.8% | 18,127 |
| AKREAkre Focus ETF | $1.3M | 0.7% | 24,098 |
| AVUVAvantis U.S. Small Cap Value ETF | $1.3M | 0.7% | 10,766 |
| SIMPLIFY MBS ETF | $1.1M | 0.6% | 24,141 |
| VOVanguard Mid-Cap ETF | $1.1M | 0.6% | 13,746 |
| VTVVanguard Value ETF | $1.1M | 0.6% | 4,960 |
| ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $1M | 0.6% | 22,555 |
| F/M US TREASURY 3 MONTH BILL FUND | $948.8K | 0.5% | 19,032 |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $609.3K | 0.3% | 5,669 |
| IVViShares Core S&P 500 ETF | $605K | 0.3% | 790 |
| RSPInvesco S&P 500 Equal Weight ETF | $457.7K | 0.3% | 2,200 |
| VANGUARD CORE PLUS BOND ETF | $430K | 0.2% | 5,810 |
| BRK.BBerkshire Hathaway Inc | $408.4K | 0.2% | 820 |
| DFAIDimensional International Core Equity Market ETF | $407.1K | 0.2% | 9,827 |
| AJGArthur J. Gallagher & Co. | $356.3K | 0.2% | 1,562 |
| IVWiShares S&P 500 Growth ETF | $325.7K | 0.2% | 2,289 |
| PMPhilip Morris International Inc | $305.3K | 0.2% | 1,600 |
| DDominion Energy Inc | $302.4K | 0.2% | 4,996 |
| QQQMInvesco NASDAQ 100 ETF | $286K | 0.2% | 938 |
| XLEState Street Energy Select Sector SPDR ETF | $283.5K | 0.2% | 4,609 |
| XMMOInvesco S&P MidCap Momentum ETF | $277.5K | 0.2% | 1,891 |
| SOSouthern Co | $271.8K | 0.2% | 3,278 |
| IVEiShares S&P 500 Value ETF | $263.1K | 0.2% | 1,152 |
| WMTWalmart Inc | $250.9K | 0.1% | 2,414 |
| ADPAutomatic Data Processing Inc | $228.6K | 0.1% | 886 |
| JAAAJanus Henderson AAA CLO ETF | $228.3K | 0.1% | 4,523 |
| IDViShares International Select Dividend ETF | $223K | 0.1% | 5,285 |
Quarter ending 2026-09-30.
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