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Longview Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Longview Financial Advisors, Inc.

Investment Activity

  • Longview Financial Advisors, Inc. has $126.95 million in total holdings as of December 31, 2024.
  • Longview Financial Advisors, Inc. owns shares of 43 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 24.49% of the portfolio was purchased this quarter.
  • About 9.53% of the portfolio was sold this quarter.
  • This quarter, Longview Financial Advisors, Inc. has purchased 19 new stocks and bought additional shares in 14 stocks.
  • Longview Financial Advisors, Inc. sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

SPDR S&P 500 ETF Trust
$2,794,707 Holding
Eli Lilly and Company
$1,239,832 Holding
Vanguard Value ETF
$1,168,114 Holding
Vanguard Mid-Cap ETF
$1,068,335 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
4,768 shares (about $2.79M)
SPDR S&P Global Natural Resources ETF
27,592 shares (about $1.37M)
Eli Lilly and Company
1,606 shares (about $1.24M)
Vanguard Value ETF
6,899 shares (about $1.17M)

Largest Sales this Quarter

US Treasury 3 Month Bill ETF
98,242 shares (about $4.90M)
Cambria Shareholder Yield ETF
3,173 shares (about $217.26K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLongview Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$14,128,320$63,395 -0.4%260,52511.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$11,638,783$456,133 4.1%206,0699.2%ETF
Invesco S&P 500 GARP ETF stock logo
SPGP
Invesco S&P 500 GARP ETF
$11,494,808$874,599 8.2%109,5999.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$11,189,627$860,035 8.3%301,4448.8%ETF
FYLD
Cambria Foreign Shareholder Yield ETF
$8,742,574$985,411 12.7%346,7896.9%ETF
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$8,413,454$8,413,454 New Holding288,2306.6%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$7,191,283$4,898,363 -40.5%144,2295.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$6,108,629$800,429 15.1%63,2824.8%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$6,013,586$1,372,987 29.6%120,8514.7%ETF
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$5,970,679$549,761 10.1%156,7934.7%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$5,015,403$655,610 15.0%179,8284.0%ETF
KFA Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KFA Mount Lucas Managed Futures Index Strategy ETF
$3,473,921$727,144 26.5%123,6272.7%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$3,368,310$493,849 17.2%128,7582.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,794,707$2,794,707 New Holding4,7682.2%Finance
TUA
Simplify Short Term Treasury Futures Strategy ETF
$2,432,058$6,917,841 -74.0%114,6111.9%ETF
Invesco Russell 1000 Equal Weight ETF stock logo
EQAL
Invesco Russell 1000 Equal Weight ETF
$2,313,412$24,102 1.1%47,8961.8%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$1,623,549$217,263 -11.8%23,7111.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,268,535$15,729 1.3%47,7431.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,239,832$1,239,832 New Holding1,6061.0%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,168,114$1,168,114 New Holding6,8990.9%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,068,335$1,068,335 New Holding4,0440.8%ETF
Alpha Architect Freedom 100 Emerging Market ETF stock logo
FRDM
Alpha Architect Freedom 100 Emerging Market ETF
$1,029,968$52,061 5.3%31,5160.8%ETF
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$894,408$894,408 New Holding27,7070.7%ETF
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$852,161$852,161 New Holding7,7270.7%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$603,279$603,279 New Holding10,6390.5%ETF
SIMPLIFY MBS ETF
$577,944$577,944 New Holding11,6300.5%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$540,197$540,197 New Holding4,3730.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$521,162$36,763 7.6%17,8480.4%ETF
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$515,771$515,771 New Holding6,7540.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$481,285$481,285 New Holding8170.4%ETF
GMO U.S. QUALITY ETF
$462,522$462,522 New Holding14,4670.4%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$440,340$440,340 New Holding1,5510.3%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$431,491$431,491 New Holding2,4620.3%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$391,014$391,014 New Holding9,2040.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$387,974$387,974 New Holding1,8430.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$375,533$375,533 New Holding4,3840.3%ETF
The Southern Company stock logo
SO
Southern
$355,002$355,002 New Holding4,3120.3%Utilities
Dominion Energy, Inc. stock logo
D
Dominion Energy
$269,623$269,623 New Holding5,0060.2%Utilities
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$253,211$253,211 New Holding8650.2%Business Services
GVAL
Cambria Global Value ETF
$243,0820.0%11,6530.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$226,918$226,918 New Holding2,5110.2%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$226,658$226,658 New Holding1,8830.2%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$209,490$209,490 New Holding4310.2%Aerospace

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data