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Longview Financial Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 6 July 2026, signed by Jessica Smith, CCO and President. Retrieved 14 October 2026. Page updated 21 October 2026.

Longview Financial Advisors’ reported 13F holdings total $171M across 43 positions as of 30 June 2026. The ten largest make up 74.1% of it, and its value rose 4.5% from the prior quarter.

$171M
Reported 13F value
43
Positions
74.1%
In the 10 largest
+4.5%
Value vs. prior quarter

Largest positions

iShares MSCI Intl Quality Factor ETFETF$16.3M
Class
ETF
Share
9.5%
Cambria Foreign Shareholder Yield ETFETF$14.9M
Class
ETF
Share
8.7%
Pacer US Cash Cows 100 ETFETF$14.5M
Class
ETF
Share
8.5%
Invesco S&P 500 Garp ETFETF$13.9M
Class
ETF
Share
8.1%
Pacer Developed Markets International Cash Cows 100 ETFETF$13.7M
Class
ETF
Share
8.0%
Freedom 100 Emerging Markets ETFETF$13.5M
Class
ETF
Share
7.9%
Fundstrat Granny Shots US Large Cap ETFETF$12.5M
Class
ETF
Share
7.3%
Alpha Architect 1-3 Month Box ETFETF$11.1M
Class
ETF
Share
6.5%
Horizon Kinetics Inflation Beneficiaries ETFETF$9.34M
Class
ETF
Share
5.5%
Simplify Commodities Strategy NO K-1 ETFETF$7.14M
Class
ETF
Share
4.2%
Simplify Managed Futures Strategy ETFETF$6.14M
Class
ETF
Share
3.6%
Imgp Dbi Managed Futures Strategy ETFETF$5.55M
Class
ETF
Share
3.2%
Kraneshares Mount Lucas Managed Futures Index Strategy ETFETF$3.52M
Class
ETF
Share
2.1%
State Street SPDR S&P 500 ETFETF$3.35M
Class
ETF
Share
2.0%
Invesco Russell 1000 Equal Weight ETFETF$2.61M
Class
ETF
Share
1.5%
Eli Lilly & COStock$1.92M
Class
Stock
Share
1.1%
F/m US Treasury 3 Month Bill FundETF$1.84M
Class
ETF
Share
1.1%
Dimensional International Small Cap Value ETFETF$1.68M
Class
ETF
Share
1.0%
Invesco Russell 1000 Dynamic Multifactor ETFETF$1.66M
Class
ETF
Share
1.0%
Cambria Shareholder Yield ETFETF$1.52M
Class
ETF
Share
0.9%
Avantis U.S. Small Cap Value ETFETF$1.48M
Class
ETF
Share
0.9%
Akre Focus ETFETF$1.39M
Class
ETF
Share
0.8%
State Street SPDR S&P Global Natural Resources ETFETF$1.32M
Class
ETF
Share
0.8%
Vanguard Mid-cap ETFETF$1.22M
Class
ETF
Share
0.7%
Simplify Mbs ETFETF$1.19M
Class
ETF
Share
0.7%
Vanguard Value ETFETF$1.12M
Class
ETF
Share
0.7%
iShares International Smallcap Equity Factor ETFETF$1.09M
Class
ETF
Share
0.6%
Invesco S&P 500 Equal Weight Energy ETFETF$592K
Class
ETF
Share
0.3%
iShares Core S&P 500 ETFETF$591K
Class
ETF
Share
0.3%
Invesco S&P 500 Equal Weight ETFETF$478K
Class
ETF
Share
0.3%
Southern COStock$414K
Class
Stock
Share
0.2%
Dimensional International Core Equity Market ETFETF$405K
Class
ETF
Share
0.2%
Invesco S&P Midcap Momentum ETFETF$377K
Class
ETF
Share
0.2%
Gallagher Arthur J & COStock$345K
Class
Stock
Share
0.2%
Dominion Energy Inc.Stock$341K
Class
Stock
Share
0.2%
iShares S&P 500 Growth ETFETF$315K
Class
ETF
Share
0.2%
Walmart Inc.Stock$293K
Class
Stock
Share
0.2%
Philip Morris Intl Inc.Stock$289K
Class
Stock
Share
0.2%
Invesco Nasdaq 100 ETFETF$284K
Class
ETF
Share
0.2%
iShares S&P 500 Value ETFETF$261K
Class
ETF
Share
0.2%
State Street Energy Select Sector SPDR ETFETF$245K
Class
ETF
Share
0.1%
Lockheed Martin Corp.Stock$218K
Class
Stock
Share
0.1%
Xcel Energy Inc.Stock$205K
Class
Stock
Share
0.1%

The share class is shown on a wider screen.

The 43 largest of 43 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1786915
File number
028-24318
Options
0 call, 0 put
In the 25 largest
95.4%
Prior quarter
$164M at 31 March 2026
Positions opened
0
Positions closed
120

Common questions

What are Longview Financial Advisors’ 13F holdings worth?

$171 million across 43 positions for the quarter ended 30 June 2026.

What is Longview Financial Advisors’ largest 13F holding?

ISHARES MSCI INTL QUALITY FACTOR ETF (ETF) was the largest position at $16.3 million, or 9.5% of reported 13F value, as of 30 June 2026.

How concentrated is Longview Financial Advisors’ 13F portfolio?

The ten largest positions accounted for 74.1% of reported value and the twenty-five largest for 95.4%, across 43 positions as of 30 June 2026.

Does Form 13F show everything Longview Financial Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Longview Financial Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Longview Financial Advisors profile

Sources

  1. Form 13F-HR, accession 0001786915-26-000003, filed 6 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001786915-26-000002, filed 20 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Longview Financial Advisors, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.