Top Institutional Investors

Longview Financial Advisors, Inc. — 13F Holdings & Portfolio

CIK 1786915 · latest 13F-HR filed 2026-04-20

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$163.6M

Long-equity book

Holdings

163

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+117 / −0 / ↑18 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CAMBRIA FOREIGN SHAREHOLDER YIELD ETF$2.5M +20.2%
  • PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF$1.7M +14.2%
  • SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF$1.7M +26.1%
  • HORIZON KINETICS INFLATION BENEFICIARIES ETF$1.5M +20.0%
  • SIMPLIFY MANAGED FUTURES STRATEGY ETF$1.0M +19.9%
Show all 18 →

Top Trims

  • PROCTER & GAMBLE CO COM-$428.4K -77.3%
  • ELI LILLY & CO COM-$247.5K -14.4%
  • F/M US TREASURY 3 MONTH BILL FUND-$231.0K -8.6%
  • AKRE FOCUS ETF-$225.1K -14.2%
  • STATE STREET SPDR S&P 500 ETF-$155.7K -5.1%
Show all 11 →

New Positions

  • XCEL ENERGY INC COM$202.6K
  • DUKE ENERGY CORP NEW COM NEW$192.0K
  • MCDONALDS CORP COM$186.5K
  • COCA COLA CO COM$161.0K
  • VANGUARD TOTAL STOCK MARKET ETF$155.3K
Show all 117 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES MSCI INTL QUALITY FACTOR ETF IQLT 46434V456 $14.9M 9.13% 323,061 SH
2 CAMBRIA FOREIGN SHAREHOLDER YIELD ETF FYLD 132061300 $14.8M 9.05% 396,597 SH
3 PACER US CASH COWS 100 ETF COWZ 69374H881 $14.0M 8.53% 223,134 SH
4 PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF ICOW 69374H873 $13.7M 8.38% 323,105 SH
5 INVESCO S&P 500 GARP ETF SPGP 46137V431 $11.8M 7.21% 109,700 SH
6 FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF GRNY 886364231 $10.5M 6.39% 438,361 SH
7 FREEDOM 100 EMERGING MARKETS ETF FRDM 02072L607 $9.7M 5.93% 177,464 SH
8 ALPHA ARCHITECT 1-3 MONTH BOX ETF BOXX 02072L565 $9.4M 5.75% 80,928 SH
9 HORIZON KINETICS INFLATION BENEFICIARIES ETF INFL 53656F623 $9.2M 5.64% 177,208 SH
10 SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF HARD 82889N566 $8.1M 4.97% 229,783 SH
11 SIMPLIFY MANAGED FUTURES STRATEGY ETF CTA 82889N699 $6.2M 3.81% 206,383 SH
12 IMGP DBI MANAGED FUTURES STRATEGY ETF DBMF 53700T827 $4.5M 2.76% 149,763 SH
13 KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF KMLM 500767652 $3.8M 2.32% 134,613 SH
14 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $2.9M 1.78% 4,482 SH
15 F/M US TREASURY 3 MONTH BILL FUND TBIL 74933W452 $2.5M 1.50% 49,331 SH
16 INVESCO RUSSELL 1000 EQUAL WEIGHT ETF EQAL 46138E420 $2.4M 1.48% 44,070 SH
17 DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF DISV 25434V781 $1.6M 1.01% 41,814 SH
18 ELI LILLY & CO COM LLY 532457108 $1.5M 0.90% 1,598 SH
19 INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF OMFL 46138J619 $1.5M 0.89% 24,355 SH
20 STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF GNR 78463X541 $1.5M 0.89% 19,594 SH
21 CAMBRIA SHAREHOLDER YIELD ETF SYLD 132061201 $1.4M 0.86% 18,770 SH
22 AKRE FOCUS ETF AKRE 74316P579 $1.4M 0.83% 25,812 SH
23 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $1.3M 0.80% 11,849 SH
24 SIMPLIFY MBS ETF MTBA 82889N525 $1.2M 0.74% 24,323 SH
25 VANGUARD MID-CAP ETF VO 922908629 $1.1M 0.67% 3,811 SH
26 ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF ISCF 46434V266 $1.0M 0.64% 25,059 SH
27 VANGUARD VALUE ETF VTV 922908744 $1.0M 0.62% 5,157 SH
28 INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF RSPG 46137V365 $633.7K 0.39% 5,788 SH
29 ISHARES CORE S&P 500 ETF IVV 464287200 $524.2K 0.32% 802 SH
30 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $431.2K 0.26% 2,247 SH
31 SOUTHERN CO COM SO 842587107 $417.1K 0.25% 4,321 SH
32 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $382.9K 0.23% 9,827 SH
33 GALLAGHER ARTHUR J & CO COM AJG 363576109 $325.3K 0.20% 1,502 SH
34 WALMART INC COM WMT 931142103 $321.5K 0.20% 2,586 SH
35 INVESCO S&P MIDCAP MOMENTUM ETF XMMO 46137V464 $320.3K 0.20% 2,209 SH
36 DOMINION ENERGY INC COM D 25746U109 $308.9K 0.19% 4,996 SH
37 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $282.3K 0.17% 4,609 SH
38 PHILIP MORRIS INTL INC COM PM 718172109 $264.5K 0.16% 1,600 SH
39 ISHARES S&P 500 GROWTH ETF IVW 464287309 $258.5K 0.16% 2,285 SH
40 LOCKHEED MARTIN CORP COM LMT 539830109 $258.1K 0.16% 427 SH
41 ISHARES S&P 500 VALUE ETF IVE 464287408 $241.5K 0.15% 1,143 SH
42 INVESCO NASDAQ 100 ETF QQQM 46138G649 $221.2K 0.14% 930 SH
43 SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF TUA 82889N657 $216.7K 0.13% 10,271 SH
44 XCEL ENERGY INC COM XEL 98389B100 $202.6K 0.12% 2,550 SH
45 DUKE ENERGY CORP NEW COM NEW DUK 26441C204 $192.0K 0.12% 1,466 SH
46 MCDONALDS CORP COM MCD 580135101 $186.5K 0.11% 600 SH
47 AUTOMATIC DATA PROCESSING INC COM ADP 053015103 $174.9K 0.11% 861 SH
48 CONSTELLATION ENERGY CORP COM CEG 21037T109 $164.8K 0.10% 590 SH
49 COCA COLA CO COM KO 191216100 $161.0K 0.10% 2,116 SH
50 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $155.3K 0.09% 484 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $163.6M 163 0001786915-26-000002
2025-12-31 2026-02-02 $147.2M 46 0001786915-26-000001