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

CIK 1786915 · latest 13F-HR filed 2026-07-06

Backtest portfolio

Longview Financial Advisors, Inc. manages $171.0M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IQLT (9.52%), FYLD (8.71%), COWZ (8.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 120, added to 24, and trimmed 8.

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.

Filer Information
Address
4245 BALMORAL DRIVE SOUTHWEST
SUITE 306
HUNTSVILLE, AL 35801
Phone
(256) 534-1196
Filing Manager
Longview Financial Advisors, Inc.
HUNTSVILLE, AL
Signatory
Jessica Smith
CCO and President
Loading holdings…
AUM

$171.0M

Long-equity book

Holdings

43

Distinct positions

Period

2026-06-30

Filed 2026-07-06

Q/Q Activity

+0 / −120 / ↑24 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FREEDOM 100 EMERGING MARKETS ETF$3.8M +38.8%
  • INVESCO S&P 500 GARP ETF$2.1M +17.6%
  • FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$2.0M +19.0%
  • ALPHA ARCHITECT 1-3 MONTH BOX ETF$1.7M +17.9%
  • ISHARES MSCI INTL QUALITY FACTOR ETF$1.3M +8.9%
Show all 24 →

Top Trims

  • SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF-$990.0K -12.2%
  • F/M US TREASURY 3 MONTH BILL FUND-$616.8K -25.1%
  • KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF-$275.5K -7.3%
  • STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF-$141.6K -9.7%
  • INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF-$42.0K -6.6%
Show all 8 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF$216.7K
  • DUKE ENERGY CORP NEW COM NEW$192.0K
  • MCDONALDS CORP COM$186.5K
  • AUTOMATIC DATA PROCESSING INC COM$174.9K
  • CONSTELLATION ENERGY CORP COM$164.8K
Show all 120 →
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 $16.3M 9.52% 328,406 SH
2 CAMBRIA FOREIGN SHAREHOLDER YIELD ETF FYLD 132061300 $14.9M 8.71% 408,176 SH
3 PACER US CASH COWS 100 ETF COWZ 69374H881 $14.5M 8.46% 232,491 SH
4 INVESCO S&P 500 GARP ETF SPGP 46137V431 $13.9M 8.12% 113,518 SH
5 PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF ICOW 69374H873 $13.7M 8.03% 329,969 SH
6 FREEDOM 100 EMERGING MARKETS ETF FRDM 02072L607 $13.5M 7.87% 184,625 SH
7 FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF GRNY 886364231 $12.5M 7.28% 450,393 SH
8 ALPHA ARCHITECT 1-3 MONTH BOX ETF BOXX 02072L565 $11.1M 6.49% 94,746 SH
9 HORIZON KINETICS INFLATION BENEFICIARIES ETF INFL 53656F623 $9.3M 5.46% 187,257 SH
10 SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF HARD 82889N566 $7.1M 4.17% 240,644 SH
11 SIMPLIFY MANAGED FUTURES STRATEGY ETF CTA 82889N699 $6.1M 3.59% 236,837 SH
12 IMGP DBI MANAGED FUTURES STRATEGY ETF DBMF 53700T827 $5.5M 3.24% 181,207 SH
13 KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF KMLM 500767652 $3.5M 2.06% 127,935 SH
14 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $3.3M 1.96% 4,483 SH
15 INVESCO RUSSELL 1000 EQUAL WEIGHT ETF EQAL 46138E420 $2.6M 1.53% 44,074 SH
16 ELI LILLY & CO COM LLY 532457108 $1.9M 1.12% 1,598 SH
17 F/M US TREASURY 3 MONTH BILL FUND TBIL 74933W452 $1.8M 1.08% 36,962 SH
18 DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF DISV 25434V781 $1.7M 0.98% 41,826 SH
19 INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF OMFL 46138J619 $1.7M 0.97% 24,211 SH
20 CAMBRIA SHAREHOLDER YIELD ETF SYLD 132061201 $1.5M 0.89% 19,212 SH
21 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $1.5M 0.86% 11,838 SH
22 AKRE FOCUS ETF AKRE 74316P579 $1.4M 0.82% 26,224 SH
23 STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF GNR 78463X541 $1.3M 0.77% 19,634 SH
24 VANGUARD MID-CAP ETF VO 922908629 $1.2M 0.72% 15,177 SH
25 SIMPLIFY MBS ETF MTBA 82889N525 $1.2M 0.69% 24,150 SH
26 VANGUARD VALUE ETF VTV 922908744 $1.1M 0.66% 5,158 SH
27 ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF ISCF 46434V266 $1.1M 0.63% 25,068 SH
28 INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF RSPG 46137V365 $591.6K 0.35% 6,039 SH
29 ISHARES CORE S&P 500 ETF IVV 464287200 $591.5K 0.35% 790 SH
30 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $478.2K 0.28% 2,248 SH
31 SOUTHERN CO COM SO 842587107 $414.0K 0.24% 4,326 SH
32 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $405.4K 0.24% 9,827 SH
33 INVESCO S&P MIDCAP MOMENTUM ETF XMMO 46137V464 $377.2K 0.22% 2,217 SH
34 GALLAGHER ARTHUR J & CO COM AJG 363576109 $344.8K 0.20% 1,502 SH
35 DOMINION ENERGY INC COM D 25746U109 $341.2K 0.20% 4,996 SH
36 ISHARES S&P 500 GROWTH ETF IVW 464287309 $314.6K 0.18% 2,287 SH
37 WALMART INC COM WMT 931142103 $293.3K 0.17% 2,590 SH
38 PHILIP MORRIS INTL INC COM PM 718172109 $289.5K 0.17% 1,600 SH
39 INVESCO NASDAQ 100 ETF QQQM 46138G649 $284.4K 0.17% 939 SH
40 ISHARES S&P 500 VALUE ETF IVE 464287408 $260.7K 0.15% 1,148 SH
41 STATE STREET ENERGY SELECT SECTOR SPDR ETF XLE 81369Y506 $244.8K 0.14% 4,609 SH
42 LOCKHEED MARTIN CORP COM LMT 539830109 $217.6K 0.13% 427 SH
43 XCEL ENERGY INC COM XEL 98389B100 $204.8K 0.12% 2,550 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-06 $171.0M 43 0001786915-26-000003
2026-03-31 2026-04-20 $163.6M 163 0001786915-26-000002
2025-12-31 2026-02-02 $147.2M 46 0001786915-26-000001