Longview Financial Advisors, Inc. — 13F Holdings & Portfolio
CIK 1786915 · latest 13F-HR filed 2026-10-09
Longview Financial Advisors, Inc. manages $174.7M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are FYLD (9.31%), IQLT (9.18%), COWZ (8.95%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 2; 9 existing positions rose in reported value and 12 fell.
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.
Loading holdings…
AUM
$174.7M
Long-equity book
Holdings
46
Distinct positions
Period
2026-09-30
Filed 2026-10-09
Q/Q Activity
+5 / −2 / ↑9 / ↓12
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26FYLD9.3% · +1%IQLT9.2% · -1%COWZ9.0% · +1%ICOW8.0% · +1%SPGP7.8% · +1%FRDM7.3% · -1%GRNY7.2% · +1%BOXX6.9% · +7%INFL5.3% · -1%HARD4.7% · +1%CTA4.0% · +3%DBMF3.5% · +2%KMLM2.1% · -7%SPY1.8% · -10%EQAL1.3% · -10%LLY1.1% · 0%OMFL0.9% · -2%DISV0.9% · -10%SYLD0.8% · -10%GNR0.8% · -8%AKRE0.7% · -8%AVUV0.7% · -9%MTBA0.6% · -0%VO0.6% · -9%VTV0.6% · -4%ISCF0.6% · -10%TBIL0.5% · -48%RSPG0.3% · -6%IVV0.3% · 0%RSP0.3% · -2%VPLS0.2% · newBRK.B0.2% · newDFAI0.2% · 0%AJG0.2% · +4%IVW0.2% · +0%PM0.2% · 0%D0.2% · 0%QQQM0.2% · -0%XLE0.2% · 0%XMMO0.2% · -15%SO0.2% · -24%IVE0.2% · +0%WMT0.1% · -7%ADP0.1% · newJAAA0.1% · newIDV0.1% · new
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 74.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 18, 2026.
Assets Under Management
$11.51B
Discretionary
$11.51B
Employees
39
Accounts
21
Address
SAVOYSTRAND
105 STRAND
LONDON WC2R 0AA
United Kingdom
105 STRAND
LONDON WC2R 0AA
United Kingdom
Phone
+44 (0) 207 809 4100
Website
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DAVIES, EMMA, LOUISE Control | CHIEF FINANCIAL OFFICER since Dec 2020 | Less than 5% | Individual |
| DAVIES, EMMA, LOUISE Control | MEMBER, EXECUTIVE COMMITTEE since Jul 2020 | Less than 5% | Individual |
| LONGVIEW PARTNERS (UK) LIMITED Control | MANAGING MEMBER OF LONGVIEW PARTNERS LLP since Jul 2012 | 75% or more | Foreign Entity |
| LUND, MARINA, BRONWEN Control | CHIEF EXECUTIVE OFFICER since Jun 2014 | Less than 5% | Individual |
| LUND, MARINA, BRONWEN Control | MEMBER, EXECUTIVE COMMITTEE since Oct 2012 | Less than 5% | Individual |
| PHILIPPS, ALEXANDER, GERVAISE Control | CHIEF INVESTMENT OFFICER since Jan 2021 | Less than 5% | Individual |
| VOSKAMP, TJEERD Control | MEMBER, EXECUTIVE COMMITTEE since Jan 2026 | Less than 5% | Individual |
| WELSHER, BENJAMIN, TRISTAN Control | MEMBER, EXECUTIVE COMMITTEE since Jul 2020 | Less than 5% | Individual |
| WELSHER, BENJAMIN, TRISTAN Control | CHIEF OPERATING OFFICER since Jun 2022 | Less than 5% | Individual |
| BOVE, AIMEE | HEAD OF COMPLIANCE; EXECUTIVE COMMITTEE MEMBER since Jul 2025 | Less than 5% | Individual |
| B-FLEXION AM HOLDINGS LIMITED Control Indirect owner via NORTHILL CAPITAL (JERSEY) L.P. | GENERAL PARTNER since Jun 2012 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION AM HOLDINGS LIMITED Control Indirect owner via NORTHILL JERSEY HOLDINGS, L.P. | GENERAL PARTNER since Jun 2012 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION GP LIMITED Control Indirect owner via NORTHILL INVEST LP | GENERAL PARTNER since Nov 2015 | General partner, trustee or manager | Foreign Entity |
| B-FLEXION GROUP HOLDINGS SA Control Indirect owner via B-FLEXION HOLDINGS SA | OWNER since Jun 2024 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS (SWITZERLAND) SA Control Indirect owner via B-FLEXION AM HOLDINGS LIMITED | OWNER since Jun 2020 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS (SWITZERLAND) SA Control Indirect owner via B-FLEXION GP LIMITED | OWNER since Jun 2020 | 75% or more | Foreign Entity |
| B-FLEXION HOLDINGS SA Control Indirect owner via B-FLEXION HOLDINGS (SWITZERLAND) SA | OWNER since Jun 2024 | 75% or more | Foreign Entity |
| BERTARELLI PARTNERS LTD Control Indirect owner via LM (GP) LIMITED | OWNER since Jan 2011 | 75% or more | Foreign Entity |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via LANDMARK LP | LIMITED PARTNER since Jan 2011 | 50–75% | Individual |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via BERTARELLI PARTNERS LTD | OWNER since Aug 2023 | 75% or more | Individual |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO Control Indirect owner via B-FLEXION GROUP HOLDINGS SA | OWNER since Aug 2023 | 75% or more | Individual |
| GUICHARD-BERTARELLI, DONATA Control Indirect owner via LANDMARK LP | LIMITED PARTNER since Jan 2011 | 25–50% | Individual |
| LANDMARK LP Control Indirect owner via NORTHILL INVEST LP | LIMITED PARTNER since Nov 2015 | 75% or more | Foreign Entity |
| LM (GP) LIMITED Control Indirect owner via LANDMARK LP | GENERAL PARTNER since Nov 2008 | General partner, trustee or manager | Foreign Entity |
| LONGVIEW PARTNERS (GUERNSEY) LIMITED Control Indirect owner via LONGVIEW PARTNERS (UK) LIMITED | OWNER since Oct 2001 | 75% or more | Foreign Entity |
| NORTHILL CAPITAL (JERSEY) L.P. Control Indirect owner via NORTHILL JERSEY HOLDINGS, L.P. | LIMITED PARTNER since Jan 2011 | 25–50% | Foreign Entity |
| NORTHILL INVEST LP Control Indirect owner via NORTHILL CAPITAL (JERSEY) L.P. | LIMITED PARTNER since Nov 2015 | 75% or more | Foreign Entity |
| NORTHILL JERSEY HOLDINGS, L.P. Control Indirect owner via NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED | OWNER since Mar 2014 | 75% or more | Foreign Entity |
| NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED Control Indirect owner via LONGVIEW PARTNERS (GUERNSEY) LIMITED | OWNER since Jun 2014 | 75% or more | Foreign Entity |
Ownership & leadership changes · 21 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 18, 2026 filing
- No longer listedGUICHARD-BERTARELLI, DONATA · OWNER · 25–50% · indirect via BERTARELLI PARTNERS LTD · control person · listed since Jan 2011
- AddedVOSKAMP, TJEERD · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- ChangedBOVE, AIMEE · title HEAD OF COMPLIANCE → HEAD OF COMPLIANCE; EXECUTIVE COMMITTEE MEMBER
- ChangedNORTHILL CAPITAL (JERSEY) L.P. · indirect via NORTHILL JERSEY HOLDINGS, L.P.: ownership 75% or more → 25–50%
Jul 29, 2025 filing
- No longer listedLEE, FERGUS, BRENDAN · HEAD OF COMPLIANCE · Less than 5% · control person · listed since Oct 2024
- AddedBOVE, AIMEE · HEAD OF COMPLIANCE · Less than 5%
Nov 25, 2024 filing
- No longer listedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person · listed since Jun 2020
- No longer listedCURTIS, ANDREW, VICTOR · INTERIM HEAD OF COMPLIANCE · Less than 5% · control person · listed since Feb 2024
- AddedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS SA · control person
- AddedB-FLEXION HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person
- AddedLEE, FERGUS, BRENDAN · HEAD OF COMPLIANCE · Less than 5% · control person
Mar 14, 2024 filing
- No longer listedTICKNER, SHEILA, MARIA · HEAD OF COMPLIANCE · Less than 5% · control person · listed since Jan 2023
- Listed againCURTIS, ANDREW, VICTOR · INTERIM HEAD OF COMPLIANCE · Less than 5% · control person
Sep 22, 2023 filing
- No longer listedCAPSTAN LIMITED · TRUSTEE · General partner, trustee or manager · indirect via CAPSTAN TRUST · control person · listed since Jun 2020
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LTD · control person · listed since Jun 2020
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person · listed since Jun 2020
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person
- Listed againBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LTD · control person
Feb 17, 2023 filing
- No longer listedCARTER, JAMES, ALEXANDER · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person · listed since Apr 2021
- No longer listedCURTIS, ANDREW, VICTOR · INTERIM HEAD OF COMPLIANCE · Less than 5% · control person · listed since Sep 2021
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via B-FLEXION GROUP HOLDINGS SA · control person
- Listed againTICKNER, SHEILA, MARIA · HEAD OF COMPLIANCE · Less than 5% · control person
- ChangedWELSHER, BENJAMIN, TRISTAN · title MEMBER, EXECUTIVE COMMITTEE → CHIEF OPERATING OFFICER / MEMBER, EXECUTIVE COMMITTEE
Aug 25, 2022 filing
- No longer listedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 50–75% · indirect via BERTARELLI PARTNERS LTD · control person · listed since Jan 2011
- No longer listedCAPSTAN TRUST · OWNER · 75% or more · indirect via WAYPOINT GROUP HOLDINGS SA · control person · listed since Jun 2020
- No longer listedCRINION, PAUL, GERARD · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person · listed since Jan 2021
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) L.P. · control person · listed since Jun 2012
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person · listed since Jun 2012
- No longer listedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person · listed since Nov 2015
- No longer listedWAYPOINT GROUP HOLDINGS SA · OWNER · 75% or more · indirect via WAYPOINT HOLDINGS (SWITZERLAND) SA · control person · listed since Jun 2020
- No longer listedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since Jun 2020
- No longer listedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via WAYPOINT GP LIMITED · control person · listed since Jun 2020
- AddedB-FLEXION AM HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) L.P. · control person
- AddedB-FLEXION AM HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person
- AddedB-FLEXION GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person
- AddedB-FLEXION GROUP HOLDINGS SA · OWNER · 75% or more · indirect via B-FLEXION HOLDINGS (SWITZERLAND) SA · control person
- AddedB-FLEXION HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via B-FLEXION AM HOLDINGS LIMITED · control person
- AddedB-FLEXION HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via B-FLEXION GP LIMITED · control person
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via BERTARELLI PARTNERS LTD · control person
- ChangedPHILIPPS, ALEXANDER, GERVAISE · title CHIEF INVESTMENT OFFICER / MEMBER, EXECUTIVE COMMITTEE → CHIEF INVESTMENT OFFICER
Sep 2, 2021 filing
- No longer listedTICKNER, SHEILA, MARIA · HEAD OF COMPLIANCE · Less than 5% · control person · listed since Nov 2020
- AddedCARTER, JAMES, ALEXANDER · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- AddedCURTIS, ANDREW, VICTOR · INTERIM HEAD OF COMPLIANCE · Less than 5% · control person
Feb 10, 2021 filing
- No longer listedCAMPBELL, KENNETH, JOSEPH · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person · listed since Mar 2018
- No longer listedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since May 2011
- No longer listedGRAHAM, ALISTAIR, JAMES · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Oct 2018
- No longer listedLANGAN, DANIEL, JAMES · CHIEF FINANCIAL OFFICER / MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person · listed since Jul 2003
- No longer listedNC PT LIMITED · TRUSTEE · General partner, trustee or manager · indirect via NORTHILL PURPOSE TRUST · control person · listed since May 2011
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · control person · listed since May 2011
- No longer listedNORTHILL PURPOSE TRUST · OWNER · General partner, trustee or manager · indirect via NC T LIMITED · control person · listed since May 2011
- AddedBERTARELLI PARTNERS LTD · OWNER · 75% or more · indirect via LM (GP) LIMITED · control person
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · OWNER · 50–75% · indirect via BERTARELLI PARTNERS LTD · control person
- AddedCAPSTAN LIMITED · TRUSTEE · General partner, trustee or manager · indirect via CAPSTAN TRUST · control person
- AddedCAPSTAN TRUST · OWNER · 75% or more · indirect via WAYPOINT GROUP HOLDINGS SA · control person
- AddedCRINION, PAUL, GERARD · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- AddedDAVIES, EMMA, LOUISE · CHIEF FINANCIAL OFFICER / MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- AddedGUICHARD-BERTARELLI, DONATA · OWNER · 25–50% · indirect via BERTARELLI PARTNERS LTD · control person
- AddedPHILIPPS, ALEXANDER, GERVAISE · CHIEF INVESTMENT OFFICER / MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- AddedWAYPOINT GROUP HOLDINGS SA · OWNER · 75% or more · indirect via WAYPOINT HOLDINGS (SWITZERLAND) SA · control person
- AddedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedWAYPOINT HOLDINGS (SWITZERLAND) SA · OWNER · 75% or more · indirect via WAYPOINT GP LIMITED · control person
- AddedWELSHER, BENJAMIN, TRISTAN · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
Nov 27, 2020 filing
- AddedTICKNER, SHEILA, MARIA · HEAD OF COMPLIANCE · Less than 5% · control person
- ChangedLANGAN, DANIEL, JAMES · title CHIEF FINANCIAL OFFICER / HEAD OF COMPLIANCE / MEMBER, EXECUTIVE COMMITTEE → CHIEF FINANCIAL OFFICER / MEMBER, EXECUTIVE COMMITTEE
Older changes (12 more filings)
Mar 17, 2020 filing
- No longer listedDONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · OWNER · 25–50% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person · listed since May 2011
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · control person · listed since May 2011
- ChangedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · indirect via NORTHILL CAPITAL HOLDINGS LIMITED: ownership 50–75% → 75% or more
- ChangedNORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED: ownership 50–75% → 75% or more
- ChangedNORTHILL PURPOSE TRUST · indirect via NC T LIMITED: ownership 75% or more → General partner, trustee or manager
Feb 11, 2019 filing
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST · control person · listed since May 2011
- No longer listedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST · control person · listed since May 2011
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) LP · control person · listed since Jun 2012
- No longer listedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS LP · control person · listed since Jun 2012
- No longer listedNORTHILL INVEST LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person · listed since Nov 2015
- No longer listedRISHANI, RAMZI, YOUSSEF · CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person · listed since Oct 2012
- AddedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · control person
- AddedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) L.P. · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person
- AddedNORTHILL INVEST LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL (JERSEY) L.P. · control person
- ChangedLUND, MARINA, BRONWEN · title CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE → CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE
Oct 4, 2018 filing
- AddedGRAHAM, ALISTAIR, JAMES · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedRISHANI, RAMZI, YOUSSEF · title CHIEF INVESTMENT OFFICER / CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE → CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE
Apr 27, 2018 filing
- No longer listedRISHANI, RAMZI, YOUSSEF · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LTD · control person · listed since Dec 2016
- AddedCAMPBELL, KENNETH, JOSEPH · MEMBER, EXECUTIVE COMMITTEE · Less than 5% · control person
- ChangedLANGAN, DANIEL, JAMES · title CHIEF FINANCIAL OFFICER / HEAD OF COMPLIANCE / MEMBER → CHIEF FINANCIAL OFFICER / HEAD OF COMPLIANCE / MEMBER, EXECUTIVE COMMITTEE
- ChangedLUND, MARINA, BRONWEN · title CO-CHIEF EXECUTIVE OFFICER / MEMBER → CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE
- ChangedRISHANI, RAMZI, YOUSSEF · title CHIEF INVESTMENT OFFICER / CO-CHIEF EXECUTIVE OFFICER / MEMBER → CHIEF INVESTMENT OFFICER / CO-CHIEF EXECUTIVE OFFICER / MEMBER, EXECUTIVE COMMITTEE
Mar 30, 2017 filing
- No longer listedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NH ASSET MANAGEMENT LP · control person · listed since Jan 2011
- No longer listedNH ASSET MANAGEMENT LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person · listed since Nov 2015
- No longer listedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NH ASSET MANAGEMENT LP · control person · listed since Nov 2015
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL INVEST LP · control person
- AddedNORTHILL INVEST LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL INVEST LP · control person
Jan 5, 2017 filing
- No longer listedANTAR TRUST · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LTD · control person · listed since Oct 2001
- No longer listedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE TO ANTAR TRUST · 25–50% · indirect via TRUSTEE TO ANTAR TRUST · control person · listed since Oct 2001
- AddedRISHANI, RAMZI, YOUSSEF · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LTD · control person
Mar 30, 2016 filing
- No longer listedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person · listed since Jan 2011
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NH ASSET MANAGEMENT LP · control person
- AddedNH ASSET MANAGEMENT LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedWAYPOINT GP LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NH ASSET MANAGEMENT LP · control person
- ChangedNC T LIMITED · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST: ownership 25–50% → General partner, trustee or manager
Mar 31, 2015 filing
- No longer listedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · control person · listed since Mar 2014
- No longer listedNORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person · listed since Jun 2014
- AddedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · control person
- AddedNORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person
Jun 30, 2014 filing
- No longer listedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE FOR ANTAR TRUST · 25–50% · indirect via ANTAR TRUST · control person · listed since Oct 2001
- No longer listedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via JACQUES AUGUSTE TRUST · control person · listed since Sep 2011
- No longer listedJACQUES AUGUSTE TRUST · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person · listed since Sep 2011
- No longer listedMCDERMOTT, KEITH, ELLISTER · CHIEF EXECUTIVE OFFICER / MEMBER · Less than 5% · control person · listed since Oct 2001
- AddedBERTARELLI, ERNESTO, SILVIO MAURIZIO · LIMITED PARTNER · 50–75% · indirect via LANDMARK LP · control person
- AddedDONATA BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE, NC T LIMITED) · OWNER · 25–50% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST (ACTING THROUGH ITS TRUSTEE NC T LIMITED) · OWNER · 50–75% · indirect via NORTHILL CAPITAL HOLDINGS LIMITED · control person
- AddedGUICHARD-BERTARELLI, DONATA · LIMITED PARTNER · 25–50% · indirect via LANDMARK LP · control person
- AddedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE TO ANTAR TRUST · 25–50% · indirect via TRUSTEE TO ANTAR TRUST · control person
- AddedLANDMARK LP · LIMITED PARTNER · 75% or more · indirect via NORTHILL CAPITAL JERSEY LP · control person
- AddedLM (GP) LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via LANDMARK LP · control person
- AddedLUND, MARINA, BRONWEN · CO-CHIEF EXECUTIVE OFFICER / MEMBER · Less than 5% · control person
- AddedNC PT LIMITED · TRUSTEE · General partner, trustee or manager · indirect via NORTHILL PURPOSE TRUST · control person
- AddedNC T LIMITED · TRUSTEE · General partner, trustee or manager · indirect via ERNESTO BERTARELLI NORTHILL DISCRETIONARY TRUST · control person
- AddedNC T LIMITED · TRUSTEE · 25–50% · indirect via DONATA BERTARELLI NORTHILL DISCRETIONARY TRUST · control person
- AddedNORTHILL CAPITAL (JERSEY) L.P. · LIMITED PARTNER · 75% or more · indirect via NORTHILL JERSEY HOLDINGS, L.P. · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL CAPITAL (JERSEY) LP · control person
- AddedNORTHILL CAPITAL HOLDINGS LIMITED · GENERAL PARTNER · General partner, trustee or manager · indirect via NORTHILL JERSEY HOLDINGS LP · control person
- AddedNORTHILL JERSEY HOLDINGS, L.P. · OWNER · 75% or more · indirect via NORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · control person
- AddedNORTHILL PALLAS HOLDINGS (GUERNSEY) LIMITED · OWNER · 50–75% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person
- AddedNORTHILL PURPOSE TRUST · OWNER · 75% or more · indirect via NC T LIMITED · control person
- ChangedLANGAN, DANIEL, JAMES · title CHIEF COMPLIANCE OFFICER / FINANCE OFFICER / MEMBER → CHIEF FINANCIAL OFFICER / HEAD OF COMPLIANCE / MEMBER
- ChangedRISHANI, RAMZI, YOUSSEF · title CHIEF INVESTMENT OFFICER / MEMBER → CHIEF INVESTMENT OFFICER / CO-CHIEF EXECUTIVE OFFICER / MEMBER
Mar 31, 2014 filing
- No longer listedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR ANTAR TRUST · 25–50% · indirect via ANTAR TRUST · control person · listed since Oct 2001
- No longer listedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via JACQUES AUGUSTE TRUST · control person · listed since Sep 2011
- AddedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE FOR ANTAR TRUST · 25–50% · indirect via ANTAR TRUST · control person
- AddedINTERTRUST FIDUCIARY COMPANY LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via JACQUES AUGUSTE TRUST · control person
Jul 9, 2012 filing
- No longer listedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person · listed since Sep 2011
- No longer listedHUTCHINSON, DARYN · NON EXECUTIVE DIRECTOR · Less than 5% · control person · listed since May 2003
- No longer listedLONGVIEW PARTNERS (GUERNSEY) LIMITED · OWNER · 75% or more · indirect via LONGVIEW PARTNERS LTD · control person · listed since Oct 2001
- No longer listedLONGVIEW PARTNERS LIMITED · GENERAL PARTNER OF LONGVIEW PARTNERS L.P. · 75% or more · control person · listed since Oct 2001
- AddedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via JACQUES AUGUSTE TRUST · control person
- AddedLONGVIEW PARTNERS (GUERNSEY) LIMITED · OWNER · 75% or more · indirect via LONGVIEW PARTNERS (UK) LIMITED · control person
- AddedLONGVIEW PARTNERS (UK) LIMITED · MANAGING MEMBER OF LONGVIEW PARTNERS LLP · 75% or more · control person
- ChangedLANGAN, DANIEL, JAMES · title CHIEF COMPLIANCE OFFICER / FINANCE OFFICER → CHIEF COMPLIANCE OFFICER / FINANCE OFFICER / MEMBER; now a control person
- ChangedMCDERMOTT, KEITH, ELLISTER · title C.E.O, DIRECTOR & PARTNER → CHIEF EXECUTIVE OFFICER / MEMBER
- ChangedRISHANI, RAMZI, YOUSSEF · title C.I.O, DIRECTOR & PARTNER → CHIEF INVESTMENT OFFICER / MEMBER
Mar 30, 2012 filing (earliest on record)
- ListedANTAR TRUST · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LTD · control person
- ListedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR ANTAR TRUST · 25–50% · indirect via ANTAR TRUST · control person
- ListedATC TRUSTEES (GUERNSEY) LIMITED · TRUSTEE FOR JACQUES AUGUSTE TRUST · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person
- ListedHUTCHINSON, DARYN · NON EXECUTIVE DIRECTOR · Less than 5% · control person
- ListedJACQUES AUGUSTE TRUST · OWNER · 25–50% · indirect via LONGVIEW PARTNERS (GUERNSEY) LIMITED · control person
- ListedLANGAN, DANIEL, JAMES · CHIEF COMPLIANCE OFFICER / FINANCE OFFICER · Less than 5%
- ListedLONGVIEW PARTNERS (GUERNSEY) LIMITED · OWNER · 75% or more · indirect via LONGVIEW PARTNERS LTD · control person
- ListedLONGVIEW PARTNERS LIMITED · GENERAL PARTNER OF LONGVIEW PARTNERS L.P. · 75% or more · control person
- ListedMCDERMOTT, KEITH, ELLISTER · C.E.O, DIRECTOR & PARTNER · Less than 5% · control person
- ListedRISHANI, RAMZI, YOUSSEF · C.I.O, DIRECTOR & PARTNER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- CAMBRIA FOREIGN SHAREHOLDER YIELD ETF$1.4M +9.2%
- PACER US CASH COWS 100 ETF$1.2M +8.1%
- SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF$1.0M +14.5%
- ALPHA ARCHITECT 1-3 MONTH BOX ETF$922.9K +8.3%
- SIMPLIFY MANAGED FUTURES STRATEGY ETF$864.7K +14.1%
Top Trims
- F/M US TREASURY 3 MONTH BILL FUND-$894.1K -48.5%
- INVESCO RUSSELL 1000 EQUAL WEIGHT ETF-$333.3K -12.8%
- STATE STREET SPDR S&P 500 ETF-$259.4K -7.7%
- AVANTIS U.S. SMALL CAP VALUE ETF-$208.9K -14.1%
- VANGUARD MORNINGSTAR MID-CAP ETF-$144.8K -11.8%
New Positions
- VANGUARD CORE PLUS BOND ETF$430.0K
- BERKSHIRE HATHAWAY INC DEL CL B NEW$408.4K
- AUTOMATIC DATA PROCESSING INC COM$228.6K
- JANUS HENDERSON AAA CLO ETF$228.3K
- ISHARES INTERNATIONAL SELECT DIVIDEND ETF$223.0K
Longview Financial Advisors, Inc. Holdings (2026-09-30)
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 | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | FYLD | 132061300 | $16.3M | 9.31% | 411,251 | SH |
| 2 | ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | 46434V456 | $16.0M | 9.18% | 324,072 | SH |
| 3 | PACER US CASH COWS 100 ETF | COWZ | 69374H881 | $15.6M | 8.95% | 234,257 | SH |
| 4 | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | ICOW | 69374H873 | $14.0M | 8.00% | 332,358 | SH |
| 5 | INVESCO S&P 500 GARP ETF | SPGP | 46137V431 | $13.6M | 7.80% | 114,634 | SH |
| 6 | FREEDOM 100 EMERGING MARKETS ETF | FRDM | 02072L607 | $12.8M | 7.35% | 183,448 | SH |
| 7 | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | 886364231 | $12.6M | 7.22% | 453,077 | SH |
| 8 | ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | 02072L565 | $12.0M | 6.88% | 101,500 | SH |
| 9 | HORIZON KINETICS INFLATION BENEFICIARIES ETF | INFL | 53656F623 | $9.3M | 5.31% | 184,977 | SH |
| 10 | SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF | HARD | 82889N566 | $8.2M | 4.68% | 242,659 | SH |
| 11 | SIMPLIFY MANAGED FUTURES STRATEGY ETF | CTA | 82889N699 | $7.0M | 4.01% | 243,004 | SH |
| 12 | IMGP DBI MANAGED FUTURES STRATEGY ETF | DBMF | 53700T827 | $6.0M | 3.46% | 185,569 | SH |
| 13 | KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | KMLM | 500767652 | $3.7M | 2.12% | 119,099 | SH |
| 14 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $3.1M | 1.77% | 4,049 | SH |
| 15 | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | EQAL | 46138E420 | $2.3M | 1.30% | 39,780 | SH |
| 16 | ELI LILLY & CO COM | LLY | 532457108 | $1.8M | 1.06% | 1,598 | SH |
| 17 | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | OMFL | 46138J619 | $1.6M | 0.94% | 23,659 | SH |
| 18 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | 25434V781 | $1.6M | 0.93% | 37,460 | SH |
| 19 | CAMBRIA SHAREHOLDER YIELD ETF | SYLD | 132061201 | $1.4M | 0.79% | 17,218 | SH |
| 20 | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | GNR | 78463X541 | $1.3M | 0.77% | 18,127 | SH |
| 21 | AKRE FOCUS ETF | AKRE | 74316P579 | $1.3M | 0.73% | 24,098 | SH |
| 22 | AVANTIS U.S. SMALL CAP VALUE ETF | AVUV | 025072877 | $1.3M | 0.73% | 10,766 | SH |
| 23 | SIMPLIFY MBS ETF | MTBA | 82889N525 | $1.1M | 0.65% | 24,141 | SH |
| 24 | VANGUARD MORNINGSTAR MID-CAP ETF | VO | 922908629 | $1.1M | 0.62% | 13,746 | SH |
| 25 | VANGUARD MORNINGSTAR VALUE ETF | VTV | 922908744 | $1.1M | 0.61% | 4,960 | SH |
| 26 | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | ISCF | 46434V266 | $1.0M | 0.58% | 22,555 | SH |
| 27 | F/M US TREASURY 3 MONTH BILL FUND | TBIL | 74933W452 | $948.8K | 0.54% | 19,032 | SH |
| 28 | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | RSPG | 46137V365 | $609.3K | 0.35% | 5,669 | SH |
| 29 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $605.0K | 0.35% | 790 | SH |
| 30 | INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | 46137V357 | $457.7K | 0.26% | 2,200 | SH |
| 31 | VANGUARD CORE PLUS BOND ETF | VPLS | 922020755 | $430.0K | 0.25% | 5,810 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $408.4K | 0.23% | 820 | SH |
| 33 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | 25434V203 | $407.1K | 0.23% | 9,827 | SH |
| 34 | GALLAGHER ARTHUR J & CO COM | AJG | 363576109 | $356.3K | 0.20% | 1,562 | SH |
| 35 | ISHARES S&P 500 GROWTH ETF | IVW | 464287309 | $325.7K | 0.19% | 2,289 | SH |
| 36 | PHILIP MORRIS INTL INC COM | PM | 718172109 | $305.3K | 0.17% | 1,600 | SH |
| 37 | DOMINION ENERGY INC COM | D | 25746U109 | $302.4K | 0.17% | 4,996 | SH |
| 38 | INVESCO NASDAQ 100 ETF | QQQM | 46138G649 | $286.0K | 0.16% | 938 | SH |
| 39 | STATE STREET ENERGY SELECT SECTOR SPDR ETF | XLE | 81369Y506 | $283.5K | 0.16% | 4,609 | SH |
| 40 | INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | 46137V464 | $277.5K | 0.16% | 1,891 | SH |
| 41 | SOUTHERN CO COM | SO | 842587107 | $271.8K | 0.16% | 3,278 | SH |
| 42 | ISHARES S&P 500 VALUE ETF | IVE | 464287408 | $263.1K | 0.15% | 1,152 | SH |
| 43 | WALMART INC COM | WMT | 931142103 | $250.9K | 0.14% | 2,414 | SH |
| 44 | AUTOMATIC DATA PROCESSING INC COM | ADP | 053015103 | $228.6K | 0.13% | 886 | SH |
| 45 | JANUS HENDERSON AAA CLO ETF | JAAA | 47103U845 | $228.3K | 0.13% | 4,523 | SH |
| 46 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | 464288448 | $223.0K | 0.13% | 5,285 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-09 | $174.7M | 46 | 0001786915-26-000005 |
| 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 |
Filer Information
Address
4245 BALMORAL DRIVE SOUTHWESTSUITE 306
HUNTSVILLE, AL 35801
Phone
(256) 534-1196
Filing Manager
Longview Financial Advisors, Inc.
HUNTSVILLE, AL
Signatory
Jessica Smith
CCO and President