Longview Financial Advisors, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$163.6M
Q ending 2026-03-31
Prior quarter
$147.2M
Q ending 2025-12-31
Change
+11.2% QoQ · +40.4% YoY
Positions
163
reported holdings

Largest positions

Top 100 of 163 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares Msci Intl Quality Factor EIQLTShares$14.9M323K
Cambria Foreign Shareholder Yield FYLDShares$14.8M397K
Pacer Us Cash Cows 100 EtfCOWZShares$14.0M223K
Pacer Developed Markets InternatioICOWShares$13.7M323K
Invesco S&P 500 Garp EtfSPGPShares$11.8M110K
Fundstrat Granny Shots Us Large CaGRNYShares$10.5M438K
Freedom 100 Emerging Markets EtfFRDMShares$9.7M177K
Alpha Architect 1-3 Month Box EtfBOXXShares$9.4M81K
Horizon Kinetics Inflation BeneficINFLShares$9.2M177K
Simplify Commodities Strategy No KHARDShares$8.1M230K
Simplify Managed Futures Strategy CTAShares$6.2M206K
Imgp Dbi Managed Futures Strategy DBMFShares$4.5M150K
Kraneshares Mount Lucas Managed FuKMLMShares$3.8M135K
State Street Spdr S&P 500 EtfSPYShares$2.9M4K
F/M Us Treasury 3 Month Bill FundTBILShares$2.5M49K
Invesco Russell 1000 Equal Weight EQALShares$2.4M44K
Dimensional International Small CaDISVShares$1.6M42K
Eli Lilly & Co ComLLYShares$1.5M2K
Invesco Russell 1000 Dynamic MultiOMFLShares$1.5M24K
State Street Spdr S&P Global NaturGNRShares$1.5M20K
Cambria Shareholder Yield EtfSYLDShares$1.4M19K
Akre Focus EtfAKREShares$1.4M26K
Avantis U.S. Small Cap Value EtfAVUVShares$1.3M12K
Simplify Mbs EtfMTBAShares$1.2M24K
Vanguard Mid-Cap EtfVOShares$1.1M4K
Ishares International Smallcap EquISCFShares$1.0M25K
Vanguard Value EtfVTVShares$1.0M5K
Invesco S&P 500 Equal Weight EnergRSPGShares$634K6K
Ishares Core S&P 500 EtfIVVShares$524K802
Invesco S&P 500 Equal Weight EtfRSPShares$431K2K
Southern Co ComSOShares$417K4K
Dimensional International Core EquDFAIShares$383K10K
Gallagher Arthur J & Co ComAJGShares$325K2K
Walmart Inc ComWMTShares$321K3K
Invesco S&P Midcap Momentum EtfXMMOShares$320K2K
Dominion Energy Inc ComDShares$309K5K
State Street Energy Select Sector XLEShares$282K5K
Philip Morris Intl Inc ComPMShares$265K2K
Ishares S&P 500 Growth EtfIVWShares$258K2K
Lockheed Martin Corp ComLMTShares$258K427
Ishares S&P 500 Value EtfIVEShares$241K1K
Invesco Nasdaq 100 EtfQQQMShares$221K930
Simplify Short Term Treasury FuturTUAShares$217K10K
Xcel Energy Inc ComXELShares$203K3K
Duke Energy Corp New Com NewDUKShares$192K1K
Mcdonalds Corp ComMCDShares$186K600
Automatic Data Processing Inc ComADPShares$175K861
Constellation Energy Corp ComCEGShares$165K590
Coca Cola Co ComKOShares$161K2K
Vanguard Total Stock Market EtfVTIShares$155K484
Chevron Corporation ComCVXShares$151K730
Genuine Parts Co ComGPCShares$140K1K
Sysco Corp ComSYYShares$136K2K
Vanguard S&P 500 EtfVOOShares$134K224
Cambria Global Value EtfGVALShares$132K4K
Ishares Msci Usa Min Vol Factor EtUSMVShares$130K1K
Procter & Gamble Co ComPGShares$126K870
Ishares Msci Eafe EtfEFAShares$121K1K
Paychex Inc ComPAYXShares$113K1K
Kimberly-Clark Corp ComKMBShares$112K1K
Valaris Ltd Cl AShares$105K1K
Home Depot Inc ComHDShares$95K289
Goldman Sachs Equal Weight U.S. LaGSEWShares$89K1K
Bristol-Myers Squibb Co ComBMYShares$88K1K
Exelon Corp ComEXCShares$87K2K
Avantis U.S. Large Cap Value EtfAVLVShares$87K1K
At&T Inc ComTShares$86K3K
Pfizer Inc ComPFEShares$85K3K
Strive 1000 Dividend Growth EtfSTXDShares$81K2K
Avantis International Small Cap VaAVDVShares$80K804
Strive 1000 Value EtfSTXVShares$78K2K
Avantis Emerging Markets Equity EtAVEMShares$78K969
Verizon Communications Inc ComVZShares$77K2K
Ishares S&P Mid-Cap 400 Growth EtfIJKShares$64K632
Avantis International Large Cap VaAVIVShares$64K849
Ishares 3-7 Year Treasury Bond EtfIEIShares$63K535
Ishares S&P Mid-Cap 400 Value EtfIJJShares$59K441
Ishares Core Dividend Growth EtfDGROShares$58K831
Carpenter Technology Corp ComCRSShares$55K139
Tidewater Inc New ComTDWShares$54K650
Uranium Energy Corp ComUECShares$52K4K
Abrdn Physical Precious Metals BasGLTRShares$50K230
International Business Machs ComIBMShares$48K200
Ishares S&P Small-Cap 600 Value EtIJSShares$48K407
Invesco Total Return Bond EtfGTOShares$48K1K
Fidelity Msci Financials Index EtfFNCLShares$39K553
Spdr Gold SharesGLDShares$35K81
Dimensional U.S. Core Equity 2 EtfDFACShares$34K887
Global X Copper Miners EtfCOPXShares$34K441
Sprott Uranium Miners EtfURNMShares$32K500
Ishares Gold TrustIAUShares$29K333
Tr Activebeta Us Large Cap Equity GSLCShares$29K233
Aduro Clean Technologies Inc Com NADURShares$28K3K
Nvidia Corporation ComNVDAShares$27K153
Pitney Bowes Inc ComPBIShares$26K2K
Leidos Holdings Inc ComLDOSShares$26K164
Dimensional World Ex U.S. Core EquDFAXShares$26K751
Teekay Corporation Ltd ShsShares$23K2K
Petroleo Brasileiro S A Sponsored PBRShares$23K1K
Honeywell Intl Inc ComHONGBPShares$23K100

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.