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Q3 2026 13F · SEC CIK 1786915

Longview Financial Advisors, Inc.

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$174.7M
Reported positions
46
Holdings vs S&P 500, 3 yrs
—
Assets under management
$208.2M

Longview Financial Advisors, Inc. is a wealth manager that reported 46 positions worth $174.7M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Cambria ETF Tr (FYLD, 9.3%), Ishares Tr (IQLT, 9.2%), Pacer Fds Tr (COWZ, 9.0%).

Longview Financial Advisors, Inc. holdings all 46 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Longview Financial Advisors, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
FYLDCambria ETF Tr9.3%+0.8%$16.3M
IQLTIshares Tr9.2%-1.3%$16.0M
COWZPacer Fds Tr9.0%+0.8%$15.6M
ICOWPacer Fds Tr8.0%+0.7%$14.0M
SPGPInvesco Exchange Traded Fd T7.8%+1.0%$13.6M
FRDMEa Series Trust7.3%-0.6%$12.8M
GRNYTidal Trust I7.2%+0.6%$12.6M
BOXXEa Series Trust6.9%+7.1%$12.0M
INFLListed Fds Tr5.3%-1.2%$9.3M
HARDSimplify Exchange Traded Fun4.7%+0.8%$8.2M
CTASimplify Exchange Traded Fun4.0%+2.6%$7.0M
DBMFIm Global Partner Funds3.5%+2.4%$6.0M
KMLMKraneshares Trust2.1%-6.9%$3.7M
SPYState Str Spdr S&p 500 ETF T1.8%-9.7%$3.1M
EQALInvesco Exch Traded Fd Tr II1.3%-9.7%$2.3M
LLYEli Lilly & Co1.1%+0.0%$1.8M
OMFLInvesco Exch Trd Slf Idx Fd0.9%-2.3%$1.6M
DISVDimensional ETF Trust0.9%-10.4%$1.6M
SYLDCambria ETF Tr0.8%-10.4%$1.4M
GNRSpdr Index Shs Fds0.8%-7.7%$1.3M
AKREProfesionally Managed Portfo0.7%-8.1%$1.3M
AVUVAmerican Centy ETF Tr0.7%-9.1%$1.3M
MTBASimplify Exchange Traded Fun0.6%-0.0%$1.1M
VOVanguard Index Fds0.6%-9.4%$1.1M
VTVVanguard Index Fds0.6%-3.8%$1.1M
ISCFIshares Tr0.6%-10.0%$1.0M
TBILRbb Fd Inc0.5%-48.5%$949K
RSPGInvesco Exchange Traded Fd T0.3%-6.1%$609K
IVVIshares Tr0.3%+0.0%$605K
RSPInvesco Exchange Traded Fd T0.3%-2.1%$458K
VPLSVanguard Malvern Fds0.2%—$430K
BRK-BBerkshire Hathaway Inc Del0.2%—$408K
DFAIDimensional ETF Trust0.2%+0.0%$407K
AJGGallagher Arthur J & Co0.2%+4.0%$356K
IVWIshares Tr0.2%+0.1%$326K
PMPhilip Morris Intl Inc0.2%+0.0%$305K
DDominion Energy Inc0.2%+0.0%$302K
QQQMInvesco Exch Traded Fd Tr II0.2%-0.1%$286K
XLESelect Sector Spdr Tr0.2%+0.0%$283K
XMMOInvesco Exchange Traded Fd T0.2%-14.7%$278K
SOSouthern Co0.2%-24.2%$272K
IVEIshares Tr0.2%+0.3%$263K
WMTWalmart Inc0.1%-6.8%$251K
ADPAutomatic Data Processing in0.1%—$229K
JAAAJanus Detroit Str Tr0.1%—$228K
IDVIshares Tr0.1%—$223K

What Longview Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+21.0% /yr
S&P 500 +20.1%
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$174.7M46
Q2 2026$171.0M43
Q1 2026$163.6M163
Q4 2025$147.2M46
Q3 2025$140.2M45
Q2 2025$117.7M40
Q1 2025$116.5M44
Q4 2024$126.9M43
Q3 2024$136.5M46
Q2 2024$131.5M44

Questions about Longview Financial Advisors, Inc.'s portfolio

What stocks does Longview Financial Advisors, Inc. own?

Longview Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 46 positions worth $174.7M. The largest are Cambria ETF Tr (FYLD) at 9.3%, Ishares Tr (IQLT) at 9.2%, Pacer Fds Tr (COWZ) at 9.0%, Pacer Fds Tr (ICOW) at 8.0% and Invesco Exchange Traded Fd T (SPGP) at 7.8%.

What did Longview Financial Advisors, Inc. buy last quarter?

In Q3 2026, Longview Financial Advisors, Inc. added a new position in Vanguard Malvern Fds (VPLS), a new position in Berkshire Hathaway Inc Del (BRK-B), a new position in Automatic Data Processing in (ADP), a new position in Janus Detroit Str Tr (JAAA), a new position in Ishares Tr (IDV) and Ea Series Trust (BOXX) (+7.1% shares), compared with its Q2 2026 filing.

What did Longview Financial Advisors, Inc. sell last quarter?

In Q3 2026, Longview Financial Advisors, Inc. sold all of Lockheed Martin Corp (LMT), sold all of Xcel Energy Inc (XEL), Rbb Fd Inc (TBIL) (-48.5% shares), Southern Co (SO) (-24.2% shares) and Invesco Exchange Traded Fd T (XMMO) (-14.7% shares), compared with its Q2 2026 filing.

When is Longview Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Longview Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Longview Financial Advisors, Inc. manage?

Longview Financial Advisors, Inc. reported $208.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $174.7M.