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CIK: 0001786915
Total reported value
$171.0M
$171.0M
40 檔
40.9%
As reported in its official Q2 2025 Form 13F filing, Longview Financial Advisors, Inc.'s tracked investment portfolio stood at $171.0M with 40 total positions.
In Q2 2025, Longview Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 13.27% | +0.39% | -1.78% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 12.96% | -0.07% | -0.94% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 12.30% | +0.91% | +0.33% | |
| 4 | FYLD | Cambria Foreign Shareholder | ETF-Other | 10.72% | -0.34% | +4.16% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 10.21% | -0.35% | +0.17% | |
| 6 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.94% | -0.18% | -1.74% | |
| 7 | CTA | Simplify Managed Futures St | ETF-Other | 4.27% | -0.22% | -5.27% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.95% | +0.48% | -8.76% | |
| 9 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.67% | -0.26% | -5.86% | |
| 10 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.61% | -0.42% | -19.62% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.38% | +0.18% | -2.91% | |
| 12 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.87% | +0.05% | -3.69% | |
| 13 | MTBA | Simplify Mbs ETF | ETF-Other | 1.66% | -0.05% | +2.22% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.38% | +1.94% | +13.59% | |
| 15 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.30% | +0.08% | -13.20% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.20% | -0.03% | -8.81% | |
| 17 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 1.13% | +0.03% | -11.71% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.22% | -0.99% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.95% | +0.06% | -13.69% | |
| 20 | GNR | State Street Spdr S&p Global | ETF-Other | 0.94% | -0.12% | -28.57% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | +0.05% | -2.02% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.85% | +0.74% | +141.52% | |
| 23 | ISCF | Ishares International Small | ETF-Other | 0.84% | -0.01% | -2.18% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.04% | -15.74% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.03% | +114.97% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | -1.72% | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.41% | — | -0.20% | |
| 28 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | -0.04% | -5.33% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | +0.02% | — | |
| 30 | HARD | Simplify Commodities Str K-1 | ETF-Other | 0.36% | -0.80% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.35% | -0.01% | +4.52% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.29% | +0.01% | -40.60% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.25% | +0.01% | -15.12% | |
| 34 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.25% | +0.02% | -43.42% | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.24% | +0.01% | -0.20% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.23% | +0.03% | -18.66% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.23% | -0.11% | EXIT | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | +0.13% | |
| 39 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.20% | -0.13% | EXIT | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | — | +0.44% |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 40 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IQLT, COWZ, SPGP) accounted for 40.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
HARD
市值: $429.2K
Top Position Liquidated / Trimmed
VSGX
前期市值: $606.9K
During Q2 2025, Longview Financial Advisors, Inc.'s top holdings by market value included IQLT (13.3%)、COWZ (13.0%)、SPGP (12.3%). The largest single position, IQLT, represented 13.3% of total portfolio value.
In Q2 2025, Longview Financial Advisors, Inc. made 44 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 28 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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