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CIK: 0001786915
Total reported value
$171.0M
$171.0M
45 檔
35.7%
The Q3 2025 SEC filing reveals that Longview Financial Advisors, Inc. held a total portfolio value of $171.0M, covering 45 public equity positions.
In Q3 2025, Longview Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 9.86% | +0.39% | -13.40% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.77% | -0.07% | -22.72% | |
| 3 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 8.59% | +0.91% | -21.13% | |
| 4 | FYLD | Cambria Foreign Shareholder | ETF-Other | 8.32% | -0.34% | -13.27% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 8.02% | -0.35% | -12.57% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.51% | +0.89% | — | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.59% | +0.74% | +673.26% | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.40% | +1.94% | +325.16% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.35% | -0.18% | +1.14% | |
| 10 | HARD | Simplify Commodities Str K-1 | ETF-Other | 4.54% | -0.80% | +1279.67% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.77% | -0.22% | +0.60% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.67% | +0.48% | +1.75% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.36% | -0.26% | +2.94% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | +0.18% | +0.02% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 2.14% | -0.42% | -2.10% | |
| 16 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.66% | +0.05% | +0.01% | |
| 17 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.10% | +0.08% | -3.87% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.09% | -0.03% | -0.30% | |
| 19 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.99% | +0.03% | -1.81% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.22% | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.86% | +0.06% | -2.00% | |
| 22 | MTBA | Simplify Mbs ETF | ETF-Other | 0.85% | -0.05% | -38.98% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-Other | 0.84% | -0.12% | -2.53% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | +0.05% | -1.70% | |
| 25 | ISCF | Ishares International Small | ETF-Other | 0.74% | -0.01% | -0.20% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.04% | — | |
| 27 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | -0.04% | +16.05% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.03% | +0.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | — | |
| 30 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.33% | — | — | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | +0.02% | -3.47% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.29% | -0.01% | -4.39% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.25% | +0.01% | — | |
| 34 | D | Dominion Energy Inc | Stock-Utilities | 0.22% | +0.01% | — | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.22% | +0.02% | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | +0.02% | +0.09% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | +0.01% | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.18% | -0.11% | EXIT | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.17% | — | +0.35% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.16% | +0.03% | -21.25% | |
| 41 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.16% | -0.13% | EXIT | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.15% | -0.03% | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.15% | -0.03% | — | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 0.15% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | EXIT |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 45 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IQLT, COWZ, SPGP) accounted for 35.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRNY
市值: $10.5M
Top Position Liquidated / Trimmed
VSGX
前期市值: $606.9K
During Q3 2025, Longview Financial Advisors, Inc.'s top holdings by market value included IQLT (9.9%)、COWZ (8.8%)、SPGP (8.6%). The largest single position, IQLT, represented 9.9% of total portfolio value.
In Q3 2025, Longview Financial Advisors, Inc. made 49 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 34 holdings, and fully liquidating 4 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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