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CIK: 0001786915
Total reported value
$171.0M
$171.0M
46 檔
37.3%
During the Q4 2025 filing period, Longview Financial Advisors, Inc. (CIK: 0001786915) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $171.0M across 46 reported positions.
In Q4 2025, Longview Financial Advisors, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 9.72% | +0.39% | +0.59% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.78% | -0.07% | +0.37% | |
| 3 | FYLD | Cambria Foreign Shareholder | ETF-Other | 8.37% | -0.34% | +1.30% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 8.31% | +0.91% | +1.35% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 8.16% | -0.35% | +0.47% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.09% | +0.89% | -0.01% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.99% | +1.94% | +0.73% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.85% | +0.74% | +8.56% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.22% | -0.18% | +3.10% | |
| 10 | HARD | Simplify Commodities Str K-1 | ETF-Other | 4.38% | -0.80% | +3.23% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.53% | -0.22% | +0.90% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.67% | +0.48% | +2.04% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.24% | -0.26% | +3.39% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | +0.18% | -0.90% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.83% | -0.42% | -10.22% | |
| 16 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.58% | +0.05% | -1.58% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.22% | — | |
| 18 | AKRE | Akre Focus ETF | ETF-Other | 1.08% | -0.01% | — | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 1.07% | -0.03% | -3.15% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.02% | +0.08% | -3.77% | |
| 21 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.89% | +0.03% | -6.19% | |
| 22 | GNR | State Street Spdr S&p Global | ETF-Other | 0.83% | -0.12% | -1.01% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-Other | 0.82% | -0.05% | +1.17% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.82% | +0.06% | -1.88% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.05% | +0.03% | |
| 26 | ISCF | Ishares International Small | ETF-Other | 0.72% | -0.01% | +0.04% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.04% | +0.04% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.08% | EXIT | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.03% | +0.12% | |
| 30 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.04% | -13.14% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.03% | -20.65% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | +0.02% | — | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.26% | — | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.26% | -0.01% | +0.12% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.25% | +0.01% | — | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.21% | +0.02% | — | |
| 37 | D | Dominion Energy Inc | Stock-Utilities | 0.20% | +0.01% | — | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | +0.02% | -1.42% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.19% | +0.01% | +8.44% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | +0.03% | +5.48% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | — | +0.53% | |
| 42 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.15% | -0.13% | EXIT | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | -0.11% | EXIT | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.14% | -0.10% | EXIT | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.14% | -0.03% | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.14% | -0.03% | +100.00% |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 46 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IQLT, COWZ, FYLD) accounted for 37.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $1.6M
Top Position Liquidated / Trimmed
XEL
前期市值: $205.7K
During Q4 2025, Longview Financial Advisors, Inc.'s top holdings by market value included IQLT (9.7%)、COWZ (8.8%)、FYLD (8.4%). The largest single position, IQLT, represented 9.7% of total portfolio value.
In Q4 2025, Longview Financial Advisors, Inc. made 40 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 2 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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