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The Analysis of Longview Financial Advisors, Inc.'s Holdings & P&L

Currently, Longview Financial Advisors, Inc. holds 43 types of securities in its portfolio with a total value $171.0M. In the most recent quarter, they have increased their positions in BOXX (+13.8K shares, valued at $1.6M), DBMF (+31.4K shares, valued at $962.5K), VO (+11.4K shares, valued at $915.7K); decreased their positions in TBIL (-12.4K shares, valued at $616.7K), KMLM (-6.7K shares, valued at $183.8K), OMFL (-144 shares, valued at $9.9K).

1M P&L

+3.3M+2.01%

3M P&L

+2.0M+1.21%

HY P&L

+5.5M+3.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A163.0M

98.0%

2Drug Manufacturers - General1.9M

1.2%

3Insurance Brokers344.8K

0.2%

Top Industries by Stock Count

1N/A33 stocks

84.6%

2Drug Manufacturers - General1 stocks

2.6%

3Insurance Brokers1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF328.4K shares1.65%2026-06-302026-07-06

FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF408.2K shares2.92%2026-06-302026-07-06

COWZ PACER US CASH COWS 100 ETF232.5K shares4.19%2026-06-302026-07-06

SPGP INVESCO S&P 500 GARP ETF113.5K shares3.48%2026-06-302026-07-06

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF330.0K shares2.12%2026-06-302026-07-06

FRDM FREEDOM 100 EMERGING MARKETS ETF184.6K shares4.04%2026-06-302026-07-06

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF450.4K shares2.74%2026-06-302026-07-06

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF94.7K shares17.07%2026-06-302026-07-06

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INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF187.3K shares5.67%2026-06-302026-07-06

HARD SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF240.6K shares4.73%2026-06-302026-07-06

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF236.8K shares14.76%2026-06-302026-07-06

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF181.2K shares21.00%2026-06-302026-07-06

KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF127.9K shares-4.96%2026-06-302026-07-06

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF4.5K shares0.02%2026-06-302026-07-06

EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF44.1K shares0.01%2026-06-302026-07-06

LLY ELI LILLY & CO COM1.6K shares0.00%2026-06-302026-07-06

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TBIL F/M US TREASURY 3 MONTH BILL FUND37.0K shares-25.07%2026-06-302026-07-06

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF41.8K shares0.03%2026-06-302026-07-06

OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF24.2K shares-0.59%2026-06-302026-07-06

SYLD CAMBRIA SHAREHOLDER YIELD ETF19.2K shares2.35%2026-06-302026-07-06

AVUV AVANTIS U.S. SMALL CAP VALUE ETF11.8K shares-0.09%2026-06-302026-07-06

AKRE AKRE FOCUS ETF26.2K shares1.60%2026-06-302026-07-06

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF19.6K shares0.20%2026-06-302026-07-06

VO VANGUARD MID-CAP ETF15.2K shares298.24%2026-06-302026-07-06

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MTBA SIMPLIFY MBS ETF24.1K shares-0.71%2026-06-302026-07-06

VTV VANGUARD VALUE ETF5.2K shares0.02%2026-06-302026-07-06

ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF25.1K shares0.04%2026-06-302026-07-06

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF6.0K shares4.34%2026-06-302026-07-06

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF790 shares-1.50%2026-06-302026-07-06

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares0.04%2026-06-302026-07-06

SOUTHERN CO COM SOUTHERN CO COM4.3K shares0.12%2026-06-302026-07-06

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF9.8K shares0.00%2026-06-302026-07-06

Sponsored

XMMO INVESCO S&P MIDCAP MOMENTUM ETF2.2K shares0.36%2026-06-302026-07-06

AJG GALLAGHER ARTHUR J & CO COM1.5K shares0.00%2026-06-302026-07-06

DOMINION ENERGY INC COM DOMINION ENERGY INC COM5.0K shares0.00%2026-06-302026-07-06

IVW ISHARES S&P 500 GROWTH ETF2.3K shares0.09%2026-06-302026-07-06

WMT WALMART INC COM2.6K shares0.15%2026-06-302026-07-06

PM PHILIP MORRIS INTL INC COM1.6K shares0.00%2026-06-302026-07-06

QQQM INVESCO NASDAQ 100 ETF939 shares0.97%2026-06-302026-07-06

IVE ISHARES S&P 500 VALUE ETF1.1K shares0.44%2026-06-302026-07-06

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF4.6K shares0.00%2026-06-302026-07-06

LMT LOCKHEED MARTIN CORP COM427 shares0.00%2026-06-302026-07-06

XEL XCEL ENERGY INC COM2.5K shares0.00%2026-06-302026-07-06

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

1.65%

Shares328.4K

Event2026-06-30

Filed2026-07-06

FYLD

CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

2.92%

Shares408.2K

Event2026-06-30

Filed2026-07-06

COWZ

PACER US CASH COWS 100 ETF

4.19%

Shares232.5K

Event2026-06-30

Filed2026-07-06

SPGP

INVESCO S&P 500 GARP ETF

3.48%

Shares113.5K

Event2026-06-30

Filed2026-07-06

ICOW

PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF

2.12%

Shares330.0K

Event2026-06-30

Filed2026-07-06

FRDM

FREEDOM 100 EMERGING MARKETS ETF

4.04%

Shares184.6K

Event2026-06-30

Filed2026-07-06

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

2.74%

Shares450.4K

Event2026-06-30

Filed2026-07-06

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

17.07%

Shares94.7K

Event2026-06-30

Filed2026-07-06

INFL

HORIZON KINETICS INFLATION BENEFICIARIES ETF

5.67%

Shares187.3K

Event2026-06-30

Filed2026-07-06

HARD

SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF

4.73%

Shares240.6K

Event2026-06-30

Filed2026-07-06

CTA

SIMPLIFY MANAGED FUTURES STRATEGY ETF

14.76%

Shares236.8K

Event2026-06-30

Filed2026-07-06

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

21.00%

Shares181.2K

Event2026-06-30

Filed2026-07-06

KMLM

KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF

-4.96%

Shares127.9K

Event2026-06-30

Filed2026-07-06

STATE STREET SPDR S&P 500 ETF

0.02%

Shares4.5K

Event2026-06-30

Filed2026-07-06

EQAL

INVESCO RUSSELL 1000 EQUAL WEIGHT ETF

0.01%

Shares44.1K

Event2026-06-30

Filed2026-07-06

LLY

ELI LILLY & CO COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-06

TBIL

F/M US TREASURY 3 MONTH BILL FUND

-25.07%

Shares37.0K

Event2026-06-30

Filed2026-07-06

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

0.03%

Shares41.8K

Event2026-06-30

Filed2026-07-06

OMFL

INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF

-0.59%

Shares24.2K

Event2026-06-30

Filed2026-07-06

SYLD

CAMBRIA SHAREHOLDER YIELD ETF

2.35%

Shares19.2K

Event2026-06-30

Filed2026-07-06

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-0.09%

Shares11.8K

Event2026-06-30

Filed2026-07-06

AKRE

AKRE FOCUS ETF

1.60%

Shares26.2K

Event2026-06-30

Filed2026-07-06

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

0.20%

Shares19.6K

Event2026-06-30

Filed2026-07-06

VANGUARD MID-CAP ETF

298.24%

Shares15.2K

Event2026-06-30

Filed2026-07-06

MTBA

SIMPLIFY MBS ETF

-0.71%

Shares24.1K

Event2026-06-30

Filed2026-07-06

VTV

VANGUARD VALUE ETF

0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-06

ISCF

ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF

0.04%

Shares25.1K

Event2026-06-30

Filed2026-07-06

RSPG

INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF

4.34%

Shares6.0K

Event2026-06-30

Filed2026-07-06

ISHARES CORE S&P 500 ETF

-1.50%

Shares790

Event2026-06-30

Filed2026-07-06

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

0.04%

Shares2.2K

Event2026-06-30

Filed2026-07-06

SOUTHERN CO COM

0.12%

Shares4.3K

Event2026-06-30

Filed2026-07-06

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-06

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-06

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-06

DOMINION ENERGY INC COM

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-06

IVW

ISHARES S&P 500 GROWTH ETF

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-06

WMT

WALMART INC COM

0.15%

Shares2.6K

Event2026-06-30

Filed2026-07-06

PHILIP MORRIS INTL INC COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-06

QQQM

INVESCO NASDAQ 100 ETF

0.97%

Shares939

Event2026-06-30

Filed2026-07-06

IVE

ISHARES S&P 500 VALUE ETF

0.44%

Shares1.1K

Event2026-06-30

Filed2026-07-06

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-06

LMT

LOCKHEED MARTIN CORP COM

0.00%

Shares427

Event2026-06-30

Filed2026-07-06

XEL

XCEL ENERGY INC COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available