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.
What Longview Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
- VPLS Vanguard Malvern Fds0.2% of 13F
- BRK-B Berkshire Hathaway Inc Del0.2% of 13F
- ADP Automatic Data Processing in0.1% of 13F
- JAAA Janus Detroit Str Tr0.1% of 13F
- IDV Ishares Tr0.1% of 13F
Added to
- BOXX Ea Series Trust+7.1% shares
Reduced
- TBIL Rbb Fd Inc-48.5% shares
- SO Southern Co-24.2% shares
- XMMO Invesco Exchange Traded Fd T-14.7% shares
- DISV Dimensional ETF Trust-10.4% shares
- SYLD Cambria ETF Tr-10.4% shares
- ISCF Ishares Tr-10.0% shares
- EQAL Invesco Exch Traded Fd Tr II-9.7% shares
- SPY State Str Spdr S&p 500 ETF T-9.7% shares
Sold out
- LMT Lockheed Martin Corpwas 0.1%
- XEL Xcel Energy Incwas 0.1%
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.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $174.7M | 46 |
| Q2 2026 | $171.0M | 43 |
| Q1 2026 | $163.6M | 163 |
| Q4 2025 | $147.2M | 46 |
| Q3 2025 | $140.2M | 45 |
| Q2 2025 | $117.7M | 40 |
| Q1 2025 | $116.5M | 44 |
| Q4 2024 | $126.9M | 43 |
| Q3 2024 | $136.5M | 46 |
| Q2 2024 | $131.5M | 44 |
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.