Longview Financial Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Longview Financial Advisors, Inc. reported 40 stock positions worth $117.7 million. Its top holding was iShares MSCI International Q (IQLT) at 13.3% of the portfolio, followed by Pacer US Cash Cows 100 ETF (COWZ, 13.0%) and Invesco S&P 500 Garp ETF (SPGP, 12.3%). Compared with Q1 2025, it opened 1 new position, sold out of 5, added to 10 and reduced 28. The biggest buy was Cambria Foreign Shareholder (FYLD, shares +4%) and the biggest sale Simplify Managed Futures St (CTA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- HUNTSVILLE, AL
- CIK
- 0001786915
- Portfolio Value
- $117.7M (Q2 2025)
- SEC Filing
- 0001786915-25-000006 ↗ filed Jul 31, 2025
Holdings Value
Holdings 40 stocks · $117.7M
| IQLT iShares MSCI International Q | 13.27% | 361,489 | $15.6M | Reduce -1.8% |
| COWZ Pacer US Cash Cows 100 ETF | 12.96% | 276,996 | $15.3M | Reduce -0.9% |
| SPGP Invesco S&P 500 Garp ETF | 12.30% | 134,405 | $14.5M | Add +0.3% |
| FYLD Cambria Foreign Shareholder | 10.72% | 431,559 | $12.6M | Add +4.2% |
| ICOW Pacer Developed Markets Inte | 10.21% | 353,383 | $12.0M | Add +0.2% |
| INFL Horizon Kinetics Infl Benef | 5.94% | 165,818 | $7.0M | Reduce -1.7% |
| CTA Simplify Managed Futures St | 4.27% | 187,965 | $5.0M | Reduce -5.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.95% | 134,819 | $3.5M | Reduce -8.8% |
| KMLM Kraneshares MT LC MN FT Id S | 2.67% | 119,353 | $3.1M | Reduce -5.9% |
| TBIL F/M US Treasury 3 Month Bill | 2.61% | 61,375 | $3.1M | Reduce -19.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.38% | 4,543 | $2.8M | Reduce -2.9% |
| EQAL Invesco Russell 1000 Equal W | 1.87% | 44,772 | $2.2M | Reduce -3.7% |
| MTBA Simplify MBS ETF | 1.66% | 38,976 | $2.0M | Add +2.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.38% | 40,180 | $1.6M | Add +13.6% |
| OMFL Invesco Russell 1000 DYN M/F | 1.30% | 26,570 | $1.5M | Reduce -13.2% |
| DISV Dimensional International SM | 1.20% | 42,942 | $1.4M | Reduce -8.8% |
| SYLD Cambria Shareholder Yield Et | 1.13% | 20,509 | $1.3M | Reduce -11.7% |
| LLY Eli Lilly & Co. | 1.06% | 1,598 | $1.2M | Reduce -1.0% |
| AVUV Avantis US Small Cap Value | 0.95% | 12,326 | $1.1M | Reduce -13.7% |
| GNR State Street SPDR S&P Global | 0.94% | 20,339 | $1.1M | Reduce -28.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.92% | 3,877 | $1.1M | Reduce -2.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.85% | 8,905 | $1.0M | Add +141.5% |
| ISCF iShares International Small | 0.84% | 25,436 | $986K | Reduce -2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 5,155 | $911K | Reduce -15.7% |
| WMT Walmart Inc. | 0.44% | 5,342 | $522K | Add +115.0% |
| IVV iShares Core S&P 500 ETF | 0.42% | 802 | $498K | Reduce -1.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.41% | 1,502 | $481K | Reduce -0.2% |
| RSPG Invesco S&P 500 Equal Weight | 0.40% | 6,257 | $466K | Reduce -5.3% |
| RSP Invesco S&P 500 Equal Weight | 0.37% | 2,390 | $434K | No change |
| HARD Simplify Commodities STR K-1 | 0.36% | 15,267 | $429K | New |
| SO The Southern Co. | 0.35% | 4,511 | $414K | Add +4.5% |
| DFAI Dimensional International Co. | 0.29% | 9,827 | $340K | Reduce -40.6% |
| PM Philip Morris International | 0.25% | 1,600 | $291K | Reduce -15.1% |
| XMMO Invesco S&P Midcap Momentum | 0.25% | 2,252 | $290K | Reduce -43.4% |
| D Dominion Energy Inc. | 0.24% | 4,996 | $282K | Reduce -0.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.23% | 1,181 | $268K | Reduce -18.7% |
| ADP Automatic Data Processing | 0.23% | 861 | $266K | Reduce -0.5% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 2,314 | $255K | Add +0.1% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.20% | 10,586 | $233K | Reduce -7.8% |
| IVE iShares S&P 500 Value ETF | 0.19% | 1,129 | $221K | Add +0.4% |
Portfolio Sells Q1 2025 → Q2 2025
| CTA Simplify Managed Futures St | Reduce -5.3% | 4.27% | −0.77 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -19.6% | 2.61% | −0.67 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.52 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.38 |
| QLTY GMO U.S. Quality ETF | Sold out | 0.00% | −0.37 |
| GNR State Street SPDR S&P Global | Reduce -28.6% | 0.94% | −0.36 |
| KMLM Kraneshares MT LC MN FT Id S | Reduce -5.9% | 2.67% | −0.29 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -8.8% | 2.95% | −0.26 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.24 |
| GVAL Cambria Global Value ETF | Sold out | 0.00% | −0.22 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.9% | 12.96% | −0.17 |
| DFAI Dimensional International Co. | Reduce -40.6% | 0.29% | −0.15 |
| XMMO Invesco S&P Midcap Momentum | Reduce -43.4% | 0.25% | −0.14 |
| SYLD Cambria Shareholder Yield Et | Reduce -11.7% | 1.13% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.7% | 0.77% | −0.13 |
| AVUV Avantis US Small Cap Value | Reduce -13.7% | 0.95% | −0.11 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -13.2% | 1.30% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 1.06% | −0.09 |
| RSPG Invesco S&P 500 Equal Weight | Reduce -5.3% | 0.40% | −0.07 |
| AJG Arthur J Gallagher & Co. | Reduce -0.2% | 0.41% | −0.04 |
| TUA Sim St Treas Fut Strat ETF | Reduce -7.8% | 0.20% | −0.02 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -18.7% | 0.23% | −0.01 |
| EQAL Invesco Russell 1000 Equal W | Reduce -3.7% | 1.87% | −0.01 |
| PM Philip Morris International | Reduce -15.1% | 0.25% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.23% | −0.00 |
| D Dominion Energy Inc. | Reduce -0.2% | 0.24% | −0.00 |
| DISV Dimensional International SM | Reduce -8.8% | 1.20% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.42% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 0.92% | +0.04 |
| INFL Horizon Kinetics Infl Benef | Reduce -1.7% | 5.94% | +0.05 |
| ISCF iShares International Small | Reduce -2.2% | 0.84% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 2.38% | +0.14 |
| IQLT iShares MSCI International Q | Reduce -1.8% | 13.27% | +0.74 |
Portfolio Buys Q1 2025 → Q2 2025
| FYLD Cambria Foreign Shareholder | Add +4.2% | 10.72% | +1.14 |
| SPGP Invesco S&P 500 Garp ETF | Add +0.3% | 12.30% | +0.81 |
| ICOW Pacer Developed Markets Inte | Add +0.2% | 10.21% | +0.71 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +141.5% | 0.85% | +0.50 |
| HARD Simplify Commodities STR K-1 | New | 0.36% | +0.36 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +13.6% | 1.38% | +0.31 |
| WMT Walmart Inc. | Add +115.0% | 0.44% | +0.26 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.22% | +0.03 |
| MTBA Simplify MBS ETF | Add +2.2% | 1.66% | +0.02 |
| SO The Southern Co. | Add +4.5% | 0.35% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.4% | 0.19% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $171.0M | IQLT, FYLD, COWZ, SPGP, ICOW |
| Q1 2026 | 162 | $163.6M | IQLT, FYLD, COWZ, ICOW, SPGP |
| Q4 2025 | 46 | $147.2M | IQLT, COWZ, FYLD, SPGP, ICOW |
| Q3 2025 | 45 | $140.2M | IQLT, COWZ, SPGP, FYLD, ICOW |
| Q2 2025 | 40 | $117.7M | IQLT, COWZ, SPGP, FYLD, ICOW |
| Q1 2025 | 44 | $116.5M | COWZ, IQLT, SPGP, FYLD, ICOW |
| Q4 2024 | 43 | $126.9M | OMFL, COWZ, SPGP, IQLT, FYLD |
| Q3 2024Amended | 46 | $136.5M | OMFL, TBIL, COWZ, IQLT, SPGP |
| Q2 2024Amended | 44 | $131.5M | OMFL, TBIL, IQLT, COWZ, SPGP |
| Q1 2024Amended | 44 | $133.2M | OMFL, TBIL, COWZ, IQLT, SPGP |