Data as of Q4 2025 (Dec 31, 2025)

Longview Financial Advisors, Inc.

•CIK: 1786915•Filing: Q4 2025

**Longview Financial Advisors, Inc.** manages $147M across a portfolio of 46 positions. The firm maintains significant exposure to technology and specialized sectors, highlighted by top holdings including IQLT at $14.3M and COWZ at $12.9M. Other material allocations include FYLD ($12.3M), SPGP ($12.2M), and ICOW ($12.0M). This concentrated approach suggests a tactical focus on high-conviction, sector-specific opportunities.

Total AUM
$147.2M
QoQ Performance
+4.9%
Positions
46
Top 10 Concentration
71.9%
Latest Filing
Q4 2025

Top Holdings Allocation

IQLT
COWZ
FYLD
SPGP
ICOW
GRNY
FRDM
BOXX
IQLT9.7%
COWZ8.8%
FYLD8.4%
SPGP8.3%
ICOW8.2%
GRNY7.1%
FRDM6.0%
BOXX5.8%

📈 Biggest Buys

AKRE
AKRE FOCUS ETF
NEW
1.1% of portfolio
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+8.6%
5.8% of portfolio
PG
PROCTER AND GAMBLE CO COM
NEW
0.4% of portfolio
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
+3.1%
5.2% of portfolio
CEG
CONSTELLATION ENERGY CORP COM
NEW
0.1% of portfolio

📉 Biggest Sells

TBIL
US TREASURY 3 MONTH BILL ETF
-10.2%
1.8% of portfolio
WMT
WALMART INC COM
-20.7%
0.3% of portfolio
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-6.2%
0.9% of portfolio
RSPG
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF
-13.1%
0.3% of portfolio
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-3.8%
1.0% of portfolio

Sector Breakdown

Other95.5%
ETF2.5%
Healthcare1.2%
Utilities0.5%
Consumer0.3%
Industrial0.1%

🚪 Exited Positionssold since Q3 2025

XEL
XCEL ENERGY INC COM
SOLD
$205.7K
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLD
$202.6K

Changes from Q3 2025

NEW3 new positions
↑23 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

IQLT9.7%
ISHARES MSCI INTL QUALITY FACTOR ETF
$14.3M
COWZ8.8%
PACER US CASH COWS 100 ETF
$12.9M
FYLD8.4%
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
$12.3M
SPGP8.3%
INVESCO S&P 500 GARP ETF
$12.2M
ICOW8.2%
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
$12.0M

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