Longview Financial Advisors LLC
•CIK: 2076077•Filing: Q4 2025
**Longview Financial Advisors LLC** manages $181M across a diversified portfolio of 175 positions. The firm exhibits a notable allocation to income-generating and fixed-income strategies, highlighted by top holdings including DFAC at $27.2M and JPIE at $23.7M. Further concentration is seen in real estate and bond sectors, with VCSH ($22.7M) and a combined $31.8M in various fixed-income vehicles (VCIT, VGIT). This positioning suggests a focus on yield enhancement within a structured credit and fixed-income framework.
Total AUM
$181.4M
QoQ Performance
+4.5%
Positions
101
Top 10 Concentration
80.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
JPIE
VCSH
HELO
VCIT
VGIT
DFAC15.0%
JPIE13.1%
VCSH12.5%
HELO9.2%
VCIT8.8%
VGIT8.8%
DFLV4.2%
DISV3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.3%
Technology2.1%
Financial0.5%
Industrial0.4%
Consumer0.4%
ETF0.2%
Healthcare0.0%
Materials0.0%
Changes from Q3 2025
NEW34 new positions
↑39 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025