Longview Financial Advisors, Inc.

CIK 0001786915 • 7 13F filings • Apr 28, 2025 – Oct 9, 2026

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Filer information

Filed by: Longview Financial Advisors, Inc., CCO and President
Address: 4245 BALMORAL DRIVE SOUTHWEST, SUITE 306, HUNTSVILLE, AL, 35801
Phone: 256-534-1196
AUM: $147.2M

AUM over time

$174.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

HealthcareConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $163.6M163 positionsView on SEC.gov

			% of Portfolio
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF	ETF	$50K	0.0%	230 SH	New
ADURO CLEAN TECHNOLOGIES INC COM NEW	Stock	$28K	0.0%	2,623 SH	New
AGNICO EAGLE MINES LTD COM	Stock	$6K	0.0%	32 SH	New
AKRE FOCUS ETF	ETF	$1.4M	0.8%	25,812 SH	New
ALAMOS GOLD INC COM CL A	Stock	$6K	0.0%	139 SH	New
ALLIANCE RESOURCE PARTNERS L P UT LTD PART	Stock	$7K	0.0%	250 SH	New
ALPHA ARCHITECT 1-3 MONTH BOX ETF	ETF	$9.4M	5.8%Prev: 0.4%	80,928 SH	Increased+77,241 SH
ASML HLDG NV N Y REGISTRY SHS	ADR	$7K	0.0%	5 SH	New
AT&T INC COM	Stock	$86K	0.1%	2,950 SH	New
ATI INC COM	Stock	$7K	0.0%	48 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$175K	0.1%Prev: 0.2%	861 SH	Decreased-4 SH
AUTOZONE INC COM	Stock	$20K	0.0%	6 SH	New
AVANOS MED INC COM	Stock	$2K	0.0%	145 SH	New
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$78K	0.0%	969 SH	New
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF	ETF	$64K	0.0%	849 SH	New
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	ETF	$80K	0.0%	804 SH	New
AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$87K	0.1%	1,076 SH	New
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$1.3M	0.8%Prev: 1.1%	11,849 SH	Increased-2,432 SH
AVNET INC COM	Stock	$13K	0.0%	212 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$6K	0.0%	11 SH	New
BRISTOL-MYERS SQUIBB CO COM	Stock	$88K	0.1%	1,450 SH	New
BUILDERS FIRSTSOURCE INC COM	Stock	$11K	0.0%	138 SH	New
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF	ETF	$14.8M	9.0%Prev: 9.6%	396,597 SH	Increased-17,731 SH
CAMBRIA GLOBAL VALUE ETF	ETF	$132K	0.1%Prev: 0.2%	3,968 SH	Decreased-6,436 SH
CAMBRIA SHAREHOLDER YIELD ETF	ETF	$1.4M	0.9%Prev: 1.3%	18,770 SH	Decreased-4,459 SH
CANADIAN NAT RES LTD MED TERM COM	Stock	$18K	0.0%	373 SH	New
CAPITAL ONE FINL CORP COM	Stock	$8K	0.0%	44 SH	New
CARGURUS INC COM CL A	Stock	$3K	0.0%	87 SH	New
CARPENTER TECHNOLOGY CORP COM	Stock	$55K	0.0%	139 SH	New
CHENIERE ENERGY INC COM NEW	Stock	$14K	0.0%	47 SH	New
CHEVRON CORPORATION COM	Stock	$151K	0.1%	730 SH	New
CHUBB LTD SWITZ COM	Stock	$2K	0.0%	5 SH	New
COCA COLA CO COM	Stock	$161K	0.1%	2,116 SH	New
COEUR MNG INC COM NEW	Stock	$8K	0.0%	411 SH	New
COLGATE PALMOLIVE CO COM	Stock	$170	0.0%	2 SH	New
CONSTELLATION ENERGY CORP COM	Stock	$165K	0.1%	590 SH	New
DHT HOLDINGS INC SHS NEW	Stock	$3K	0.0%	180 SH	New
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$383K	0.2%Prev: 0.4%	9,827 SH	Decreased-6,718 SH
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	ETF	$1.6M	1.0%Prev: 1.2%	41,814 SH	Increased-5,279 SH
DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$34K	0.0%	887 SH	New
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$26K	0.0%	751 SH	New
DISNEY WALT CO COM	Stock	$3K	0.0%	30 SH	New
DOMINION ENERGY INC COM	Stock	$309K	0.2%Prev: 0.2%	4,996 SH	Increased-10 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$192K	0.1%	1,466 SH	New
ECOPETROL S A SPONSORED ADS	ADR	$20K	0.0%	1,340 SH	New
ELI LILLY & CO COM	Stock	$1.5M	0.9%Prev: 1.1%	1,598 SH	Increased-16 SH
EXELON CORP COM	Stock	$87K	0.1%	1,770 SH	New
F/M US TREASURY 3 MONTH BILL FUND	ETF	$2.5M	1.5%	49,331 SH	New
FIDELITY MSCI FINANCIALS INDEX ETF	ETF	$39K	0.0%	553 SH	New
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX	ETF	$4K	0.0%	25 SH	New
FLAGSTAR BANK NATIONAL ASSOCIA COM NEW	Stock	$15K	0.0%	1,140 SH	New
FREEDOM 100 EMERGING MARKETS ETF	ETF	$9.7M	5.9%Prev: 1.1%	177,464 SH	Increased+142,090 SH
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	ETF	$10.5M	6.4%	438,361 SH	New
GALLAGHER ARTHUR J & CO COM	Stock	$325K	0.2%Prev: 0.4%	1,502 SH	Decreased-3 SH
GENUINE PARTS CO COM	Stock	$140K	0.1%	1,320 SH	New
GLOBAL X COPPER MINERS ETF	ETF	$34K	0.0%	441 SH	New
GOLAR LNG LTD SHS	Stock	$4K	0.0%	75 SH	New
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	ETF	$89K	0.1%	1,053 SH	New
GRAYSCALE BITCOIN MINI TRUST ETF	ETF	$600	0.0%	20 SH	New
GRAYSCALE ETHEREUM STAKING MINI ETF	ETF	$199	0.0%	10 SH	New
HCI GROUP INC COM	Stock	$3K	0.0%	17 SH	New
HOME DEPOT INC COM	Stock	$95K	0.1%	289 SH	New
HONEYWELL INTL INC COM	Stock	$23K	0.0%	100 SH	New
HORIZON KINETICS INFLATION BENEFICIARIES ETF	ETF	$9.2M	5.6%Prev: 5.9%	177,208 SH	Increased+8,459 SH
IDAHO STRATEGIC RESOURCES COM NEW	Stock	$6K	0.0%	187 SH	New
IMGP DBI MANAGED FUTURES STRATEGY ETF	ETF	$4.5M	2.8%Prev: 3.2%	149,763 SH	Increased+2,005 SH
IMPERIAL OIL LTD COM NEW	Stock	$21K	0.0%	158 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$48K	0.0%	200 SH	New
INTERNATIONAL SEAWAYS INC COM	Stock	$15K	0.0%	208 SH	New
INVESCO NASDAQ 100 ETF	ETF	$221K	0.1%Prev: 0.2%	930 SH	Decreased-522 SH
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF	ETF	$1.5M	0.9%Prev: 1.4%	24,355 SH	Decreased-6,254 SH
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF	ETF	$2.4M	1.5%Prev: 1.9%	44,070 SH	Increased-2,417 SH
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	ETF	$634K	0.4%Prev: 0.5%	5,788 SH	Increased-821 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$431K	0.3%Prev: 0.4%	2,247 SH	Increased-143 SH
INVESCO S&P 500 GARP ETF	ETF	$11.8M	7.2%Prev: 11.5%	109,700 SH	Decreased-24,268 SH
INVESCO S&P MIDCAP MOMENTUM ETF	ETF	$320K	0.2%Prev: 0.4%	2,209 SH	Decreased-1,771 SH
INVESCO S&P MIDCAP QUALITY ETF	ETF	$14K	0.0%	135 SH	New
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF	ETF	$2K	0.0%	33 SH	New
INVESCO TOTAL RETURN BOND ETF	ETF	$48K	0.0%	1,028 SH	New
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$63K	0.0%	535 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$58K	0.0%	831 SH	New
ISHARES CORE S&P 500 ETF	ETF	$524K	0.3%Prev: 0.4%	802 SH	Increased-14 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$20K	0.0%	205 SH	New
ISHARES GOLD TRUST	ETF	$29K	0.0%	333 SH	New
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF	ETF	$1.0M	0.6%Prev: 0.8%	25,059 SH	Increased-945 SH
ISHARES MSCI EAFE ETF	ETF	$121K	0.1%	1,249 SH	New
ISHARES MSCI INTL QUALITY FACTOR ETF	ETF	$14.9M	9.1%Prev: 12.5%	323,061 SH	Increased-44,980 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$130K	0.1%	1,401 SH	New
ISHARES S&P 500 GROWTH ETF	ETF	$258K	0.2%Prev: 0.2%	2,285 SH	Increased-26 SH
ISHARES S&P 500 VALUE ETF	ETF	$241K	0.1%Prev: 0.2%	1,143 SH	Increased+19 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$64K	0.0%	632 SH	New
ISHARES S&P MID-CAP 400 VALUE ETF	ETF	$59K	0.0%	441 SH	New
ISHARES S&P SMALL-CAP 600 VALUE ETF	ETF	$48K	0.0%	407 SH	New
ITAU UNIBANCO HLDG S A SPON ADR REP PFD	ADR	$11K	0.0%	1,333 SH	New
KIMBERLY-CLARK CORP COM	Stock	$112K	0.1%	1,160 SH	New
KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF	ETF	$3.8M	2.3%Prev: 3.0%	134,613 SH	Increased+7,834 SH
KYNDRYL HLDGS INC COMMON STOCK	Stock	$525	0.0%	40 SH	New
LAZARD INTERNATIONAL DYNAMIC EQUITY ETF	ETF	$5K	0.0%	167 SH	New
LEIDOS HOLDINGS INC COM	Stock	$26K	0.0%	164 SH	New
LITHIUM AMERS CORP NEW COM SHS	Stock	$3K	0.0%	845 SH	New
LOCKHEED MARTIN CORP COM	Stock	$258K	0.2%	427 SH	New
LUMEN TECHNOLOGIES INC COM	Stock	$7K	0.0%	1,050 SH	New
MASTERCARD INCORPORATED CL A	Stock	$4K	0.0%	8 SH	New
MCDONALDS CORP COM	Stock	$186K	0.1%	600 SH	New
MOODYS CORP COM	Stock	$3K	0.0%	7 SH	New
MORGAN STANLEY COM NEW	Stock	$3K	0.0%	19 SH	New
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR	Stock	$9K	0.0%	75 SH	New
NAVIOS MARITIME PARTNERS LP COM UNIT LPI	Stock	$3K	0.0%	45 SH	New
NORTHERN DYNASTY MINERALS LTD COM NEW	Stock	$3K	0.0%	2,200 SH	New
NVIDIA CORPORATION COM	Stock	$27K	0.0%	153 SH	New
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF	ETF	$13.7M	8.4%Prev: 9.5%	323,105 SH	Increased-29,677 SH
PACER US CASH COWS 100 ETF	ETF	$14.0M	8.5%Prev: 13.1%	223,134 SH	Decreased-56,488 SH
PAYCHEX INC COM	Stock	$113K	0.1%	1,230 SH	New
PERPETUA RESOURCES CORP COM	Stock	$8K	0.0%	268 SH	New
PETROLEO BRASILEIRO S A SPONSORED ADR	ADR	$23K	0.0%	1,095 SH	New
PFIZER INC COM	Stock	$85K	0.1%	3,030 SH	New
PHILIP MORRIS INTL INC COM	Stock	$265K	0.2%Prev: 0.3%	1,600 SH	Decreased-285 SH
PITNEY BOWES INC COM	Stock	$26K	0.0%	2,370 SH	New
PROCTER & GAMBLE CO COM	Stock	$126K	0.1%	870 SH	New
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF	ETF	$6K	0.0%	225 SH	New
SCHWAB US DIVIDEND EQUITY ETF	ETF	$5K	0.0%	178 SH	New
SCHWAB US TIPS ETF	ETF	$9K	0.0%	340 SH	New
SCIENCE APPLICATIONS INTL CORP COM	Stock	$7K	0.0%	69 SH	New
SCORPIO TANKERS INC SHS	Stock	$21K	0.0%	278 SH	New
SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF	ETF	$8.1M	5.0%	229,783 SH	New
SIMPLIFY MANAGED FUTURES STRATEGY ETF	ETF	$6.2M	3.8%Prev: 5.0%	206,383 SH	Increased+7,955 SH
SIMPLIFY MBS ETF	ETF	$1.2M	0.7%Prev: 1.6%	24,323 SH	Decreased-13,808 SH
SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF	ETF	$217K	0.1%Prev: 0.2%	10,271 SH	Decreased-1,207 SH
SOLSTICE ADVANCED MATLS INC COM SHS	Stock	$2K	0.0%	25 SH	New
SOUTHERN CO COM	Stock	$417K	0.3%Prev: 0.3%	4,321 SH	Increased+5 SH
SPDR GOLD SHARES	ETF	$35K	0.0%	81 SH	New
SPROTT URANIUM MINERS ETF	ETF	$32K	0.0%	500 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$282K	0.2%	4,609 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$2.9M	1.8%	4,482 SH	New
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF	ETF	$1.5M	0.9%	19,594 SH	New
STRIVE 1000 DIVIDEND GROWTH ETF	ETF	$81K	0.0%	2,284 SH	New
STRIVE 1000 VALUE ETF	ETF	$78K	0.0%	2,230 SH	New
STRIVE 500 ETF	ETF	$19K	0.0%	450 SH	New
SYSCO CORP COM	Stock	$136K	0.1%	1,900 SH	New
TEEKAY CORPORATION LTD SHS	Stock	$23K	0.0%	1,919 SH	New
TEEKAY TANKERS LTD CL A	Stock	$18K	0.0%	239 SH	New
TIDEWATER INC NEW COM	Stock	$54K	0.0%	650 SH	New
TOTALENERGIES SE ACT	Stock	$2K	0.0%	27 SH	New
TR ACTIVEBETA US LARGE CAP EQUITY ETF	ETF	$29K	0.0%	233 SH	New
TRILOGY METALS INC NEW COM	Stock	$5K	0.0%	1,329 SH	New
UNITI GROUP LLC COM SHS	REIT	$4K	0.0%	403 SH	New
URANIUM ENERGY CORP COM	Stock	$52K	0.0%	3,831 SH	New
URANIUM RTY CORP COM	Stock	$20K	0.0%	5,600 SH	New
US TREASURY 2 YEAR NOTE ETF	ETF	$6K	0.0%	119 SH	New
VALARIS LTD CL A	Stock	$105K	0.1%	1,066 SH	New
VANGUARD EXTENDED MARKET ETF	ETF	$16K	0.0%	79 SH	New
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$13K	0.0%	176 SH	New
VANGUARD MID-CAP ETF	ETF	$1.1M	0.7%Prev: 0.9%	3,811 SH	Increased-146 SH
VANGUARD S&P 500 ETF	ETF	$134K	0.1%	224 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$155K	0.1%	484 SH	New
VANGUARD VALUE ETF	ETF	$1.0M	0.6%Prev: 0.9%	5,157 SH	Decreased-961 SH
VERALTO CORP COM SHS	Stock	$531	0.0%	6 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$77K	0.0%	1,529 SH	New
VIATRIS INC COM	Stock	$4K	0.0%	301 SH	New
WALMART INC COM	Stock	$321K	0.2%Prev: 0.2%	2,586 SH	Increased+101 SH
WARNER BROS DISCOVERY INC COM SER A	Stock	$19K	0.0%	689 SH	New
WISDOMTREE U.S. EFFICIENT CORE FUND	ETF	$47	0.0%	0 SH	New
XCEL ENERGY INC COM	Stock	$203K	0.1%	2,550 SH	New

Sold (vs prior filing)

ENERGY SELECT SECTOR SPDR FUND — $283K
GMO U.S. QUALITY ETF SHS — $433K
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF — $443K
SPDR S&P 500 ETF TRUST — $2.6M
SPDR S&P GLOBAL NATURAL RESOURCES ETF — $1.5M
US TREASURY 3 MONTH BILL ETF — $3.8M
VANGUARD ESG INTERNATIONAL STOCK ETF — $607K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001786915-26-000001	$147.2M	View
Oct 9, 2026	Q3 2026	13F-HR	0001786915-26-000005	$174.7M	View
Nov 13, 2025	Q3 2025