Longview Financial Advisors, Inc.

Registered adviser

CIK

1786915

Location

HUNTSVILLE, AL

Portfolio Value

Small $108,390,039

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,985 / 8,807 ▼ 258 · as of Jun 2026

Top Industry

Drug Manufacturers - General 46.5%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 122451

Roster of Oct 1, 2026

Regulatory AUM

$208,171,411

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$208,171,411	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$195,484,022	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$180,533,743	Individuals and high net worth (100%)
May 2023 to Mar 2024	$171,154,042	Individuals and high net worth (98%)
Apr 2023	$171,154,042	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$192,209,730	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.3% of the book (60%+)

Turnover

Low turnover

15.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 94.2%; sector active share 88.0% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

46 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

27.3%

+10.2 pts

Top 5

80.7%

+18.2 pts

Top 10

91.2%

+4.9 pts

HHI

1,673

Moderately concentrated+700

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.3%	$104,417,515	36
Healthcare	1.7%	$1,849,013	1
Financial Services	0.7%	$764,626	3
Utilities	0.5%	$574,070	2
Consumer Defensive	0.5%	$556,174	2
Technology	0.2%	$228,641	1
Basic Materials	0.0%	$0	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BOXX	Alpha Architect 1-3 Month Box ETF	+6,754	101,500	$12,016,585
CTA	EIDP, Inc.	+6,167	243,004	$0
DBMF	iMGP DBI Managed Futures Strategy ETF	+4,362	185,569	$6,036,559
FYLD	Cambria Foreign Shareholder Yield ETF	+3,075	411,251	$16,260,864
—		+2,684	453,077	$0
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	+2,389	332,358	$13,978,977
HARD	Simplify Commodities Strategy No K-1 ETF	+2,015	242,659	$8,172,755
COWZ	Pacer US Cash Cows 100 ETF	+1,766	234,257	$15,638,997
SPGP	Victory Portfolios II	+1,116	114,634	$0
AJG	Arthur J. Gallagher & Co.	+60	1,562	$356,307
IVE	iShares S&P 500 Value ETF	+4	1,152	$0
IVW	iShares S&P 500 Growth ETF	+2	2,289	$0
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
TBIL	F/m US Treasury 3 Month Bill Fund	−17,930	19,032	$948,745
—		−8,836	119,099	$0
DISV	Dimensional International Small Cap Value ETF	−4,366	37,460	$1,621,643
IQLT	iShares MSCI Intl Quality Factor ETF	−4,334	324,072	$0
EQAL	Invesco Russell 1000 Equal Weight ETF	−4,294	39,780	$2,278,200
ISCF	iShares International Small-Cap Equity Factor ETF	−2,513	22,555	$0
—		−2,280	184,977	$0
AKRE	Professionally Managed Portfolios	−2,126	24,098	$1,269,241
SYLD	Cambria Shareholder Yield ETF	−1,994	17,218	$1,387,598
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	−1,507	18,127	$1,340,854
VO	VANGUARD MID-CAP INDEX FUND	−1,431	13,746	$1,077,961
FRDM	Freedom 100 Emerging Markets ETF	−1,177	183,448	$12,834,022
AVUV	Avantis U.S. Small Cap Value ETF	−1,072	10,766	$1,267,911
SO	Southern Co	−1,048	3,278	$271,713
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	−552	23,659	$1,649,268
SPY	Spdr S&P 500 ETF Trust	−434	4,049	$3,087,888
RSPG	Victory Portfolios II	−370	5,669	$0
XMMO	Victory Portfolios II	−326	1,891	$0
VTV	VANGUARD VALUE INDEX FUND	−198	4,960	$1,071,756
WMT	Walmart Inc.	−176	2,414	$250,862
RSP	Victory Portfolios II	−48	2,200	$0
MTBA	Simplify MBS ETF	−9	24,141	$1,128,833
QQQM	Invesco Ltd.	−1	938	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VPLS	VANGUARD CORE-PLUS BOND ETF	5,810	$429,998
BRK-B	Berkshire Hathaway Inc	820	$408,319
ADP	Automatic Data Processing Inc	886	$228,641
JAAA	Janus Henderson AAA CLO ETF	4,523	$228,275
IDV	iShares International Select Dividend ETF	5,285	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	427	$217,539
XEL	Xcel Energy Inc	2,550	$204,765
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $108,390,039 total · filing declares 46 positions · $174,693,519 · as of Sep 30, 2026

All sectors Basic Materials Consumer Defensive Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FYLD	Cambria Foreign Shareholder Yield ETF	Added	411,251	+3,075	$16,260,864	+9.2%	15.00%
COWZ	Pacer US Cash Cows 100 ETF	Added	234,257	+1,766	$15,638,997	+8.1%	14.43%
ICOW	Pacer Developed Markets International Cash Cows 100 ETF	Added	332,358	+2,389	$13,978,977	+1.8%	12.90%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	183,448	-1,177	$12,834,022	−4.6%	11.84%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	101,500	+6,754	$12,016,585	+8.3%	11.09%
HARD	Simplify Commodities Strategy No K-1 ETF	Added	242,659	+2,015	$8,172,755	+14.5%	7.54%
DBMF	iMGP DBI Managed Futures Strategy ETF	Added	185,569	+4,362	$6,036,559	+8.8%	5.57%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,049	-434	$3,087,888	−7.8%	2.85%
EQAL	Invesco Russell 1000 Equal Weight ETF	Reduced	39,780	-4,294	$2,278,200	−12.8%	2.10%
LLY	ELI LILLY & Co Healthcare	Held	1,598	0	$1,849,013	−3.5%	1.71%
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	Reduced	23,659	-552	$1,649,268	−0.6%	1.52%
DISV	Dimensional International Small Cap Value ETF	Reduced	37,460	-4,366	$1,621,643	−3.4%	1.50%
SYLD	Cambria Shareholder Yield ETF	Reduced	17,218	-1,994	$1,387,598	−8.7%	1.28%
GNR	State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF	Reduced	18,127	-1,507	$1,340,854	+1.5%	1.24%
AKRE	Professionally Managed Portfolios	Reduced	24,098	-2,126	$1,269,241	−9.0%	1.17%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	10,766	-1,072	$1,267,911	−14.2%	1.17%
MTBA	Simplify MBS ETF	Reduced	24,141	-9	$1,128,833	−4.7%	1.04%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	13,746	-1,431	$1,077,961	−11.8%	0.99%
VTV	VANGUARD VALUE INDEX FUND	Reduced	4,960	-198	$1,071,756	−4.7%	0.99%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	19,032	-17,930	$948,745	−48.5%	0.88%
VPLS	VANGUARD CORE-PLUS BOND ETF	NEW	5,810	NEW	$429,998	NEW	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	820	NEW	$408,319	NEW	0.38%
DFAI	Dimensional International Core Equity Market ETF	Held	9,827	0	$407,132	+0.4%	0.38%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	1,562	+60	$356,307	+3.3%	0.33%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,600	0	$305,312	+5.5%	0.28%
D	Dominion Energy, Inc Utilities	Held	4,996	0	$302,357	−11.4%	0.28%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Held	4,609	0	$283,453	+15.8%	0.26%
SO	Southern Co Utilities	Reduced	3,278	-1,048	$271,713	−34.4%	0.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,414	-176	$250,862	−14.5%	0.23%
ADP	Automatic Data Processing Inc Technology	NEW	886	NEW	$228,641	NEW	0.21%
JAAA	Janus Henderson AAA CLO ETF	NEW	4,523	NEW	$228,275	NEW	0.21%
RSP	Victory Portfolios II	Reduced	2,200	-48	$0	−100.0%	0.00%
RSPG	Victory Portfolios II	Reduced	5,669	-370	$0	−100.0%	0.00%
SPGP	Victory Portfolios II	Added	114,634	+1,116	$0	−100.0%	0.00%
XMMO	Victory Portfolios II	Reduced	1,891	-326	$0	−100.0%	0.00%
QQQM	Invesco Ltd. Financial Services	Reduced	938	-1	$0	−100.0%	0.00%
		Added	453,077	+2,684	$0	−100.0%	0.00%
		Reduced	119,099	-8,836	$0	−100.0%	0.00%
CTA	EIDP, Inc. Basic Materials	Added	243,004	+6,167	$0	—	0.00%
		Reduced	184,977	-2,280	$0	−100.0%	0.00%
IDV	iShares International Select Dividend ETF	NEW	5,285	NEW	$0	NEW	0.00%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	324,072	-4,334	$0	−100.0%	0.00%
ISCF	iShares International Small-Cap Equity Factor ETF	Reduced	22,555	-2,513	$0	−100.0%	0.00%
IVE	iShares S&P 500 Value ETF	Added	1,152	+4	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Held	790	0	$0	−100.0%	0.00%
IVW	iShares S&P 500 Growth ETF	Added	2,289	+2	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.