Skip to content
Disclosery

Longview Financial Advisors, Inc.

Follow

13F filer, CIK 1786915, HUNTSVILLE, AL

Longview Financial Advisors, Inc. reported $147,164,756 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 71.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001786915-26-000001

Period
2025-12-31
Reported value
$147M
Holdings
46
Top 10 weight
71.89%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AKREnew+24,260$1.59M
BOXXadded+5,892$678K
PGnew+3,866$554K
INFLadded+5,203$231K
CEGnew+590$208K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TBILreduced-6,141-$306K
XELexited-2,550-$206K
BRK-Bexited-403-$203K
WMTreduced-1,105-$123K
SYLDreduced-1,246-$86.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001786915-26-000001, largest first. % of portfolio is the value over $147,164,756, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301,444 shares; 2025Q1: 368,041 shares; 2025Q2: 361,489 shares; 2025Q3: 313,052 shares; 2025Q4: 314,888 shares 314,888$14.3M9.72%+1,836Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,069 shares; 2025Q1: 279,622 shares; 2025Q2: 276,996 shares; 2025Q3: 214,052 shares; 2025Q4: 214,835 shares 214,835$12.9M8.78%+783Timeline
FYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346,789 shares; 2025Q1: 414,328 shares; 2025Q2: 431,559 shares; 2025Q3: 374,286 shares; 2025Q4: 379,154 shares 379,154$12.3M8.37%+4,868Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,599 shares; 2025Q1: 133,968 shares; 2025Q2: 134,405 shares; 2025Q3: 106,010 shares; 2025Q4: 107,438 shares 107,438$12.2M8.31%+1,428Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,230 shares; 2025Q1: 352,782 shares; 2025Q2: 353,383 shares; 2025Q3: 308,963 shares; 2025Q4: 310,406 shares 310,406$12M8.16%+1,443Timeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421,613 shares; 2025Q4: 421,583 shares 421,583$10.4M7.09%-30Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,516 shares; 2025Q1: 35,374 shares; 2025Q2: 40,180 shares; 2025Q3: 170,828 shares; 2025Q4: 172,072 shares 172,072$8.82M5.99%+1,244Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,727 shares; 2025Q1: 3,687 shares; 2025Q2: 8,905 shares; 2025Q3: 68,859 shares; 2025Q4: 74,751 shares 74,751$8.6M5.85%+5,892Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,793 shares; 2025Q1: 168,749 shares; 2025Q2: 165,818 shares; 2025Q3: 167,710 shares; 2025Q4: 172,913 shares 172,913$7.69M5.22%+5,203Timeline
HARDSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,267 shares; 2025Q3: 210,634 shares; 2025Q4: 217,440 shares 217,440$6.44M4.38%+6,806Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,828 shares; 2025Q1: 198,428 shares; 2025Q2: 187,965 shares; 2025Q3: 189,094 shares; 2025Q4: 190,790 shares 190,790$5.2M3.53%+1,696Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,758 shares; 2025Q1: 147,758 shares; 2025Q2: 134,819 shares; 2025Q3: 137,173 shares; 2025Q4: 139,971 shares 139,971$3.93M2.67%+2,798Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,627 shares; 2025Q1: 126,779 shares; 2025Q2: 119,353 shares; 2025Q3: 122,858 shares; 2025Q4: 127,021 shares 127,021$3.3M2.24%+4,163Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,768 shares; 2025Q1: 4,679 shares; 2025Q2: 4,543 shares; 2025Q3: 4,544 shares; 2025Q4: 4,503 shares 4,503$3.07M2.09%-41Timeline
TBILRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,229 shares; 2025Q1: 76,359 shares; 2025Q2: 61,375 shares; 2025Q3: 60,085 shares; 2025Q4: 53,944 shares 53,944$2.69M1.83%-6,141Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,896 shares; 2025Q1: 46,487 shares; 2025Q2: 44,772 shares; 2025Q3: 44,776 shares; 2025Q4: 44,067 shares 44,067$2.32M1.58%-709Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,614 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares 1,598$1.72M1.17%0Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,260 shares 24,260$1.59M1.08%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,743 shares; 2025Q1: 47,093 shares; 2025Q2: 42,942 shares; 2025Q3: 42,813 shares; 2025Q4: 41,463 shares 41,463$1.58M1.07%-1,350Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,525 shares; 2025Q1: 30,609 shares; 2025Q2: 26,570 shares; 2025Q3: 25,542 shares; 2025Q4: 24,580 shares 24,580$1.5M1.02%-962Timeline
SYLDCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,711 shares; 2025Q1: 23,229 shares; 2025Q2: 20,509 shares; 2025Q3: 20,137 shares; 2025Q4: 18,891 shares 18,891$1.31M0.89%-1,246Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,851 shares; 2025Q1: 28,473 shares; 2025Q2: 20,339 shares; 2025Q3: 19,825 shares; 2025Q4: 19,624 shares 19,624$1.22M0.83%-201Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,630 shares; 2025Q1: 38,131 shares; 2025Q2: 38,976 shares; 2025Q3: 23,784 shares; 2025Q4: 24,063 shares 24,063$1.21M0.82%+279Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,282 shares; 2025Q1: 14,281 shares; 2025Q2: 12,326 shares; 2025Q3: 12,079 shares; 2025Q4: 11,852 shares 11,852$1.21M0.82%-227Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,044 shares; 2025Q1: 3,957 shares; 2025Q2: 3,877 shares; 2025Q3: 3,811 shares; 2025Q4: 3,812 shares 3,812$1.11M0.75%+1Timeline
ISCFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,707 shares; 2025Q1: 26,004 shares; 2025Q2: 25,436 shares; 2025Q3: 25,384 shares; 2025Q4: 25,394 shares 25,394$1.05M0.72%+10Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,899 shares; 2025Q1: 6,118 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,157 shares 5,157$985K0.67%+2Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares 3,866$554K0.38%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 817 shares; 2025Q1: 816 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 803 shares 803$550K0.37%+1Timeline
RSPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,754 shares; 2025Q1: 6,609 shares; 2025Q2: 6,257 shares; 2025Q3: 7,261 shares; 2025Q4: 6,307 shares 6,307$502K0.34%-954Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,511 shares; 2025Q1: 2,485 shares; 2025Q2: 5,342 shares; 2025Q3: 5,350 shares; 2025Q4: 4,245 shares 4,245$473K0.32%-1,105Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,462 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares 2,307$442K0.3%0Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,551 shares; 2025Q1: 1,505 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502$389K0.26%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,312 shares; 2025Q1: 4,316 shares; 2025Q2: 4,511 shares; 2025Q3: 4,313 shares; 2025Q4: 4,318 shares 4,318$377K0.26%+5Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,848 shares; 2025Q1: 16,545 shares; 2025Q2: 9,827 shares; 2025Q3: 9,827 shares; 2025Q4: 9,827 shares 9,827$375K0.25%0Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,373 shares; 2025Q1: 3,980 shares; 2025Q2: 2,252 shares; 2025Q3: 2,252 shares; 2025Q4: 2,252 shares 2,252$312K0.21%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares 4,996$293K0.2%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,311 shares; 2025Q2: 2,314 shares; 2025Q3: 2,316 shares; 2025Q4: 2,283 shares 2,283$281K0.19%-33Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,885 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,735 shares 1,735$278K0.19%+135Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,843 shares; 2025Q1: 1,452 shares; 2025Q2: 1,181 shares; 2025Q3: 930 shares; 2025Q4: 981 shares 981$248K0.17%+51Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,129 shares; 2025Q3: 1,133 shares; 2025Q4: 1,139 shares 1,139$242K0.16%+6Timeline
TUASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,611 shares; 2025Q1: 11,478 shares; 2025Q2: 10,586 shares; 2025Q3: 10,248 shares; 2025Q4: 10,263 shares 10,263$225K0.15%+15Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 861 shares 861$221K0.15%0Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590 shares 590$208K0.14%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares 427$207K0.14%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,384 shares; 2025Q1: 3,028 shares; 2025Q2: not reported; 2025Q3: 2,306 shares; 2025Q4: 4,612 shares 4,612$206K0.14%+2,306Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XELXCEL ENERGY INC2,550$206Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL403$203Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001786915-26-000001 base2026-02-02acceptance time not in the bulk data set