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Longview Financial Advisors, Inc.
Longview Financial Advisors, Inc. is an SEC-registered investment adviser headquartered in Huntsville, Alabama. Founded in 2002, it provides independent financial advisory and portfolio management services, primarily serving individuals including high net worth clients. The firm employs six professionals, most of whom are investment advisers, and places emphasis on building long-term partnerships and prioritizing clients' interests. Longview maintains compliance with SEC and state regulations, adapting its services and registrations to serve clients nationwide.
Investment Strategy
The firm’s investment strategy centers on independent financial planning and portfolio management tailored to individuals and families. Longview prioritizes understanding client goals and risk tolerance, delivering customized advice through a fee-only model. It emphasizes transparency, long-term partnerships, and placing clients’ interests ahead of its own, aiming for diversified, personalized investment solutions that reflect each client's needs and objectives. The firm does not solicit business over the internet but encourages direct communication and comprehensive advisory engagement.
Latest 13F Filing Activity
Longview Financial Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $118M. The fund increased holdings in Cambria Foreign Shareholder Yield Etf, Invesco S&P 500 Garp Etf, Ishares Msci Intl Quality Factor Etf among other positions. Longview Financial Advisors, Inc. reduced exposure to Simplify Managed Futures Strategy Etf, Us Treasury 3 Month Bill Etf, Vanguard Esg International Stock Etf among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 13.27% | $15.6M | 361,489 | $37.93 | $43.22 | +$1.0M |
C COWZ | PACER US CASH COWS 100 ETF | 12.96% | $15.3M | 276,996 | $52.86 | $55.10 | -$49.6K |
S SPGP | INVESCO S&P 500 GARP ETF | 12.30% | $14.5M | 134,405 | $98.85 | $107.70 | +$1.1M |
F FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | 10.72% | $12.6M | 431,559 | $26.05 | $29.24 | +$1.5M |
I ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | 10.21% | $12.0M | 353,383 | $31.02 | $34.03 | +$944.7K |
Industry Allocation
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