Longview Financial Advisors LLC
Long book
$184.0M
Q1 2026
Positions
157
Top-10 weight
82%
concentration
Last quarter
+6.3%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsLongview Financial Advisors LLC is a wealth-management firm allocating client money, running a $184.0M US long book across 157 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, JPMORGAN INCOME ETF, VANGUARD S/T CORP BOND ETF, VANGUARD INT-TERM CORPORATE, JPMORGAN HEDGED EQUITY ETF.
Over the last 6 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+0.4%
Q1 2025
+5.5%
Q2 2025
+4.5%
Q3 2025
+2.4%
Q4 2025
-0.2%
Q1 2026
+6.3%
Sector allocation
Technology 50%
Industrials 19%
Financials 16%
Consumer discretionary 11%
Utilities 1%
Healthcare 1%
Energy 1%
Services media 1%
Long book by quarter
What does Longview Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 5.9K | $1.5M | 0.8% | -0.1% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $806K | 0.4% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 1.4K | $778K | 0.4% | -6.9% |
| JPM JPMORGAN CHASE & CO | Financials | 1.3K | $391K | 0.2% | +30.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.6K | $342K | 0.2% | -4.4% |
| NVDA NVIDIA CORP | Technology | 1.9K | $338K | 0.2% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.0K | $290K | 0.2% | Held |
| MSFT MICROSOFT CORP | Technology | 649 | $240K | 0.1% | Held |
| MS MORGAN STANLEY | Financials | 1.5K | $239K | 0.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 196 | $195K | 0.1% | Held |
| SCHW SCHWAB (CHARLES) CORP | Financials | 1.7K | $160K | 0.1% | -25.9% |
| LRCX LAM RESEARCH CORP | Industrials | 700 | $150K | 0.1% | Held |
| WFC WELLS FARGO & CO | Financials | 1.7K | $132K | 0.1% | Held |
| PH PARKER HANNIFIN CORP | Industrials | 111 | $99K | 0.1% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 102 | $86K | 0.0% | Held |
| AVGO BROADCOM INC | Technology | 261 | $81K | 0.0% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 500 | $73K | 0.0% | Held |
| WMT WALMART INC | Consumer discretionary | 542 | $67K | 0.0% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 352 | $56K | 0.0% | Held |
| YORW YORK WATER CO | Utilities | 1.8K | $55K | 0.0% | Held |
| PHM PULTEGROUP INC | Industrials | 426 | $50K | 0.0% | Held |
| RBA RB GLOBAL INC | Services media | 497 | $48K | 0.0% | Held |
| TDG TRANSDIGM GROUP INC | Industrials | 38 | $44K | 0.0% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 111 | $43K | 0.0% | Held |
| JOBY JOBY AVIATION INC | Industrials | 5.0K | $41K | 0.0% | Held |
| BLK BLACKROCK INC | Financials | 41 | $39K | 0.0% | Held |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 114 | $37K | 0.0% | Held |
| GEV GE VERNOVA INC | Industrials | 35 | $31K | 0.0% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 83 | $27K | 0.0% | Held |
| SYK STRYKER CORP | Healthcare | 81 | $27K | 0.0% | Held |
| EOG EOG RESOURCES INC | Energy | 182 | $26K | 0.0% | -12.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 157 | $184.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 175 | $181.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 141 | $173.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 125 | $159.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Aug 6, 2025 | 129 | $151.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Aug 6, 2025 | 134 | $148.9M | canonical | SEC ↗ |