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Jessica Smith

Longview Financial Advisors, Inc.

Assets Managed
$170.978M
Holdings
43
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
4.48%(2Q avg: 7.84%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Longview Financial Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Longview Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 170.978M in assets, with a quarterly growth rate of 4.48% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Jessica Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IQLT
Ishares Msci International Q
Recent Activity
Increased 1.66%
9.52%
$16.272M
328,406 shares@ $49.55 avg price
FYLD
Cambria Foreign Shareholder
Recent Activity
Increased 2.92%
8.72%
$14.894M
408,176 shares@ $36.5 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 4.2%
8.46%
$14.462M
232,491 shares@ $62.21 avg price
SPGP
Invesco S&p 500 Garp Etf
Recent Activity
Increased 3.49%
8.12%
$13.882M
113,518 shares@ $122.29 avg price
ICOW
Pacer Developed Markets Inte
Recent Activity
Increased 2.13%
8.04%
$13.737M
329,969 shares@ $41.64 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 4.04%
7.88%
$13.459M
184,625 shares@ $72.9 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 2.75%
7.29%
$12.452M
450,393 shares@ $27.65 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 17.08%
6.49%
$11.094M
94,746 shares@ $117.1 avg price
INFL
Horizon Kinetics Infl Benef
Recent Activity
Increased 5.68%
5.47%
$9.34M
187,257 shares@ $49.88 avg price
HARD
Simplify Commodities Str K-1
Recent Activity
Increased 4.73%
4.18%
$7.137M
240,644 shares@ $29.66 avg price

1-10 of 43