Jessica Smith

Longview Financial Advisors, Inc.

Assets Managed

$163.648M

Holdings

163

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

11.21%(2Q avg: 8.08%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Longview Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 163 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 163.648M in assets, with a quarterly growth rate of 11.21% and a 2-quarter average growth rate of 8.08%. The portfolio is managed by Jessica Smith, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IQLT Ishares Msci International Q Recent Activity Increased 2.6%	9.13%	$14.935M 323,061 shares@ $46.24 avg price	Increased 2.6%
FYLD Cambria Foreign Shareholder Recent Activity Increased 4.61%	9.05%	$14.807M 396,597 shares@ $37.34 avg price	Increased 4.61%
COWZ Pacer Us Cash Cows 100 Etf Recent Activity Increased 3.87%	8.54%	$13.959M 223,134 shares@ $62.57 avg price	Increased 3.87%
ICOW Pacer Developed Markets Inte Recent Activity Increased 4.1%	8.38%	$13.713M 323,105 shares@ $42.45 avg price	Increased 4.1%
SPGP Invesco S&p 500 Garp Etf Recent Activity Increased 2.11%	7.22%	$11.806M 109,700 shares@ $107.63 avg price	Increased 2.11%
GRNY Fndstrt Grnny Shots Us Lrg Recent Activity Increased 3.98%	6.4%	$10.464M 438,361 shares@ $23.87 avg price	Increased 3.98%
FRDM Freedom 100 Emeging Mrkt Etf Recent Activity Increased 3.14%	5.93%	$9.698M 177,464 shares@ $54.66 avg price	Increased 3.14%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity Increased 8.27%	5.76%	$9.411M 80,928 shares@ $116.3 avg price	Increased 8.27%
INFL Horizon Kinetics Infl Benef Recent Activity Increased 2.49%	5.64%	$9.225M 177,208 shares@ $52.07 avg price	Increased 2.49%
HARD Simplify Commodities Str K-1 Recent Activity Increased 5.68%	4.97%	$8.127M 229,783 shares@ $35.38 avg price	Increased 5.68%

1-10 of 163