Longview Financial Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Huntsville, AL
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
45
Total value ($000)
$140,233
Net value change ($000)
+22,505 (19.1%)
New positions
5
Sold out positions
0
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRNY 10,536 NEW
BOXX 6,837 681.7%
FRDM 5,946 366.4%
HARD 5,931 1382.5%
INFL 503 7.2%
DBMF 277 8.0%
CTA 263 5.2%
SPY 220 7.8%
LMT 213 NEW
XLE 206 NEW
Top Reduces (Value $000, Stocks/ETFs)
COWZ -2,961 -19.4%
SPGP -2,431 -16.8%
IQLT -1,790 -11.5%
FYLD -945 -7.5%
ICOW -774 -6.4%
MTBA -754 -38.6%
TBIL -64 -2.1%
QQQM -38 -14.2%
PM -31 -10.7%
LLY -27 -2.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type