Longview Financial Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Huntsville, AL
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$147,165
Net value change ($000)
+6,932 (4.9%)
New positions
3
Sold out positions
2
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AKRE 1,589 NEW
FRDM 1,253 16.6%
BOXX 764 9.7%
ICOW 755 6.7%
FYLD 645 5.5%
COWZ 625 5.1%
PG 554 NEW
LLY 498 40.9%
IQLT 478 3.5%
CEG 208 NEW
Top Reduces (Value $000, Stocks/ETFs)
TBIL -313 -10.4%
XEL -206 -100.0%
BRK-B -203 -100.0%
GRNY -98 -0.9%
CTA -88 -1.7%
WMT -78 -14.2%
RSPG -76 -13.1%
AJG -76 -16.3%
SYLD -70 -5.1%
OMFL -36 -2.3%
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