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Longview Financial Advisors, Inc.

RIA/Wealth

Longview Financial Advisors, Inc. is a RIA/Wealth based in Huntsville, AL led by Timothy Charles Harrington, reporting $351.2M in AUM as of Q3 2025 with 97% ETF concentration and 74% concentrated in top 10 holdings.

Managing PartnerTimothy Charles Harrington
Portfolio Value
$129.7M
Positions
44
Top Holding
IQLT at 10.67%
Last Reported
Q3 2025
Address4245 Balmoral Drive, Suite 306, Huntsville, AL, 35801, United States

Top Holdings

Largest long holdings in Longview Financial Advisors, Inc.'s portfolio (73.8% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$13.8M
10.67%
-$2.1M
Sold
313.1K shares
ETF
ETF
$12.3M
9.48%
-$3.6M
Sold
214.1K shares
ETF
ETF
$12.0M
9.29%
-$3.2M
Sold
106.0K shares
ETF
ETF
$11.7M
9.00%
-$1.8M
Sold
374.3K shares
ETF
ETF
$11.3M
8.68%
-$1.6M
Sold
309.0K shares
ETF
ETF
$7.8M
6.05%
+$6.8M
Bought
68.9K shares
ETF
ETF
$7.6M
5.84%
+$5.8M
Bought
170.8K shares
ETF
ETF
$7.5M
5.78%
+$84.6K
Bought
167.7K shares
ETF
ETF
$6.4M
4.90%
+$5.9M
Bought
210.6K shares
ETF
ETF
$5.3M
4.08%
+$31.6K
Bought
189.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Longview Financial Advisors, Inc.'s latest filing

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Market Value
$129.7M
Prior: $117.7M
Q/Q Change
+10.17%
+$12.0M
Net Flows % of MV
+4.46%
Turnover Ratio
12.8%
New Purchases
2 stocks
$408.3K
Added To
13 stocks
+$18.9M
Sold Out Of
0 stocks
-
Reduced Holdings
18 stocks
-$13.5M

Increased Positions

PositionShares Δ
New
New
+1,279.67%
+673.26%
+325.16%

Decreased Positions

PositionShares Δ
-38.98%
-22.72%
-21.25%
-21.13%
-13.4%

Analytics

Portfolio insights and performance metrics for Longview Financial Advisors, Inc.

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Sector Allocation

ETF: 96.90%ETFHealthcare: 0.90%Utilities: 0.70%Consumer Defensive: 0.60%Financial Services: 0.50%Industrials: 0.40%
ETF
96.90%
Healthcare
0.90%
Utilities
0.70%
Consumer Defensive
0.60%
Financial Services
0.50%
Industrials
0.40%

Market Cap Distribution

Mega Cap (> $200B): 1.72%Large Cap ($10B - $200B): 1.43%N/A (ETF or Unknown): 96.85%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.72%
Large Cap ($10B - $200B)
1.43%
N/A (ETF or Unknown)
96.85%

Portfolio Concentration

Top 10 Holdings %
73.76%
Top 20 Holdings %
90.94%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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