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Longview Financial Advisors, Inc. — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Longview Financial Advisors, Inc.CIK: 0001786915
Momentum followerDiversified strategySector-focused
Total reported value
$171.0M
Reporting period: 2026-06-30 · Number of holdings: 43
Longview Financial Advisors, Inc. disclosed 43 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $171.0M and a quarterly turnover rate of 13.4%.
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Personality snowflake
- Concentration
- 24.65
- Portfolio Stability
- 13.41
- Momentum
- 100
- Sector conviction
- 94.61
- Diversification
- 86
- Sizing Uniformity
- 87
Longview Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.062 — mathematically equivalent to about 16 equally-sized positions, well below its 43 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.30), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.0 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd FRDM
+4.0% $3.8M
Add SPGP
+3.5% $2.1M
Add GRNY
+2.7% $2.0M
Trim HARD
+4.7% -$990.0K
Add BOXX
+17.1% $1.7M
Add DBMF
+21.0% $1.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 9.52% | +0.39% | +1.65% | |
| 2 | FYLD | Cambria Foreign Shareholder | ETF-Other | 8.71% | -0.34% | +2.92% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.46% | -0.07% | +4.19% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 8.12% | +0.91% | +3.48% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 8.03% | -0.35% | +2.12% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.87% | +1.94% | +4.04% | |
| 7 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.28% | +0.89% | +2.74% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.49% | +0.74% | +17.07% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.46% | -0.18% | +5.67% | |
| 10 | HARD | Simplify Commodities Str K-1 | ETF-Other | 4.17% | -0.80% | +4.73% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.59% | -0.22% | +14.76% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.24% | +0.48% | +21.00% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.06% | -0.26% | -4.96% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.18% | +0.02% | |
| 15 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.53% | +0.05% | +0.01% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.22% | — | |
| 17 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.08% | -0.42% | -25.07% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.98% | -0.03% | +0.03% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.97% | +0.08% | -0.59% | |
| 20 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.89% | +0.03% | +2.35% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.86% | +0.06% | -0.09% | |
| 22 | AKRE | Akre Focus ETF | ETF-Other | 0.82% | -0.01% | +1.60% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-Other | 0.77% | -0.12% | +0.20% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | +0.05% | +298.24% | |
| 25 | MTBA | Simplify Mbs ETF | ETF-Other | 0.69% | -0.05% | -0.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | +0.04% | +0.02% | |
| 27 | ISCF | Ishares International Small | ETF-Other | 0.63% | -0.01% | +0.04% | |
| 28 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.04% | +4.34% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.03% | -1.50% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | +0.02% | +0.04% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.24% | -0.01% | +0.12% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.24% | +0.01% | — | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.22% | +0.02% | +0.36% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.20% | — | — | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.20% | +0.01% | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.02% | +0.09% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | -0.03% | +0.15% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | +0.01% | — | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | +0.03% | +0.97% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | — | +0.44% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.14% | -0.03% | — | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.03% | — | |
| 43 | XEL | Xcel Energy Inc | Stock-Utilities | 0.12% | — | — |
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+23.1%
- Stdev
- +8.9%
- Beta
- +0.5
- Alpha
- +5.7%
- Max Drawdown
- -3.9%
- Annualized Perf
- +15.6%
- Batting Avg vs S&P
- +43.3%
- Sortino
- +3.41
- Stutzer
- +0.49
- Treynor
- +0.3
- Sterling
- +1.13
- Calmar
- +4.05
- Information Ratio
- -0.4
- Tracking Error
- +8.8%
- Stdev Down
- +4.4%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +29.9%
- Worst 12 Months
- +2.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.69
- Stdev Sectors
- +15.2%
- Skewness
- -0.39
- Kurtosis
- -0.73
- Upside Potential
- +5.03
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Longview Financial Advisors, Inc.'s most significant position changes for 2026-06-30: Sold out: Sim St Treas Fut Strat ETF (TUA); Sold out: Duke Energy CORP (DUK); Sold out: Mcdonald's CORP (MCD); Sold out: Automatic Data Processing (ADP); Sold out: Constellation Energy (CEG).
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Filing History
FAQ
What is Longview Financial Advisors, Inc. and what type of investor is it?
Longview Financial Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $171.0M, spread across 43 disclosed positions.
What are Longview Financial Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Longview Financial Advisors, Inc.'s top holdings by market value are:
1. Ishares Msci International Q (IQLT) — $16.3M (9.5%)
2. Cambria Foreign Shareholder (FYLD) — $14.9M (8.7%)
3. Pacer US Cash Cows 100 ETF (COWZ) — $14.5M (8.5%)
4. Invesco S&p 500 Garp ETF (SPGP) — $13.9M (8.1%)
5. Pacer Developed Markets Inte (ICOW) — $13.7M (8.0%)
What changes did Longview Financial Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Longview Financial Advisors, Inc. made 154 notable position adjustments: 0 new positions were initiated, 29 existing holdings were added to, 6 positions were partially reduced, and 119 were completely exited. The largest of these moves: Sold out: Sim St Treas Fut Strat ETF (TUA); Sold out: Duke Energy CORP (DUK); Sold out: Mcdonald's CORP (MCD); Sold out: Automatic Data Processing (ADP); Sold out: Constellation Energy (CEG)
What sectors does Longview Financial Advisors, Inc. focus on?
Longview Financial Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 47.7%
• Utilities: 23.9%
• Consumer Staples: 14.5%
• Financials: 8.6%
• Industrials: 5.4%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Longview Financial Advisors, Inc. returned an annualized 15.6% over the trailing 30 months — outperforming the S&P 500 by 5.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.50 (less volatile than the market) and a 43% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 47.7% of the portfolio concentrated in Health Care.
It has added to its FRDM position over the past two quarters (+$4.6M, now $13.5M), while trimming TBIL over the same stretch (-$847.8K, still holding $1.8M).
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Developer Access
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