13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001786915
Total reported value
$171.0M
$171.0M
163 檔
40.5%
At the close of Q1 2026, Longview Financial Advisors, Inc. disclosed equity holdings valued at approximately $171.0M, spread across 163 reported holdings.
In Q1 2026, Longview Financial Advisors, Inc. displayed an active expansion posture, initiating 116 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 9.13% | +0.39% | +2.60% | |
| 2 | FYLD | Cambria Foreign Shareholder | ETF-Other | 9.05% | -0.34% | +4.60% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.53% | -0.07% | +3.86% | |
| 4 | ICOW | Pacer Developed Markets Inte | ETF-Other | 8.38% | -0.35% | +4.09% | |
| 5 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 7.21% | +0.91% | +2.11% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 6.39% | +0.89% | +3.98% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 5.93% | +1.94% | +3.13% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 5.75% | +0.74% | +8.26% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.64% | -0.18% | +2.48% | |
| 10 | HARD | Simplify Commodities Str K-1 | ETF-Other | 4.97% | -0.80% | +5.68% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.81% | -0.22% | +8.17% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.76% | +0.48% | +7.00% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.32% | -0.26% | +5.98% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.18% | -0.47% | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.50% | -0.42% | -8.55% | |
| 16 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.48% | +0.05% | +0.01% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.01% | -0.03% | +0.85% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.22% | — | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.89% | +0.08% | -0.92% | |
| 20 | GNR | State Street Spdr S&p Global | ETF-Other | 0.89% | -0.12% | -0.15% | |
| 21 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.86% | +0.03% | -0.64% | |
| 22 | AKRE | Akre Focus ETF | ETF-Other | 0.83% | -0.01% | +6.40% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.80% | +0.06% | -0.03% | |
| 24 | MTBA | Simplify Mbs ETF | ETF-Other | 0.74% | -0.05% | +1.08% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | +0.05% | -0.03% | |
| 26 | ISCF | Ishares International Small | ETF-Other | 0.64% | -0.01% | -1.32% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | +0.04% | — | |
| 28 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | -0.04% | -8.23% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.03% | -0.12% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.02% | -2.60% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.01% | +0.07% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.23% | +0.01% | — | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.20% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.03% | -39.08% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.20% | +0.02% | -1.91% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.19% | +0.01% | — | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.17% | -0.03% | -0.07% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | +0.01% | -7.78% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | +0.02% | +0.09% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.16% | -0.03% | — | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | — | +0.35% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.14% | +0.03% | -5.20% | |
| 43 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.13% | -0.13% | EXIT | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 0.12% | — | — | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.12% | -0.12% | EXIT | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.11% | EXIT | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | -0.11% | EXIT | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.10% | -0.10% | EXIT | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.10% | -0.10% | EXIT | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.09% | -0.09% | EXIT |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $171.0M across 163 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IQLT, FYLD, COWZ) accounted for 40.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XEL
市值: $202.6K
Top Position Liquidated / Trimmed
SPY
前期市值: $3.1M
During Q1 2026, Longview Financial Advisors, Inc.'s top holdings by market value included IQLT (9.1%)、FYLD (9.1%)、COWZ (8.5%). The largest single position, IQLT, represented 9.1% of total portfolio value.
In Q1 2026, Longview Financial Advisors, Inc. made 154 total portfolio adjustments, initiating 116 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.