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CIK: 0001786915
Total reported value
$174.7M
$174.7M
43 檔
41.9%
According to the latest 13F quarterly dataset, Longview Financial Advisors, Inc. managed an equity portfolio of $174.7M at the end of Q2 2026, spanning 43 distinct U.S. exchange-listed positions.
In Q2 2026, Longview Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 119 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IQLT | Ishares Msci International Q | ETF-Other | 9.52% | -0.34% | +1.65% | |
| 2 | FYLD | Cambria Foreign Shareholder | ETF-Other | 8.71% | +0.60% | +2.92% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.46% | +0.49% | +4.19% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 8.12% | -0.32% | +3.48% | |
| 5 | ICOW | Pacer Developed Markets Inte | ETF-Other | 8.03% | -0.03% | +2.12% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.87% | -0.52% | +4.04% | |
| 7 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 7.28% | -0.06% | +2.74% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 6.49% | +0.39% | +17.07% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 5.46% | -0.15% | +5.67% | |
| 10 | HARD | Simplify Commodities Str K-1 | ETF-Other | 4.17% | +0.51% | +4.73% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 3.59% | +0.42% | +14.76% | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.24% | +0.22% | +21.00% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 2.06% | +0.06% | -4.96% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | -0.19% | +0.02% | |
| 15 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.53% | -0.23% | +0.01% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.06% | — | |
| 17 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.08% | -0.54% | -25.07% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.98% | -0.05% | +0.03% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.97% | -0.03% | -0.59% | |
| 20 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.89% | -0.10% | +2.35% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.86% | -0.13% | -0.09% | |
| 22 | AKRE | Akre Focus ETF | ETF-Other | 0.82% | -0.09% | +1.60% | |
| 23 | GNR | State Street Spdr S&p Global | ETF-Other | 0.77% | — | +0.20% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | -0.10% | +298.24% | |
| 25 | MTBA | Simplify Mbs ETF | ETF-Other | 0.69% | -0.04% | -0.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | -0.05% | +0.02% | |
| 27 | ISCF | Ishares International Small | ETF-Other | 0.63% | -0.05% | +0.04% | |
| 28 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | — | +4.34% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -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% | -0.08% | +0.12% | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.24% | -0.01% | — | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.22% | -0.06% | +0.36% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.20% | — | — | |
| 35 | D | Dominion Energy Inc | Stock-Utilities | 0.20% | -0.03% | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +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% | — | — | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.17% | -0.01% | +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% | +0.02% | — | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.13% | EXIT | |
| 43 | XEL | Xcel Energy Inc | Stock-Utilities | 0.12% | -0.12% | EXIT |
According to official SEC Form 13F filings, Longview Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $174.7M across 43 disclosed positions in Q2 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 41.9% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
TUA
前期市值: $216.7K
During Q2 2026, Longview Financial Advisors, Inc.'s top holdings by market value included IQLT (9.5%)、FYLD (8.7%)、COWZ (8.5%). The largest single position, IQLT, represented 9.5% of total portfolio value.
In Q2 2026, Longview Financial Advisors, Inc. made 154 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 6 holdings, and fully liquidating 119 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.
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