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LFA
Longview Financial Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
20.72%
This Fund
S&P 500
This Quarter
Est. Return
+5.15%
1 Year Est. Return
+20.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$7.33M
(+4.5%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
74.12%
Holding
162
New
–
Increased
28
Reduced
7
Closed
119
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$1.61M |
| 2 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$966K |
| 3 |
Simplify Managed Futures Strategy ETF
CTA
|
+$904K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$591K |
| 5 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$523K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$617K |
| 2 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$217K |
| 3 |
Duke Energy
DUK
|
+$192K |
| 4 |
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
|
+$191K |
| 5 |
McDonald's
MCD
|
+$186K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 1.12% |
| 2 | Utilities | 0.56% |
| 3 | Consumer Staples | 0.34% |
| 4 | Financials | 0.2% |
| 5 | Industrials | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Viatris
VTRS
$20.1B
| – | – |
-301
| Closed | -$4.07K |
|
152
Vanguard Extended Market ETF
VXF
$30.5B
| – | – |
-79
| Closed | -$16.5K |
|
153
Verizon
VZ
$182B
| – | – |
-1,529
| Closed | -$76.8K |
|
154
Warner Bros
WBD
$67.4B
| – | – |
-689
| Closed | -$18.9K |
|
155
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
| – | – |
-135
| Closed | -$14K |
|
156
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$668M
| – | – |
-33
| Closed | -$1.99K |
|
|
ETH
157
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.68B
| – | – |
-10
| Closed | -$199 |
|
|
BTC
158
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
| – | – |
-20
| Closed | -$600 |
|
|
FLG
159
Flagstar Bank National Association
FLG
$6.21B
| – | – |
-1,140
| Closed | -$15K |
|
|
ADUR
160
Aduro Clean Technologies
ADUR
$467M
| – | – |
-2,623
| Closed | -$27.5K |
|
|
IDEQ
161
Lazard International Dynamic Equity ETF
IDEQ
$1.5B
| – | – |
-167
| Closed | -$5.31K |
|
|
SOLS
162
Solstice Advanced Materials
SOLS
$9.27B
| – | – |
-25
| Closed | -$1.91K |
|
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Longview Financial Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Longview Financial Advisors held 162 positions worth $171M, up 4.5% from $164M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Longview Financial Advisors's Q2 2026 filing shows 28 increased, 7 reduced and 119 closed positions. The largest sale was F/m US Treasury 3 Month Bill Fund, an estimated $617K.
By sector, the portfolio is most concentrated in Healthcare at 1.1% of assets, up from 1% a quarter earlier, followed by Utilities and Consumer Staples.
- Longview Financial Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2026, an estimated $1.61M increase.
- Longview Financial Advisors's biggest Q2 2026 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $617K.
- Longview Financial Advisors fully exited Simplify Short Term Treasury Futures Strategy ETF in Q2 2026, selling an estimated $217K.
- Longview Financial Advisors's ten largest holdings make up 74% of its $171M portfolio in Q2 2026.
- Longview Financial Advisors opened 0 new positions and closed 119 in Q2 2026.
- Longview Financial Advisors's portfolio value rose 4.5% quarter-over-quarter to $171M.
Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.