Longview Financial Advisors

HUNTSVILLE, ALfiles as Longview Financial Advisors, Inc.

$171m in 43 US stocks at the end of 30 June 2026. The top 10 are 74.1% of the money. It changed about 6.2% of the portfolio this quarter.

Value

$171m

Stocks

Top 10 share

74.1%

Turnover

6.2%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Cambria ETF TRFYLD
8.7% of the fund
+3%
Pacer FDS TRCOWZ
8.5% of the fund
+4%
Invesco Exchange Traded FD TSPGP
8.1% of the fund
+3%
Pacer FDS TRICOW
8.0% of the fund
+2%
EA Series TrustFRDM
7.9% of the fund
+4%
Tidal Trust IGRNY
7.3% of the fund
+3%
EA Series TrustBOXX
6.5% of the fund
+17%
Listed FDS TRINFL
5.5% of the fund
+6%
Simplify Exchange Traded FUNHARD
4.2% of the fund
+5%
Simplify Exchange Traded FUNCTA
3.6% of the fund
+15%
Litman Gregory FDS TRDBMF
3.2% of the fund
+21%
Cambria ETF TRSYLD
0.9% of the fund
+2%
Invesco Exchange Traded FD TRSPG
0.3% of the fund
+4%

Cut

Sold some of their stake.

Kraneshares TrustKMLM
2.1% of the fund
-5%
RBB FDTBIL
1.1% of the fund
-25%

Sold out

Sold their entire stake.

Simplify Exchange Traded FUNTUA
-100%
Duke EnergyDUK
-100%
McDonald'sMCD
-100%
Automatic Data ProcessingADP
-100%
Constellation EnergyCEG
-100%
Coca-ColaKO
-100%
Vanguard Index FDSVTI
-100%
ChevronCVX
-100%
Genuine PartsGPC
-100%
SyscoSYY
-100%
Vanguard Index FDSVOO
-100%
Cambria Global ValueGVAL
-100%
Ishares TRUSMV
-100%
Procter & GamblePG
-100%
Ishares TREFA
-100%
PaychexPAYX
-100%
Kimberly-ClarkKMB
-100%
ValarisVAL
-100%
Home DepotHD
-100%
Goldman Sachs ETF TRGSEW
-100%
Bristol-Myers SquibbBMY
-100%
ExelonEXC
-100%
American Centy ETF TRAVLV
-100%
AT&TT
-100%
PfizerPFE
-100%

Holdings

Ishares TRIQLT
Share
9.5%
Value
$16m
Shares
328,406
Held
Cambria ETF TRFYLD
Share
8.7%
Value
$15m
Shares
408,176
+3%
Pacer FDS TRCOWZ
Share
8.5%
Value
$14m
Shares
232,491
+4%
Invesco Exchange Traded FD TSPGP
Share
8.1%
Value
$14m
Shares
113,518
+3%
Pacer FDS TRICOW
Share
8.0%
Value
$14m
Shares
329,969
+2%
EA Series TrustFRDM
Share
7.9%
Value
$13m
Shares
184,625
+4%
Tidal Trust IGRNY
Share
7.3%
Value
$12m
Shares
450,393
+3%
EA Series TrustBOXX
Share
6.5%
Value
$11m
Shares
94,746
+17%
Listed FDS TRINFL
Share
5.5%
Value
$9m
Shares
187,257
+6%
Simplify Exchange Traded FUNHARD
Share
4.2%
Value
$7m
Shares
240,644
+5%
Simplify Exchange Traded FUNCTA
Share
3.6%
Value
$6m
Shares
236,837
+15%
Litman Gregory FDS TRDBMF
Share
3.2%
Value
$6m
Shares
181,207
+21%
Kraneshares TrustKMLM
Share
2.1%
Value
$4m
Shares
127,935
-5%
State STR Spdr S&P 500 ETF TSPY
Share
2.0%
Value
$3m
Shares
4,483
Held
Invesco Exch Traded FD TR IIEQAL
Share
1.5%
Value
$3m
Shares
44,074
Held
Eli LillyLLY
Share
1.1%
Value
$2m
Shares
1,598
Held
RBB FDTBIL
Share
1.1%
Value
$2m
Shares
36,962
-25%
Dimensional ETF TrustDISV
Share
1.0%
Value
$2m
Shares
41,826
Held
Invesco Exch TRD SLF IDX FDOMFL
Share
1.0%
Value
$2m
Shares
24,211
Held
Cambria ETF TRSYLD
Share
0.9%
Value
$2m
Shares
19,212
+2%
American Centy ETF TRAVUV
Share
0.9%
Value
$1m
Shares
11,838
Held
Profesionally Managed PortfoAKRE
Share
0.8%
Value
$1m
Shares
26,224
Held
Spdr Index SHS FDSGNR
Share
0.8%
Value
$1m
Shares
19,634
Held
Vanguard Index FDSVO
Share
0.7%
Value
$1m
Shares
15,177
Held
Simplify Exchange Traded FUNMTBA
Share
0.7%
Value
$1m
Shares
24,150
Held
Vanguard Index FDSVTV
Share
0.7%
Value
$1m
Shares
5,158
Held
Ishares TRISCF
Share
0.6%
Value
$1m
Shares
25,068
Held
Invesco Exchange Traded FD TRSPG
Share
0.3%
Value
$591,610
Shares
6,039
+4%
Ishares TRIVV
Share
0.3%
Value
$591,454
Shares
790
Held
Invesco Exchange Traded FD TRSP
Share
0.3%
Value
$478,220
Shares
2,248
Held
Southern CompanySO
Share
0.2%
Value
$414,004
Shares
4,326
Held
Dimensional ETF TrustDFAI
Share
0.2%
Value
$405,364
Shares
9,827
Held
Invesco Exchange Traded FD TXMMO
Share
0.2%
Value
$377,200
Shares
2,217
Held
Arthur J. GallagherAJG
Share
0.2%
Value
$344,814
Shares
1,502
Held
Dominion EnergyD
Share
0.2%
Value
$341,177
Shares
4,996
Held
Ishares TRIVW
Share
0.2%
Value
$314,594
Shares
2,287
Held
WalmartWMT
Share
0.2%
Value
$293,331
Shares
2,590
Held
Philip Morris InternationalPM
Share
0.2%
Value
$289,456
Shares
1,600
Held
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$284,446
Shares
939
Held
Ishares TRIVE
Share
0.2%
Value
$260,677
Shares
1,148
Held
Select Sector Spdr TRXLE
Share
0.1%
Value
$244,784
Shares
4,609
Held
Lockheed MartinLMT
Share
0.1%
Value
$217,591
Shares
427
Held
Xcel EnergyXEL
Share
0.1%
Value
$204,765
Shares
2,550
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIQLT	9.5%	$16m	328,406	Held
Cambria ETF TRFYLD	8.7%	$15m	408,176	+3%
Pacer FDS TRCOWZ	8.5%	$14m	232,491	+4%
Invesco Exchange Traded FD TSPGP	8.1%	$14m	113,518	+3%
Pacer FDS TRICOW	8.0%	$14m	329,969	+2%
EA Series TrustFRDM	7.9%	$13m	184,625	+4%
Tidal Trust IGRNY	7.3%	$12m	450,393	+3%
EA Series TrustBOXX	6.5%	$11m	94,746	+17%
Listed FDS TRINFL	5.5%	$9m	187,257	+6%
Simplify Exchange Traded FUNHARD	4.2%	$7m	240,644	+5%
Simplify Exchange Traded FUNCTA	3.6%	$6m	236,837	+15%
Litman Gregory FDS TRDBMF	3.2%	$6m	181,207	+21%
Kraneshares TrustKMLM	2.1%	$4m	127,935	-5%
State STR Spdr S&P 500 ETF TSPY	2.0%	$3m	4,483	Held
Invesco Exch Traded FD TR IIEQAL	1.5%	$3m	44,074	Held
Eli LillyLLY	1.1%	$2m	1,598	Held
RBB FDTBIL	1.1%	$2m	36,962	-25%
Dimensional ETF TrustDISV	1.0%	$2m	41,826	Held
Invesco Exch TRD SLF IDX FDOMFL	1.0%	$2m	24,211	Held
Cambria ETF TRSYLD	0.9%	$2m	19,212	+2%
American Centy ETF TRAVUV	0.9%	$1m	11,838	Held
Profesionally Managed PortfoAKRE	0.8%	$1m	26,224	Held
Spdr Index SHS FDSGNR	0.8%	$1m	19,634	Held
Vanguard Index FDSVO	0.7%	$1m	15,177	Held
Simplify Exchange Traded FUNMTBA	0.7%	$1m	24,150	Held
Vanguard Index FDSVTV	0.7%	$1m	5,158	Held
Ishares TRISCF	0.6%	$1m	25,068	Held
Invesco Exchange Traded FD TRSPG	0.3%	$591,610	6,039	+4%
Ishares TRIVV	0.3%	$591,454	790	Held
Invesco Exchange Traded FD TRSP	0.3%	$478,220	2,248	Held
Southern CompanySO	0.2%	$414,004	4,326	Held
Dimensional ETF TrustDFAI	0.2%	$405,364	9,827	Held
Invesco Exchange Traded FD TXMMO	0.2%	$377,200	2,217	Held
Arthur J. GallagherAJG	0.2%	$344,814	1,502	Held
Dominion EnergyD	0.2%	$341,177	4,996	Held
Ishares TRIVW	0.2%	$314,594	2,287	Held
WalmartWMT	0.2%	$293,331	2,590	Held
Philip Morris InternationalPM	0.2%	$289,456	1,600	Held
Invesco Exch Traded FD TR IIQQQM	0.2%	$284,446	939	Held
Ishares TRIVE	0.2%	$260,677	1,148	Held
Select Sector Spdr TRXLE	0.1%	$244,784	4,609	Held
Lockheed MartinLMT	0.1%	$217,591	427	Held
Xcel EnergyXEL	0.1%	$204,765	2,550	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.2% since 30 June 2025.

Where the money is

Health care1.1%

Utilities0.6%

Everyday goods0.3%

Financial services0.2%

Industrials0.1%

Other97.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.