Longview Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Huntsville, AL
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$163,648
Net value change ($000)
+16,483 (11.2%)
New positions
117
Sold out positions
0
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FYLD 2,488 20.2%
ICOW 1,706 14.2%
HARD 1,682 26.1%
INFL 1,537 20.0%
CTA 1,036 19.9%
COWZ 1,032 8.0%
FRDM 876 9.9%
BOXX 807 9.4%
IQLT 623 4.4%
DBMF 587 14.9%
Top Reduces (Value $000, Stocks/ETFs)
PG -428 -77.3%
SPGP -427 -3.5%
LLY -247 -14.4%
TBIL -231 -8.6%
AKRE -225 -14.2%
SPY -156 -5.1%
WMT -152 -32.1%
AJG -64 -16.5%
ADP -46 -20.8%
CEG -43 -20.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type