Longview Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Huntsville, AL
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$170,978
Net value change ($000)
+7,330 (4.5%)
New positions
0
Sold out positions
120
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FRDM 3,761 38.8%
SPGP 2,076 17.6%
GRNY 1,988 19.0%
BOXX 1,683 17.9%
IQLT 1,337 9.0%
DBMF 1,032 22.9%
COWZ 503 3.6%
LLY 447 30.4%
SPY 432 14.8%
OMFL 195 13.3%
Top Reduces (Value $000, Stocks/ETFs)
HARD -990 -12.2%
TBIL -617 -25.1%
KMLM -275 -7.2%
TUA -217 -100.0%
DUK -192 -100.0%
MCD -186 -100.0%
ADP -175 -100.0%
CEG -165 -100.0%
KO -161 -100.0%
VTI -155 -100.0%
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