Longview Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Huntsville, AL
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$174,694
Net value change ($000)
+3,716 (2.2%)
New positions
5
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FYLD 1,367 9.2%
COWZ 1,177 8.1%
HARD 1,036 14.5%
BOXX 923 8.3%
CTA 864 14.1%
DBMF 490 8.8%
VPLS 430 NEW
BRK-B 408 NEW
ICOW 242 1.8%
ADP 229 NEW
Top Reduces (Value $000, Stocks/ETFs)
TBIL -894 -48.5%
FRDM -625 -4.6%
EQAL -334 -12.8%
SPGP -261 -1.9%
SPY -259 -7.7%
IQLT -240 -1.5%
LMT -218 -100.0%
AVUV -209 -14.2%
XEL -205 -100.0%
VO -145 -11.9%
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