Longview Financial Advisors LLC

Q2 2026 13F-HR Holdings

Location
San Rafael, CA
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$202,360
Net value change ($000)
+18,322 (10.0%)
New positions
8
Sold out positions
15
Turnover %
1.1%
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)
DFAC 4,180 15.4%
HELO 2,474 14.5%
JPIE 2,362 9.9%
VCIT 1,942 10.7%
J P MORGAN EXCHANGE TRADED F 1,634 NEW
DFLV 1,050 12.8%
DFEM 833 13.1%
DFIC 597 11.2%
VGIT 530 3.2%
DFGR 419 14.6%
Top Reduces (Value $000, Stocks/ETFs)
IGSB -219 -14.6%
IEI -145 -3.9%
PLTR -73 -100.0%
DFAI -72 -5.7%
COST -67 -34.4%
AOA -44 -23.2%
JOBY -41 -100.0%
NOW -26 -100.0%
EMXF -24 -26.4%
HON -22 -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