Longview Financial Advisors, Inc. holds a focused book of 43 stocks worth $171.0M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-day 13F lag). This quarter they trimmed Kraneshares MT LC MN FT Id S. Their largest long position is Ishares Msci International Q at 10% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning Longview Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~6 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Longview Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 43 | $167.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 43 | $32.1B |
| OSAIC HOLDINGS, INC. | 79 / 43 | $8.3B |
| WELLS FARGO & COMPANY/MN | 78 / 43 | $64.1B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 43 | $61.0B |
| LPL Financial LLC | 78 / 43 | $46.2B |
| ROYAL BANK OF CANADA | 77 / 43 | $53.9B |
| Integrated Wealth Concepts LLC | 77 / 43 | $1.9B |
Ranked by how many of Longview Financial Advisors, Inc.'s top 43 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Msci Intl Quality Factor ETF ETF | $16.3M | 328.4K | 9.5% | ▲+1.6% Added · +5K sh | |
| 2 | Cambria Foreign Shareholder Yield ETF ETF | $14.9M | 408.2K | 8.7% | ▲+2.9% Added · +12K sh | |
| 3 | Pacer US Cash Cows 100 ETF ETF | $14.5M | 232.5K | 8.5% | ▲+4.2% Added · +9K sh | |
| 4 | Invesco S&P 500 Garp ETF ETF | $13.9M | 113.5K | 8.1% | ▲+3.5% Added · +4K sh | |
| 5 | Pacer Developed Markets International Cash Cows 100 ETF ETF | $13.7M | 330.0K | 8.0% | ▲+2.1% Added · +7K sh | |
| 6 | Freedom 100 Emerging Markets ETF ETF | $13.5M | 184.6K | 7.9% | ▲+4.0% Added · +7K sh | |
| 7 | Fundstrat Granny Shots US Large Cap ETF ETF | $12.5M | 450.4K | 7.3% | ▲+2.7% Added · +12K sh | |
| 8 | Alpha Architect 1-3 Month Box ETF ETF | $11.1M | 94.7K | 6.5% | ▲+17% Added · +14K sh | |
| 9 | Horizon Kinetics Inflation Beneficiaries ETF ETF | $9.3M | 187.3K | 5.5% | ▲+5.7% Added · +10K sh | |
| 10 | Simplify Commodities Strategy No K-1 ETF ETF | $7.1M | 240.6K | 4.2% | ▲+4.7% Added · +11K sh | |
| 11 | Simplify Managed Futures Strategy ETF ETF | $6.1M | 236.8K | 3.6% | ▲+15% Added · +30K sh | |
| 12 | Imgp Dbi Managed Futures Strategy ETF ETF | $5.5M | 181.2K | 3.2% | ▲+21% Added · +31K sh | |
| 13 | Kraneshares Mount Lucas Managed Futures Index Strategy ETF ETF | $3.5M | 127.9K | 2.1% | ▼−5.0% Reduced · −7K sh | |
| 14 | State Street SPDR S&P 500 ETF ETF | $3.3M | 4.5K | 2.0% | ▲~0% Added · +1 sh | |
| 15 | Invesco Russell 1000 Equal Weight ETF ETF | $2.6M | 44.1K | 1.5% | ▲~0% Added · +4 sh | |
| 16 | Eli Lilly & Co Com Stock | $1.9M | 1.6K | 1.1% | —Held | |
| 17 | F/M US Treasury 3 Month Bill Fund ETF | $1.8M | 37.0K | 1.1% | ▼−25% Reduced · −12K sh | |
| 18 | Dimensional International Small Cap Value ETF ETF | $1.7M | 41.8K | 1.0% | ▲~0% Added · +12 sh | |
| 19 | Invesco Russell 1000 Dynamic Multifactor ETF ETF | $1.7M | 24.2K | 1.0% | ▼−0.6% Reduced · −144 sh | |
| 20 | Cambria Shareholder Yield ETF ETF | $1.5M | 19.2K | 0.9% | ▲+2.4% Added · +442 sh | |
| 21 | Avantis U.S. Small Cap Value ETF ETF | $1.5M | 11.8K | 0.9% | ▼−0.1% Reduced · −11 sh | |
| 22 | Akre Focus ETF ETF | $1.4M | 26.2K | 0.8% | ▲+1.6% Added · +412 sh | |
| 23 | State Street SPDR S&P Global Natural Resources ETF ETF | $1.3M | 19.6K | 0.8% | ▲+0.2% Added · +40 sh | |
| 24 | Vanguard Mid-Cap ETF ETF | $1.2M | 15.2K | 0.7% | ▲+298% Added · +11K sh | |
| 25 | Simplify MBS ETF ETF | $1.2M | 24.1K | 0.7% | ▼−0.7% Reduced · −173 sh | |
| 26 | Vanguard Value ETF ETF | $1.1M | 5.2K | 0.7% | ▲~0% Added · +1 sh | |
| 27 | Ishares International Smallcap Equity Factor ETF ETF | $1.1M | 25.1K | 0.6% | ▲~0% Added · +9 sh | |
| 28 | Invesco S&P 500 Equal Weight Energy ETF ETF | $592K | 6.0K | 0.3% | ▲+4.3% Added · +251 sh | |
| 29 | Ishares Core S&P 500 ETF ETF | $591K | 790 | 0.3% | ▼−1.5% Reduced · −12 sh | |
| 30 | Invesco S&P 500 Equal Weight ETF ETF | $478K | 2.2K | 0.3% | ▲~0% Added · +1 sh | |
| 31 | Southern Co Com Stock | $414K | 4.3K | 0.2% | ▲+0.1% Added · +5 sh | |
| 32 | Dimensional International Core Equity Market ETF ETF | $405K | 9.8K | 0.2% | —Held | |
| 33 | Invesco S&P Midcap Momentum ETF ETF | $377K | 2.2K | 0.2% | ▲+0.4% Added · +8 sh | |
| 34 | Gallagher Arthur J & Co Com Stock | $345K | 1.5K | 0.2% | —Held | |
| 35 | Dominion Energy Inc Com Stock | $341K | 5.0K | 0.2% | —Held | |
| 36 | Ishares S&P 500 Growth ETF ETF | $315K | 2.3K | 0.2% | ▲+0.1% Added · +2 sh | |
| 37 | Walmart Inc Com Stock | $293K | 2.6K | 0.2% | ▲+0.1% Added · +4 sh | |
| 38 | Philip Morris Intl Inc Com Stock | $289K | 1.6K | 0.2% | —Held | |
| 39 | Invesco Nasdaq 100 ETF ETF | $284K | 939 | 0.2% | ▲+1.0% Added · +9 sh | |
| 40 | Ishares S&P 500 Value ETF ETF | $261K | 1.1K | 0.2% | ▲+0.4% Added · +5 sh | |
| 41 | State Street Energy Select Sector SPDR ETF ETF | $245K | 4.6K | 0.1% | —Held | |
| 42 | Lockheed Martin Corp Com Stock | $218K | 427 | 0.1% | —Held | |
| 43 | Xcel Energy Inc Com Stock | $205K | 2.5K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1786915/holdings"
Use Arkolith to show Longview Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 43 | $171.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 163 | $163.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 46 | $147.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 45 | $140.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 40 | $117.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 44 | $116.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 43 | $126.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 46 | $136.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.