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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors, Inc.

· CIK 0001786915
13F Portfolio $171M AUM 43 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 Added 5 Reduced 120 Exited
Page 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 205 $20K 0.01% SOLD
62 AZO AUTOZONE INC COM Consumer Cyclical 6 $20K 0.01% SOLD
63 EC ECOPETROL S A SPONSORED ADS Energy 1,340 $20K 0.01% SOLD
64 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 689 $19K 0.01% SOLD
65 STRV STRIVE 500 ETF 450 $19K 0.01% SOLD
66 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 373 $18K 0.01% SOLD
67 TNK TEEKAY TANKERS LTD CL A Energy 239 $18K 0.01% SOLD
68 VXF VANGUARD EXTENDED MARKET ETF 79 $16K 0.01% SOLD
69 INSW INTERNATIONAL SEAWAYS INC COM Energy 208 $15K 0.01% SOLD
70 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1,140 $15K 0.01% SOLD
71 XMHQ INVESCO S&P MIDCAP QUALITY ETF 135 $14K 0.01% SOLD
72 LNG CHENIERE ENERGY INC COM NEW Energy 47 $14K 0.01% SOLD
73 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 176 $13K 0.01% SOLD
74 AVT AVNET INC COM Technology 212 $13K 0.01% SOLD
75 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 138 $11K 0.01% SOLD
76 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 1,333 $11K 0.01% SOLD
77 NRP NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR Energy 75 $9K 0.01% SOLD
78 SCHP SCHWAB US TIPS ETF 340 $9K 0.01% SOLD
79 COF CAPITAL ONE FINL CORP COM Financial Services 44 $8K 0.01% SOLD
80 CDE COEUR MNG INC COM NEW Basic Materials 411 $8K 0.01% SOLD
Page 4 of 6  ·  120 positions
Sector Allocation
Financial Services 50.1%
Healthcare 26.0%
Utilities 13.0%
Consumer Defensive 7.9%
Industrials 3.0%