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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors LLC

· CIK 0002076077
13F Portfolio $202M AUM 150 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 15 Added 25 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 J P MORGAN EXCHANGE TRADED F 32,567.0 $1.6M 0.81% NEW $50.18
2 ISHARES TR 2,468.0 $56K 0.03% NEW $22.89
3 ISHARES TR 2,522.0 $56K 0.03% NEW $22.37
4 ISHARES TR 2,542.0 $56K 0.03% NEW $22.14
5 ISHARES TR 2,595.0 $56K 0.03% NEW $21.65
6 ISHARES TR 1,243.0 $25K 0.01% NEW $20.19
7 ISHARES TR 1,148.0 $22K 0.01% NEW $19.54
8 HONEYWELL AEROSPACE INC 49.0 $11K 0.01% NEW $221.08

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Financial Services 22.0%
Communication Services 14.2%
Industrials 13.2%
Consumer Cyclical 7.2%
Consumer Defensive 2.3%
Real Estate 1.6%
Utilities 1.2%
Healthcare 1.0%
Energy 0.6%