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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors LLC

· CIK 0002076077
13F Portfolio $181M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New
Page 4 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMXF ISHARES TR 1,933.0 $90K 0.05% NEW $46.53 +23.2%
62 GS GOLDMAN SACHS GROUP INC Financial Services 102.0 $90K 0.05% NEW $879.00 +13.1%
63 AMD ADVANCED MICRO DEVICES INC Technology 415.0 $89K 0.05% NEW $214.16 +135.3%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 500.0 $89K 0.05% NEW $177.75 -23.2%
65 IUSG ISHARES TR 515.0 $86K 0.05% NEW $167.94 +12.6%
66 SCHG SCHWAB STRATEGIC TR 2,509.0 $82K 0.04% NEW $32.62 +6.0%
67 VTR VENTAS INC Real Estate 1,026.0 $79K 0.04% NEW $77.38 +14.0%
68 HEQT SIMPLIFY EXCHANGE TRADED FUN 2,421.0 $78K 0.04% NEW $32.05 +4.1%
69 ITOT ISHARES TR 480.0 $71K 0.04% NEW $148.69 +10.4%
70 IJT ISHARES TR 500.0 $71K 0.04% NEW $141.16 +16.9%
71 CGW INVESCO EXCH TRADED FD TR II 1,070.0 $67K 0.04% NEW $63.01 +0.1%
72 J P MORGAN EXCHANGE TRADED F 1,054.0 $67K 0.04% NEW $63.18
73 JOBY JOBY AVIATION INC Industrials 5,000.0 $66K 0.04% NEW $13.20 -12.7%
74 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 210.0 $64K 0.04% NEW $303.89 +35.7%
75 JEPQ J P MORGAN EXCHANGE TRADED F 1,056.0 $61K 0.03% NEW $58.12 +4.3%
76 WMT WALMART INC Consumer Defensive 542.0 $60K 0.03% NEW $111.41 +8.0%
77 IWD ISHARES TR 286.0 $60K 0.03% NEW $210.34 +13.3%
78 TM TOYOTA MOTOR CORP Consumer Cyclical 280.0 $60K 0.03% NEW $214.06 -11.2%
79 SPYV SPDR SERIES TRUST 1,024.0 $58K 0.03% NEW $56.81 +7.5%
80 YORW YORK WTR CO Utilities 1,792.0 $57K 0.03% NEW $31.84 -6.2%
Page 4 of 9  ·  175 positions

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 34.4%
Financial Services 21.3%
Communication Services 15.8%
Industrials 12.2%
Consumer Cyclical 7.5%
Consumer Defensive 2.8%
Healthcare 1.7%
Real Estate 1.5%
Energy 1.1%
Utilities 1.0%