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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
Page 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVV ISHARES TR 22.0 $16K 0.01% $748.91 +2.2%
122 XOM EXXON MOBIL CORP Energy 119.0 $16K 0.01% $136.72 +20.4%
123 IWO ISHARES TR 38.0 $15K 0.01% $393.97 -5.7%
124 GOOG ALPHABET INC 40.0 $14K 0.01% $353.35
125 AVUV AMERICAN CENTY ETF TR 111.0 $14K 0.01% $124.77 -0.5%
126 IJH ISHARES TR 175.0 $13K 0.01% $77.11 -3.3%
127 HOLA J P MORGAN EXCHANGE TRADED F 226.0 $13K 0.01% $55.37 +1.7%
128 SPGM SPDR INDEX SHS FDS 143.0 $12K 0.01% -40.0 -21.9% $85.67 +1.4%
129 CVX CHEVRON CORPORATION Energy 68.0 $11K 0.01% $165.76 +27.3%
130 HONEYWELL AEROSPACE INC 49.0 $11K 0.01% NEW $221.08
131 RTX RTX CORPORATION Industrials 47.0 $9K 0.00% $189.74 +8.1%
132 AMT AMERICAN TOWER CORP Real Estate 47.0 $8K 0.00% $163.57 +7.6%
133 PINS PINTEREST INC Communication Services 280.0 $6K 0.00% $21.03 +1.0%
134 IWN ISHARES TR 22.0 $5K 0.00% $221.23 -0.6%
135 MGK VANGUARD WORLD FD 50.0 $4K 0.00% +40.0 +400.0% $87.92 +1.3%
136 RWO SPDR INDEX SHS FDS 81.0 $4K 0.00% $49.72 -0.3%
137 PLD PROLOGIS INC. Real Estate 26.0 $4K 0.00% $135.50 +3.1%
138 DFAW DIMENSIONAL ETF TRUST 41.0 $3K 0.00% +2.0 +5.1% $82.80 +1.9%
139 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 24.0 $2K 0.00% $88.62 -30.3%
140 UPRO PROSHARES TR 10.0 $1K 0.00% $141.80 +3.8%
Page 7 of 8  ·  150 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 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%