Longview Financial Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 6, 2026), Longview Financial Advisors, Inc. reported 43 stock positions worth $171.0 million. Its top holding was iShares MSCI International Q (IQLT) at 9.5% of the portfolio, followed by Cambria Foreign Shareholder (FYLD, 8.7%) and Pacer US Cash Cows 100 ETF (COWZ, 8.5%). Compared with Q1 2026, it sold out of 119, added to 28 and reduced 7. The biggest buy was Freedom 100 Emeging MRKT ETF (FRDM, shares +4%) and the biggest sale F/M US Treasury 3 Month Bill (TBIL, shares −25%).

Most Recent 13F
Q2 2026
Location
HUNTSVILLE, AL
CIK
0001786915
Portfolio Value
$171.0M (Q2 2026)
SEC Filing
0001786915-26-000003 ↗ filed Jul 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M Q1 2024 Q2 2024: $131.5M Q2 2024 Q3 2024: $136.5M Q3 2024 Q4 2024: $126.9M Q4 2024 Q1 2025: $116.5M Q1 2025 Q2 2025: $117.7M Q2 2025 Q3 2025: $140.2M Q3 2025 Q4 2025: $147.2M Q4 2025 Q1 2026: $163.6M Q1 2026 Q2 2026: $171.0M $171.0M Q2 2026

Holdings 43 stocks · $171.0M

IQLT iShares MSCI International Q 9.52% 328,406 $16.3M Add +1.6%
FYLD Cambria Foreign Shareholder 8.71% 408,176 $14.9M Add +2.9%
COWZ Pacer US Cash Cows 100 ETF 8.46% 232,491 $14.5M Add +4.2%
SPGP Invesco S&P 500 Garp ETF 8.12% 113,518 $13.9M Add +3.5%
ICOW Pacer Developed Markets Inte 8.03% 329,969 $13.7M Add +2.1%
FRDM Freedom 100 Emeging MRKT ETF 7.87% 184,625 $13.5M Add +4.0%
GRNY Fundstr Gran SH US LRG Cap 7.28% 450,393 $12.5M Add +2.7%
BOXX Alpha Architect 1-3 MNTH Box 6.49% 94,746 $11.1M Add +17.1%
INFL Horizon Kinetics Infl Benef 5.46% 187,257 $9.3M Add +5.7%
HARD Simplify Commodities STR K-1 4.17% 240,644 $7.1M Add +4.7%
CTA Simplify Managed Futures St 3.59% 236,837 $6.1M Add +14.8%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 3.24% 181,207 $5.5M Add +21.0%
KMLM Kraneshares MT LC MN FT Id S 2.06% 127,935 $3.5M Reduce -5.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.96% 4,483 $3.3M Add +0.0%
EQAL Invesco Russell 1000 Equal W 1.53% 44,074 $2.6M Add +0.0%
LLY Eli Lilly & Co. 1.12% 1,598 $1.9M No change
TBIL F/M US Treasury 3 Month Bill 1.08% 36,962 $1.8M Reduce -25.1%
DISV Dimensional International SM 0.98% 41,826 $1.7M Add +0.0%
OMFL Invesco Russell 1000 DYN M/F 0.97% 24,211 $1.7M Reduce -0.6%
SYLD Cambria Shareholder Yield Et 0.89% 19,212 $1.5M Add +2.4%
AVUV Avantis US Small Cap Value 0.86% 11,838 $1.5M Reduce -0.1%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.82% 26,224 $1.4M Add +1.6%
GNR State Street SPDR S&P Global 0.77% 19,634 $1.3M Add +0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 15,177 $1.2M Reduce -0.4%
MTBA Simplify MBS ETF 0.69% 24,150 $1.2M Reduce -0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.66% 5,158 $1.1M Add +0.0%
ISCF iShares International Small 0.63% 25,068 $1.1M Add +0.0%
RSPG Invesco S&P 500 Equal Weight 0.35% 6,039 $592K Add +4.3%
IVV iShares Core S&P 500 ETF 0.35% 790 $591K Reduce -1.5%
RSP Invesco S&P 500 Equal Weight 0.28% 2,248 $478K Add +0.0%
SO The Southern Co. 0.24% 4,326 $414K Add +0.1%
DFAI Dimensional International Co. 0.24% 9,827 $405K No change
XMMO Invesco S&P Midcap Momentum 0.22% 2,217 $377K Add +0.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.20% 1,502 $345K No change
D Dominion Energy Inc. 0.20% 4,996 $341K No change
IVW iShares S&P 500 Growth ETF 0.18% 2,287 $315K Add +0.1%
WMT Walmart Inc. 0.17% 2,590 $293K Add +0.1%
PM Philip Morris International 0.17% 1,600 $289K No change
QQQM Invesco Nasdaq 100 ETF 0.17% 939 $284K Add +1.0%
IVE iShares S&P 500 Value ETF 0.15% 1,148 $261K Add +0.4%
XLE SS Energy Select Sector 0.14% 4,609 $245K No change
LMT Lockheed Martin Corp. 0.13% 427 $218K No change
XEL Xcel Energy Inc. 0.12% 2,550 $205K No change

Portfolio Sells Q1 2026 → Q2 2026

TBIL F/M US Treasury 3 Month Bill Reduce -25.1% 1.08% −0.43
KMLM Kraneshares MT LC MN FT Id S Reduce -5.0% 2.06% −0.26
TUA Sim St Treas Fut Strat ETF Sold out 0.00% −0.13
DUK Duke Energy Corp. Sold out 0.00% −0.12
MCD McDonald's Corp. Sold out 0.00% −0.11
ADP Automatic Data Processing Sold out 0.00% −0.11
CEG Constellation Energy Sold out 0.00% −0.10
KO The Coca-Cola Co. Sold out 0.00% −0.10
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.09
CVX Chevron Corp. Sold out 0.00% −0.09
GPC Genuine Parts Co. Sold out 0.00% −0.09
SYY Sysco Corp. Sold out 0.00% −0.08
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.08
GVAL Cambria Global Value ETF Sold out 0.00% −0.08
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.08
PG The Procter & Gamble Co. Sold out 0.00% −0.08
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.07
PAYX Paychex Inc. Sold out 0.00% −0.07
KMB Kimberly-Clark Corp. Sold out 0.00% −0.07
VAL Valaris Ltd. Sold out 0.00% −0.06
HD Home Depot Inc. Sold out 0.00% −0.06
GSEW Goldman Sachs Eql WGHT Large Sold out 0.00% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
AVLV Avantis US Large Cap Value Sold out 0.00% −0.05
EXC Exelon Corp. Sold out 0.00% −0.05
T AT&T Inc. Sold out 0.00% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
STXD Strive 1000 Dividend Growth Sold out 0.00% −0.05
AVDV Avantis Intl S/C Value ETF Sold out 0.00% −0.05
STXV Strive 1000 Value ETF Sold out 0.00% −0.05
AVEM Avantis Emerging Markets Eq Sold out 0.00% −0.05
VZ Verizon Communications Inc. Sold out 0.00% −0.05
MTBA Simplify MBS ETF Reduce -0.7% 0.69% −0.04
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −0.04
AVIV Avantis Intl LRG Cap Val ETF Sold out 0.00% −0.04
IEI iShares 3-7 Year Treasury Bo Sold out 0.00% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Sold out 0.00% −0.04
DGRO iShares Core Dividend Growth Sold out 0.00% −0.04
CRS Carpenter Technology Sold out 0.00% −0.03
TDW Tidewater Inc. Sold out 0.00% −0.03
UEC Uranium Energy Corp. Sold out 0.00% −0.03
GLTR Abrdn Precious Metals Basket Sold out 0.00% −0.03
IBM Intl Business Machines Corp. Sold out 0.00% −0.03
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.03
GTO Invesco Total Return Bond Et Sold out 0.00% −0.03
FNCL Fidelity MSCI Financial Indx Sold out 0.00% −0.02
GLD SPDR Gold Shares Sold out 0.00% −0.02
DFAC Dimensional US Core Equity 2 Sold out 0.00% −0.02
COPX Global X Copper Miners ETF Sold out 0.00% −0.02
URNM Sprott Uranium Miners ETF Sold out 0.00% −0.02

Portfolio Buys Q1 2026 → Q2 2026

FRDM Freedom 100 Emeging MRKT ETF Add +4.0% 7.87% +1.95
SPGP Invesco S&P 500 Garp ETF Add +3.5% 8.12% +0.90
GRNY Fundstr Gran SH US LRG Cap Add +2.7% 7.28% +0.89
BOXX Alpha Architect 1-3 MNTH Box Add +17.1% 6.49% +0.74
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +21.0% 3.24% +0.48
IQLT iShares MSCI International Q Add +1.6% 9.52% +0.39
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 1.96% +0.18
EQAL Invesco Russell 1000 Equal W Add +0.0% 1.53% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.66% +0.04
QQQM Invesco Nasdaq 100 ETF Add +1.0% 0.17% +0.03
IVW iShares S&P 500 Growth ETF Add +0.1% 0.18% +0.03
XMMO Invesco S&P Midcap Momentum Add +0.4% 0.22% +0.02
SYLD Cambria Shareholder Yield Et Add +2.4% 0.89% +0.02
RSP Invesco S&P 500 Equal Weight Add +0.0% 0.28% +0.02
IVE iShares S&P 500 Value ETF Add +0.4% 0.15% +0.00
ISCF iShares International Small Add +0.0% 0.63% −0.01
SO The Southern Co. Add +0.1% 0.24% −0.01
AKRE Akre Focus ETF Add +1.6% 0.82% −0.02
WMT Walmart Inc. Add +0.1% 0.17% −0.02
DISV Dimensional International SM Add +0.0% 0.98% −0.03
RSPG Invesco S&P 500 Equal Weight Add +4.3% 0.35% −0.04
COWZ Pacer US Cash Cows 100 ETF Add +4.2% 8.46% −0.07
GNR State Street SPDR S&P Global Add +0.2% 0.77% −0.12
INFL Horizon Kinetics Infl Benef Add +5.7% 5.46% −0.17
CTA Simplify Managed Futures St Add +14.8% 3.59% −0.22
FYLD Cambria Foreign Shareholder Add +2.9% 8.71% −0.34
ICOW Pacer Developed Markets Inte Add +2.1% 8.03% −0.35
HARD Simplify Commodities STR K-1 Add +4.7% 4.17% −0.79

Notes & Other Activity Q1 2026 → Q2 2026

NTSX Wisdomtree US Efficient Core US EFFIC CORE FD Sold out 0 $47before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 43$171.0MIQLT, FYLD, COWZ, SPGP, ICOW
Q1 2026 162$163.6MIQLT, FYLD, COWZ, ICOW, SPGP
Q4 2025 46$147.2MIQLT, COWZ, FYLD, SPGP, ICOW
Q3 2025 45$140.2MIQLT, COWZ, SPGP, FYLD, ICOW
Q2 2025 40$117.7MIQLT, COWZ, SPGP, FYLD, ICOW
Q1 2025 44$116.5MCOWZ, IQLT, SPGP, FYLD, ICOW
Q4 2024 43$126.9MOMFL, COWZ, SPGP, IQLT, FYLD
Q3 2024Amended 46$136.5MOMFL, TBIL, COWZ, IQLT, SPGP
Q2 2024Amended 44$131.5MOMFL, TBIL, IQLT, COWZ, SPGP
Q1 2024Amended 44$133.2MOMFL, TBIL, COWZ, IQLT, SPGP