Fund HoldingsLongview Financial Advisors, Inc.

Total Portfolio Value
$170.98M
Total Bought
$15.20M
Total Sold
$6.60M
Net Transaction
+$8.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FREEDOM 100 EMERGING MARKETS ETF
FREEDOM 100 EM
177,464184,625+7,1619,69813,4597.87%+3,760
INVESCO S&P 500 GARP ETF
S&P 500 GARP ETF
0113,518+113,518013,8828.12%+13,882
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF438,361450,393+12,03210,46412,4527.28%+1,988
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
80,92894,746+13,8189,41111,0946.49%+1,683
ISHARES MSCI INTL QUALITY FACTOR ETF
MSCI INTL QUALTY
323,061328,406+5,34514,93516,2729.52%+1,336
IMGP DBI MANAGED FUTURES STRATEGY ETF
IMGP DBI MAN ETF
149,763181,207+31,4444,5155,5473.24%+1,031
PACER US CASH COWS 100 ETF
US CASH COWS 100
223,134232,491+9,35713,95914,4628.46%+502
ELI LILLY & CO COM(LLY)01,598+1,59801,9171.12%+1,917
STATE STREET SPDR S&P 500 ETF(SPY)04,483+4,48303,3471.96%+3,347
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
RUSL 1000 DYNM
024,211+24,21101,6590.97%+1,659
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF44,07044,074+42,4282,6121.53%+183
AVANTIS U.S. SMALL CAP VALUE ETF11,84911,838-111,3091,4770.86%+168
VANGUARD MID-CAP ETF015,177+15,17701,2230.72%+1,223
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
177,208187,257+10,0499,2259,3405.46%+114
VANGUARD VALUE ETF5,1575,158+11,0121,1240.66%+112
CAMBRIA SHAREHOLDER YIELD ETF18,77019,212+4421,4151,5190.89%+104
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF396,597408,176+11,57914,80714,8948.71%+87
ISHARES CORE S&P 500 ETF0790+79005910.35%+591
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
0939+93902840.17%+284
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
2,2092,217+83203770.22%+57
ISHARES S&P 500 GROWTH ETF02,287+2,28703150.18%+315
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
02,248+2,24804780.28%+478
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
INTERNATIONAL SL
025,068+25,06801,0850.63%+1,085
DOMINION ENERGY INC COM(D)4,9964,99603093410.20%+32
AKRE FOCUS ETF
AKRE FOCUS ETF
026,224+26,22401,3950.82%+1,395
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
41,81441,826+121,6491,6780.98%+29
PHILIP MORRIS INTL INC COM(PM)01,600+1,60002890.17%+289
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
DEVELOPED MRKT
323,105329,969+6,86413,71313,7378.03%+24
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
9,8279,82703834050.24%+23
GALLAGHER ARTHUR J & CO COM(AJG)01,502+1,50203450.20%+345
ISHARES S&P 500 VALUE ETF01,148+1,14802610.15%+261
XCEL ENERGY INC COM(XEL)2,5502,55002032050.12%+2
WISDOMTREE U.S. EFFICIENT CORE FUND(WT)000000
COLGATE PALMOLIVE CO COM(CL)000000
GRAYSCALE ETHEREUM STAKING MINI ETF(ETH)000000
KYNDRYL HLDGS INC COMMON STOCK(KD)000000
VERALTO CORP COM SHS(VLTO)000000
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)000000
CHUBB LTD SWITZ COM
COM
000000
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)000000
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
S&P SMCP VLU MNT
000000
AVANOS MED INC COM(AVNS)000000
TOTALENERGIES SE ACT(TTE)000000
HCI GROUP INC COM000000
DISNEY WALT CO COM(DIS)000000
CARGURUS INC COM CL A(CARG)000000
NAVIOS MARITIME PARTNERS LP COM UNIT LPI(NMM)000000
NORTHERN DYNASTY MINERALS LTD COM NEW(NAK)000000
SOUTHERN CO COM(SO)4,3214,326+54174140.24%-3
MORGAN STANLEY COM NEW(MS)000000
DHT HOLDINGS INC SHS NEW(DHT)000000
LITHIUM AMERS CORP NEW COM SHS(LAC)000000
MOODYS CORP COM(MCO)000000
UNITI GROUP LLC COM SHS000000
MASTERCARD INCORPORATED CL A(MA)000000
GOLAR LNG LTD SHS
SHS
000000
VIATRIS INC COM(VTRS)000000
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
000000
TRILOGY METALS INC NEW COM000000
LAZARD INTERNATIONAL DYNAMIC EQUITY ETF
INTL DYNAMIC EQT
000000
SCHWAB US DIVIDEND EQUITY ETF000000
BERKSHIRE HATHAWAY INC DEL CL B NEW000000
US TREASURY 2 YEAR NOTE ETF
US TREASY 2 YR
000000
IDAHO STRATEGIC RESOURCES COM NEW000000
ALAMOS GOLD INC COM CL A000000
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF
RETURN STCKD US
000000
AGNICO EAGLE MINES LTD COM(AEM)000000
SCIENCE APPLICATIONS INTL CORP COM(SAIC)000000
ALLIANCE RESOURCE PARTNERS L P UT LTD PART(ARLP)000000
ATI INC COM(ATI)000000
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
000000
LUMEN TECHNOLOGIES INC COM(LUMN)000000
PERPETUA RESOURCES CORP COM(PPTA)000000
COEUR MNG INC COM NEW(CDE)000000
CAPITAL ONE FINL CORP COM(COF)000000
SCHWAB US TIPS ETF3400-34090-9
NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR(NRP)750-7590-9
ITAU UNIBANCO HLDG S A SPON ADR REP PFD(ITUB)1,3330-1,333110-11
BUILDERS FIRSTSOURCE INC COM(BLDR)1380-138110-11
AVNET INC COM2120-212130-13
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND1760-176130-13
CHENIERE ENERGY INC COM NEW(LNG)470-47140-14
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
1350-135140-14
FLAGSTAR BANK NATIONAL ASSOCIA COM NEW(FLG)1,1400-1,140150-15
INTERNATIONAL SEAWAYS INC COM(INSW)2080-208150-15
VANGUARD EXTENDED MARKET ETF790-79160-16
TEEKAY TANKERS LTD CL A(TNK)2390-239180-18
SIMPLIFY MBS ETF
MBS ETF
024,150+24,15001,1850.69%+1,185
CANADIAN NAT RES LTD MED TERM COM(CNQ)3730-373180-18
STRIVE 500 ETF
STRIVE 500 ETF
4500-450190-19
WARNER BROS DISCOVERY INC COM SER A(WBD)6890-689190-19
ECOPETROL S A SPONSORED ADS(EC)1,3400-1,340200-20
AUTOZONE INC COM(AZO)60-6200-20
ISHARES CORE U.S. AGGREGATE BOND ETF2050-205200-20
URANIUM RTY CORP COM5,6000-5,600200-20
IMPERIAL OIL LTD COM NEW(IMO)1580-158210-21
SCORPIO TANKERS INC SHS(STNG)2780-278210-21
HONEYWELL INTL INC COM(HON)1000-100230-23
PETROLEO BRASILEIRO S A SPONSORED ADR(PBR)1,0950-1,095230-23
TEEKAY CORPORATION LTD SHS
SHS
1,9190-1,919230-23
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