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
109,700113,518+3,81811,80613,8828.12%+2,076
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)1,5981,59801,4701,9171.12%+447
STATE STREET SPDR S&P 500 ETF(SPY)4,4824,483+12,9153,3471.96%+432
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
RUSL 1000 DYNM
24,35524,211-1441,4641,6590.97%+195
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 ETF3,81115,177+11,3661,0951,2230.72%+128
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 ETF802790-125245910.35%+67
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
930939+92212840.17%+63
INVESCO S&P MIDCAP MOMENTUM ETF
S&P MDCP MOMNTUM
2,2092,217+83203770.22%+57
ISHARES S&P 500 GROWTH ETF2,2852,287+22583150.18%+56
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
2,2472,248+14314780.28%+47
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
INTERNATIONAL SL
25,05925,068+91,0471,0850.63%+38
DOMINION ENERGY INC COM(D)4,9964,99603093410.20%+32
AKRE FOCUS ETF
AKRE FOCUS ETF
25,81226,224+4121,3641,3950.82%+31
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
41,81441,826+121,6491,6780.98%+29
PHILIP MORRIS INTL INC COM(PM)1,6001,60002652890.17%+25
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)1,5021,50203253450.20%+20
ISHARES S&P 500 VALUE ETF1,1431,148+52412610.15%+19
XCEL ENERGY INC COM(XEL)2,5502,55002032050.12%+2
WISDOMTREE U.S. EFFICIENT CORE FUND(WT)00000-0
COLGATE PALMOLIVE CO COM(CL)20-200-0
GRAYSCALE ETHEREUM STAKING MINI ETF(ETH)100-1000-0
KYNDRYL HLDGS INC COMMON STOCK(KD)400-4010-1
VERALTO CORP COM SHS(VLTO)60-610-1
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)200-2010-1
CHUBB LTD SWITZ COM
COM
50-520-2
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)250-2520-2
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF
S&P SMCP VLU MNT
330-3320-2
AVANOS MED INC COM1450-14520-2
TOTALENERGIES SE ACT(TTE)270-2720-2
HCI GROUP INC COM170-1730-3
DISNEY WALT CO COM(DIS)300-3030-3
CARGURUS INC COM CL A(CARG)870-8730-3
NAVIOS MARITIME PARTNERS LP COM UNIT LPI(NMM)450-4530-3
NORTHERN DYNASTY MINERALS LTD COM NEW(NAK)2,2000-2,20030-3
SOUTHERN CO COM(SO)4,3214,326+54174140.24%-3
MORGAN STANLEY COM NEW(MS)190-1930-3
DHT HOLDINGS INC SHS NEW(DHT)1800-18030-3
LITHIUM AMERS CORP NEW COM SHS(LAC)8450-84530-3
MOODYS CORP COM(MCO)70-730-3
UNITI GROUP LLC COM SHS4030-40340-4
MASTERCARD INCORPORATED CL A(MA)80-840-4
GOLAR LNG LTD SHS
SHS
750-7540-4
VIATRIS INC COM(VTRS)3010-30140-4
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
250-2540-4
TRILOGY METALS INC NEW COM(TMQ)1,3290-1,32950-5
LAZARD INTERNATIONAL DYNAMIC EQUITY ETF
INTL DYNAMIC EQT
1670-16750-5
SCHWAB US DIVIDEND EQUITY ETF1780-17850-5
BERKSHIRE HATHAWAY INC DEL CL B NEW110-1160-6
US TREASURY 2 YEAR NOTE ETF
US TREASY 2 YR
1190-11960-6
IDAHO STRATEGIC RESOURCES COM NEW(IDR)1870-18760-6
ALAMOS GOLD INC COM CL A1390-13960-6
RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF
RETURN STCKD US
2250-22560-6
AGNICO EAGLE MINES LTD COM(AEM)320-3260-6
SCIENCE APPLICATIONS INTL CORP COM(SAIC)690-6970-7
ALLIANCE RESOURCE PARTNERS L P UT LTD PART(ARLP)2500-25070-7
ATI INC COM(ATI)480-4870-7
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
50-570-7
LUMEN TECHNOLOGIES INC COM(LUMN)1,0500-1,05070-7
PERPETUA RESOURCES CORP COM(PPTA)2680-26880-8
COEUR MNG INC COM NEW(CDE)4110-41180-8
CAPITAL ONE FINL CORP COM(COF)440-4480-8
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
24,32324,150-1731,2031,1850.69%-18
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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