Longview Financial Advisors, Inc.
CIK 1786915 · Holdings on Jun 30, 2026 · First reported Jul 6, 2026
Top ten holdings
Q2 2026- IQLT9.52%
- FYLD8.71%
- COWZ8.46%
- SPGP8.12%
- ICOW8.03%
- FRDM7.87%
- GRNY7.28%
- BOXX6.49%
- INFL5.46%
- HARD4.17%
Share classes counted separately74.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FRDMWeight increased · +1.94 pp5.93% → 7.87%Shares +7.16K (+4.04%)
- SPGPWeight increased · +0.91 pp7.21% → 8.12%Shares +3.82K (+3.48%)
- GRNYWeight increased · +0.89 pp6.39% → 7.28%Shares +12.03K (+2.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IQLTISHARES MSCI INTERNATIONAL QETF View history and evidence | $16.27M | 9.52% | 328.41K shares | 9.13% → 9.52%+0.39 pp +5.34K (+1.65%) | Added | ▾ |
| 02 | FYLDCAMBRIA FOREIGN SHAREHOLDERETF View history and evidence | $14.89M | 8.71% | 408.18K shares | 9.05% → 8.71%-0.34 pp +11.58K (+2.92%) | Added | ▾ |
| 03 | COWZPACER US CASH COWS 100 ETFETF View history and evidence | $14.46M | 8.46% | 232.49K shares | 8.53% → 8.46%-0.07 pp +9.36K (+4.19%) | Added | ▾ |
| 04 | SPGPINVESCO S&P 500 GARP ETFETF View history and evidence | $13.88M | 8.12% | 113.52K shares | 7.21% → 8.12%+0.91 pp +3.82K (+3.48%) | Added | ▾ |
| 05 | ICOWPACER DEVELOPED MARKETS INTEETF View history and evidence | $13.74M | 8.03% | 329.97K shares | 8.38% → 8.03%-0.35 pp +6.86K (+2.12%) | Added | ▾ |
| 06 | FRDMFREEDOM 100 EMEGING MRKT ETFETF View history and evidence | $13.46M | 7.87% | 184.63K shares | 5.93% → 7.87%+1.94 pp +7.16K (+4.04%) | Added | ▾ |
| 07 | GRNYFUNDSTR GRAN SH US LRG CAPETF View history and evidence | $12.45M | 7.28% | 450.39K shares | 6.39% → 7.28%+0.89 pp +12.03K (+2.74%) | Added | ▾ |
| 08 | BOXXALPHA ARCHITECT 1-3 MNTH BOXETF View history and evidence | $11.09M | 6.49% | 94.75K shares | 5.75% → 6.49%+0.74 pp +13.82K (+17.07%) | Added | ▾ |
| 09 | INFLHORIZON KINETICS INFL BENEFETF View history and evidence | $9.34M | 5.46% | 187.26K shares | 5.64% → 5.46%-0.18 pp +10.05K (+5.67%) | Added | ▾ |
| 10 | HARDSIMPLIFY COMMODITIES STR K-1ETF View history and evidence | $7.14M | 4.17% | 240.64K shares | 4.97% → 4.17%-0.80 pp +10.86K (+4.73%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 120
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TUA SIM ST TREAS FUT STRAT ETF | Non-derivative | -10,271 | -$216.72K | SEC filing ↗ | SEC filing ↗ |
| DUK DUKE ENERGY CORP | Non-derivative | -1,466 | -$191.96K | SEC filing ↗ | SEC filing ↗ |
| MCD MCDONALD'S CORP | Non-derivative | -600 | -$186.47K | SEC filing ↗ | SEC filing ↗ |
3 / 120 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1786915 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 170978376
}Research all 43 reported holdings.
This page includes 30 of 43 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 43 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1786915","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1786915","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.