2026 Q1 Portfolio Activity
In 2026 Q1, Longview Financial Advisors, Inc. maintained a portfolio of 163 distinct positions. The most significant new addition was XCEL ENERGY INC COM, now representing 0.12% of the total fund value. They heavily accumulated shares in SIMPLIFY COMMODITIES STRATEGY , increasing the position by 5.7%.
Position History
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Total Positions
163
Quarter
2026 Q1
Top Holding
IQLT (9.1%)
Top 10 Concentration
71.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 163
Longview Financial Advisors, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IQLT
ISHARES MSCI IN...
|
ETF | 9.13% | 9.72% |
#1
Prev: #1
|
6.2 |
—
|
8,173 | 2.6% |
P
S
|
323,061 | $14,935,126 |
$38.01
+29.9%
|
2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
FYLD
CAMBRIA FOREIGN...
|
ETF | 9.05% | 8.37% |
#2
1
Prev: #3
|
5.6 |
—
|
17,443 | 4.6% |
P
S
|
396,597 | $14,806,961 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COWZ
PACER US CASH C...
|
ETF | 8.53% | 8.78% |
#3
1
Prev: #2
|
4.9 |
—
|
8,299 | 3.9% |
P
S
|
223,134 | $13,959,321 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ICOW
PACER DEVELOPED...
|
ETF | 8.38% | 8.16% |
#4
1
Prev: #5
|
4.4 |
—
|
12,699 | 4.1% |
P
S
|
323,105 | $13,712,608 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPGP
INVESCO S&P 500...
|
ETF | 7.21% | 8.31% |
#5
1
Prev: #4
|
3.9 |
—
|
2,262 | 2.1% |
P
S
|
109,700 | $11,805,964 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GRNY
FUNDSTRAT GRANN...
|
ETF | 6.39% | 7.09% |
#6
Prev: #6
|
3.1 |
—
|
16,778 | 4.0% |
P
S
|
438,361 | $10,463,677 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FRDM
FREEDOM 100 EME...
|
ETF | 5.93% | 5.99% |
#7
Prev: #7
|
2.9 |
—
|
5,392 | 3.1% |
P
S
|
177,464 | $9,698,435 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BOXX
ALPHA ARCHITECT...
|
ETF | 5.75% | 5.85% |
#8
Prev: #8
|
4.3 |
—
|
6,177 | 8.3% |
P
S
|
80,928 | $9,411,197 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
INFL
HORIZON KINETIC...
|
ETF | 5.64% | 5.22% |
#9
Prev: #9
|
2.8 |
—
|
4,295 | 2.5% |
P
S
|
177,208 | $9,225,479 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HARD
SIMPLIFY COMMOD...
|
ETF | 4.97% | 4.38% |
#10
Prev: #10
|
4.0 |
—
|
12,343 | 5.7% |
P
S
|
229,783 | $8,127,435 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CTA
SIMPLIFY MANAGE...
|
ETF | 3.81% | 3.53% |
#11
Prev: #11
|
3.5 |
—
|
15,593 | 8.2% |
P
S
|
206,383 | $6,236,897 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DBMF
IMGP DBI MANAGE...
|
ETF | 2.76% | 2.67% |
#12
Prev: #12
|
3.1 |
—
|
9,792 | 7.0% |
P
S
|
149,763 | $4,515,366 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
KMLM
KRANESHARES MOU...
|
ETF | 2.32% | 2.24% |
#13
Prev: #13
|
2.9 |
—
|
7,592 | 6.0% |
P
S
|
134,613 | $3,796,110 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SPY
STATE STREET SP...
|
ETF | 1.78% | 2.09% |
#14
Prev: #14
|
1.2 |
—
|
-21 | -0.5% |
P
S
|
4,482 | $2,915,109 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TBIL
F/M US TREASURY...
|
ETF | 1.50% | 1.83% |
#15
Prev: #15
|
1.1 |
—
|
-4,613 | -8.6% |
P
S
|
49,331 | $2,459,682 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EQAL
INVESCO RUSSELL...
|
ETF | 1.48% | 1.58% |
#16
Prev: #16
|
1.1 |
—
|
3 | 0.0% |
P
S
|
44,070 | $2,428,310 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DISV
DIMENSIONAL INT...
|
ETF | 1.01% | 1.07% |
#17
2
Prev: #19
|
0.9 |
—
|
351 | 0.8% |
P
S
|
41,814 | $1,649,148 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.90% | 1.17% |
#18
1
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
1,598 | $1,469,792 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
OMFL
INVESCO RUSSELL...
|
ETF | 0.89% | 1.02% |
#19
1
Prev: #20
|
0.9 |
—
|
-225 | -0.9% |
P
S
|
24,355 | $1,464,247 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
GNR
STATE STREET SP...
|
ETF | 0.89% | 0.83% |
#20
2
Prev: #22
|
0.9 |
—
|
-30 | -0.2% |
P
S
|
19,594 | $1,463,099 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SYLD
CAMBRIA SHAREHO...
|
ETF | 0.86% | 0.89% |
#21
Prev: #21
|
0.8 |
—
|
-121 | -0.6% |
P
S
|
18,770 | $1,415,462 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AKRE
AKRE FOCUS ETF
|
ETF | 0.83% | 1.08% |
#22
4
Prev: #18
|
2.3 |
—
|
1,552 | 6.4% |
P
S
|
25,812 | $1,364,164 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AVUV
AVANTIS U.S. SM...
|
ETF | 0.80% | 0.82% |
#23
1
Prev: #24
|
0.8 |
—
|
-3 | -0.0% |
P
S
|
11,849 | $1,309,008 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MTBA
SIMPLIFY MBS ET...
|
ETF | 0.74% | 0.82% |
#24
1
Prev: #23
|
0.8 |
—
|
260 | 1.1% |
P
S
|
24,323 | $1,203,064 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.67% | 0.75% |
#25
Prev: #25
|
0.8 |
—
|
-1 | -0.0% |
P
S
|
3,811 | $1,094,727 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ISCF
ISHARES INTERNA...
|
ETF | 0.64% | 0.72% |
#26
Prev: #26
|
0.8 |
—
|
-335 | -1.3% |
P
S
|
25,059 | $1,047,248 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.62% | 0.67% |
#27
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
5,157 | $1,011,872 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RSPG
INVESCO S&P 500...
|
ETF | 0.39% | 0.34% |
#28
2
Prev: #30
|
0.7 |
—
|
-519 | -8.2% |
P
S
|
5,788 | $633,659 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.32% | 0.37% |
#29
Prev: #29
|
0.6 |
—
|
-1 | -0.1% |
P
S
|
802 | $524,244 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
RSP
INVESCO S&P 500...
|
ETF | 0.26% | 0.30% |
#30
2
Prev: #32
|
0.6 |
—
|
-60 | -2.6% |
P
S
|
2,247 | $431,244 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SO
SOUTHERN CO COM
|
Utilities | 0.25% | 0.26% |
#31
3
Prev: #34
|
0.6 |
—
|
3 | 0.1% |
P
S
|
4,321 | $417,125 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFAI
DIMENSIONAL INT...
|
ETF | 0.23% | 0.25% |
#32
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
9,827 | $382,860 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.20% | 0.26% |
#33
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
1,502 | $325,303 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.20% | 0.32% |
#34
3
Prev: #31
|
0.1 |
—
|
-1,659 | -39.1% |
P
S
|
2,586 | $321,453 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XMMO
INVESCO S&P MID...
|
ETF | 0.20% | 0.21% |
#35
1
Prev: #36
|
0.6 |
—
|
-43 | -1.9% |
P
S
|
2,209 | $320,349 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
D
DOMINION ENERGY...
|
Utilities | 0.19% | 0.20% |
#36
1
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
4,996 | $308,853 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XLE
STATE STREET EN...
|
ETF | 0.17% | 0.14% |
#37
9
Prev: #46
|
0.6 |
—
|
-3 | -0.1% |
P
S
|
4,609 | $282,347 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.16% | 0.19% |
#38
1
Prev: #39
|
0.6 |
—
|
-135 | -7.8% |
P
S
|
1,600 | $264,544 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVW
ISHARES S&P 500...
|
ETF | 0.16% | 0.19% |
#39
1
Prev: #38
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,285 | $258,496 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.16% | 0.14% |
#40
5
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
427 | $258,136 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVE
ISHARES S&P 500...
|
ETF | 0.15% | 0.16% |
#41
Prev: #41
|
0.6 |
—
|
4 | 0.4% |
P
S
|
1,143 | $241,459 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QQQM
INVESCO NASDAQ ...
|
ETF | 0.14% | 0.17% |
#42
2
Prev: #40
|
0.6 |
—
|
-51 | -5.2% |
P
S
|
930 | $221,191 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
TUA
SIMPLIFY SHORT ...
|
ETF | 0.13% | 0.15% |
#43
1
Prev: #42
|
0.6 |
—
|
8 | 0.1% |
P
S
|
10,271 | $216,723 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
XEL
XCEL ENERGY INC...
|
Utilities | 0.12% | — |
#44
Prev: #—
|
3.5 |
—
|
2,550 | — |
NEW
|
2,550 | $202,572 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 0.12% | — |
#45
Prev: #—
|
3.5 |
—
|
1,466 | — |
NEW
|
1,466 | $191,958 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.11% | — |
#46
Prev: #—
|
3.5 |
—
|
600 | — |
NEW
|
600 | $186,474 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.11% | 0.15% |
#47
4
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
861 | $174,938 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.10% | 0.14% |
#48
4
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
590 | $164,758 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.10% | — |
#49
Prev: #—
|
3.5 |
—
|
2,116 | — |
NEW
|
2,116 | $160,962 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.09% | — |
#50
Prev: #—
|
3.5 |
—
|
484 | — |
NEW
|
484 | $155,272 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 163 holdings