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Livermore
Livermore
ZHEN

Longview Financial Advisors, Inc.

SEC CIK
0001786915
Latest filing
Jul 6, 2026

The latest 13F from Longview Financial Advisors, Inc. covers Q2 2026 (filed Jul 6, 2026): 43 long positions worth $171.0M. The top 10 holdings make up 74.1% of the portfolio, and the largest is iShares Tr at 9.5%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
28
Est. +$7.16M
Reduced
6
Est. −$829.2K
Sold out
120
Est. −$5.26M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr46434V456
    9.5%$16.3M
  2. Cambria ETF Tr132061300
    8.7%$14.9M
  3. Pacer US Cash Cows 100 ETF69374H881
    8.5%$14.5M
  4. Invesco Exchange Traded FD T46137V431
    8.1%$13.9M
  5. Pacer Developed Markets International Cash Cows 100 ETF69374H873
    8.0%$13.7M

Share of portfolio

Top 5 holdings and the other 38 positions, by share of portfolio value

  1. iShares Tr9.5%
  2. Cambria ETF Tr8.7%
  3. Pacer US Cash Cows 100 ETF8.5%
  4. Invesco Exchange Traded FD T8.1%
  5. Pacer Developed Markets International Cash Cows 100 ETF8.0%
  6. Other 38 positions57.2%

Biggest buys

New and added positions, by estimated amount bought

  1. Ea Series Trust02072L565
    +$1.62MAdded
  2. Litman Gregory FDS Tr53700T827
    +$962.5KAdded
  3. Simplify Exchange Traded Fun82889N699
    +$790.0KAdded
  4. Pacer US Cash Cows 100 ETF69374H881
    +$582.0KAdded
  5. Ea Series Trust02072L607
    +$522.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Ea Series Trust02072L607
    +1.95 pp5.9% → 7.9%
  2. Invesco Exchange Traded FD T46137V431
    +0.90 pp7.2% → 8.1%
  3. Tidal Trust I886364231
    +0.89 pp6.4% → 7.3%
  4. Ea Series Trust02072L565
    +0.74 pp5.8% → 6.5%
  5. Litman Gregory FDS Tr53700T827
    +0.48 pp2.8% → 3.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. RBB FD Inc74933W452
    −$616.7KReduced
  2. Simplify Exchange Traded Fun82889N657
    −$216.7KSold out
  3. DUKDuke Energy CORP
    −$192.0KSold outHistory
  4. MCDMcDonalds Corp
    −$186.5KSold outHistory
  5. Kraneshares Trust500767652
    −$183.8KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. RBB FD Inc74933W452
    −0.43 pp1.5% → 1.1%
  2. Kraneshares Trust500767652
    −0.26 pp2.3% → 2.1%
  3. Simplify Exchange Traded Fun82889N657
    −0.13 pp0.1% → 0.0%
  4. DUKDuke Energy CORP
    −0.12 pp0.1% → 0.0%History
  5. MCDMcDonalds Corp
    −0.11 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$171.0M
+$7.33M (+4.5%) vs. prior quarter
Positions
43
−120 vs. prior quarter
Top 10 concentration
74.1%
Top 10 as share of value
Turnover
3.6%
Q2 2026, one quarter
Average holding period
10.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $171.0M (Q2 2026)

Q4 2023: $124.4MQ1 2024: $133.2MQ2 2024: $131.5MQ3 2024: $136.5MQ4 2024: $126.9MQ1 2025: $116.5MQ2 2025: $117.7MQ3 2025: $140.2MQ4 2025: $147.2MQ1 2026: $163.6MQ2 2026: $171.0M
Q4 2023Q2 2026
13F filings of Longview Financial Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 6, 202643$171.0MiShares TrCambria ETF TrPacer US Cash Cows 100 ETFvs. Q1 2026SEC
Q1 2026Apr 20, 2026163$163.6MiShares TrCambria ETF TrPacer US Cash Cows 100 ETFvs. Q4 2025SEC
Q4 2025Feb 2, 202646$147.2MiShares TrPacer US Cash Cows 100 ETFCambria ETF Trvs. Q3 2025SEC
Q3 2025Nov 13, 202545$140.2MiShares TrPacer US Cash Cows 100 ETFInvesco Exchange Traded FD Tvs. Q2 2025SEC
Q2 2025Jul 31, 202540$117.7MiShares TrPacer US Cash Cows 100 ETFInvesco Exchange Traded FD Tvs. Q1 2025SEC
Q1 2025Apr 28, 202544$116.5MPacer US Cash Cows 100 ETFiShares TrInvesco Exchange Traded FD Tvs. Q4 2024SEC
Q4 2024Feb 3, 202543$126.9MInvesco Exch TRD SLF Idx FDPacer US Cash Cows 100 ETFInvesco Exchange Traded FD Tvs. Q3 2024SEC
Q3 2024Oct 18, 2024Amended46$136.5MInvesco Exch TRD SLF Idx FDRBB FD IncPacer US Cash Cows 100 ETFvs. Q2 2024SEC
Q2 2024Oct 18, 2024Amended44$131.5MInvesco Exch TRD SLF Idx FDRBB FD InciShares Trvs. Q1 2024SEC
Q1 2024Oct 18, 2024Amended44$133.2MInvesco Exch TRD SLF Idx FDRBB FD IncPacer US Cash Cows 100 ETFvs. Q4 2023SEC
Q4 2023Oct 18, 2024Amended39$124.4MInvesco Exch TRD SLF Idx FDRBB FD InciShares Tr–SEC