DOSSIER · 13F-HR · Q1 2026

Longview Financial Advisors, Inc.

Longview Financial's pension fund based in Boston, MA $164M in tracked AUM across 163 positions as of Q1 2026.

LF
Longview Financial·Boston, MA·Pension Fund
CIK 0001786915 · last filed Mar 31, 2026
Total AUM
$164M
2.2%
vs prior
Holdings
163
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Longview Financial Advisors, Inc. manages a concentrated portfolio valued at approximately $103.1 million as of the report date September 30, 2025. The portfolio experienced a significant contraction of 12.4% in value, decreasing from $117.73 million in the previous quarter, a change driven likely by a combination of market depreciation and active capital reallocation. The firm employs a highly tactical approach, utilizing a relatively small number of holdings (26) compare...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
$15M323K9.1%
02
FYLD
CAMBRIA FOREIGN SHAREHOLDER YIELD ETF
$15M397K9.0%
03
COWZ
PACER US CASH COWS 100 ETF
$14M223K8.5%
04
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
$14M323K8.4%
05
SPGP
INVESCO S&P 500 GARP ETF
$12M110K7.2%
06
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$10M438K6.4%
07
FRDM
FREEDOM 100 EMERGING MARKETS ETF
$10M177K5.9%
08
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
$9M81K5.8%
09
INFL
HORIZON KINETICS INFLATION BENEFICIARIES ETF
$9M177K5.6%
10
HARD
SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF
$8M230K5.0%

Filing history

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