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
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.
Filing history
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