Longview Financial Advisors Inc Portfolio Changes Q2 2026
Longview Financial Advisors Inc significantly increased its position in Vanguard Mid-Cap ETF (VO) and several managed futures strategies, while reducing exposure to cash equivalents.
As of June 30th, 2026, Longview Financial Advisors Inc has made notable adjustments to its portfolio. The firm's holdings reflect a mix of strategic increases in certain sectors and reductions elsewhere.
The most significant change during this quarter was the substantial increase in shares held for the Vanguard Mid-Cap ETF (VO). This position saw an unprecedented 298.24% growth, adding over 103,000 additional shares to its portfolio. VO currently represents a small but noteworthy portion of Longview's holdings at Vanguard Mid-Cap ETF.
Longview also demonstrated strong buying activity in several other areas, particularly within the managed futures space. The firm significantly boosted its position in IMGP DBI Managed Futures Strategy ETF (DBMF), acquiring an additional 31,444 shares representing a 21% increase. Similarly, Simplify Managed Futures Strategy ETF (CTA) gained 30,454 shares (+14.76%), and KraneShares Mount Lucas Managed Futures Index Strategy ETF (KMLM) saw its position reduced.
Furthermore, Longview increased its stake in the Healthcare sector via INVESCO S&P 500 Equal Weight Energy ETF, which is categorized under Healthcare. The firm also added to its Consumer Defensive allocation through CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) and slightly increased its Utilities exposure with CAMBRIA SHAREHOLDER YIELD ETF (SYLD).
In contrast, Longview reduced several positions this quarter. The firm sold off a considerable portion of its cash equivalent holdings in F/M US Treasury 3 Month Bill Fund (TBIL), decreasing the position by -25.07%. Other exits included reductions in KraneShares Mount Lucas ETF (-4.96%) and Alpha Architect 1-3 Month Box ETF (-17.07%).
Overall, Longview Financial Advisors Inc's portfolio shows a focus on growth areas like healthcare and consumer defensive stocks alongside its core interest in quality international equities (ISHARES MSCI INTL QUALITY FACTOR ETF) and cash cows strategies (PACER US CASH COWS 100 ETF). The firm also maintains exposure to emerging markets through FREEDOM 100 EMERGING MARKETS ETF. For more details on Longview's holdings, visit Longview Financial Advisors Inc.