Fund Universe

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☆Longview Financial Advisors, Inc.

CIK 0001786915 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.634
AUM ($M)
171
Positions
43
Turnover
0.06
Top-10 wt
74%
Herfindahl
0.062
History (qtrs)
6
Excess Return
not eligible

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Holdings · 163 positions · portfolio value $171M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IQLT funds › ISHARES MSCI INTL QUALITY FACTOR ETF ADD — 9.5% +0.4% 16.3 328,406 +5,345 5 —
☆FYLD funds › CAMBRIA FOREIGN SHAREHOLDER YIELD ETF ADD — 8.7% -0.3% 14.9 408,176 +11,579 5 —
☆COWZ funds › PACER US CASH COWS 100 ETF ADD — 8.5% -0.1% 14.5 232,491 +9,357 5 —
☆SPGP funds › INVESCO S&P 500 GARP ETF ADD — 8.1% +0.9% 13.9 113,518 +3,818 5 —
☆ICOW funds › PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF ADD — 8.0% -0.3% 13.7 329,969 +6,864 5 —
☆FRDM funds › FREEDOM 100 EMERGING MARKETS ETF ADD — 7.9% +1.9% 13.5 184,625 +7,161 5 —
☆GRNY funds › FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF ADD — 7.3% +0.9% 12.5 450,393 +12,032 4 —
☆BOXX funds › ALPHA ARCHITECT 1-3 MONTH BOX ETF ADD — 6.5% +0.7% 11.1 94,746 +13,818 5 —
☆INFL funds › HORIZON KINETICS INFLATION BENEFICIARIES ETF ADD — 5.5% -0.2% 9.3 187,257 +10,049 5 —
☆HARD funds › SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF ADD — 4.2% -0.8% 7.1 240,644 +10,861 5 —
☆CTA funds › SIMPLIFY MANAGED FUTURES STRATEGY ETF ADD — 3.6% -0.2% 6.1 236,837 +30,454 5 —
☆DBMF funds › IMGP DBI MANAGED FUTURES STRATEGY ETF ADD — 3.2% +0.5% 5.5 181,207 +31,444 5 —
☆KMLM funds › KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF TRIM — 2.1% -0.3% 3.5 127,935 -6,678 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF ADD — 2.0% +0.2% 3.3 4,483 +1 5 —
☆EQAL funds › INVESCO RUSSELL 1000 EQUAL WEIGHT ETF ADD — 1.5% +0.0% 2.6 44,074 +4 5 —
☆LLY funds › ELI LILLY & CO COM HOLD — 1.1% +0.2% 1.9 1,598 +0 5 —
☆TBIL funds › F/M US TREASURY 3 MONTH BILL FUND TRIM — 1.1% -0.4% 1.8 36,962 -12,369 5 —
☆DISV funds › DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ADD — 1.0% -0.0% 1.7 41,826 +12 5 —
☆OMFL funds › INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF TRIM — 1.0% +0.1% 1.7 24,211 -144 5 —
☆SYLD funds › CAMBRIA SHAREHOLDER YIELD ETF ADD — 0.9% +0.0% 1.5 19,212 +442 5 —
☆AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF TRIM — 0.9% +0.1% 1.5 11,838 -11 5 —
☆AKRE funds › AKRE FOCUS ETF ADD — 0.8% -0.0% 1.4 26,224 +412 3 —
☆GNR funds › STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF ADD — 0.8% -0.1% 1.3 19,634 +40 5 —
☆VO funds › VANGUARD MID-CAP ETF ADD — 0.7% +0.0% 1.2 15,177 +11,366 5 —
☆MTBA funds › SIMPLIFY MBS ETF TRIM — 0.7% -0.0% 1.2 24,150 -173 5 —
☆VTV funds › VANGUARD VALUE ETF ADD — 0.7% +0.0% 1.1 5,158 +1 5 —
☆ISCF funds › ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF ADD — 0.6% -0.0% 1.1 25,068 +9 5 —
☆RSPG funds › INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF ADD — 0.3% -0.0% 0.6 6,039 +251 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF TRIM — 0.3% +0.0% 0.6 790 -12 5 —
☆RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD — 0.3% +0.0% 0.5 2,248 +1 5 —
☆SO funds › SOUTHERN CO COM ADD — 0.2% -0.0% 0.4 4,326 +5 5 —
☆DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF HOLD — 0.2% +0.0% 0.4 9,827 +0 5 —
☆XMMO funds › INVESCO S&P MIDCAP MOMENTUM ETF ADD — 0.2% +0.0% 0.4 2,217 +8 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO COM HOLD — 0.2% +0.0% 0.3 1,502 +0 5 —
☆D funds › DOMINION ENERGY INC COM HOLD — 0.2% +0.0% 0.3 4,996 +0 5 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF ADD — 0.2% +0.0% 0.3 2,287 +2 5 —
☆WMT funds › WALMART INC COM ADD — 0.2% -0.0% 0.3 2,590 +4 5 —
☆PM funds › PHILIP MORRIS INTL INC COM HOLD — 0.2% +0.0% 0.3 1,600 +0 5 —
☆QQQM funds › INVESCO NASDAQ 100 ETF ADD — 0.2% +0.0% 0.3 939 +9 5 —
☆IVE funds › ISHARES S&P 500 VALUE ETF ADD — 0.2% +0.0% 0.3 1,148 +5 5 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF HOLD — 0.1% -0.0% 0.2 4,609 +0 4 —
☆LMT funds › LOCKHEED MARTIN CORP COM HOLD — 0.1% -0.0% 0.2 427 +0 4 —
☆XEL funds › XCEL ENERGY INC COM HOLD — 0.1% -0.0% 0.2 2,550 +0 2 —
☆IDR funds › IDAHO STRATEGIC RESOURCES COM NEW EXIT — 0.0% -0.0% 0.0 0 -187 0 —
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING MINI ETF EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆NAK funds › NORTHERN DYNASTY MINERALS LTD COM NEW EXIT — 0.0% -0.0% 0.0 0 -2,200 0 —
☆VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND EXIT — 0.0% -0.0% 0.0 0 -176 0 —
☆MCO funds › MOODYS CORP COM EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆GVAL funds › CAMBRIA GLOBAL VALUE ETF EXIT — 0.0% -0.1% 0.0 0 -3,968 0 —
☆DIS funds › DISNEY WALT CO COM EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆HD funds › HOME DEPOT INC COM EXIT — 0.0% -0.1% 0.0 0 -289 0 —
☆AVNS funds › AVANOS MED INC COM EXIT — 0.0% -0.0% 0.0 0 -145 0 —
☆LDOS funds › LEIDOS HOLDINGS INC COM EXIT — 0.0% -0.0% 0.0 0 -164 0 —
☆TNK funds › TEEKAY TANKERS LTD CL A EXIT — 0.0% -0.0% 0.0 0 -239 0 —
☆TMQ funds › TRILOGY METALS INC NEW COM EXIT — 0.0% -0.0% 0.0 0 -1,329 0 —
☆UEC funds › URANIUM ENERGY CORP COM EXIT — 0.0% -0.0% 0.0 0 -3,831 0 —
☆CEG funds › CONSTELLATION ENERGY CORP COM EXIT — 0.0% -0.1% 0.0 0 -590 0 —
☆COPX funds › GLOBAL X COPPER MINERS ETF EXIT — 0.0% -0.0% 0.0 0 -441 0 —
☆T funds › AT&T INC COM EXIT — 0.0% -0.1% 0.0 0 -2,950 0 —
☆AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF EXIT — 0.0% -0.0% 0.0 0 -205 0 —
☆IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -441 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM EXIT — 0.0% -0.1% 0.0 0 -1,450 0 —
☆PG funds › PROCTER & GAMBLE CO COM EXIT — 0.0% -0.1% 0.0 0 -870 0 —
☆TUA funds › SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF EXIT — 0.0% -0.1% 0.0 0 -10,271 0 —
☆PAYX funds › PAYCHEX INC COM EXIT — 0.0% -0.1% 0.0 0 -1,230 0 —
☆ASML funds › ASML HLDG NV N Y REGISTRY SHS EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆CUSIP:91325V108 funds › UNITI GROUP LLC COM SHS EXIT — 0.0% -0.0% 0.0 0 -403 0 —
☆AGI funds › ALAMOS GOLD INC COM CL A EXIT — 0.0% -0.0% 0.0 0 -139 0 —
☆SCHP funds › SCHWAB US TIPS ETF EXIT — 0.0% -0.0% 0.0 0 -340 0 —
☆TK funds › TEEKAY CORPORATION LTD SHS EXIT — 0.0% -0.0% 0.0 0 -1,919 0 —
☆CARG funds › CARGURUS INC COM CL A EXIT — 0.0% -0.0% 0.0 0 -87 0 —
☆URNM funds › SPROTT URANIUM MINERS ETF EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆LNG funds › CHENIERE ENERGY INC COM NEW EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆IDEQ funds › LAZARD INTERNATIONAL DYNAMIC EQUITY ETF EXIT — 0.0% -0.0% 0.0 0 -167 0 —
☆PBI funds › PITNEY BOWES INC COM EXIT — 0.0% -0.0% 0.0 0 -2,370 0 —
☆DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF EXIT — 0.0% -0.0% 0.0 0 -831 0 —
☆EFA funds › ISHARES MSCI EAFE ETF EXIT — 0.0% -0.1% 0.0 0 -1,249 0 —
☆SYY funds › SYSCO CORP COM EXIT — 0.0% -0.1% 0.0 0 -1,900 0 —
☆DHT funds › DHT HOLDINGS INC SHS NEW EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆STNG funds › SCORPIO TANKERS INC SHS EXIT — 0.0% -0.0% 0.0 0 -278 0 —
☆GLD funds › SPDR GOLD SHARES EXIT — 0.0% -0.0% 0.0 0 -81 0 —
☆VAL funds › VALARIS LTD CL A EXIT — 0.0% -0.1% 0.0 0 -1,066 0 —
☆EXC funds › EXELON CORP COM EXIT — 0.0% -0.1% 0.0 0 -1,770 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC COM EXIT — 0.0% -0.0% 0.0 0 -1,529 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆GPC funds › GENUINE PARTS CO COM EXIT — 0.0% -0.1% 0.0 0 -1,320 0 —
☆KMB funds › KIMBERLY-CLARK CORP COM EXIT — 0.0% -0.1% 0.0 0 -1,160 0 —
☆UROY funds › URANIUM RTY CORP COM EXIT — 0.0% -0.0% 0.0 0 -5,600 0 —
☆MA funds › MASTERCARD INCORPORATED CL A EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆NMM funds › NAVIOS MARITIME PARTNERS LP COM UNIT LPI EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆VLTO funds › VERALTO CORP COM SHS EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF EXIT — 0.0% -0.0% 0.0 0 -751 0 —
☆AVT funds › AVNET INC COM EXIT — 0.0% -0.0% 0.0 0 -212 0 —
☆FLG funds › FLAGSTAR BANK NATIONAL ASSOCIA COM NEW EXIT — 0.0% -0.0% 0.0 0 -1,140 0 —
☆XMHQ funds › INVESCO S&P MIDCAP QUALITY ETF EXIT — 0.0% -0.0% 0.0 0 -135 0 —
☆KD funds › KYNDRYL HLDGS INC COMMON STOCK EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆TTE funds › TOTALENERGIES SE ACT EXIT — 0.0% -0.0% 0.0 0 -27 0 —
☆VOO funds › VANGUARD S&P 500 ETF EXIT — 0.0% -0.1% 0.0 0 -224 0 —
☆IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF EXIT — 0.0% -0.0% 0.0 0 -632 0 —
☆ARLP funds › ALLIANCE RESOURCE PARTNERS L P UT LTD PART EXIT — 0.0% -0.0% 0.0 0 -250 0 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF EXIT — 0.0% -0.0% 0.0 0 -178 0 —
☆STXV funds › STRIVE 1000 VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -2,230 0 —
☆STXD funds › STRIVE 1000 DIVIDEND GROWTH ETF EXIT — 0.0% -0.0% 0.0 0 -2,284 0 —
☆TDW funds › TIDEWATER INC NEW COM EXIT — 0.0% -0.0% 0.0 0 -650 0 —
☆SAIC funds › SCIENCE APPLICATIONS INTL CORP COM EXIT — 0.0% -0.0% 0.0 0 -69 0 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF EXIT — 0.0% -0.1% 0.0 0 -484 0 —
☆CRS funds › CARPENTER TECHNOLOGY CORP COM EXIT — 0.0% -0.0% 0.0 0 -139 0 —
☆CL funds › COLGATE PALMOLIVE CO COM EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆GTO funds › INVESCO TOTAL RETURN BOND ETF EXIT — 0.0% -0.0% 0.0 0 -1,028 0 —
☆AVDV funds › AVANTIS INTERNATIONAL SMALL CAP VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -804 0 —
☆NVDA funds › NVIDIA CORPORATION COM EXIT — 0.0% -0.0% 0.0 0 -153 0 —
☆CVX funds › CHEVRON CORPORATION COM EXIT — 0.0% -0.1% 0.0 0 -730 0 —
☆USMV funds › ISHARES MSCI USA MIN VOL FACTOR ETF EXIT — 0.0% -0.1% 0.0 0 -1,401 0 —
☆UTWO funds › US TREASURY 2 YEAR NOTE ETF EXIT — 0.0% -0.0% 0.0 0 -119 0 —
☆AZO funds › AUTOZONE INC COM EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆IAU funds › ISHARES GOLD TRUST EXIT — 0.0% -0.0% 0.0 0 -333 0 —
☆CB funds › CHUBB LTD SWITZ COM EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆ATI funds › ATI INC COM EXIT — 0.0% -0.0% 0.0 0 -48 0 —
☆ITUB funds › ITAU UNIBANCO HLDG S A SPON ADR REP PFD EXIT — 0.0% -0.0% 0.0 0 -1,333 0 —
☆VXF funds › VANGUARD EXTENDED MARKET ETF EXIT — 0.0% -0.0% 0.0 0 -79 0 —
☆AVIV funds › AVANTIS INTERNATIONAL LARGE CAP VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -849 0 —
☆KO funds › COCA COLA CO COM EXIT — 0.0% -0.1% 0.0 0 -2,116 0 —
☆IEI funds › ISHARES 3-7 YEAR TREASURY BOND ETF EXIT — 0.0% -0.0% 0.0 0 -535 0 —
☆PFE funds › PFIZER INC COM EXIT — 0.0% -0.1% 0.0 0 -3,030 0 —
☆GLTR funds › ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF EXIT — 0.0% -0.0% 0.0 0 -230 0 —
☆LAC funds › LITHIUM AMERS CORP NEW COM SHS EXIT — 0.0% -0.0% 0.0 0 -845 0 —
☆GLNG funds › GOLAR LNG LTD SHS EXIT — 0.0% -0.0% 0.0 0 -75 0 —
☆GSEW funds › GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF EXIT — 0.0% -0.1% 0.0 0 -1,053 0 —
☆EC funds › ECOPETROL S A SPONSORED ADS EXIT — 0.0% -0.0% 0.0 0 -1,340 0 —
☆MCD funds › MCDONALDS CORP COM EXIT — 0.0% -0.1% 0.0 0 -600 0 —
☆NTSX funds › WISDOMTREE U.S. EFFICIENT CORE FUND EXIT — 0.0% -0.0% 0.0 0 +0 0 —
☆LUMN funds › LUMEN TECHNOLOGIES INC COM EXIT — 0.0% -0.0% 0.0 0 -1,050 0 —
☆COF funds › CAPITAL ONE FINL CORP COM EXIT — 0.0% -0.0% 0.0 0 -44 0 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A EXIT — 0.0% -0.0% 0.0 0 -689 0 —
☆VTRS funds › VIATRIS INC COM EXIT — 0.0% -0.0% 0.0 0 -301 0 —
☆IMO funds › IMPERIAL OIL LTD COM NEW EXIT — 0.0% -0.0% 0.0 0 -158 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM EXIT — 0.0% -0.1% 0.0 0 -861 0 —
☆AEM funds › AGNICO EAGLE MINES LTD COM EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF EXIT — 0.0% -0.0% 0.0 0 -969 0 —
☆DUK funds › DUKE ENERGY CORP NEW COM NEW EXIT — 0.0% -0.1% 0.0 0 -1,466 0 —
☆INSW funds › INTERNATIONAL SEAWAYS INC COM EXIT — 0.0% -0.0% 0.0 0 -208 0 —
☆BLDR funds › BUILDERS FIRSTSOURCE INC COM EXIT — 0.0% -0.0% 0.0 0 -138 0 —
☆RSST funds › RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF EXIT — 0.0% -0.0% 0.0 0 -225 0 —
☆CNQ funds › CANADIAN NAT RES LTD MED TERM COM EXIT — 0.0% -0.0% 0.0 0 -373 0 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆FNCL funds › FIDELITY MSCI FINANCIALS INDEX ETF EXIT — 0.0% -0.0% 0.0 0 -553 0 —
☆ADUR funds › ADURO CLEAN TECHNOLOGIES INC COM NEW EXIT — 0.0% -0.0% 0.0 0 -2,623 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆GRID funds › FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆IJS funds › ISHARES S&P SMALL-CAP 600 VALUE ETF EXIT — 0.0% -0.0% 0.0 0 -407 0 —
☆XSVM funds › INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆PPTA funds › PERPETUA RESOURCES CORP COM EXIT — 0.0% -0.0% 0.0 0 -268 0 —
☆STXF funds › STRIVE 500 ETF EXIT — 0.0% -0.0% 0.0 0 -450 0 —
☆CDE funds › COEUR MNG INC COM NEW EXIT — 0.0% -0.0% 0.0 0 -411 0 —
☆DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF EXIT — 0.0% -0.0% 0.0 0 -887 0 —
☆HCI funds › HCI GROUP INC COM EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆GSLC funds › TR ACTIVEBETA US LARGE CAP EQUITY ETF EXIT — 0.0% -0.0% 0.0 0 -233 0 —
☆MS funds › MORGAN STANLEY COM NEW EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆PBR funds › PETROLEO BRASILEIRO S A SPONSORED ADR EXIT — 0.0% -0.0% 0.0 0 -1,095 0 —
☆NRP funds › NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR EXIT — 0.0% -0.0% 0.0 0 -75 0 —
☆AVLV funds › AVANTIS U.S. LARGE CAP VALUE ETF EXIT — 0.0% -0.1% 0.0 0 -1,076 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 171 43 0.06 74% 0.062 0.634 — in
2026Q1 164 163 0.05 71% 0.057 0.618 — in
2025Q4 147 46 0.03 72% 0.059 0.616 — in
2025Q3 140 45 0.21 72% 0.060 0.256 — in
2025Q2 118 40 0.05 78% 0.082 0.638 — entered
2025Q1 117 44 0.00 77% 0.076 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status