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Simplify Exchange Traded Fun shares owned by Longview Financial Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (HEQT) shares owned by Longview Financial Advisors from 13F filings

Historical chart of Longview Financial Advisors investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Longview Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Longview Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $76k 2.4k 31.24
2025-06-30 $78k 2.6k 30.05
2025-03-31 $81k 2.8k 28.58
2024-12-31 $220k 7.5k 29.48

More positions owned by Longview Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)

View all positions for Longview Financial Advisors

Top funds holding Simplify Exchange Traded Fun

WealthPlan Investment Management
CWM
Keudell/Morrison Wealth Management
LPL Financial
Feltz Wealth PLAN
Stephens
Arq Wealth Advisors
Ameritas Advisory Services
UBS Group
Private Advisor
HighTower Advisors
Smith, Moore & Co.
Envestnet Asset Management
Peterson Wealth Advisors
Harmony Asset Management

View all funds holding Simplify Exchange Traded Fun