bLong Financial
Latest statistics and disclosures from bLong Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GRNY, LLY, MSFT, and represent 60.67% of bLong Financial's stock portfolio.
- Added to shares of these 10 stocks: GRNY (+$8.6M), PLTR, NVDA, AstraZeneca, GILD, APLD, ED, VRT, QBTS, AMD.
- Started 4 new stock positions in APLD, AstraZeneca, PLTR, GILD.
- Reduced shares in these 10 stocks: EUFN (-$9.8M), EUAD (-$5.0M), ETHA, WMB, MSFT, CRM, META, MRK, TT, IDV.
- Sold out of its positions in BEAT, EUFN, ETHA, EUAD, WMB.
- bLong Financial was a net seller of stock by $-6.0M.
- bLong Financial has $143M in assets under management (AUM), dropping by -0.15%.
- Central Index Key (CIK): 0001943004
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Portfolio Holdings for bLong Financial
bLong Financial holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.0 | $32M | 169k | 186.50 |
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| Apple (AAPL) | 17.8 | $26M | 94k | 271.86 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 11.9 | $17M | +101% | 691k | 24.76 |
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| Eli Lilly & Co. (LLY) | 5.3 | $7.5M | 7.0k | 1074.68 |
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| Microsoft Corporation (MSFT) | 3.6 | $5.2M | 11k | 483.63 |
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| Advanced Micro Devices (AMD) | 2.4 | $3.4M | 16k | 214.16 |
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| Meta Platforms Cl A (META) | 2.3 | $3.3M | -2% | 5.0k | 660.09 |
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| Broadcom (AVGO) | 2.2 | $3.2M | 9.2k | 346.10 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 1.8 | $2.5M | 64k | 39.45 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $2.4M | 7.4k | 322.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.3M | 4.5k | 502.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.2M | 7.0k | 313.00 |
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| Merck & Co (MRK) | 1.4 | $2.0M | -2% | 19k | 105.26 |
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| International Business Machines (IBM) | 1.3 | $1.9M | 6.3k | 296.21 |
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| Tesla Motors (TSLA) | 1.1 | $1.6M | 3.6k | 449.72 |
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| Morgan Stanley Com New (MS) | 1.0 | $1.5M | 8.5k | 177.52 |
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| Cisco Systems (CSCO) | 0.9 | $1.4M | 18k | 77.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.3M | 4.1k | 313.80 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.2M | 5.8k | 206.95 |
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| salesforce (CRM) | 0.8 | $1.2M | -6% | 4.5k | 264.91 |
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| Abbvie (ABBV) | 0.7 | $1.0M | 4.5k | 228.49 |
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| Amgen (AMGN) | 0.7 | $998k | 3.1k | 327.31 |
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| Dell Technologies CL C (DELL) | 0.7 | $998k | 7.9k | 125.88 |
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| Verizon Communications (VZ) | 0.7 | $955k | -4% | 23k | 40.73 |
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| Abbott Laboratories (ABT) | 0.6 | $897k | 7.2k | 125.29 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.6 | $884k | 28k | 31.16 |
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| Wal-Mart Stores (WMT) | 0.6 | $869k | 7.8k | 111.41 |
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| Bristol Myers Squibb (BMY) | 0.6 | $795k | 15k | 53.94 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $783k | 20k | 39.59 |
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| Consolidated Edison (ED) | 0.5 | $772k | 7.8k | 99.32 |
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| D-wave Quantum (QBTS) | 0.5 | $753k | 29k | 26.15 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $696k | 3.8k | 183.40 |
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| Amazon (AMZN) | 0.5 | $681k | 3.0k | 230.82 |
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| Honeywell International (HON) | 0.4 | $523k | 2.7k | 195.09 |
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| Altria (MO) | 0.3 | $500k | 8.7k | 57.66 |
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| Corning Incorporated (GLW) | 0.3 | $495k | 5.7k | 87.56 |
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| McDonald's Corporation (MCD) | 0.3 | $494k | -3% | 1.6k | 305.63 |
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| Boeing Company (BA) | 0.3 | $485k | 2.2k | 217.12 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $484k | NEW | 2.7k | 177.76 |
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| Chevron Corporation (CVX) | 0.3 | $479k | 3.1k | 152.41 |
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| Welltower Inc Com reit (WELL) | 0.3 | $455k | 2.5k | 185.61 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $441k | 2.7k | 162.01 |
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| Mid-America Apartment (MAA) | 0.3 | $432k | 3.1k | 138.91 |
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| Zscaler Incorporated (ZS) | 0.3 | $431k | 1.9k | 224.92 |
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| Oracle Corporation (ORCL) | 0.3 | $415k | 2.1k | 194.91 |
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| Waste Management (WM) | 0.3 | $411k | 1.9k | 219.71 |
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| FedEx Corporation (FDX) | 0.3 | $402k | 1.4k | 288.86 |
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| Globus Med Cl A (GMED) | 0.3 | $386k | 4.4k | 87.31 |
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| At&t (T) | 0.3 | $382k | 15k | 24.84 |
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| ConocoPhillips (COP) | 0.3 | $378k | 4.0k | 93.61 |
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| Ge Aerospace Com New (GE) | 0.3 | $376k | 1.2k | 308.03 |
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| UnitedHealth (UNH) | 0.3 | $371k | -9% | 1.1k | 329.97 |
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| Coca-Cola Company (KO) | 0.2 | $353k | 5.1k | 69.91 |
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| Pepsi (PEP) | 0.2 | $332k | 2.3k | 143.52 |
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| Pfizer (PFE) | 0.2 | $332k | 13k | 24.90 |
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| Procter & Gamble Company (PG) | 0.2 | $331k | 2.3k | 143.31 |
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| Rigetti Computing Common Stock (RGTI) | 0.2 | $319k | -2% | 14k | 22.15 |
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| Snowflake Com Shs (SNOW) | 0.2 | $299k | 1.4k | 219.36 |
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| Norfolk Southern (NSC) | 0.2 | $289k | 1.0k | 288.72 |
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| Ubiquiti (UI) | 0.2 | $277k | 500.00 | 553.35 |
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| Qualcomm (QCOM) | 0.2 | $272k | 1.6k | 171.05 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $254k | 525.00 | 483.67 |
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| First Horizon National Corporation (FHN) | 0.2 | $245k | 10k | 23.90 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $243k | 1.4k | 173.49 |
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| Travelers Companies (TRV) | 0.2 | $238k | -4% | 820.00 | 290.06 |
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| Starbucks Corporation (SBUX) | 0.2 | $225k | 2.7k | 84.21 |
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| Trane Technologies SHS (TT) | 0.2 | $222k | -18% | 570.00 | 389.20 |
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| International Paper Company (IP) | 0.2 | $221k | -2% | 5.6k | 39.39 |
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| Astrazeneca Sponsored Adr | 0.1 | $209k | NEW | 2.3k | 91.93 |
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| Allstate Corporation (ALL) | 0.1 | $208k | 1.0k | 208.15 |
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| Gilead Sciences (GILD) | 0.1 | $207k | NEW | 1.7k | 122.74 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $205k | -15% | 1.8k | 117.21 |
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| Applied Digital Corp Com New (APLD) | 0.1 | $204k | NEW | 8.3k | 24.52 |
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| Lumen Technologies (LUMN) | 0.1 | $110k | -13% | 14k | 7.77 |
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Past Filings by bLong Financial
SEC 13F filings are viewable for bLong Financial going back to 2024
- bLong Financial 2025 Q4 filed Feb. 5, 2026
- bLong Financial 2025 Q3 filed Nov. 6, 2025
- bLong Financial 2025 Q2 filed Aug. 13, 2025
- bLong Financial 2025 Q1 filed May 14, 2025
- bLong Financial 2024 Q4 filed Jan. 30, 2025