bLong Financial, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), bLong Financial, LLC reported 80 stock positions worth $153.5 million. Its top holding was Nvidia (NVDA) at 21.6% of the portfolio, followed by Apple (AAPL, 17.5%) and Invesco Nasdaq 100 ETF (QQQM, 8.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 9 and reduced 21. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale an exit from Fundstr Gran SH US LRG Cap (GRNY).

Most Recent 13F
Q2 2026
Location
Memphis, TN
CIK
0001943004
Portfolio Value
$153.5M (Q2 2026)
SEC Filing
0002085853-26-000790 ↗ filed Jul 21, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $121.4M Q4 2024 Q1 2025: $112.6M Q1 2025 Q2 2025: $129.6M Q2 2025 Q3 2025: $143.4M Q3 2025 Q4 2025: $143.2M Q4 2025 Q1 2026: $132.2M Q1 2026 Q2 2026: $153.5M $153.5M Q2 2026

Holdings 80 stocks · $153.5M
NVDA Nvidia Corp. 21.60% 165,756 $33.2M Reduce -0.1%
AAPL Apple Inc. 17.54% 93,057 $26.9M Reduce -0.1%
QQQM Invesco Nasdaq 100 ETF 8.26% 41,832 $12.7M New
AMD Advanced Micro Devices 5.94% 15,710 $9.1M Reduce -0.3%
LLY Eli Lilly & Co. 5.40% 6,913 $8.3M Add +0.1%
MSFT Microsoft Corp. 2.60% 10,717 $4.0M Reduce -0.1%
AVGO Broadcom Inc. 2.18% 8,869 $3.4M Reduce -0.4%
DELL Dell Technologies -C 2.16% 7,680 $3.3M No change
META Meta Platforms Inc. Class A 1.82% 4,974 $2.8M Reduce -0.6%
IDV iShares International Select 1.75% 64,746 $2.7M Add +5.1%
GOOGL Alphabet Inc. Class A 1.62% 6,950 $2.5M Add +0.3%
MRK Merck & Co. Inc. 1.57% 18,742 $2.4M Reduce -1.0%
JPM JPMorgan Chase & Co. 1.54% 7,225 $2.4M Reduce -1.4%
CSCO Cisco Systems Inc. 1.34% 17,515 $2.1M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.34% 4,107 $2.1M Reduce -4.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.19% 6,472 $1.8M Add +1.1%
MS Morgan Stanley 1.12% 8,259 $1.7M Reduce -1.2%
TSLA Tesla Inc. 1.02% 3,716 $1.6M Add +1.4%
JNJ Johnson & Johnson 0.95% 5,720 $1.5M Add +4.0%
GLW Corning Inc. 0.94% 5,650 $1.4M No change
GOOG Alphabet Inc. Class C 0.94% 4,080 $1.4M No change
AMGN Amgen Inc. 0.72% 3,050 $1.1M No change
ABBV Abbvie Inc. 0.71% 4,307 $1.1M No change
VZ Verizon Communications Inc. 0.66% 23,852 $1.0M Reduce -0.4%
WMT Walmart Inc. 0.58% 7,797 $883K No change
DFAC Dimensional US Core Equity 2 0.57% 19,784 $878K No change
BMY Bristol-Myers Squibb Co. 0.56% 15,052 $867K Add +3.5%
ED Consolidated Edison Inc. 0.56% 7,775 $860K No change
MU Micron Technology Inc. 0.53% 700 $808K No change
FDVV Fidelity High Dividend ETF 0.49% 12,457 $751K Add +0.7%
VRT Vertiv Holdings Co. Class A 0.48% 2,220 $743K No change
RTX RTX Corp. 0.47% 3,794 $720K No change
CRM Salesforce Inc. 0.45% 4,453 $698K No change
QBTS D-Wave Quantum Inc. 0.42% 26,793 $643K Reduce -0.6%
AMZN Amazon.com Inc. 0.41% 2,652 $632K No change
ABT Abbott Laboratories 0.41% 6,961 $632K No change
MO Altria Group Inc. 0.40% 8,579 $617K No change
ARM Arm Holdings PLC-ADR 0.39% 1,710 $606K No change
WELL Welltower Inc. 0.36% 2,450 $556K No change
GE General Electric filed as GE AEROSPACE 0.33% 1,344 $502K No change
CVX Chevron Corp. 0.28% 2,640 $438K Reduce -5.4%
MCD McDonald's Corp. 0.28% 1,616 $437K No change
FDX FedEx Corp. 0.28% 1,390 $435K No change
BA The Boeing Co. 0.28% 2,010 $435K Reduce -10.0%
COP Conocophillips 0.27% 4,040 $420K No change
WM Waste Management Inc. 0.27% 1,871 $417K No change
KO The Coca-Cola Co. 0.27% 5,052 $411K No change
TXN Texas Instruments Inc. 0.26% 1,350 $402K No change
GMED Globus Medical Inc. Class A 0.23% 4,425 $350K No change
PG The Procter & Gamble Co. 0.22% 2,309 $339K No change
GEV GE Vernova Inc. 0.22% 287 $337K No change
PFE Pfizer Inc. 0.22% 13,727 $331K Add +1.5%
NSC Norfolk Southern Corp. 0.20% 1,000 $315K No change
T AT&T Inc. 0.20% 15,114 $313K No change
MAA Mid-America Apartment Comm 0.20% 2,167 $301K No change
HON Honeywell International Inc. 0.19% 1,314 $294K No change
PEP Pepsico Inc. 0.19% 2,164 $293K Reduce -4.4%
SNOW Snowflake Inc. 0.19% 1,150 $293K New
HONA Honeywell Aerospace Inc. 0.19% 1,314 $290K No change
ORCL Oracle Corp. 0.18% 1,930 $283K No change
TT Trane Technologies PLC 0.18% 570 $280K No change
INTC Intel Corp. 0.18% 1,956 $273K New
SBUX Starbucks Corp. 0.18% 2,667 $273K No change
UI Ubiquiti Inc. 0.17% 500 $267K No change
ZS Zscaler Inc. 0.17% 1,853 $262K Reduce -3.7%
LMT Lockheed Martin Corp. 0.17% 505 $257K No change
UNH Unitedhealth Group Inc. 0.17% 617 $256K New
RGTI Rigetti Computing Inc. 0.16% 12,900 $249K No change
WMB Williams Cos Inc. 0.16% 3,261 $242K No change
ALL Allstate Corp. 0.15% 1,000 $238K No change
FHN First Horizon Corp. 0.15% 9,255 $237K Reduce -9.8%
DUK Duke Energy Corp. 0.14% 1,751 $222K No change
TRV The Travelers Cos Inc. 0.14% 670 $221K Reduce -13.0%
AEP American Electric Power 0.14% 1,590 $218K No change
AZN Astrazeneca PLC 0.14% 1,138 $216K No change
ETN Eaton Corp. PLC 0.14% 500 $213K New
GILD Gilead Sciences Inc. 0.14% 1,683 $213K No change
VLO Valero Energy Corp. 0.14% 815 $212K No change
QCOM Qualcomm Inc. 0.13% 1,087 $201K Reduce -31.5%
LUMN Lumen Technologies Inc. 0.07% 13,886 $107K Reduce -1.0%

Portfolio Sells Q1 2026 → Q2 2026
GRNY Fundstr Gran SH US LRG Cap Sold out 0.00% −10.65
DVYE iShares Emerging Markets Div Sold out 0.00% −0.68
MSFT Microsoft Corp. Reduce -0.1% 2.60% −0.40
META Meta Platforms Inc. Class A Reduce -0.6% 1.82% −0.34
AAPL Apple Inc. Reduce -0.1% 17.54% −0.33
NVDA Nvidia Corp. Reduce -0.1% 21.60% −0.27
VZ Verizon Communications Inc. Reduce -0.4% 0.66% −0.25
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.4% 1.34% −0.22
MRK Merck & Co. Inc. Reduce -1.0% 1.57% −0.15
CVX Chevron Corp. Reduce -5.4% 0.28% −0.15
JPM JPMorgan Chase & Co. Reduce -1.4% 1.54% −0.09
PEP Pepsico Inc. Reduce -4.4% 0.19% −0.08
BA The Boeing Co. Reduce -10.0% 0.28% −0.05
ZS Zscaler Inc. Reduce -3.7% 0.17% −0.03
TRV The Travelers Cos Inc. Reduce -13.0% 0.14% −0.03
QCOM Qualcomm Inc. Reduce -31.5% 0.13% −0.02
FHN First Horizon Corp. Reduce -9.8% 0.15% −0.02
LUMN Lumen Technologies Inc. Reduce -1.0% 0.07% −0.00
MS Morgan Stanley Reduce -1.2% 1.12% +0.08
AVGO Broadcom Inc. Reduce -0.4% 2.18% +0.10
QBTS D-Wave Quantum Inc. Reduce -0.6% 0.42% +0.12
CSCO Cisco Systems Inc. Reduce -0.7% 1.34% +0.30
AMD Advanced Micro Devices Reduce -0.3% 5.94% +3.52

Portfolio Buys Q1 2026 → Q2 2026
QQQM Invesco Nasdaq 100 ETF New 8.26% +8.26
LLY Eli Lilly & Co. Add +0.1% 5.40% +0.60
SNOW Snowflake Inc. New 0.19% +0.19
INTC Intel Corp. New 0.18% +0.18
UNH Unitedhealth Group Inc. New 0.17% +0.17
ETN Eaton Corp. PLC New 0.14% +0.14
GOOGL Alphabet Inc. Class A Add +0.3% 1.62% +0.11
IBM Intl Business Machines Corp. Add +1.1% 1.19% +0.01
TSLA Tesla Inc. Add +1.4% 1.02% −0.01
FDVV Fidelity High Dividend ETF Add +0.7% 0.49% −0.03
JNJ Johnson & Johnson Add +4.0% 0.95% −0.07
PFE Pfizer Inc. Add +1.5% 0.22% −0.07
BMY Bristol-Myers Squibb Co. Add +3.5% 0.56% −0.10
IDV iShares International Select Add +5.1% 1.75% −0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 80$153.5MNVDA, AAPL, QQQM, AMD, LLY
Q1 2026 76$132.2MNVDA, AAPL, GRNY, LLY, MSFT
Q4 2025 74$143.2MNVDA, AAPL, GRNY, LLY, MSFT
Q3 2025 75$143.4MNVDA, AAPL, EUFN, GRNY, MSFT
Q2 2025 79$129.6MNVDA, AAPL, EUFN, LLY, MSFT
Q1 2025 77$112.6MAAPL, NVDA, EUFN, LLY, EWG
Q4 2024 78$121.4MAAPL, NVDA, GRNY, LLY, IWP