bLong Financial, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), bLong Financial, LLC reported 77 stock positions worth $112.6 million. Its top holding was Apple (AAPL) at 18.6% of the portfolio, followed by Nvidia (NVDA, 16.2%) and iShares MSCI Europe Financia (EUFN, 7.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 7, added to 15 and reduced 11. The biggest buy was a new position in iShares MSCI Europe Financia (EUFN) 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
$112.6M (Q1 2025)
SEC Filing
0001667731-25-000627 ↗ filed May 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $121.4M Q4 2024 Q1 2025: $112.6M $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 Q2 2026

Holdings 77 stocks · $112.6M
AAPL Apple Inc. 18.61% 94,392 $21.0M Add +0.2%
NVDA Nvidia Corp. 16.21% 168,441 $18.3M Reduce -0.2%
EUFN iShares MSCI Europe Financia 7.12% 281,556 $8.0M New
LLY Eli Lilly & Co. 5.11% 6,963 $5.8M Add +0.1%
EWG iShares MSCI Germany ETF 4.45% 135,257 $5.0M New
MSFT Microsoft Corp. 3.59% 10,777 $4.0M Add +1.4%
META Meta Platforms Inc. Class A 2.62% 5,114 $2.9M No change
BRK.B Berkshire Hathaway Inc. Class B 2.00% 4,238 $2.3M Add +2.2%
IEV iShares Europe ETF 1.93% 37,260 $2.2M New
IEF iShares 7-10 Year Treasury B 1.90% 22,398 $2.1M New
TLH iShares 10-20 Year Treasury 1.81% 19,631 $2.0M New
JPM JPMorgan Chase & Co. 1.65% 7,575 $1.9M No change
MRK Merck & Co. Inc. 1.62% 20,275 $1.8M Reduce -0.1%
AMD Advanced Micro Devices 1.45% 15,880 $1.6M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.37% 6,227 $1.5M Add +0.9%
AVGO Broadcom Inc. 1.35% 9,092 $1.5M Reduce -0.3%
CRM Salesforce Inc. 1.15% 4,824 $1.3M No change
VZ Verizon Communications Inc. 1.03% 25,639 $1.2M Reduce -0.8%
CSCO Cisco Systems Inc. 0.97% 17,740 $1.1M No change
GOOGL Alphabet Inc. Class A 0.94% 6,850 $1.1M Add +2.2%
MS Morgan Stanley 0.92% 8,859 $1.0M Reduce -0.1%
AMGN Amgen Inc. 0.86% 3,100 $966K Add +5.1%
ABT Abbott Laboratories 0.85% 7,257 $963K Add +2.1%
JNJ Johnson & Johnson 0.85% 5,789 $960K Reduce -1.7%
TSLA Tesla Inc. 0.84% 3,646 $945K No change
ABBV Abbvie Inc. 0.83% 4,457 $934K No change
MAA Mid-America Apartment Comm 0.77% 5,149 $863K Reduce -9.3%
BMY Bristol-Myers Squibb Co. 0.76% 13,963 $852K Add +3.7%
ED Consolidated Edison Inc. 0.75% 7,675 $849K No change
DELL Dell Technologies -C 0.63% 7,747 $706K Add +5.4%
RTX RTX Corp. 0.62% 5,311 $703K No change
WMT Walmart Inc. 0.61% 7,797 $685K No change
DFAC Dimensional US Core Equity 2 0.58% 19,784 $653K No change
GOOG Alphabet Inc. Class C 0.57% 4,080 $637K No change
AMZN Amazon.com Inc. 0.52% 3,072 $584K Reduce -2.5%
MO Altria Group Inc. 0.51% 9,648 $579K No change
HON Honeywell International Inc. 0.50% 2,640 $559K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.47% 47,417 $531K Add +6.9%
CVX Chevron Corp. 0.47% 3,140 $525K Reduce -7.4%
MCD McDonald's Corp. 0.46% 1,671 $522K No change
PG The Procter & Gamble Co. 0.46% 3,009 $513K No change
COP Conocophillips 0.42% 4,540 $477K No change
T AT&T Inc. 0.41% 16,471 $466K No change
WM Waste Management Inc. 0.38% 1,871 $433K No change
BA The Boeing Co. 0.37% 2,437 $416K No change
TT Trane Technologies PLC 0.36% 1,200 $404K No change
PFE Pfizer Inc. 0.36% 15,855 $402K No change
ZS Zscaler Inc. 0.34% 1,915 $380K No change
WELL Welltower Inc. 0.33% 2,450 $375K No change
KO The Coca-Cola Co. 0.32% 5,052 $362K No change
GMED Globus Medical Inc. Class A 0.31% 4,800 $351K No change
UNH Unitedhealth Group Inc. 0.31% 667 $349K No change
PEP Pepsico Inc. 0.31% 2,314 $347K No change
GS Goldman Sachs Group Inc. 0.31% 630 $344K No change
FDX FedEx Corp. 0.30% 1,390 $339K No change
SNOW Snowflake Inc. 0.29% 2,266 $331K Add +3.8%
IP International Paper Co. 0.28% 5,865 $313K No change
ORCL Oracle Corp. 0.26% 2,120 $296K Add +23.3%
FISV Fiserv Inc. 0.25% 1,288 $284K No change
LMT Lockheed Martin Corp. 0.25% 635 $284K No change
VLO Valero Energy Corp. 0.24% 2,015 $266K No change
SBUX Starbucks Corp. 0.23% 2,667 $262K No change
GLW Corning Inc. 0.23% 5,650 $259K No change
WMB Williams Cos Inc. 0.23% 4,261 $255K No change
DUK Duke Energy Corp. 0.23% 2,084 $254K No change
GE General Electric filed as GE AEROSPACE 0.23% 1,268 $254K Reduce -0.9%
TXN Texas Instruments Inc. 0.22% 1,400 $252K No change
QCOM Qualcomm Inc. 0.22% 1,587 $244K No change
NSC Norfolk Southern Corp. 0.21% 1,000 $237K No change
TRV The Travelers Cos Inc. 0.20% 860 $227K No change
XOM Exxon Mobil Corp. 0.20% 1,867 $222K No change
ALL Allstate Corp. 0.18% 1,000 $207K New
FHN First Horizon Corp. 0.18% 10,255 $199K No change
QBTS D-Wave Quantum Inc. 0.16% 24,092 $183K Add +5.2%
RGTI Rigetti Computing Inc. 0.09% 13,300 $105K Add +3.9%
LUMN Lumen Technologies Inc. 0.07% 20,772 $81K No change
BEAT Heartbeam Inc. 0.02% 10,000 $20K No change

Portfolio Sells Q4 2024 → Q1 2025
GRNY Fundstr Gran SH US LRG Cap Sold out 0.00% −4.86
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −4.17
MOAT Vaneck Morningstar Wide Moat Sold out 0.00% −4.06
NVDA Nvidia Corp. Reduce -0.2% 16.21% −2.46
IYF iShares US Financials ETF Sold out 0.00% −2.13
IAT iShares US Regional Banks Et Sold out 0.00% −1.37
AVGO Broadcom Inc. Reduce -0.3% 1.35% −0.39
CNMD Conmed Corp. Sold out 0.00% −0.19
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.18
AMD Advanced Micro Devices Reduce -0.3% 1.45% −0.14
AMZN Amazon.com Inc. Reduce -2.5% 0.52% −0.05
MRK Merck & Co. Inc. Reduce -0.1% 1.62% −0.05
MS Morgan Stanley Reduce -0.1% 0.92% −0.00
MAA Mid-America Apartment Comm Reduce -9.3% 0.77% +0.04
GE General Electric Reduce -0.9% 0.23% +0.05
CVX Chevron Corp. Reduce -7.4% 0.47% +0.06
JNJ Johnson & Johnson Reduce -1.7% 0.85% +0.15
VZ Verizon Communications Inc. Reduce -0.8% 1.03% +0.18

Portfolio Buys Q4 2024 → Q1 2025
EUFN iShares MSCI Europe Financia New 7.12% +7.12
EWG iShares MSCI Germany ETF New 4.45% +4.45
IEV iShares Europe ETF New 1.93% +1.93
IEF iShares 7-10 Year Treasury B New 1.90% +1.90
TLH iShares 10-20 Year Treasury New 1.81% +1.81
LLY Eli Lilly & Co. Add +0.1% 5.11% +0.68
BRK.B Berkshire Hathaway Inc. Class B Add +2.2% 2.00% +0.46
IBM Intl Business Machines Corp. Add +0.9% 1.37% +0.26
AMGN Amgen Inc. Add +5.1% 0.86% +0.22
ABT Abbott Laboratories Add +2.1% 0.85% +0.19
ALL Allstate Corp. New 0.18% +0.18
BMY Bristol-Myers Squibb Co. Add +3.7% 0.76% +0.13
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +6.9% 0.47% +0.06
ORCL Oracle Corp. Add +23.3% 0.26% +0.03
SNOW Snowflake Inc. Add +3.8% 0.29% +0.02
QBTS D-Wave Quantum Inc. Add +5.2% 0.16% +0.00
RGTI Rigetti Computing Inc. Add +3.9% 0.09% −0.07
DELL Dell Technologies -C Add +5.4% 0.63% −0.07
MSFT Microsoft Corp. Add +1.4% 3.59% −0.10
GOOGL Alphabet Inc. Class A Add +2.2% 0.94% −0.10
AAPL Apple Inc. Add +0.2% 18.61% −0.81

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