bLong Financial, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), bLong Financial, LLC reported 79 stock positions worth $129.6 million. Its top holding was Nvidia (NVDA) at 20.5% of the portfolio, followed by Apple (AAPL, 14.9%) and iShares MSCI Europe Financia (EUFN, 11.8%). Compared with Q1 2025, it opened 7 new positions, sold out of 5, added to 13 and reduced 19. The biggest buy was iShares MSCI Europe Financia (EUFN, shares +72%) and the biggest sale an exit from iShares MSCI Germany ETF (EWG).

Most Recent 13F
Q2 2026
Location
Memphis, TN
CIK
0001943004
Portfolio Value
$129.6M (Q2 2025)
SEC Filing
0001667731-25-001111 ↗ filed Aug 13, 2025

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 $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 79 stocks · $129.6M
NVDA Nvidia Corp. 20.50% 168,085 $26.6M Reduce -0.2%
AAPL Apple Inc. 14.90% 94,068 $19.3M Reduce -0.3%
EUFN iShares MSCI Europe Financia 11.84% 485,074 $15.3M Add +72.3%
LLY Eli Lilly & Co. 4.22% 7,013 $5.5M Add +0.7%
MSFT Microsoft Corp. 4.18% 10,877 $5.4M Add +0.9%
EUAD Select Stoxx Eur Aer DE ETF 3.65% 109,699 $4.7M New
META Meta Platforms Inc. Class A 2.91% 5,114 $3.8M No change
IDV iShares International Select 2.02% 75,956 $2.6M New
AVGO Broadcom Inc. 1.95% 9,142 $2.5M Add +0.6%
AMD Advanced Micro Devices 1.74% 15,875 $2.3M Reduce -0.0%
JPM JPMorgan Chase & Co. 1.68% 7,525 $2.2M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.64% 4,361 $2.1M Add +2.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.42% 6,232 $1.8M Add +0.1%
DVYE iShares Emerging Markets Div 1.27% 57,404 $1.6M New
MRK Merck & Co. Inc. 1.23% 20,181 $1.6M Reduce -0.5%
CRM Salesforce Inc. 1.03% 4,904 $1.3M Add +1.7%
CSCO Cisco Systems Inc. 0.95% 17,740 $1.2M No change
MS Morgan Stanley 0.94% 8,659 $1.2M Reduce -2.3%
GOOGL Alphabet Inc. Class A 0.93% 6,850 $1.2M No change
TSLA Tesla Inc. 0.90% 3,691 $1.2M Add +1.2%
VZ Verizon Communications Inc. 0.85% 25,539 $1.1M Reduce -0.4%
ABT Abbott Laboratories 0.76% 7,261 $988K Add +0.1%
DELL Dell Technologies -C 0.75% 7,972 $977K Add +2.9%
JNJ Johnson & Johnson 0.68% 5,789 $884K No change
AMGN Amgen Inc. 0.66% 3,050 $852K Reduce -1.6%
ABBV Abbvie Inc. 0.64% 4,457 $827K No change
RTX RTX Corp. 0.60% 5,311 $776K No change
ED Consolidated Edison Inc. 0.59% 7,675 $770K No change
WMT Walmart Inc. 0.59% 7,797 $762K No change
GOOG Alphabet Inc. Class C 0.56% 4,080 $724K No change
DFAC Dimensional US Core Equity 2 0.55% 19,784 $709K No change
MAA Mid-America Apartment Comm 0.54% 4,749 $703K Reduce -7.8%
AMZN Amazon.com Inc. 0.54% 3,172 $696K Add +3.3%
BMY Bristol-Myers Squibb Co. 0.53% 14,942 $692K Add +7.0%
HON Honeywell International Inc. 0.47% 2,640 $615K No change
ZS Zscaler Inc. 0.46% 1,915 $601K No change
MO Altria Group Inc. 0.44% 9,648 $566K No change
TT Trane Technologies PLC 0.41% 1,200 $525K No change
BA The Boeing Co. 0.38% 2,342 $491K Reduce -3.9%
MCD McDonald's Corp. 0.38% 1,671 $488K No change
PG The Procter & Gamble Co. 0.37% 3,009 $479K No change
T AT&T Inc. 0.36% 16,271 $471K Reduce -1.2%
ORCL Oracle Corp. 0.36% 2,120 $463K No change
CVX Chevron Corp. 0.35% 3,140 $450K No change
GS Goldman Sachs Group Inc. 0.34% 630 $446K No change
WM Waste Management Inc. 0.33% 1,871 $428K No change
COP Conocophillips 0.31% 4,440 $398K Reduce -2.2%
PFE Pfizer Inc. 0.29% 15,755 $382K Reduce -0.6%
WELL Welltower Inc. 0.29% 2,450 $377K No change
QBTS D-Wave Quantum Inc. 0.28% 24,643 $361K Add +2.3%
KO The Coca-Cola Co. 0.28% 5,052 $357K No change
VRT Vertiv Holdings Co. Class A 0.25% 2,550 $327K New
GE General Electric filed as GE AEROSPACE 0.25% 1,268 $326K No change
SNOW Snowflake Inc. 0.25% 1,425 $319K Reduce -37.1%
FDX FedEx Corp. 0.24% 1,390 $316K No change
PEP Pepsico Inc. 0.24% 2,314 $306K No change
GLW Corning Inc. 0.23% 5,650 $297K No change
TXN Texas Instruments Inc. 0.22% 1,400 $291K No change
LMT Lockheed Martin Corp. 0.22% 625 $289K Reduce -1.6%
IP International Paper Co. 0.21% 5,865 $275K No change
GMED Globus Medical Inc. Class A 0.20% 4,425 $261K Reduce -7.8%
VLO Valero Energy Corp. 0.20% 1,915 $257K Reduce -5.0%
NSC Norfolk Southern Corp. 0.20% 1,000 $256K No change
QCOM Qualcomm Inc. 0.20% 1,587 $253K No change
WMB Williams Cos Inc. 0.19% 4,011 $252K Reduce -5.9%
DUK Duke Energy Corp. 0.19% 2,084 $246K No change
SBUX Starbucks Corp. 0.19% 2,667 $244K No change
TRV The Travelers Cos Inc. 0.18% 860 $230K No change
ARM Arm Holdings PLC-ADR 0.18% 1,410 $228K New
FISV Fiserv Inc. 0.17% 1,288 $222K No change
FHN First Horizon Corp. 0.17% 10,255 $217K No change
UNH Unitedhealth Group Inc. 0.16% 667 $208K No change
UI Ubiquiti Inc. 0.16% 500 $206K New
SYK Stryker Corp. 0.16% 510 $202K New
ALL Allstate Corp. 0.16% 1,000 $201K No change
XOM Exxon Mobil Corp. 0.16% 1,867 $201K No change
RGTI Rigetti Computing Inc. 0.12% 13,300 $158K No change
LUMN Lumen Technologies Inc. 0.06% 17,672 $77K Reduce -14.9%
BEAT Heartbeam Inc. 0.01% 10,000 $13K No change

Portfolio Sells Q1 2025 → Q2 2025
EWG iShares MSCI Germany ETF Sold out 0.00% −4.45
AAPL Apple Inc. Reduce -0.3% 14.90% −3.72
IEV iShares Europe ETF Sold out 0.00% −1.93
IEF iShares 7-10 Year Treasury B Sold out 0.00% −1.90
TLH iShares 10-20 Year Treasury Sold out 0.00% −1.81
XNEAX Nuveen Amt-FR QLTY Muni Inc. Sold out 0.00% −0.47
MRK Merck & Co. Inc. Reduce -0.5% 1.23% −0.38
MAA Mid-America Apartment Comm Reduce -7.8% 0.54% −0.22
AMGN Amgen Inc. Reduce -1.6% 0.66% −0.20
VZ Verizon Communications Inc. Reduce -0.4% 0.85% −0.18
COP Conocophillips Reduce -2.2% 0.31% −0.12
GMED Globus Medical Inc. Class A Reduce -7.8% 0.20% −0.11
PFE Pfizer Inc. Reduce -0.6% 0.29% −0.06
T AT&T Inc. Reduce -1.2% 0.36% −0.05
SNOW Snowflake Inc. Reduce -37.1% 0.25% −0.05
VLO Valero Energy Corp. Reduce -5.0% 0.20% −0.04
WMB Williams Cos Inc. Reduce -5.9% 0.19% −0.03
LMT Lockheed Martin Corp. Reduce -1.6% 0.22% −0.03
LUMN Lumen Technologies Inc. Reduce -14.9% 0.06% −0.01
BA The Boeing Co. Reduce -3.9% 0.38% +0.01
MS Morgan Stanley Reduce -2.3% 0.94% +0.02
JPM JPMorgan Chase & Co. Reduce -0.7% 1.68% +0.03
AMD Advanced Micro Devices Reduce -0.0% 1.74% +0.29
NVDA Nvidia Corp. Reduce -0.2% 20.50% +4.29

Portfolio Buys Q1 2025 → Q2 2025
EUFN iShares MSCI Europe Financia Add +72.3% 11.84% +4.72
EUAD Select Stoxx Eur Aer DE ETF New 3.65% +3.65
IDV iShares International Select New 2.02% +2.02
DVYE iShares Emerging Markets Div New 1.27% +1.27
AVGO Broadcom Inc. Add +0.6% 1.95% +0.59
MSFT Microsoft Corp. Add +0.9% 4.18% +0.58
VRT Vertiv Holdings Co. Class A New 0.25% +0.25
ARM Arm Holdings PLC-ADR New 0.18% +0.18
UI Ubiquiti Inc. New 0.16% +0.16
SYK Stryker Corp. New 0.16% +0.16
DELL Dell Technologies -C Add +2.9% 0.75% +0.13
QBTS D-Wave Quantum Inc. Add +2.3% 0.28% +0.12
TSLA Tesla Inc. Add +1.2% 0.90% +0.07
IBM Intl Business Machines Corp. Add +0.1% 1.42% +0.04
AMZN Amazon.com Inc. Add +3.3% 0.54% +0.02
ABT Abbott Laboratories Add +0.1% 0.76% −0.09
CRM Salesforce Inc. Add +1.7% 1.03% −0.12
BMY Bristol-Myers Squibb Co. Add +7.0% 0.53% −0.22
BRK.B Berkshire Hathaway Inc. Class B Add +2.9% 1.64% −0.37
LLY Eli Lilly & Co. Add +0.7% 4.22% −0.89

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