bLong Financial, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), bLong Financial, LLC reported 75 stock positions worth $143.4 million. Its top holding was Nvidia (NVDA) at 21.8% of the portfolio, followed by Apple (AAPL, 16.7%) and iShares MSCI Europe Financia (EUFN, 6.8%). Compared with Q2 2025, it opened 2 new positions, sold out of 6, added to 11 and reduced 30. The biggest buy was a new position in Fundstr Gran SH US LRG Cap (GRNY) and the biggest sale iShares MSCI Europe Financia (EUFN, shares −41%).

Most Recent 13F
Q2 2026
Location
Memphis, TN
CIK
0001943004
Portfolio Value
$143.4M (Q3 2025)
SEC Filing
0002085853-25-000238 ↗ filed Nov 6, 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 Q2 2025 Q3 2025: $143.4M $143.4M Q3 2025 Q4 2025: $143.2M Q4 2025 Q1 2026: $132.2M Q1 2026 Q2 2026: $153.5M Q2 2026

Holdings 75 stocks · $143.4M
NVDA Nvidia Corp. 21.83% 167,767 $31.3M Reduce -0.2%
AAPL Apple Inc. 16.65% 93,808 $23.9M Reduce -0.3%
EUFN iShares MSCI Europe Financia 6.80% 283,936 $9.8M Reduce -41.5%
GRNY Fundstr Gran SH US LRG Cap 5.98% 343,105 $8.6M New
MSFT Microsoft Corp. 3.94% 10,917 $5.7M Add +0.4%
LLY Eli Lilly & Co. 3.73% 7,013 $5.4M No change
EUAD Select Stoxx Eur Aer DE ETF 3.52% 107,460 $5.0M Reduce -2.0%
META Meta Platforms Inc. Class A 2.62% 5,114 $3.8M No change
AVGO Broadcom Inc. 2.13% 9,272 $3.1M Add +1.4%
AMD Advanced Micro Devices 1.79% 15,895 $2.6M Add +0.1%
IDV iShares International Select 1.67% 65,592 $2.4M Reduce -13.6%
JPM JPMorgan Chase & Co. 1.66% 7,525 $2.4M No change
BRK.B Berkshire Hathaway Inc. Class B 1.58% 4,497 $2.3M Add +3.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.23% 6,252 $1.8M Add +0.3%
GOOGL Alphabet Inc. Class A 1.19% 7,010 $1.7M Add +2.3%
MRK Merck & Co. Inc. 1.14% 19,557 $1.6M Reduce -3.1%
TSLA Tesla Inc. 1.13% 3,646 $1.6M Reduce -1.2%
MS Morgan Stanley 0.95% 8,559 $1.4M Reduce -1.1%
CSCO Cisco Systems Inc. 0.84% 17,640 $1.2M Reduce -0.6%
CRM Salesforce Inc. 0.80% 4,833 $1.1M Reduce -1.4%
DELL Dell Technologies -C 0.79% 7,972 $1.1M No change
VZ Verizon Communications Inc. 0.75% 24,439 $1.1M Reduce -4.3%
JNJ Johnson & Johnson 0.75% 5,789 $1.1M No change
ABBV Abbvie Inc. 0.72% 4,457 $1.0M No change
GOOG Alphabet Inc. Class C 0.69% 4,080 $994K No change
ABT Abbott Laboratories 0.67% 7,161 $959K Reduce -1.4%
AMGN Amgen Inc. 0.60% 3,050 $861K No change
DVYE iShares Emerging Markets Div 0.60% 28,804 $855K Reduce -49.8%
WMT Walmart Inc. 0.56% 7,797 $804K No change
ED Consolidated Edison Inc. 0.54% 7,675 $771K No change
DFAC Dimensional US Core Equity 2 0.53% 19,784 $763K No change
QBTS D-Wave Quantum Inc. 0.49% 28,493 $704K Add +15.6%
BMY Bristol-Myers Squibb Co. 0.46% 14,742 $665K Reduce -1.3%
AMZN Amazon.com Inc. 0.45% 2,952 $648K Reduce -6.9%
RTX RTX Corp. 0.44% 3,794 $635K Reduce -28.6%
ORCL Oracle Corp. 0.42% 2,120 $596K No change
ZS Zscaler Inc. 0.40% 1,915 $574K No change
MO Altria Group Inc. 0.40% 8,663 $572K Reduce -10.2%
HON Honeywell International Inc. 0.39% 2,680 $564K Add +1.5%
MCD McDonald's Corp. 0.35% 1,671 $508K No change
CVX Chevron Corp. 0.34% 3,140 $488K No change
BA The Boeing Co. 0.34% 2,233 $482K Reduce -4.7%
GLW Corning Inc. 0.32% 5,650 $463K No change
RGTI Rigetti Computing Inc. 0.31% 14,800 $441K Add +11.3%
WELL Welltower Inc. 0.30% 2,450 $436K No change
MAA Mid-America Apartment Comm 0.30% 3,108 $434K Reduce -34.5%
T AT&T Inc. 0.30% 15,271 $431K Reduce -6.2%
UNH Unitedhealth Group Inc. 0.30% 1,246 $430K Add +86.8%
WM Waste Management Inc. 0.29% 1,871 $413K No change
VRT Vertiv Holdings Co. Class A 0.28% 2,670 $403K Add +4.7%
COP Conocophillips 0.27% 4,040 $382K Reduce -9.0%
GE General Electric filed as GE AEROSPACE 0.26% 1,231 $370K Reduce -2.9%
PG The Procter & Gamble Co. 0.25% 2,309 $355K Reduce -23.3%
PFE Pfizer Inc. 0.24% 13,255 $338K Reduce -15.9%
KO The Coca-Cola Co. 0.23% 5,052 $335K No change
UI Ubiquiti Inc. 0.23% 500 $330K No change
FDX FedEx Corp. 0.23% 1,390 $328K No change
PEP Pepsico Inc. 0.23% 2,314 $325K No change
SNOW Snowflake Inc. 0.21% 1,362 $307K Reduce -4.4%
NSC Norfolk Southern Corp. 0.21% 1,000 $300K No change
TT Trane Technologies PLC 0.21% 700 $295K Reduce -41.7%
ETHA iShares Ethereum Trust ETF 0.20% 9,317 $294K New
IP International Paper Co. 0.19% 5,765 $267K Reduce -1.7%
QCOM Qualcomm Inc. 0.18% 1,587 $264K No change
LMT Lockheed Martin Corp. 0.18% 525 $262K Reduce -16.0%
DUK Duke Energy Corp. 0.18% 2,084 $258K No change
TXN Texas Instruments Inc. 0.18% 1,400 $257K No change
GMED Globus Medical Inc. Class A 0.18% 4,425 $253K No change
TRV The Travelers Cos Inc. 0.17% 860 $240K No change
WMB Williams Cos Inc. 0.17% 3,761 $238K Reduce -6.2%
FHN First Horizon Corp. 0.16% 10,255 $232K No change
SBUX Starbucks Corp. 0.16% 2,667 $226K No change
ALL Allstate Corp. 0.15% 1,000 $215K No change
LUMN Lumen Technologies Inc. 0.07% 16,472 $101K Reduce -6.8%
BEAT Heartbeam Inc. 0.01% 10,000 $17K No change

Options reported separately and not counted above: NVDA calls ($19K).

Portfolio Sells Q2 2025 → Q3 2025
EUFN iShares MSCI Europe Financia Reduce -41.5% 6.80% −5.04
DVYE iShares Emerging Markets Div Reduce -49.8% 0.60% −0.67
IDV iShares International Select Reduce -13.6% 1.67% −0.35
GS Goldman Sachs Group Inc. Sold out 0.00% −0.34
MAA Mid-America Apartment Comm Reduce -34.5% 0.30% −0.24
CRM Salesforce Inc. Reduce -1.4% 0.80% −0.23
TT Trane Technologies PLC Reduce -41.7% 0.21% −0.20
VLO Valero Energy Corp. Sold out 0.00% −0.20
ARM Arm Holdings PLC-ADR Sold out 0.00% −0.18
FISV Fiserv Inc. Sold out 0.00% −0.17
RTX RTX Corp. Reduce -28.6% 0.44% −0.16
SYK Stryker Corp. Sold out 0.00% −0.16
XOM Exxon Mobil Corp. Sold out 0.00% −0.16
EUAD Select Stoxx Eur Aer DE ETF Reduce -2.0% 3.52% −0.13
PG The Procter & Gamble Co. Reduce -23.3% 0.25% −0.12
CSCO Cisco Systems Inc. Reduce -0.6% 0.84% −0.11
VZ Verizon Communications Inc. Reduce -4.3% 0.75% −0.10
ABT Abbott Laboratories Reduce -1.4% 0.67% −0.09
MRK Merck & Co. Inc. Reduce -3.1% 1.14% −0.09
AMZN Amazon.com Inc. Reduce -6.9% 0.45% −0.09
BMY Bristol-Myers Squibb Co. Reduce -1.3% 0.46% −0.07
T AT&T Inc. Reduce -6.2% 0.30% −0.06
PFE Pfizer Inc. Reduce -15.9% 0.24% −0.06
BA The Boeing Co. Reduce -4.7% 0.34% −0.04
COP Conocophillips Reduce -9.0% 0.27% −0.04
LMT Lockheed Martin Corp. Reduce -16.0% 0.18% −0.04
MO Altria Group Inc. Reduce -10.2% 0.40% −0.04
SNOW Snowflake Inc. Reduce -4.4% 0.21% −0.03
WMB Williams Cos Inc. Reduce -6.2% 0.17% −0.03
IP International Paper Co. Reduce -1.7% 0.19% −0.03
GE General Electric Reduce -2.9% 0.26% +0.01
MS Morgan Stanley Reduce -1.1% 0.95% +0.01
LUMN Lumen Technologies Inc. Reduce -6.8% 0.07% +0.01
TSLA Tesla Inc. Reduce -1.2% 1.13% +0.23
NVDA Nvidia Corp. Reduce -0.2% 21.83% +1.33
AAPL Apple Inc. Reduce -0.3% 16.65% +1.76

Portfolio Buys Q2 2025 → Q3 2025
GRNY Fundstr Gran SH US LRG Cap New 5.98% +5.98
GOOGL Alphabet Inc. Class A Add +2.3% 1.19% +0.26
QBTS D-Wave Quantum Inc. Add +15.6% 0.49% +0.21
ETHA iShares Ethereum Trust ETF New 0.20% +0.20
AVGO Broadcom Inc. Add +1.4% 2.13% +0.19
RGTI Rigetti Computing Inc. Add +11.3% 0.31% +0.19
UNH Unitedhealth Group Inc. Add +86.8% 0.30% +0.14
AMD Advanced Micro Devices Add +0.1% 1.79% +0.05
VRT Vertiv Holdings Co. Class A Add +4.7% 0.28% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +3.1% 1.58% −0.06
HON Honeywell International Inc. Add +1.5% 0.39% −0.08
IBM Intl Business Machines Corp. Add +0.3% 1.23% −0.19
MSFT Microsoft Corp. Add +0.4% 3.94% −0.23

Options Activity Q2 2025 → Q3 2025
NVDA Nvidia Corp. call New 100 $19K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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