bLong Financial, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), bLong Financial, LLC reported 74 stock positions worth $143.2 million. Its top holding was Nvidia (NVDA) at 22.0% of the portfolio, followed by Apple (AAPL, 17.8%) and Fundstr Gran SH US LRG Cap (GRNY, 11.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 10 and reduced 21. The biggest buy was Fundstr Gran SH US LRG Cap (GRNY, shares +101%) and the biggest sale an exit from iShares MSCI Europe Financia (EUFN).

Most Recent 13F
Q2 2026
Location
Memphis, TN
CIK
0001943004
Portfolio Value
$143.2M (Q4 2025)
SEC Filing
0002085853-26-000206 ↗ filed Feb 5, 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 $143.2M Q4 2025 Q1 2026: $132.2M Q1 2026 Q2 2026: $153.5M Q2 2026

Holdings 74 stocks · $143.2M
NVDA Nvidia Corp. 22.04% 169,291 $31.6M Add +0.9%
AAPL Apple Inc. 17.80% 93,777 $25.5M Reduce -0.0%
GRNY Fundstr Gran SH US LRG Cap 11.95% 690,955 $17.1M Add +101.4%
LLY Eli Lilly & Co. 5.26% 7,013 $7.5M No change
MSFT Microsoft Corp. 3.62% 10,717 $5.2M Reduce -1.8%
AMD Advanced Micro Devices 2.38% 15,925 $3.4M Add +0.2%
META Meta Platforms Inc. Class A 2.31% 5,004 $3.3M Reduce -2.1%
AVGO Broadcom Inc. 2.21% 9,158 $3.2M Reduce -1.2%
IDV iShares International Select 1.77% 64,336 $2.5M Reduce -1.9%
JPM JPMorgan Chase & Co. 1.67% 7,425 $2.4M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 1.58% 4,497 $2.3M No change
GOOGL Alphabet Inc. Class A 1.53% 7,010 $2.2M No change
MRK Merck & Co. Inc. 1.40% 19,049 $2.0M Reduce -2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.29% 6,252 $1.9M No change
TSLA Tesla Inc. 1.14% 3,646 $1.6M No change
MS Morgan Stanley 1.05% 8,459 $1.5M Reduce -1.2%
CSCO Cisco Systems Inc. 0.95% 17,640 $1.4M No change
GOOG Alphabet Inc. Class C 0.89% 4,080 $1.3M No change
JNJ Johnson & Johnson 0.84% 5,789 $1.2M No change
CRM Salesforce Inc. 0.83% 4,503 $1.2M Reduce -6.8%
ABBV Abbvie Inc. 0.71% 4,457 $1.0M No change
AMGN Amgen Inc. 0.70% 3,050 $998K No change
DELL Dell Technologies -C 0.70% 7,930 $998K Reduce -0.5%
VZ Verizon Communications Inc. 0.67% 23,439 $955K Reduce -4.1%
ABT Abbott Laboratories 0.63% 7,161 $897K No change
DVYE iShares Emerging Markets Div 0.62% 28,361 $884K Reduce -1.5%
WMT Walmart Inc. 0.61% 7,797 $869K No change
BMY Bristol-Myers Squibb Co. 0.56% 14,742 $795K No change
DFAC Dimensional US Core Equity 2 0.55% 19,784 $783K No change
ED Consolidated Edison Inc. 0.54% 7,775 $772K Add +1.3%
QBTS D-Wave Quantum Inc. 0.53% 28,793 $753K Add +1.1%
RTX RTX Corp. 0.49% 3,794 $696K No change
AMZN Amazon.com Inc. 0.48% 2,952 $681K No change
HON Honeywell International Inc. 0.37% 2,680 $523K No change
MO Altria Group Inc. 0.35% 8,679 $500K Add +0.2%
GLW Corning Inc. 0.35% 5,650 $495K No change
MCD McDonald's Corp. 0.34% 1,616 $494K Reduce -3.3%
BA The Boeing Co. 0.34% 2,233 $485K No change
PLTR Palantir Technologies Inc. Class A 0.34% 2,723 $484K New
CVX Chevron Corp. 0.33% 3,140 $479K No change
WELL Welltower Inc. 0.32% 2,450 $455K No change
VRT Vertiv Holdings Co. Class A 0.31% 2,720 $441K Add +1.9%
MAA Mid-America Apartment Comm 0.30% 3,108 $432K No change
ZS Zscaler Inc. 0.30% 1,915 $431K No change
ORCL Oracle Corp. 0.29% 2,130 $415K Add +0.5%
WM Waste Management Inc. 0.29% 1,871 $411K No change
FDX FedEx Corp. 0.28% 1,390 $402K No change
GMED Globus Medical Inc. Class A 0.27% 4,425 $386K No change
T AT&T Inc. 0.27% 15,364 $382K Add +0.6%
COP Conocophillips 0.26% 4,040 $378K No change
GE General Electric filed as GE AEROSPACE 0.26% 1,222 $376K Reduce -0.7%
UNH Unitedhealth Group Inc. 0.26% 1,125 $371K Reduce -9.7%
KO The Coca-Cola Co. 0.25% 5,052 $353K No change
PEP Pepsico Inc. 0.23% 2,314 $332K No change
PFE Pfizer Inc. 0.23% 13,325 $332K Add +0.5%
PG The Procter & Gamble Co. 0.23% 2,309 $331K No change
RGTI Rigetti Computing Inc. 0.22% 14,400 $319K Reduce -2.7%
SNOW Snowflake Inc. 0.21% 1,362 $299K No change
NSC Norfolk Southern Corp. 0.20% 1,000 $289K No change
UI Ubiquiti Inc. 0.19% 500 $277K No change
QCOM Qualcomm Inc. 0.19% 1,587 $271K No change
LMT Lockheed Martin Corp. 0.18% 525 $254K No change
FHN First Horizon Corp. 0.17% 10,255 $245K No change
TXN Texas Instruments Inc. 0.17% 1,400 $243K No change
TRV The Travelers Cos Inc. 0.17% 820 $238K Reduce -4.7%
SBUX Starbucks Corp. 0.16% 2,667 $225K No change
TT Trane Technologies PLC 0.15% 570 $222K Reduce -18.6%
IP International Paper Co. 0.15% 5,615 $221K Reduce -2.6%
AZN Astrazeneca PLC-Spons ADR 0.15% 2,277 $209K New
ALL Allstate Corp. 0.15% 1,000 $208K No change
GILD Gilead Sciences Inc. 0.14% 1,683 $207K New
DUK Duke Energy Corp. 0.14% 1,751 $205K Reduce -16.0%
APLD Applied Digital Corp. 0.14% 8,300 $204K New
LUMN Lumen Technologies Inc. 0.08% 14,172 $110K Reduce -14.0%

Portfolio Sells Q3 2025 → Q4 2025
EUFN iShares MSCI Europe Financia Sold out 0.00% −6.80
EUAD Select Stoxx Eur Aer DE ETF Sold out 0.00% −3.52
MSFT Microsoft Corp. Reduce -1.8% 3.62% −0.32
META Meta Platforms Inc. Class A Reduce -2.1% 2.31% −0.31
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.20
WMB Williams Cos Inc. Sold out 0.00% −0.17
DELL Dell Technologies -C Reduce -0.5% 0.70% −0.09
RGTI Rigetti Computing Inc. Reduce -2.7% 0.22% −0.08
VZ Verizon Communications Inc. Reduce -4.1% 0.67% −0.08
TT Trane Technologies PLC Reduce -18.6% 0.15% −0.05
UNH Unitedhealth Group Inc. Reduce -9.7% 0.26% −0.04
DUK Duke Energy Corp. Reduce -16.0% 0.14% −0.04
IP International Paper Co. Reduce -2.6% 0.15% −0.03
BEAT Heartbeam Inc. Sold out 0.00% −0.01
MCD McDonald's Corp. Reduce -3.3% 0.34% −0.01
TRV The Travelers Cos Inc. Reduce -4.7% 0.17% −0.00
GE General Electric Reduce -0.7% 0.26% +0.00
LUMN Lumen Technologies Inc. Reduce -14.0% 0.08% +0.01
JPM JPMorgan Chase & Co. Reduce -1.3% 1.67% +0.02
DVYE iShares Emerging Markets Div Reduce -1.5% 0.62% +0.02
CRM Salesforce Inc. Reduce -6.8% 0.83% +0.03
AVGO Broadcom Inc. Reduce -1.2% 2.21% +0.08
MS Morgan Stanley Reduce -1.2% 1.05% +0.10
IDV iShares International Select Reduce -1.9% 1.77% +0.10
MRK Merck & Co. Inc. Reduce -2.6% 1.40% +0.26
AAPL Apple Inc. Reduce -0.0% 17.80% +1.15

Portfolio Buys Q3 2025 → Q4 2025
GRNY Fundstr Gran SH US LRG Cap Add +101.4% 11.95% +5.97
AMD Advanced Micro Devices Add +0.2% 2.38% +0.59
PLTR Palantir Technologies Inc. Class A New 0.34% +0.34
NVDA Nvidia Corp. Add +0.9% 22.04% +0.22
AZN Astrazeneca PLC-Spons ADR New 0.15% +0.15
GILD Gilead Sciences Inc. New 0.14% +0.14
APLD Applied Digital Corp. New 0.14% +0.14
QBTS D-Wave Quantum Inc. Add +1.1% 0.53% +0.03
VRT Vertiv Holdings Co. Class A Add +1.9% 0.31% +0.03
ED Consolidated Edison Inc. Add +1.3% 0.54% +0.00
PFE Pfizer Inc. Add +0.5% 0.23% −0.00
T AT&T Inc. Add +0.6% 0.27% −0.03
MO Altria Group Inc. Add +0.2% 0.35% −0.05
ORCL Oracle Corp. Add +0.5% 0.29% −0.13

Options Activity Q3 2025 → Q4 2025
NVDA Nvidia Corp. call Sold out 100 $19Kbefore exit

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