bLong Financial, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), bLong Financial, LLC reported 76 stock positions worth $132.2 million. Its top holding was Nvidia (NVDA) at 21.9% of the portfolio, followed by Apple (AAPL, 17.9%) and Fundstr Gran SH US LRG Cap (GRNY, 10.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 7 and reduced 34. The biggest buy was a new position in Fidelity High Dividend ETF (FDVV) and the biggest sale Fundstr Gran SH US LRG Cap (GRNY, shares −15%).

Most Recent 13F
Q2 2026
Location
Memphis, TN
CIK
0001943004
Portfolio Value
$132.2M (Q1 2026)
SEC Filing
0002085853-26-000436 ↗ filed Apr 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 $132.2M Q1 2026 Q2 2026: $153.5M Q2 2026

Holdings 76 stocks · $132.2M
NVDA Nvidia Corp. 21.88% 165,853 $28.9M Reduce -2.0%
AAPL Apple Inc. 17.87% 93,116 $23.6M Reduce -0.7%
GRNY Fundstr Gran SH US LRG Cap 10.65% 589,897 $14.1M Reduce -14.6%
LLY Eli Lilly & Co. 4.80% 6,903 $6.3M Reduce -1.6%
MSFT Microsoft Corp. 3.00% 10,732 $4.0M Add +0.1%
AMD Advanced Micro Devices 2.42% 15,750 $3.2M Reduce -1.1%
META Meta Platforms Inc. Class A 2.17% 5,004 $2.9M No change
AVGO Broadcom Inc. 2.09% 8,908 $2.8M Reduce -2.7%
IDV iShares International Select 1.98% 61,623 $2.6M Reduce -4.2%
MRK Merck & Co. Inc. 1.72% 18,938 $2.3M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.63% 7,325 $2.2M Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 1.56% 4,297 $2.1M Reduce -4.5%
GOOGL Alphabet Inc. Class A 1.51% 6,930 $2.0M Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.17% 6,402 $1.6M Add +2.4%
MS Morgan Stanley 1.04% 8,359 $1.4M Reduce -1.2%
CSCO Cisco Systems Inc. 1.04% 17,640 $1.4M No change
TSLA Tesla Inc. 1.03% 3,666 $1.4M Add +0.6%
JNJ Johnson & Johnson 1.02% 5,500 $1.3M Reduce -5.0%
DELL Dell Technologies -C 0.95% 7,680 $1.3M Reduce -3.1%
VZ Verizon Communications Inc. 0.91% 23,952 $1.2M Add +2.2%
GOOG Alphabet Inc. Class C 0.89% 4,080 $1.2M No change
AMGN Amgen Inc. 0.81% 3,050 $1.1M No change
WMT Walmart Inc. 0.73% 7,797 $969K No change
ABBV Abbvie Inc. 0.71% 4,307 $937K Reduce -3.4%
DVYE iShares Emerging Markets Div 0.68% 26,298 $904K Reduce -7.3%
BMY Bristol-Myers Squibb Co. 0.67% 14,542 $882K Reduce -1.4%
ED Consolidated Edison Inc. 0.67% 7,775 $880K No change
CRM Salesforce Inc. 0.63% 4,453 $831K Reduce -1.1%
DFAC Dimensional US Core Equity 2 0.58% 19,784 $769K No change
GLW Corning Inc. 0.58% 5,650 $768K No change
RTX RTX Corp. 0.55% 3,794 $732K No change
ABT Abbott Laboratories 0.54% 6,961 $715K Reduce -2.8%
FDVV Fidelity High Dividend ETF 0.52% 12,376 $684K New
HON Honeywell International Inc. 0.45% 2,630 $594K Reduce -1.9%
CVX Chevron Corp. 0.44% 2,790 $577K Reduce -11.2%
MO Altria Group Inc. 0.43% 8,579 $566K Reduce -1.1%
VRT Vertiv Holdings Co. Class A 0.42% 2,220 $556K Reduce -18.4%
AMZN Amazon.com Inc. 0.42% 2,652 $552K Reduce -10.2%
COP Conocophillips 0.40% 4,040 $533K No change
MCD McDonald's Corp. 0.38% 1,616 $502K No change
FDX FedEx Corp. 0.37% 1,390 $495K No change
WELL Welltower Inc. 0.37% 2,450 $484K No change
BA The Boeing Co. 0.34% 2,233 $444K No change
T AT&T Inc. 0.33% 15,114 $438K Reduce -1.6%
WM Waste Management Inc. 0.33% 1,871 $430K No change
UI Ubiquiti Inc. 0.30% 500 $395K No change
QBTS D-Wave Quantum Inc. 0.29% 26,943 $389K Reduce -6.4%
KO The Coca-Cola Co. 0.29% 5,052 $384K No change
GE General Electric filed as GE AEROSPACE 0.29% 1,344 $381K Add +10.0%
GMED Globus Medical Inc. Class A 0.29% 4,425 $381K No change
PFE Pfizer Inc. 0.29% 13,525 $380K Add +1.5%
PEP Pepsico Inc. 0.27% 2,264 $352K Reduce -2.2%
PG The Procter & Gamble Co. 0.25% 2,309 $334K No change
LMT Lockheed Martin Corp. 0.23% 505 $305K Reduce -3.8%
NSC Norfolk Southern Corp. 0.22% 1,000 $287K No change
ORCL Oracle Corp. 0.21% 1,930 $284K Reduce -9.4%
ZS Zscaler Inc. 0.20% 1,925 $270K Add +0.5%
MAA Mid-America Apartment Comm 0.20% 2,167 $265K Reduce -30.3%
TXN Texas Instruments Inc. 0.20% 1,350 $262K Reduce -3.6%
ARM Arm Holdings PLC-ADR 0.20% 1,710 $259K New
GEV GE Vernova Inc. 0.19% 287 $251K New
SBUX Starbucks Corp. 0.18% 2,667 $239K No change
TT Trane Technologies PLC 0.18% 570 $238K No change
WMB Williams Cos Inc. 0.18% 3,261 $237K New
MU Micron Technology Inc. 0.18% 700 $236K New
GILD Gilead Sciences Inc. 0.18% 1,683 $235K No change
FHN First Horizon Corp. 0.18% 10,255 $233K No change
DUK Duke Energy Corp. 0.17% 1,751 $229K No change
TRV The Travelers Cos Inc. 0.17% 770 $225K Reduce -6.1%
AZN Astrazeneca PLC 0.17% 1,138 $224K No change
AEP American Electric Power 0.16% 1,590 $208K New
ALL Allstate Corp. 0.16% 1,000 $207K No change
QCOM Qualcomm Inc. 0.15% 1,587 $204K No change
VLO Valero Energy Corp. 0.15% 815 $201K New
RGTI Rigetti Computing Inc. 0.14% 12,900 $181K Reduce -10.4%
LUMN Lumen Technologies Inc. 0.07% 14,029 $98K Reduce -1.0%

Portfolio Sells Q4 2025 → Q1 2026
GRNY Fundstr Gran SH US LRG Cap Reduce -14.6% 10.65% −1.30
LLY Eli Lilly & Co. Reduce -1.6% 4.80% −0.46
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.34
UNH Unitedhealth Group Inc. Sold out 0.00% −0.26
QBTS D-Wave Quantum Inc. Reduce -6.4% 0.29% −0.23
SNOW Snowflake Inc. Sold out 0.00% −0.21
CRM Salesforce Inc. Reduce -1.1% 0.63% −0.20
NVDA Nvidia Corp. Reduce -2.0% 21.88% −0.17
IP International Paper Co. Sold out 0.00% −0.15
APLD Applied Digital Corp. Sold out 0.00% −0.14
AVGO Broadcom Inc. Reduce -2.7% 2.09% −0.13
MAA Mid-America Apartment Comm Reduce -30.3% 0.20% −0.10
ABT Abbott Laboratories Reduce -2.8% 0.54% −0.09
RGTI Rigetti Computing Inc. Reduce -10.4% 0.14% −0.09
ORCL Oracle Corp. Reduce -9.4% 0.21% −0.08
AMZN Amazon.com Inc. Reduce -10.2% 0.42% −0.06
JPM JPMorgan Chase & Co. Reduce -1.4% 1.63% −0.04
GOOGL Alphabet Inc. Class A Reduce -1.1% 1.51% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.5% 1.56% −0.02
MS Morgan Stanley Reduce -1.2% 1.04% −0.01
LUMN Lumen Technologies Inc. Reduce -1.0% 0.07% −0.00
ABBV Abbvie Inc. Reduce -3.4% 0.71% −0.00
TRV The Travelers Cos Inc. Reduce -6.1% 0.17% +0.00
TXN Texas Instruments Inc. Reduce -3.6% 0.20% +0.03
PEP Pepsico Inc. Reduce -2.2% 0.27% +0.03
AMD Advanced Micro Devices Reduce -1.1% 2.42% +0.04
LMT Lockheed Martin Corp. Reduce -3.8% 0.23% +0.05
T AT&T Inc. Reduce -1.6% 0.33% +0.06
DVYE iShares Emerging Markets Div Reduce -7.3% 0.68% +0.07
AAPL Apple Inc. Reduce -0.7% 17.87% +0.07
MO Altria Group Inc. Reduce -1.1% 0.43% +0.08
HON Honeywell International Inc. Reduce -1.9% 0.45% +0.08
CVX Chevron Corp. Reduce -11.2% 0.44% +0.10
BMY Bristol-Myers Squibb Co. Reduce -1.4% 0.67% +0.11
VRT Vertiv Holdings Co. Class A Reduce -18.4% 0.42% +0.11
JNJ Johnson & Johnson Reduce -5.0% 1.02% +0.18
IDV iShares International Select Reduce -4.2% 1.98% +0.21
DELL Dell Technologies -C Reduce -3.1% 0.95% +0.26
MRK Merck & Co. Inc. Reduce -0.6% 1.72% +0.32

Portfolio Buys Q4 2025 → Q1 2026
FDVV Fidelity High Dividend ETF New 0.52% +0.52
VZ Verizon Communications Inc. Add +2.2% 0.91% +0.24
ARM Arm Holdings PLC-ADR New 0.20% +0.20
GEV GE Vernova Inc. New 0.19% +0.19
WMB Williams Cos Inc. New 0.18% +0.18
MU Micron Technology Inc. New 0.18% +0.18
AEP American Electric Power New 0.16% +0.16
VLO Valero Energy Corp. New 0.15% +0.15
PFE Pfizer Inc. Add +1.5% 0.29% +0.06
GE General Electric Add +10.0% 0.29% +0.03
ZS Zscaler Inc. Add +0.5% 0.20% −0.10
TSLA Tesla Inc. Add +0.6% 1.03% −0.11
IBM Intl Business Machines Corp. Add +2.4% 1.17% −0.12
MSFT Microsoft Corp. Add +0.1% 3.00% −0.61

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