Q3 2026 13F · SEC CIK 1943004

bLong Financial, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $168.8M
Reported positions: 82
Holdings vs S&P 500, 3 yrs: —
Assets under management: $202.0M

bLong Financial, LLC is a wealth manager that reported 82 positions worth $168.8M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Nvidia Corporation (NVDA, 22.5%), Apple Inc (AAPL, 18.5%), Advanced Micro Devices Inc (AMD, 5.7%).

bLong Financial, LLC holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

bLong Financial, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	22.5%	21.6%	166,011	+0.2%	$37.9M
AAPLApple Inc	18.5%	17.5%	93,921	+0.9%	$31.3M
AMDAdvanced Micro Devices Inc	5.7%	5.9%	15,810	+0.6%	$9.7M
LLYEli Lilly & Co	4.7%	5.4%	6,913	+0.0%	$8.0M
QQQMInvesco Exch Traded Fd Tr II	4.7%	8.3%	25,978	-37.9%	$7.9M
GRNYTidal Trust I	4.3%	—	262,862	—	$7.3M
MSFTMicrosoft Corp	3.3%	2.6%	10,718	+0.0%	$5.5M
DELLDell Technologies Inc	2.4%	2.2%	7,680	+0.0%	$4.1M
METAMeta Platforms Inc	2.1%	1.8%	4,974	+0.0%	$3.6M
AVGOBroadcom Inc	1.9%	2.2%	9,004	+1.5%	$3.2M
IDVIshares Tr	1.7%	1.7%	69,277	+7.0%	$2.9M
MRKMerck & Co Inc	1.6%	1.6%	19,082	+1.8%	$2.8M
GOOGLAlphabet Inc	1.4%	1.6%	6,950	+0.0%	$2.4M
JPMJpmorgan Chase & Co	1.4%	1.5%	7,225	+0.0%	$2.4M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	4,207	+2.4%	$2.1M
CSCOCisco Sys Inc	1.1%	1.3%	17,515	+0.0%	$1.9M
MSMorgan Stanley	0.9%	1.1%	8,384	+1.5%	$1.6M
JNJJohnson & Johnson	0.9%	0.9%	5,720	+0.0%	$1.5M
IBMInternational Business Machs	0.9%	1.2%	6,597	+1.9%	$1.5M
GOOGAlphabet Inc	0.8%	0.9%	4,081	+0.0%	$1.4M
TSLATesla Inc	0.8%	1.0%	3,716	+0.0%	$1.3M
AMGNAmgen Inc	0.8%	0.7%	3,050	+0.0%	$1.3M
DVYIshares Tr	0.7%	—	7,783	—	$1.2M
ABBVAbbvie Inc	0.7%	0.7%	4,207	-2.3%	$1.1M
VZVerizon Communications Inc	0.6%	0.7%	23,852	+0.0%	$1.1M
CRMSalesforce Inc	0.6%	0.5%	4,153	-6.7%	$953K
BMYBristol-Myers Squibb Co	0.6%	0.6%	15,052	+0.0%	$939K
GLWCorning Inc	0.5%	0.9%	5,750	+1.8%	$884K
DFACDimensional ETF Trust	0.5%	0.6%	19,784	+0.0%	$879K
MUMicron Technology Inc	0.5%	0.5%	775	+10.7%	$825K
WMTWalmart Inc	0.5%	0.6%	7,797	+0.0%	$810K
EDConsolidated Edison Inc	0.5%	0.6%	7,775	+0.0%	$795K
FDVVFidelity Covington Trust	0.5%	0.5%	12,499	+0.3%	$759K
RTXRtx Corporation	0.4%	0.5%	3,794	+0.0%	$704K
ABTAbbott Laboratories	0.4%	0.4%	6,961	+0.0%	$688K
AMZNAmazon Com Inc	0.4%	0.4%	2,657	+0.2%	$662K
MOAltria Group Inc	0.3%	0.4%	8,579	+0.0%	$578K
VRTVertiv Holdings Co	0.3%	0.5%	2,350	+5.9%	$567K
WELLWelltower Inc	0.3%	0.4%	2,450	+0.0%	$564K
CVXChevron Corporation	0.3%	0.3%	2,640	+0.0%	$539K
COPConocophillips	0.3%	0.3%	4,040	+0.0%	$506K
ARMArm Holdings PLC	0.3%	0.4%	1,710	+0.0%	$495K
QBTSD-Wave Quantum Inc	0.3%	0.4%	28,454	+6.2%	$471K
KOCoca Cola Co	0.3%	0.3%	5,052	+0.0%	$435K
GEGe Aerospace	0.2%	0.3%	1,344	+0.0%	$420K
FDXFedex Corp	0.2%	0.3%	1,390	+0.0%	$396K
MRNAModerna Inc	0.2%	—	2,047	—	$394K
SNOWSnowflake Inc	0.2%	—	1,150	—	$390K
PFEPfizer Inc	0.2%	—	13,553	—	$387K
WMWaste Mgmt Inc Del	0.2%	0.3%	1,871	+0.0%	$382K

What bLong Financial, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

QQQM Invesco Exch Traded Fd Tr II-37.9% shares
CRM Salesforce Inc-6.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$168.8M	82
Q2 2026	$153.5M	80
Q1 2026	$132.2M	76
Q4 2025	$143.2M	74
Q3 2025	$143.4M	75
Q2 2025	$129.6M	79
Q1 2025	$112.6M	77
Q4 2024	$121.4M	78

Questions about bLong Financial, LLC's portfolio

What stocks does bLong Financial, LLC own?

bLong Financial, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 82 positions worth $168.8M. The largest are Nvidia Corporation (NVDA) at 22.5%, Apple Inc (AAPL) at 18.5%, Advanced Micro Devices Inc (AMD) at 5.7%, Eli Lilly & Co (LLY) at 4.7% and Invesco Exch Traded Fd Tr II (QQQM) at 4.7%.

What did bLong Financial, LLC buy last quarter?

In Q3 2026, bLong Financial, LLC added Micron Technology Inc (MU) (+10.7% shares), Ishares Tr (IDV) (+7.0% shares) and D-Wave Quantum Inc (QBTS) (+6.2% shares), compared with its Q2 2026 filing.

What did bLong Financial, LLC sell last quarter?

In Q3 2026, bLong Financial, LLC cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Boeing Co (BA), cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Globus Med Inc (GMED), cut from its top 50 Procter & Gamble Co (PG), Invesco Exch Traded Fd Tr II (QQQM) (-37.9% shares) and Salesforce Inc (CRM) (-6.7% shares), compared with its Q2 2026 filing.

When is bLong Financial, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. bLong Financial, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does bLong Financial, LLC manage?

bLong Financial, LLC reported $202.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $168.8M.