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CIK: 0001943004
Total reported value
$153.5M
$153.5M
77 檔
37.8%
As reported in its official Q1 2025 Form 13F filing, bLong Financial, LLC's tracked investment portfolio stood at $153.5M with 77 total positions.
bLong Financial, LLC executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 7 holdings and trimming 9 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, EUFN) accounted for 37.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.61% | -0.33% | +0.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 16.21% | -0.28% | -0.16% | |
| 3 | EUFN | Ishares Msci Europe Financia | ETF-Other | 7.12% | — | — | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.11% | +0.60% | +0.14% | |
| 5 | EWG | Ishares Msci Germany ETF | ETF-Other | 4.45% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.59% | -0.40% | +1.41% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | -0.35% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.22% | +2.17% | |
| 9 | IEV | Ishares Europe ETF | ETF-Other | 1.93% | — | — | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.90% | — | — | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.81% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.09% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.62% | -0.15% | -0.05% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.45% | +3.52% | -0.31% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.37% | +0.02% | +0.89% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | +0.09% | -0.31% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.15% | -0.18% | — | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | -0.25% | -0.77% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.30% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.11% | +2.24% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.92% | +0.08% | -0.14% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | -0.09% | +5.08% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.13% | +2.11% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.07% | -1.70% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.01% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | — | — | |
| 27 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.77% | — | -9.35% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.11% | +3.71% | |
| 29 | ED | Consolidated Edison Inc | Stock-Utilities | 0.75% | -0.11% | — | |
| 30 | DELL | Dell Technologies -c | Stock-Tech | 0.63% | +1.21% | +5.44% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.08% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.15% | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | -0.01% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.05% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.01% | -2.48% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | -0.03% | — | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.45% | EXIT | |
| 38 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.47% | — | +6.93% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.16% | -7.37% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.10% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.03% | — | |
| 42 | COP | Conocophillips | Stock-Energy | 0.42% | -0.13% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.41% | -0.13% | — | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.38% | -0.06% | — | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.37% | -0.06% | — | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.36% | — | — | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | -0.07% | — | |
| 48 | ZS | Zscaler Inc | Stock-Tech | 0.34% | -0.03% | — | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.33% | -0.01% | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EUFN | Ishares Msci Europe Financia | +7.1% | NEW | New buy |
| 2 | EWG | Ishares Msci Germany ETF | +4.5% | NEW | New buy |
| 3 | IEV | Ishares Europe ETF | +1.9% | NEW | New buy |
| 4 | IEF | Ishares 7-10 Year Treasury B | +1.9% | NEW | New buy |
| 5 | TLH | Ishares 10-20 Year Treasury | +1.8% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.7% | +0.14% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +2.17% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.3% | +0.89% | Add |
| 9 | AMGN | Amgen Inc | +0.2% | +5.08% | Add |
| 10 | ED | Consolidated Edison Inc | +0.2% | — | Unchanged |
| 11 | ABT | Abbott Laboratories | +0.2% | +2.11% | Add |
| 12 | ALL | Allstate CORP | +0.2% | NEW | New buy |
| 13 | ABBV | Abbvie Inc | +0.2% | — | Unchanged |
| 14 | VZ | Verizon Communications Inc | +0.2% | -0.77% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.2% | -1.70% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.2% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +3.71% | Add |
| 19 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 20 | T | At&t Inc | +0.1% | — | Unchanged |
| 21 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 22 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 23 | WELL | Welltower Inc | +0.1% | — | Unchanged |
| 24 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 25 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 26 | GE | General Electric | +0.1% | -0.94% | Trim |
| 27 | MS | Morgan Stanley | — | -0.14% | Trim |
| 28 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 29 | FDX | Fedex CORP | 0% | — | Unchanged |
| 30 | GMED | Globus Medical Inc - A | 0% | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | 0% | -0.05% | Trim |
| 32 | AMZN | Amazon.com Inc | -0.1% | -2.48% | Trim |
| 33 | DELL | Dell Technologies -c | -0.1% | +5.44% | Add |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 35 | RGTI | Rigetti Computing Inc | -0.1% | +3.91% | Add |
| 36 | MSFT | Microsoft CORP | -0.1% | +1.41% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.24% | Add |
| 38 | AMD | Advanced Micro Devices | -0.1% | -0.31% | Trim |
| 39 | CRM | Salesforce Inc | -0.2% | — | Unchanged |
| 40 | VRT | Vertiv Holdings Co-a | -0.2% | EXIT | Sold out |
| 41 | CNMD | Conmed CORP | -0.2% | EXIT | Sold out |
| 42 | TSLA | Tesla Inc | -0.4% | — | Unchanged |
| 43 | AVGO | Broadcom Inc | -0.4% | -0.31% | Trim |
| 44 | AAPL | Apple Inc | -0.8% | +0.24% | Add |
| 45 | IAT | Ishares US Regional Banks Et | -1.4% | EXIT | Sold out |
| 46 | IYF | Ishares US Financials ETF | -2.1% | EXIT | Sold out |
| 47 | NVDA | Nvidia CORP | -2.5% | -0.16% | Trim |
| 48 | MOAT | Vaneck Morningstar Wide Moat | -4.1% | EXIT | Sold out |
| 49 | IWP | Ishares Russell Mid-cap Grow | -4.2% | EXIT | Sold out |
| 50 | GRNY | Fundstr Gran Sh US Lrg Cap | -4.9% | EXIT | Sold out |
According to official SEC Form 13F filings, bLong Financial, LLC reported a total U.S. public equity portfolio value of $153.5M across 77 disclosed positions in Q1 2025.
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Top New Position Initiated
EUFN
市值: $8.0M
Top Position Liquidated / Trimmed
GRNY
前期市值: $5.9M
During Q1 2025, bLong Financial, LLC's top holdings by market value included AAPL (18.6%)、NVDA (16.2%)、EUFN (7.1%). The largest single position, AAPL, represented 18.6% of total portfolio value.
In Q1 2025, bLong Financial, LLC made 33 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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