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CIK: 0001943004
Total reported value
$153.5M
$153.5M
79 檔
46.9%
In Q2 2025, bLong Financial, LLC's U.S. equity holdings reached a combined market value of $153.5M, distributed across 79 disclosed stock positions.
bLong Financial, LLC executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 20.50% | -0.28% | -0.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 14.90% | -0.33% | -0.34% | |
| 3 | EUFN | Ishares Msci Europe Financia | ETF-Other | 11.84% | — | +72.28% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.22% | +0.60% | +0.72% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.40% | +0.93% | |
| 6 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 3.65% | — | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.91% | -0.35% | — | |
| 8 | IDV | Ishares International Select | ETF-Other | 2.02% | -0.23% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.94% | +0.09% | +0.55% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 1.74% | +3.52% | -0.03% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.09% | -0.66% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.22% | +2.90% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | +0.02% | +0.08% | |
| 14 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 1.27% | -0.68% | EXIT | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.23% | -0.15% | -0.46% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.03% | -0.18% | +1.66% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.30% | — | |
| 18 | MS | Morgan Stanley | Stock-Financials | 0.94% | +0.08% | -2.26% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.11% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | -0.01% | +1.23% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.25% | -0.39% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.13% | +0.06% | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 0.75% | +1.21% | +2.90% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.07% | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.09% | -1.61% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | — | — | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.08% | — | |
| 28 | ED | Consolidated Edison Inc | Stock-Utilities | 0.59% | -0.11% | — | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.15% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.05% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | -0.01% | — | |
| 32 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.54% | — | -7.77% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | -0.01% | +3.26% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.53% | -0.11% | +7.01% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.45% | EXIT | |
| 36 | ZS | Zscaler Inc | Stock-Tech | 0.46% | -0.03% | — | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.44% | -0.03% | — | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.41% | — | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.38% | -0.06% | -3.90% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.10% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.03% | — | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.13% | -1.21% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.03% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.16% | — | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | — | — | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.33% | -0.06% | — | |
| 47 | COP | Conocophillips | Stock-Energy | 0.31% | -0.13% | -2.20% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.29% | -0.07% | -0.63% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.29% | -0.01% | — | |
| 50 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.28% | +0.13% | +2.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EUFN | Ishares Msci Europe Financia | +4.7% | +72.28% | Add |
| 2 | NVDA | Nvidia CORP | +4.3% | -0.21% | Trim |
| 3 | EUAD | Select Stoxx Eur Aer De ETF | +3.7% | NEW | New buy |
| 4 | IDV | Ishares International Select | +2% | NEW | New buy |
| 5 | DVYE | Ishares Emerging Markets Div | +1.3% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.6% | +0.93% | Add |
| 7 | AVGO | Broadcom Inc | +0.6% | +0.55% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.3% | — | Unchanged |
| 9 | AMD | Advanced Micro Devices | +0.3% | -0.03% | Trim |
| 10 | VRT | Vertiv Holdings Co-a | +0.3% | NEW | New buy |
| 11 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | New buy |
| 12 | UI | Ubiquiti Inc | +0.2% | NEW | New buy |
| 13 | SYK | Stryker CORP | +0.2% | NEW | New buy |
| 14 | DELL | Dell Technologies -c | +0.1% | +2.90% | Add |
| 15 | ZS | Zscaler Inc | +0.1% | — | Unchanged |
| 16 | QBTS | D-wave Quantum Inc | +0.1% | +2.29% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 18 | TSLA | Tesla Inc | +0.1% | +1.23% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +0.08% | Add |
| 20 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -0.66% | Trim |
| 22 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 23 | MS | Morgan Stanley | 0% | -2.26% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | +3.26% | Add |
| 25 | GE | General Electric | 0% | — | Unchanged |
| 26 | BA | Boeing Co/the | 0% | -3.90% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 30 | WMT | Walmart Inc | 0% | — | Unchanged |
| 31 | RTX | Rtx CORP | 0% | — | Unchanged |
| 32 | GMED | Globus Medical Inc - A | -0.1% | -7.81% | Trim |
| 33 | COP | Conocophillips | -0.1% | -2.20% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 35 | UNH | Unitedhealth Group Inc | -0.2% | — | Unchanged |
| 36 | ED | Consolidated Edison Inc | -0.2% | — | Unchanged |
| 37 | JNJ | Johnson & Johnson | -0.2% | — | Unchanged |
| 38 | ABBV | Abbvie Inc | -0.2% | — | Unchanged |
| 39 | AMGN | Amgen Inc | -0.2% | -1.61% | Trim |
| 40 | MAA | Mid-america Apartment Comm | -0.2% | -7.77% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | +7.01% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +2.90% | Add |
| 43 | MRK | Merck & Co. Inc. | -0.4% | -0.46% | Trim |
| 44 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.5% | EXIT | Sold out |
| 45 | LLY | Eli Lilly & Co | -0.9% | +0.72% | Add |
| 46 | TLH | Ishares 10-20 Year Treasury | -1.8% | EXIT | Sold out |
| 47 | IEF | Ishares 7-10 Year Treasury B | -1.9% | EXIT | Sold out |
| 48 | IEV | Ishares Europe ETF | -1.9% | EXIT | Sold out |
| 49 | AAPL | Apple Inc | -3.7% | -0.34% | Trim |
| 50 | EWG | Ishares Msci Germany ETF | -4.5% | 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 79 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, EUFN) accounted for 46.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
EUAD
市值: $4.7M
Top Position Liquidated / Trimmed
EWG
前期市值: $5.0M
During Q2 2025, bLong Financial, LLC's top holdings by market value included NVDA (20.5%)、AAPL (14.9%)、EUFN (11.8%). The largest single position, NVDA, represented 20.5% of total portfolio value.
In Q2 2025, bLong Financial, LLC made 34 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 11 holdings, and fully liquidating 5 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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