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CIK: 0001943004
Total reported value
$153.5M
$153.5M
75 檔
51.6%
According to the latest 13F quarterly dataset, bLong Financial, LLC managed an equity portfolio of $153.5M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
bLong Financial, LLC executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 9 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 21.84% | -0.28% | -0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.65% | -0.33% | -0.28% | |
| 3 | EUFN | Ishares Msci Europe Financia | ETF-Other | 6.80% | — | -41.47% | |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 5.98% | -10.65% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.40% | +0.37% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.73% | +0.60% | — | |
| 7 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 3.52% | — | -2.04% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | -0.35% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.13% | +0.09% | +1.42% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 1.79% | +3.52% | +0.13% | |
| 11 | IDV | Ishares International Select | ETF-Other | 1.67% | -0.23% | -13.64% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.09% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.22% | +3.12% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | +0.02% | +0.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.11% | +2.34% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.15% | -3.09% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.01% | -1.22% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 0.95% | +0.08% | -1.15% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.30% | -0.56% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.18% | -1.45% | |
| 21 | DELL | Dell Technologies -c | Stock-Tech | 0.79% | +1.21% | — | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.25% | -4.31% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.07% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.05% | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.13% | -1.38% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.09% | — | |
| 28 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.60% | -0.68% | EXIT | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.15% | — | |
| 30 | ED | Consolidated Edison Inc | Stock-Utilities | 0.54% | -0.11% | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | -0.01% | — | |
| 32 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.49% | +0.13% | +15.62% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.46% | -0.11% | -1.34% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.01% | -6.94% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.08% | -28.56% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | — | |
| 37 | ZS | Zscaler Inc | Stock-Tech | 0.40% | -0.03% | — | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.40% | -0.03% | -10.21% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.45% | EXIT | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.10% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.16% | — | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.34% | -0.06% | -4.65% | |
| 43 | GLW | Corning Inc | Stock-Tech | 0.32% | +0.36% | — | |
| 44 | RGTI | Rigetti Computing Inc | Stock-Tech | 0.31% | +0.02% | +11.28% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.30% | -0.01% | — | |
| 46 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.30% | — | -34.55% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.30% | -0.13% | -6.15% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.17% | NEW | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.29% | -0.06% | — | |
| 50 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.28% | +0.06% | +4.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.6% | -0.13% | Trim |
| 2 | AVGO | Broadcom Inc | +0.8% | +1.42% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +0.37% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | +0.13% | Add |
| 5 | QBTS | D-wave Quantum Inc | +0.3% | +15.62% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | -1.22% | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.34% | Add |
| 8 | RGTI | Rigetti Computing Inc | +0.2% | +11.28% | Add |
| 9 | DELL | Dell Technologies -c | +0.2% | — | Add |
| 10 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 12 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 13 | ZS | Zscaler Inc | +0.1% | — | Unchanged |
| 14 | MS | Morgan Stanley | 0% | -1.15% | Trim |
| 15 | GE | General Electric | 0% | -2.92% | Trim |
| 16 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | — | — | Trim |
| 18 | WMT | Walmart Inc | -0.1% | — | Unchanged |
| 19 | DFAC | Dimensional US Core Equity 2 | -0.1% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 21 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | -0.1% | -0.56% | Trim |
| 23 | GMED | Globus Medical Inc - A | -0.1% | — | Trim |
| 24 | IBM | Intl Business Machines CORP | -0.1% | +0.32% | Add |
| 25 | TT | Trane Technologies plc | -0.2% | -41.67% | Trim |
| 26 | PG | Procter & Gamble Co/the | -0.2% | -23.26% | Trim |
| 27 | AMGN | Amgen Inc | -0.3% | — | Trim |
| 28 | BMY | Bristol-myers Squibb Co | -0.3% | -1.34% | Add |
| 29 | EUFN | Ishares Msci Europe Financia | -0.3% | -41.47% | Add |
| 30 | CRM | Salesforce Inc | -0.4% | -1.45% | Add |
| 31 | MAA | Mid-america Apartment Comm | -0.5% | -34.55% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.5% | -3.09% | Trim |
| 33 | LLY | Eli Lilly & Co | -1.4% | — | Add |
| 34 | AAPL | Apple Inc | -2% | -0.28% | Trim |
| 35 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 36 | EUAD | Select Stoxx Eur Aer De ETF | — | NEW | New buy |
| 37 | EWG | Ishares Msci Germany ETF | — | EXIT | Sold out |
| 38 | IDV | Ishares International Select | — | NEW | New buy |
| 39 | IEV | Ishares Europe ETF | — | EXIT | Sold out |
| 40 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 41 | TLH | Ishares 10-20 Year Treasury | — | EXIT | Sold out |
| 42 | DVYE | Ishares Emerging Markets Div | — | NEW | New buy |
| 43 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | — | EXIT | Sold out |
| 44 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 45 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 46 | UI | Ubiquiti Inc | — | NEW | New buy |
| 47 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 49 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | — | 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 75 disclosed positions in Q3 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 51.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
GRNY
市值: $8.6M
Top Position Liquidated / Trimmed
EWG
前期市值: $5.0M
During Q3 2025, bLong Financial, LLC's top holdings by market value included NVDA (21.8%)、AAPL (16.6%)、EUFN (6.8%). The largest single position, NVDA, represented 21.8% of total portfolio value.
In Q3 2025, bLong Financial, LLC made 40 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 9 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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