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CIK: 0001943004
Total reported value
$153.5M
$153.5M
76 檔
50.1%
At the close of Q1 2026, bLong Financial, LLC disclosed equity holdings valued at approximately $153.5M, spread across 76 reported holdings.
In Q1 2026, bLong Financial, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GRNY) accounted for 50.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 21.88% | -0.28% | -2.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 17.87% | -0.33% | -0.70% | |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 10.65% | -10.65% | EXIT | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.80% | +0.60% | -1.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.40% | +0.14% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 2.42% | +3.52% | -1.10% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | -0.35% | — | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.09% | -2.73% | |
| 9 | IDV | Ishares International Select | ETF-Other | 1.98% | -0.23% | -4.22% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.72% | -0.15% | -0.58% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.09% | -1.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | -0.22% | -4.45% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.11% | -1.14% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.17% | +0.02% | +2.40% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.04% | +0.08% | -1.18% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.30% | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.01% | +0.55% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.07% | -4.99% | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 0.95% | +1.21% | -3.15% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.25% | +2.19% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.05% | — | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.81% | -0.09% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.15% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | — | -3.37% | |
| 25 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.68% | -0.68% | EXIT | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.67% | -0.11% | -1.36% | |
| 27 | ED | Consolidated Edison Inc | Stock-Utilities | 0.67% | -0.11% | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.18% | -1.11% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | -0.01% | — | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.58% | +0.36% | — | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.08% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.13% | -2.79% | |
| 33 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.52% | -0.03% | — | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.45% | EXIT | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.16% | -11.15% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | -0.03% | -1.15% | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.42% | +0.06% | -18.38% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.01% | -10.16% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.40% | -0.13% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.10% | — | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.37% | -0.09% | — | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.37% | -0.01% | — | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.34% | -0.06% | — | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.33% | -0.13% | -1.63% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.33% | -0.06% | — | |
| 46 | UI | Ubiquiti Inc | Stock-Tech | 0.30% | -0.13% | — | |
| 47 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.29% | +0.13% | -6.43% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.02% | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.29% | +0.04% | +9.98% | |
| 50 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.29% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +0.3% | -0.58% | Trim |
| 2 | DELL | Dell Technologies -c | +0.3% | -3.15% | Trim |
| 3 | VZ | Verizon Communications Inc | +0.2% | +2.19% | Add |
| 4 | GLW | Corning Inc | +0.2% | — | Unchanged |
| 5 | IDV | Ishares International Select | +0.2% | -4.22% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -4.99% | Trim |
| 7 | COP | Conocophillips | +0.1% | — | Unchanged |
| 8 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 9 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 10 | UI | Ubiquiti Inc | +0.1% | — | Unchanged |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -18.38% | Trim |
| 12 | CVX | Chevron CORP | +0.1% | -11.15% | Trim |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | -1.36% | Trim |
| 14 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 15 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 16 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 17 | HON | Honeywell International Inc | +0.1% | -1.87% | Trim |
| 18 | MO | Altria Group Inc | +0.1% | -1.15% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | -0.70% | Trim |
| 20 | T | At&t Inc | +0.1% | -1.63% | Trim |
| 21 | PFE | Pfizer Inc | +0.1% | +1.50% | Add |
| 22 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 23 | DVYE | Ishares Emerging Markets Div | +0.1% | -7.27% | Trim |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -3.81% | Trim |
| 25 | WELL | Welltower Inc | +0.1% | — | Unchanged |
| 26 | AMD | Advanced Micro Devices | 0% | -1.10% | Trim |
| 27 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 28 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | -2.16% | Trim |
| 30 | WM | Waste Management Inc | 0% | — | Unchanged |
| 31 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 32 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 33 | TXN | Texas Instruments Inc | 0% | -3.57% | Trim |
| 34 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 35 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 36 | GE | General Electric | 0% | +9.98% | Add |
| 37 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 38 | GMED | Globus Medical Inc - A | 0% | — | Unchanged |
| 39 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 40 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 41 | FHN | First Horizon CORP | 0% | — | Unchanged |
| 42 | ALL | Allstate CORP | 0% | — | Unchanged |
| 43 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 44 | ABBV | Abbvie Inc | — | -3.37% | Trim |
| 45 | BA | Boeing Co/the | — | — | Unchanged |
| 46 | TRV | Travelers Cos Inc/the | — | -6.10% | Trim |
| 47 | MS | Morgan Stanley | 0% | -1.18% | Trim |
| 48 | LUMN | Lumen Technologies Inc | 0% | -1.01% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | -1.14% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.45% | Trim |
According to official SEC Form 13F filings, bLong Financial, LLC reported a total U.S. public equity portfolio value of $153.5M across 76 disclosed positions in Q1 2026.
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Top New Position Initiated
FDVV
市值: $683.7K
Top Position Liquidated / Trimmed
PLTR
前期市值: $484.0K
During Q1 2026, bLong Financial, LLC's top holdings by market value included NVDA (21.9%)、AAPL (17.9%)、GRNY (10.7%). The largest single position, NVDA, represented 21.9% of total portfolio value.
In Q1 2026, bLong Financial, LLC made 55 total portfolio adjustments, initiating 8 new buys, adding to 7 positions, trimming 34 holdings, and fully liquidating 6 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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