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Livermore
Livermore
ZHEN

bLong Financial, LLC

SEC CIK
0001943004
Latest filing
Jul 21, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
75
−4 vs. Q2 2025
Portfolio value
$143.4M
+$13.9M (+10.7%) vs. Q2 2025
Filed
Nov 6, 2025
SEC
Holdings of bLong Financial, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock167,767$31.3M21.8%−318−0.2%ReducedHistory
AAPLApple Inc.Stock93,808$23.9M16.7%−260−0.3%ReducedHistory
iShares Tr464289180MSCI EURO FL ETF283,936$9.75M6.8%−201,138−41.5%Reduced–
Tidal Trust I886364231FUND GRAN US ETF343,105$8.57M6.0%+343,105New–
MSFTMicrosoft CorpStock10,917$5.65M3.9%+40+0.4%AddedHistory
LLYEli Lilly & CoStock7,013$5.35M3.7%00.0%UnchangedHistory
Spinnaker ETF Series84858T772SELE STO EUR ETF107,460$5.05M3.5%−2,239−2.0%Reduced–
METAMeta Platforms, Inc.Stock5,114$3.76M2.6%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock9,272$3.06M2.1%+130+1.4%AddedHistory
AMDAdvanced Micro Devices IncStock15,895$2.57M1.8%+20+0.1%AddedHistory
iShares Tr464288448INTL SEL DIV ETF65,592$2.40M1.7%−10,364−13.6%Reduced–
JPMJPMorgan Chase & CoStock7,525$2.37M1.7%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock4,497$2.26M1.6%+136+3.1%AddedHistory
IBMInternational Business Machines CorpStock6,252$1.76M1.2%+20+0.3%AddedHistory
GOOGLAlphabet Inc.Stock7,010$1.70M1.2%+160+2.3%AddedHistory
MRKMerck & Co., Inc.Stock19,557$1.64M1.1%−624−3.1%ReducedHistory
TSLATesla, Inc.Stock3,646$1.62M1.1%−45−1.2%ReducedHistory
MSMorgan StanleyStock8,559$1.36M0.9%−100−1.2%ReducedHistory
CSCOCisco Systems, Inc.Stock17,640$1.21M0.8%−100−0.6%ReducedHistory
CRMSalesforce, Inc.Stock4,833$1.15M0.8%−71−1.4%ReducedHistory
DELLDell Technologies Inc.Stock7,972$1.13M0.8%00.0%UnchangedHistory
VZVerizon Communications IncStock24,439$1.07M0.7%−1,100−4.3%ReducedHistory
JNJJohnson & JohnsonStock5,789$1.07M0.7%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock4,457$1.03M0.7%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,080$993.7K0.7%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock7,161$959.1K0.7%−100−1.4%ReducedHistory
AMGNAmgen IncStock3,050$860.7K0.6%00.0%UnchangedHistory
iShares Inc464286319EM MKTS DIV ETF28,804$855.1K0.6%−28,600−49.8%Reduced–
WMTWalmart Inc.Stock7,797$803.6K0.6%00.0%UnchangedHistory
EDConsolidated Edison IncStock7,675$771.5K0.5%00.0%UnchangedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF19,784$763.1K0.5%00.0%Unchanged–
QBTSD-Wave Quantum Inc.Stock28,493$704.1K0.5%+3,850+15.6%AddedHistory
BMYBristol Myers Squibb CoStock14,742$664.9K0.5%−200−1.3%ReducedHistory
AMZNAmazon Com IncStock2,952$648.2K0.5%−220−6.9%ReducedHistory
RTXRTX CorpStock3,794$634.9K0.4%−1,517−28.6%ReducedHistory
ORCLOracle CorpStock2,120$596.2K0.4%00.0%UnchangedHistory
ZSZscaler, Inc.Stock1,915$573.8K0.4%00.0%UnchangedHistory
MOAltria Group, Inc.Stock8,663$572.3K0.4%−985−10.2%ReducedHistory
HONHoneywell International IncCOM2,680$564.1K0.4%+40+1.5%AddedHistory
MCDMcDonalds CorpStock1,671$507.8K0.4%00.0%UnchangedHistory
CVXChevron CorpStock3,140$487.6K0.3%00.0%UnchangedHistory
BABoeing CoStock2,233$481.9K0.3%−109−4.7%ReducedHistory
GLWCorning IncCOM5,650$463.5K0.3%00.0%UnchangedHistory
RGTIRigetti Computing, Inc.COMMON STOCK14,800$440.9K0.3%+1,500+11.3%AddedHistory
WELLWelltower Inc.REIT2,450$436.4K0.3%00.0%UnchangedHistory
MAAMid America Apartment Communities Inc.COM3,108$434.3K0.3%−1,641−34.6%ReducedHistory
TAT&T Inc.Stock15,271$431.3K0.3%−1,000−6.1%ReducedHistory
UNHUnitedHealth Group IncStock1,246$430.3K0.3%+579+86.8%AddedHistory
WMWaste Management IncStock1,871$413.2K0.3%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A2,670$402.8K0.3%+120+4.7%AddedHistory
COPConocoPhillipsStock4,040$382.1K0.3%−400−9.0%ReducedHistory
GEGeneral Electric CoStock1,231$370.3K0.3%−37−2.9%ReducedHistory
PGProcter & Gamble CoStock2,309$354.8K0.2%−700−23.3%ReducedHistory
PFEPfizer IncStock13,255$337.7K0.2%−2,500−15.9%ReducedHistory
KOCoca Cola CoStock5,052$335.0K0.2%00.0%UnchangedHistory
UIUbiquiti Inc.COM500$330.3K0.2%00.0%UnchangedHistory
FDXFedEx CorpStock1,390$327.8K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock2,314$325.0K0.2%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock1,362$307.2K0.2%−63−4.4%ReducedHistory
NSCNorfolk Southern CorpStock1,000$300.4K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS700$295.4K0.2%−500−41.7%ReducedHistory
ETHAiShares Ethereum Trust ETFSHS9,317$293.6K0.2%+9,317NewHistory
IPInternational Paper CoCOM5,765$267.5K0.2%−100−1.7%ReducedHistory
QCOMQualcomm IncStock1,587$264.0K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock525$262.1K0.2%−100−16.0%ReducedHistory
DUKDuke Energy CORPStock2,084$257.9K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,400$257.2K0.2%00.0%UnchangedHistory
GMEDGlobus Medical IncStock4,425$253.4K0.2%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock860$240.1K0.2%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM3,761$238.3K0.2%−250−6.2%ReducedHistory
FHNFirst Horizon CorpCOM10,255$231.9K0.2%00.0%UnchangedHistory
SBUXStarbucks CorpStock2,667$225.6K0.2%00.0%UnchangedHistory
ALLAllstate CorpStock1,000$214.7K0.1%00.0%UnchangedHistory
LUMNLumen Technologies, Inc.Stock16,472$100.8K0.1%−1,200−6.8%ReducedHistory
BEATHeartBeam, Inc.COM10,000$16.5K<0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of bLong Financial, LLC in Q3 2025
SecurityClassPutsCalls
NVDANVIDIA CorpStock–$18.7K

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of bLong Financial, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
GSGoldman Sachs Group IncStock630$445.9K0.3%History
VLOValero Energy CorpStock1,915$257.4K0.2%History
ARMArm Holdings PLCADR1,410$228.1K0.2%History
FISVFiserv IncStock1,288$222.1K0.2%History
SYKStryker CorpStock510$201.8K0.2%History
XOMExxonMobil Holdings CorpCOM1,867$201.3K0.2%History