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Livermore
Livermore
ZHEN

bLong Financial, LLC

SEC CIK
0001943004
Latest filing
Jul 21, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
74
−1 vs. Q3 2025
Portfolio value
$143.2M
−$199.1K (−0.1%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of bLong Financial, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock169,291$31.6M22.0%+1,524+0.9%AddedHistory
AAPLApple Inc.Stock93,777$25.5M17.8%−310.0%ReducedHistory
Tidal Trust I886364231FUND GRAN US ETF690,955$17.1M11.9%+347,850+101.4%Added–
LLYEli Lilly & CoStock7,013$7.54M5.3%00.0%UnchangedHistory
MSFTMicrosoft CorpStock10,717$5.18M3.6%−200−1.8%ReducedHistory
AMDAdvanced Micro Devices IncStock15,925$3.41M2.4%+30+0.2%AddedHistory
METAMeta Platforms, Inc.Stock5,004$3.30M2.3%−110−2.2%ReducedHistory
AVGOBroadcom Inc.Stock9,158$3.17M2.2%−114−1.2%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF64,336$2.54M1.8%−1,256−1.9%Reduced–
JPMJPMorgan Chase & CoStock7,425$2.39M1.7%−100−1.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,497$2.26M1.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,010$2.19M1.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock19,049$2.01M1.4%−508−2.6%ReducedHistory
IBMInternational Business Machines CorpStock6,252$1.85M1.3%00.0%UnchangedHistory
TSLATesla, Inc.Stock3,646$1.64M1.1%00.0%UnchangedHistory
MSMorgan StanleyStock8,459$1.50M1.0%−100−1.2%ReducedHistory
CSCOCisco Systems, Inc.Stock17,640$1.36M0.9%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,080$1.28M0.9%00.0%UnchangedHistory
JNJJohnson & JohnsonStock5,789$1.20M0.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock4,503$1.19M0.8%−330−6.8%ReducedHistory
ABBVAbbVie Inc.Stock4,457$1.02M0.7%00.0%UnchangedHistory
AMGNAmgen IncStock3,050$998.3K0.7%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock7,930$998.2K0.7%−42−0.5%ReducedHistory
VZVerizon Communications IncStock23,439$954.7K0.7%−1,000−4.1%ReducedHistory
ABTAbbott LaboratoriesStock7,161$897.2K0.6%00.0%UnchangedHistory
iShares Inc464286319EM MKTS DIV ETF28,361$883.7K0.6%−443−1.5%Reduced–
WMTWalmart Inc.Stock7,797$868.7K0.6%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock14,742$795.2K0.6%00.0%UnchangedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF19,784$783.2K0.5%00.0%Unchanged–
EDConsolidated Edison IncStock7,775$772.2K0.5%+100+1.3%AddedHistory
QBTSD-Wave Quantum Inc.Stock28,793$752.9K0.5%+300+1.1%AddedHistory
RTXRTX CorpStock3,794$695.8K0.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock2,952$681.4K0.5%00.0%UnchangedHistory
HONHoneywell International IncCOM2,680$522.8K0.4%00.0%UnchangedHistory
MOAltria Group, Inc.Stock8,679$500.4K0.3%+16+0.2%AddedHistory
GLWCorning IncCOM5,650$494.7K0.3%00.0%UnchangedHistory
MCDMcDonalds CorpStock1,616$493.9K0.3%−55−3.3%ReducedHistory
BABoeing CoStock2,233$484.8K0.3%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock2,723$484.0K0.3%+2,723NewHistory
CVXChevron CorpStock3,140$478.6K0.3%00.0%UnchangedHistory
WELLWelltower Inc.REIT2,450$454.7K0.3%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A2,720$440.7K0.3%+50+1.9%AddedHistory
MAAMid America Apartment Communities Inc.COM3,108$431.7K0.3%00.0%UnchangedHistory
ZSZscaler, Inc.Stock1,915$430.7K0.3%00.0%UnchangedHistory
ORCLOracle CorpStock2,130$415.2K0.3%+10+0.5%AddedHistory
WMWaste Management IncStock1,871$411.1K0.3%00.0%UnchangedHistory
FDXFedEx CorpStock1,390$401.5K0.3%00.0%UnchangedHistory
GMEDGlobus Medical IncStock4,425$386.3K0.3%00.0%UnchangedHistory
TAT&T Inc.Stock15,364$381.6K0.3%+93+0.6%AddedHistory
COPConocoPhillipsStock4,040$378.2K0.3%00.0%UnchangedHistory
GEGeneral Electric CoStock1,222$376.4K0.3%−9−0.7%ReducedHistory
UNHUnitedHealth Group IncStock1,125$371.2K0.3%−121−9.7%ReducedHistory
KOCoca Cola CoStock5,052$353.2K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock2,314$332.1K0.2%00.0%UnchangedHistory
PFEPfizer IncStock13,325$331.8K0.2%+70+0.5%AddedHistory
PGProcter & Gamble CoStock2,309$330.9K0.2%00.0%UnchangedHistory
RGTIRigetti Computing, Inc.COMMON STOCK14,400$319.0K0.2%−400−2.7%ReducedHistory
SNOWSnowflake Inc.Stock1,362$298.8K0.2%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,000$288.7K0.2%00.0%UnchangedHistory
UIUbiquiti Inc.COM500$276.7K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock1,587$271.5K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock525$253.9K0.2%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM10,255$245.1K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,400$242.9K0.2%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock820$237.8K0.2%−40−4.7%ReducedHistory
SBUXStarbucks CorpStock2,667$224.6K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS570$221.8K0.2%−130−18.6%ReducedHistory
IPInternational Paper CoCOM5,615$221.2K0.2%−150−2.6%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR2,277$209.3K0.1%+2,277NewHistory
ALLAllstate CorpStock1,000$208.2K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock1,683$206.6K0.1%+1,683NewHistory
DUKDuke Energy CORPStock1,751$205.2K0.1%−333−16.0%ReducedHistory
APLDApplied Digital Corp.COM NEW8,300$203.5K0.1%+8,300NewHistory
LUMNLumen Technologies, Inc.Stock14,172$110.1K0.1%−2,300−14.0%ReducedHistory

Sold out since Q3 2025 (5)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of bLong Financial, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Tr464289180MSCI EURO FL ETF283,936$9.75M6.8%–
Spinnaker ETF Series84858T772SELE STO EUR ETF107,460$5.05M3.5%–
ETHAiShares Ethereum Trust ETFSHS9,317$293.6K0.2%History
WMBWilliams Companies, Inc.COM3,761$238.3K0.2%History
BEATHeartBeam, Inc.COM10,000$16.5K<0.1%History