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Livermore
Livermore
ZHEN

bLong Financial, LLC

SEC CIK
0001943004
Latest filing
Jul 21, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 21, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
80
+4 vs. Q1 2026
Portfolio value
$153.5M
+$21.3M (+16.1%) vs. Q1 2026
Filed
Jul 21, 2026
SEC
Holdings of bLong Financial, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock165,756$33.2M21.6%−97−0.1%ReducedHistory
AAPLApple Inc.Stock93,057$26.9M17.5%−59−0.1%ReducedHistory
Invesco Nasdaq 100 ETF46138G649ETF41,832$12.7M8.3%+41,832New–
AMDAdvanced Micro Devices IncStock15,710$9.13M5.9%−40−0.3%ReducedHistory
LLYEli Lilly & CoStock6,913$8.29M5.4%+10+0.1%AddedHistory
MSFTMicrosoft CorpStock10,717$4.00M2.6%−15−0.1%ReducedHistory
AVGOBroadcom Inc.Stock8,869$3.35M2.2%−39−0.4%ReducedHistory
DELLDell Technologies Inc.Stock7,680$3.31M2.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock4,974$2.80M1.8%−30−0.6%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF64,746$2.68M1.7%+3,123+5.1%Added–
GOOGLAlphabet Inc.Stock6,950$2.48M1.6%+20+0.3%AddedHistory
MRKMerck & Co., Inc.Stock18,742$2.41M1.6%−196−1.0%ReducedHistory
JPMJPMorgan Chase & CoStock7,225$2.36M1.5%−100−1.4%ReducedHistory
CSCOCisco Systems, Inc.Stock17,515$2.06M1.3%−125−0.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock4,107$2.06M1.3%−190−4.4%ReducedHistory
IBMInternational Business Machines CorpStock6,472$1.82M1.2%+70+1.1%AddedHistory
MSMorgan StanleyStock8,259$1.73M1.1%−100−1.2%ReducedHistory
TSLATesla, Inc.Stock3,716$1.56M1.0%+50+1.4%AddedHistory
JNJJohnson & JohnsonStock5,720$1.45M0.9%+220+4.0%AddedHistory
GLWCorning IncCOM5,650$1.44M0.9%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,080$1.44M0.9%00.0%UnchangedHistory
AMGNAmgen IncStock3,050$1.10M0.7%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock4,307$1.08M0.7%00.0%UnchangedHistory
VZVerizon Communications IncStock23,852$1.01M0.7%−100−0.4%ReducedHistory
WMTWalmart Inc.Stock7,797$883.1K0.6%00.0%UnchangedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF19,784$877.6K0.6%00.0%Unchanged–
BMYBristol Myers Squibb CoStock15,052$867.3K0.6%+510+3.5%AddedHistory
EDConsolidated Edison IncStock7,775$860.1K0.6%00.0%UnchangedHistory
MUMicron Technology IncStock700$808.0K0.5%00.0%UnchangedHistory
Fidelity High Dividend ETF316092840ETF12,457$751.0K0.5%+81+0.7%Added–
VRTVertiv Holdings CoCOM CL A2,220$743.3K0.5%00.0%UnchangedHistory
RTXRTX CorpStock3,794$719.8K0.5%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock4,453$697.6K0.5%00.0%UnchangedHistory
QBTSD-Wave Quantum Inc.Stock26,793$642.8K0.4%−150−0.6%ReducedHistory
AMZNAmazon Com IncStock2,652$632.1K0.4%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock6,961$631.6K0.4%00.0%UnchangedHistory
MOAltria Group, Inc.Stock8,579$617.3K0.4%00.0%UnchangedHistory
ARMArm Holdings PLCADR1,710$606.3K0.4%00.0%UnchangedHistory
WELLWelltower Inc.REIT2,450$556.1K0.4%00.0%UnchangedHistory
GEGeneral Electric CoStock1,344$502.3K0.3%00.0%UnchangedHistory
CVXChevron CorpStock2,640$437.6K0.3%−150−5.4%ReducedHistory
MCDMcDonalds CorpStock1,616$436.8K0.3%00.0%UnchangedHistory
FDXFedEx CorpStock1,390$435.3K0.3%00.0%UnchangedHistory
BABoeing CoStock2,010$435.1K0.3%−223−10.0%ReducedHistory
COPConocoPhillipsStock4,040$420.0K0.3%00.0%UnchangedHistory
WMWaste Management IncStock1,871$417.0K0.3%00.0%UnchangedHistory
KOCoca Cola CoStock5,052$410.6K0.3%00.0%UnchangedHistory
TXNTexas Instruments IncStock1,350$402.4K0.3%00.0%UnchangedHistory
GMEDGlobus Medical IncStock4,425$349.6K0.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock2,309$338.6K0.2%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock287$337.2K0.2%00.0%UnchangedHistory
PFEPfizer IncStock13,727$330.5K0.2%+202+1.5%AddedHistory
NSCNorfolk Southern CorpStock1,000$314.6K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock15,114$312.9K0.2%00.0%UnchangedHistory
MAAMid America Apartment Communities Inc.COM2,167$301.1K0.2%00.0%UnchangedHistory
HONHoneywell International IncStock1,314$294.2K0.2%+1,314NewHistory
PEPPepsiCo IncStock2,164$293.0K0.2%−100−4.4%ReducedHistory
SNOWSnowflake Inc.Stock1,150$292.7K0.2%+1,150NewHistory
HONAHoneywell Aerospace Inc.COM1,314$290.5K0.2%+1,314NewHistory
ORCLOracle CorpStock1,930$282.8K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS570$280.0K0.2%00.0%UnchangedHistory
INTCIntel CorpStock1,956$273.1K0.2%+1,956NewHistory
SBUXStarbucks CorpStock2,667$272.5K0.2%00.0%UnchangedHistory
UIUbiquiti Inc.COM500$267.0K0.2%00.0%UnchangedHistory
ZSZscaler, Inc.Stock1,853$261.6K0.2%−72−3.7%ReducedHistory
LMTLockheed Martin CorpStock505$257.3K0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock617$256.4K0.2%+617NewHistory
RGTIRigetti Computing, Inc.COMMON STOCK12,900$249.2K0.2%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM3,261$242.4K0.2%00.0%UnchangedHistory
ALLAllstate CorpStock1,000$237.9K0.2%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM9,255$237.3K0.2%−1,000−9.8%ReducedHistory
DUKDuke Energy CORPStock1,751$221.6K0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock670$221.2K0.1%−100−13.0%ReducedHistory
AEPAmerican Electric Power Co IncStock1,590$217.5K0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCADR1,138$215.8K0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock500$213.1K0.1%+500NewHistory
GILDGilead Sciences, Inc.Stock1,683$212.6K0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock815$212.3K0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock1,087$200.9K0.1%−500−31.5%ReducedHistory
LUMNLumen Technologies, Inc.Stock13,886$106.6K0.1%−143−1.0%ReducedHistory

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of bLong Financial, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Tidal Trust I886364231FUND GRAN US ETF589,897$14.1M10.6%–
iShares Inc464286319EM MKTS DIV ETF26,298$904.1K0.7%–
HONHoneywell International IncCOM2,630$594.5K0.4%History