bLong Financial, LLC

Q1 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$132,219
Net value change ($000)
-11,004 (-7.7%)
New positions
8
Sold out positions
6
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FDVV 684 NEW
MRK 273 13.6%
GLW 273 55.2%
DELL 263 26.4%
ARM 259 NEW
GEV 251 NEW
VZ 247 25.9%
WMB 237 NEW
MU 236 NEW
AZN 224 NEW
Top Reduces (Value $000, Stocks/ETFs)
GRNY -3,027 -17.7%
NVDA -2,648 -8.4%
AAPL -1,862 -7.3%
MSFT -1,210 -23.3%
LLY -1,188 -15.8%
PLTR -484 -100.0%
META -440 -13.3%
AVGO -413 -13.0%
UNH -371 -100.0%
QBTS -364 -48.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type