bLong Financial, LLC

Q2 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$153,530
Net value change ($000)
+21,311 (16.1%)
New positions
7
Sold out positions
3
Turnover %
19.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQM 12,674 NEW
AMD 5,922 184.8%
NVDA 4,241 14.7%
AAPL 3,295 13.9%
DELL 2,053 162.8%
LLY 1,943 30.6%
CSCO 688 50.3%
GLW 675 87.9%
AVGO 593 21.5%
MU 572 242.4%
Top Reduces (Value $000, Stocks/ETFs)
GRNY -14,081 -100.0%
DVYE -904 -100.0%
HON -594 -100.0%
VZ -192 -16.0%
CVX -139 -24.1%
CRM -133 -16.0%
UI -128 -32.4%
T -125 -28.5%
COP -113 -21.2%
WMT -86 -8.9%
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