bLong Financial, LLC

Q3 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$168,830
Net value change ($000)
+15,300 (10.0%)
New positions
6
Sold out positions
4
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GRNY 7,315 NEW
NVDA 4,747 14.3%
AAPL 4,351 16.2%
MSFT 1,499 37.5%
DVY 1,183 NEW
DELL 817 24.7%
META 805 28.7%
AMD 546 6.0%
MRNA 394 NEW
MRK 365 15.2%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -4,757 -37.5%
GLW -559 -38.7%
IBM -369 -20.3%
LLY -293 -3.5%
HONEYWELL AEROSPACE INC -290 -100.0%
TSLA -245 -15.7%
DUK -222 -100.0%
AEP -218 -100.0%
AZN -216 -100.0%
AVGO -188 -5.6%
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