Churchill Financial Advisors, LLC

All 13F Filings

Location
Louisville, KY
Most recent 13F
Q2 2026
Holdings value ($000)
519,418
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/15/2026 125 519,418 13F-HR Churchill Financial Advisors, LLC
Q1 2026 4/22/2026 123 475,826 13F-HR Churchill Financial Advisors, LLC
Q4 2025 2/9/2026 122 327,252 13F-HR Churchill Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 377 (0.1% of total reported value) · QoQ Δ: +377
Type Value ($000) Share % Inflow Outflow Net
Stocks 385.4 K 74.2% 17.57 K 0 17.57 K
ETFs 132.4 K 25.5% 25.64 K 0 25.64 K
Debt 1.298 K 0.3% 2 0 2
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
519,418
Holdings
125
QoQ value change ($000)
43,592 (9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.