Churchill Financial Advisors, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 510,531
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 127 | 510,531 | 13F-HR | Churchill Financial Advisors, LLC |
| 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):
426
(0.1% of total reported value)
· QoQ Δ:
+49
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 368.8 K | 72.3% | 0 | 16.59 K | -16.59 K |
| ETFs | 140 K | 27.4% | 7.658 K | 0 | 7.658 K |
| Debt | 1.294 K | 0.3% | 0 | 4 | -4 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
510,531
Holdings
127
QoQ value change ($000)
-8,887
(-1.7%)
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.