Churchill Financial Advisors, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 519,418
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
Swipe for more columns
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 |
Swipe for more columns
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.