bLong Financial, LLC — 13F Holdings & Portfolio

CIK 1943004 · latest 13F-HR filed 2026-04-21

bLong Financial, LLC manages $132.2M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (21.88%), AAPL (17.87%), GRNY (10.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 6, added to 28, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$132.2M

Long-equity book

Holdings

76

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+8 / −6 / ↑28 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$273.5K +55.3%
  • MERCK & CO INC$273.0K +13.6%
  • DELL TECHNOLOGIES INC$262.3K +26.3%
  • VERIZON COMMUNICATIONS INC$247.7K +25.9%
  • CONOCOPHILLIPS$155.1K +41.0%
Show all 28

Top Trims

  • TIDAL TRUST I-$3.0M -17.7%
  • NVIDIA CORPORATION-$2.6M -8.4%
  • APPLE INC-$1.9M -7.3%
  • MICROSOFT CORP-$1.2M -23.4%
  • ELI LILLY & CO-$1.2M -15.8%
Show all 28

New Positions

  • FIDELITY COVINGTON TRUST$683.7K
  • ARM HOLDINGS PLC$258.7K
  • GE VERNOVA INC$250.5K
  • WILLIAMS COS INC$237.3K
  • MICRON TECHNOLOGY INC$236.5K
Show all 8

Exited Positions

  • PALANTIR TECHNOLOGIES INC$484.0K
  • UNITEDHEALTH GROUP INC$371.2K
  • SNOWFLAKE INC$298.8K
  • INTERNATIONAL PAPER CO$221.2K
  • ASTRAZENECA PLC$209.3K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $28.9M 21.88% 165,853 SH
2 APPLE INC AAPL 037833100 $23.6M 17.87% 93,116 SH
3 TIDAL TRUST I GRNY 886364231 $14.1M 10.65% 589,897 SH
4 ELI LILLY & CO LLY 532457108 $6.3M 4.80% 6,903 SH
5 MICROSOFT CORP MSFT 594918104 $4.0M 3.00% 10,732 SH
6 ADVANCED MICRO DEVICES INC AMD 007903107 $3.2M 2.42% 15,750 SH
7 META PLATFORMS INC META 30303M102 $2.9M 2.17% 5,004 SH
8 BROADCOM INC AVGO 11135F101 $2.8M 2.09% 8,908 SH
9 ISHARES TR IDV 464288448 $2.6M 1.98% 61,623 SH
10 MERCK & CO INC MRK 58933Y105 $2.3M 1.72% 18,938 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 1.63% 7,325 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 1.56% 4,297 SH
13 ALPHABET INC GOOGL 02079K305 $2.0M 1.51% 6,930 SH
14 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.6M 1.17% 6,402 SH
15 MORGAN STANLEY MS 617446448 $1.4M 1.04% 8,359 SH
16 CISCO SYS INC CSCO 17275R102 $1.4M 1.04% 17,640 SH
17 TESLA INC TSLA 88160R101 $1.4M 1.03% 3,666 SH
18 JOHNSON & JOHNSON JNJ 478160104 $1.3M 1.02% 5,500 SH
19 DELL TECHNOLOGIES INC DELL 24703L202 $1.3M 0.95% 7,680 SH
20 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.2M 0.91% 23,952 SH
21 ALPHABET INC GOOG 02079K107 $1.2M 0.89% 4,080 SH
22 AMGEN INC AMGN 031162100 $1.1M 0.81% 3,050 SH
23 WALMART INC WMT 931142103 $969.0K 0.73% 7,797 SH
24 ABBVIE INC ABBV 00287Y109 $936.7K 0.71% 4,307 SH
25 ISHARES INC DVYE 464286319 $904.1K 0.68% 26,298 SH
26 BRISTOL-MYERS SQUIBB CO BMY 110122108 $882.0K 0.67% 14,542 SH
27 CONSOLIDATED EDISON INC ED 209115104 $880.0K 0.67% 7,775 SH
28 SALESFORCE INC CRM 79466L302 $831.2K 0.63% 4,453 SH
29 DIMENSIONAL ETF TRUST DFAC 25434V708 $768.8K 0.58% 19,784 SH
30 CORNING INC GLW 219350105 $768.2K 0.58% 5,650 SH
31 RTX CORPORATION RTX 75513E101 $731.9K 0.55% 3,794 SH
32 ABBOTT LABORATORIES ABT 002824100 $714.7K 0.54% 6,961 SH
33 FIDELITY COVINGTON TRUST FDVV 316092840 $683.7K 0.52% 12,376 SH
34 HONEYWELL INTL INC HON 438516106 $594.5K 0.45% 2,630 SH
35 CHEVRON CORPORATION CVX 166764100 $577.3K 0.44% 2,790 SH
36 ALTRIA GROUP INC MO 02209S103 $566.1K 0.43% 8,579 SH
37 VERTIV HOLDINGS CO VRT 92537N108 $556.3K 0.42% 2,220 SH
38 AMAZON COM INC AMZN 023135106 $552.3K 0.42% 2,652 SH
39 CONOCOPHILLIPS COP 20825C104 $533.3K 0.40% 4,040 SH
40 MCDONALDS CORP MCD 580135101 $502.2K 0.38% 1,616 SH
41 FEDEX CORP FDX 31428X106 $495.1K 0.37% 1,390 SH
42 WELLTOWER INC WELL 95040Q104 $484.4K 0.37% 2,450 SH
43 BOEING CO BA 097023105 $444.4K 0.34% 2,233 SH
44 AT&T INC T 00206R102 $438.2K 0.33% 15,114 SH
45 WASTE MGMT INC DEL WM 94106L109 $429.9K 0.33% 1,871 SH
46 UBIQUITI INC UI 90353W103 $395.1K 0.30% 500 SH
47 D-WAVE QUANTUM INC QBTS 26740W109 $388.8K 0.29% 26,943 SH
48 COCA COLA CO KO 191216100 $384.2K 0.29% 5,052 SH
49 GE AEROSPACE GE 369604301 $381.4K 0.29% 1,344 SH
50 GLOBUS MED INC GMED 379577208 $381.3K 0.29% 4,425 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $132.2M 76 0002085853-26-000436
2025-12-31 2026-02-05 $143.2M 74 0002085853-26-000206