bLong Financial, LLC holds a focused book of 80 stocks worth $153.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 22% of the equity book. Cloning the disclosed picks since 2025 would be +45% (+28.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1943004/holdings"
Use Arkolith to show bLong Financial, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 11.9 points over this window.
Growth of $10,000 cloning bLong Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $33.2M | 165.8K | 21.6% | ▼−0.1% Reduced · −97 sh | |
| 2 | Apple Inc COM | $26.9M | 93.1K | 17.5% | ▼−0.1% Reduced · −59 sh | |
| 3 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $12.7M | 41.8K | 8.3% | ▲New New position | |
| 4 | Advanced Micro Devices Inc COM | $9.1M | 15.7K | 5.9% | ▼−0.3% Reduced · −40 sh | |
| 5 | Eli Lilly & Co COM | $8.3M | 6.9K | 5.4% | ▲+0.1% Added · +10 sh | |
| 6 | Microsoft Corp COM | $4.0M | 10.7K | 2.6% | ▼−0.1% Reduced · −15 sh | |
| 7 | Broadcom Inc COM | $3.4M | 8.9K | 2.2% | ▼−0.4% Reduced · −39 sh | |
| 8 | Dell Technologies Inc CL C | $3.3M | 7.7K | 2.2% | —Held | |
| 9 | Meta Platforms Inc CL A | $2.8M | 5.0K | 1.8% | ▼−0.6% Reduced · −30 sh | |
| 10 | Ishares TR INTL SEL DIV ETF | $2.7M | 64.7K | 1.7% | ▲+5.1% Added · +3K sh | |
| 11 | Alphabet Inc CAP STK CL A | $2.5M | 7.0K | 1.6% | ▲+0.3% Added · +20 sh | |
| 12 | Merck & Co Inc COM | $2.4M | 18.7K | 1.6% | ▼−1.0% Reduced · −196 sh | |
| 13 | JPMorgan Chase & Co COM | $2.4M | 7.2K | 1.5% | ▼−1.4% Reduced · −100 sh | |
| 14 | Cisco Sys Inc COM | $2.1M | 17.5K | 1.3% | ▼−0.7% Reduced · −125 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.1K | 1.3% | ▼−4.4% Reduced · −190 sh | |
| 16 | International Business Machs COM | $1.8M | 6.5K | 1.2% | ▲+1.1% Added · +70 sh | |
| 17 | Morgan Stanley COM NEW | $1.7M | 8.3K | 1.1% | ▼−1.2% Reduced · −100 sh | |
| 18 | Tesla Inc COM | $1.6M | 3.7K | 1.0% | ▲+1.4% Added · +50 sh | |
| 19 | Johnson & Johnson COM | $1.5M | 5.7K | 0.9% | ▲+4.0% Added · +220 sh | |
| 20 | Corning Inc COM | $1.4M | 5.7K | 0.9% | —Held | |
| 21 | Alphabet Inc CAP STK CL C | $1.4M | 4.1K | 0.9% | —Held | |
| 22 | Amgen Inc COM | $1.1M | 3.0K | 0.7% | —Held | |
| 23 | Abbvie Inc COM | $1.1M | 4.3K | 0.7% | —Held | |
| 24 | Verizon Communications Inc COM | $1.0M | 23.9K | 0.7% | ▼−0.4% Reduced · −100 sh | |
| 25 | Walmart Inc COM | $883K | 7.8K | 0.6% | —Held | |
| 26 | Dimensional ETF Trust US COR EQU 2 ETF | $878K | 19.8K | 0.6% | —Held | |
| 27 | Bristol-Myers Squibb Co COM | $867K | 15.1K | 0.6% | ▲+3.5% Added · +510 sh | |
| 28 | Consolidated Edison Inc COM | $860K | 7.8K | 0.6% | —Held | |
| 29 | Micron Technology Inc COM | $808K | 700 | 0.5% | —Held | |
| 30 | Fidelity Covington Trust HIGH DIVID ETF | $751K | 12.5K | 0.5% | ▲+0.7% Added · +81 sh | |
| 31 | Vertiv Holdings Co COM CL A | $743K | 2.2K | 0.5% | —Held | |
| 32 | RTX Corporation COM | $720K | 3.8K | 0.5% | —Held | |
| 33 | Salesforce Inc COM | $698K | 4.5K | 0.5% | —Held | |
| 34 | D-Wave Quantum Inc COM | $643K | 26.8K | 0.4% | ▼−0.6% Reduced · −150 sh | |
| 35 | Amazon Com Inc COM | $632K | 2.7K | 0.4% | —Held | |
| 36 | Abbott Laboratories COM | $632K | 7.0K | 0.4% | —Held | |
| 37 | Altria Group Inc COM | $617K | 8.6K | 0.4% | —Held | |
| 38 | Arm Holdings PLC SPONSORED ADS | $606K | 1.7K | 0.4% | —Held | |
| 39 | Welltower Inc COM | $556K | 2.5K | 0.4% | —Held | |
| 40 | Ge Aerospace COM NEW | $502K | 1.3K | 0.3% | —Held | |
| 41 | Chevron Corporation COM | $438K | 2.6K | 0.3% | ▼−5.4% Reduced · −150 sh | |
| 42 | McDonalds Corp COM | $437K | 1.6K | 0.3% | —Held | |
| 43 | Fedex Corp COM | $435K | 1.4K | 0.3% | —Held | |
| 44 | Boeing Co COM | $435K | 2.0K | 0.3% | ▼−10.0% Reduced · −223 sh | |
| 45 | ConocoPhillips COM | $420K | 4.0K | 0.3% | —Held | |
| 46 | Waste Mgmt Inc Del COM | $417K | 1.9K | 0.3% | —Held | |
| 47 | Coca Cola Co COM | $411K | 5.1K | 0.3% | —Held | |
| 48 | Texas Instrs Inc COM | $402K | 1.4K | 0.3% | —Held | |
| 49 | Globus Med Inc CL A | $350K | 4.4K | 0.2% | —Held | |
| 50 | Procter & Gamble Co COM | $339K | 2.3K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 80 | $153.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 76 | $132.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 74 | $143.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 76 | $143.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 79 | $129.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 77 | $112.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 78 | $121.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.