bLong Financial, LLC holds a focused book of 80 reported positions worth $153.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Invesco Nasdaq 100 ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 22% of the reported non-option book. Cloning the disclosed picks since 2025 would be +48% (+27.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 11.8 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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+4 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as bLong Financial, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 61 / 80 | $44.1B |
| Draper Asset Management, LLC | 9 / 80 | $174.6M |
| Hoey Investments, Inc | 60 / 80 | $662.6M |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
| Independent Investors Inc | 32 / 80 | $441.2M |
| Howard Hughes Medical Institute | 17 / 80 | $363.2M |
| Skandinaviska Enskilda Banken AB (publ) | 20 / 80 | $2.2B |
| V. M. Manning & Co., Inc. | 27 / 80 | $93.6M |
Ranked by the share of each fund's own book sitting in the names it shares with bLong Financial, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 80 | $153.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 76 | $132.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 74 | $143.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 76 | $143.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 79 | $129.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 77 | $112.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 78 | $121.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.