Churchill Financial Advisors, LLC holds a focused book of 123 reported positions worth $519.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Talen Energy Corp and trimmed Walmart Inc. Their largest long position is Walmart Inc at 22% of the reported non-option book. They also disclosed $377K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2026 would be +0% (+0.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Churchill Financial Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +4.8%, a 4.6-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Churchill Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 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.
75% mapped to company sectors
+5 sectors below the cut, 2% 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 Churchill Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 51 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 9 / 80 | $156.4M |
| Uhlmann Price Securities, LLC | 42 / 80 | $2.5B |
| New World Advisors LLC | 43 / 80 | $530.9M |
| Emerald Advisors, LLC | 34 / 80 | $663.8M |
| Independent Investors Inc | 27 / 80 | $431.2M |
| Hoey Investments, Inc | 54 / 80 | $625.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Churchill Financial Advisors, 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 | Walmart Inc COM | $113.0M | 998.0K | 21.8% | ▼−0.3% Reduced · −3K sh | |
| 2 | Apple Inc COM | $27.3M | 94.2K | 5.3% | ▼−0.4% Reduced · −400 sh | |
| 3 | Ishares TR CORE S&P500 ETF | $26.0M | 34.7K | 5.0% | ▲+17% Added · +5K sh | |
| 4 | Applied Matls Inc COM | $20.6M | 28.5K | 4.0% | ▼−0.1% Reduced · −40 sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $18.7M | 25.0K | 3.6% | ▼−1.6% Reduced · −405 sh | |
| 6 | Ishares TR CORE DIV GRWTH | $15.0M | 197.4K | 2.9% | ▲+31% Added · +47K sh | |
| 7 | Microsoft Corp COM | $14.7M | 39.5K | 2.8% | ▼−2.2% Reduced · −900 sh | |
| 8 | Alphabet Inc CAP STK CL A | $13.6M | 38.0K | 2.6% | ▼−1.3% Reduced · −500 sh | |
| 9 | Goldman Sachs Group Inc COM | $10.8M | 10.7K | 2.1% | —Held | |
| 10 | Vanguard Index FDS EXTEND MKT ETF | $10.8M | 43.8K | 2.1% | ▲+23% Added · +8K sh | |
| 11 | Costco Wholesale Corporation COM | $10.3M | 11.1K | 2.0% | —Held | |
| 12 | International Business Machs COM | $9.5M | 33.8K | 1.8% | ▼−6.7% Reduced · −2K sh | |
| 13 | Caterpillar Inc COM | $9.3M | 8.8K | 1.8% | —Held | |
| 14 | Oracle Corp COM | $8.5M | 57.9K | 1.6% | ▼−2.1% Reduced · −1K sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $8.1M | 94.3K | 1.6% | ▲+661% Added · +82K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $7.7M | 79.7K | 1.5% | ▲+2.1% Added · +2K sh | |
| 17 | Abbvie Inc COM | $7.2M | 28.5K | 1.4% | ▼−1.0% Reduced · −300 sh | |
| 18 | Deere & Co COM | $7.1M | 11.2K | 1.4% | —Held | |
| 19 | Exxon Mobil Corp COM | $6.7M | 48.8K | 1.3% | ▼−2.8% Reduced · −1K sh | |
| 20 | Cummins Inc COM | $6.6M | 9.2K | 1.3% | ▼−4.1% Reduced · −400 sh | |
| 21 | Chevron Corporation COM | $6.3M | 38.1K | 1.2% | ▼−3.0% Reduced · −1K sh | |
| 22 | SPDR Index SHS FDS ST PORT MARK ETF | $5.8M | 112.9K | 1.1% | ▲+16% Added · +15K sh | |
| 23 | Kla Corp COM NEW | $5.7M | 19.1K | 1.1% | ▲+898% Added · +17K sh | |
| 24 | McDonalds Corp COM | $5.5M | 20.3K | 1.1% | ▼−19% Reduced · −5K sh | |
| 25 | Analog Devices Inc COM | $5.3M | 13.3K | 1.0% | —Held | |
| 26 | JPMorgan Chase & Co COM | $5.2M | 16.0K | 1.0% | —Held | |
| 27 | TJX Cos Inc New COM | $5.2M | 34.3K | 1.0% | —Held | |
| 28 | Schwab Strategic TR US SML CAP ETF | $4.8M | 132.1K | 0.9% | ▼−4.5% Reduced · −6K sh | |
| 29 | Meta Platforms Inc CL A | $4.7M | 8.4K | 0.9% | —Held | |
| 30 | World Gold TR SPDR GLD MINIS | $4.7M | 58.8K | 0.9% | ▲+10% Added · +6K sh | |
| 31 | Marvell Technology Inc COM | $4.4M | 14.9K | 0.9% | ▼−2.1% Reduced · −318 sh | |
| 32 | Amazon Com Inc COM | $4.2M | 17.7K | 0.8% | ▲+10% Added · +2K sh | |
| 33 | Coca Cola Co COM | $4.0M | 49.0K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 34 | Texas Instrs Inc COM | $4.0M | 13.3K | 0.8% | ▼−1.5% Reduced · −200 sh | |
| 35 | Nvidia Corporation COM | $4.0M | 19.7K | 0.8% | ▲+19% Added · +3K sh | |
| 36 | Electronic Arts Inc COM | $3.9M | 19.0K | 0.7% | ▼−4.8% Reduced · −966 sh | |
| 37 | Johnson & Johnson COM | $3.7M | 14.8K | 0.7% | ▼−0.7% Reduced · −100 sh | |
| 38 | Cisco Sys Inc COM | $3.6M | 30.6K | 0.7% | —Held | |
| 39 | Cme Group Inc COM | $3.2M | 14.6K | 0.6% | —Held | |
| 40 | Visa Inc COM CL A | $3.0M | 8.8K | 0.6% | ▼−0.5% Reduced · −40 sh | |
| 41 | Lowes Cos Inc COM | $2.8M | 12.5K | 0.5% | ▼−14% Reduced · −2K sh | |
| 42 | Southern Co COM | $2.8M | 28.8K | 0.5% | ▼−1.0% Reduced · −300 sh | |
| 43 | Advanced Micro Devices Inc COM | $2.6M | 4.6K | 0.5% | ▲+21% Added · +801 sh | |
| 44 | Yum Brands Inc COM | $2.6M | 16.4K | 0.5% | ▼−1.4% Reduced · −242 sh | |
| 45 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 3.7K | 0.5% | ▼−0.3% Reduced · −10 sh | |
| 46 | Amgen Inc COM | $2.3M | 6.3K | 0.4% | —Held | |
| 47 | Franklin Templeton ETF TR FRANKLIN INDIA | $2.2M | 62.4K | 0.4% | ▲+9.2% Added · +5K sh | |
| 48 | Emerson Elec Co COM | $2.1M | 14.4K | 0.4% | —Held | |
| 49 | Vanguard Whitehall FDS INTL DVD ETF | $2.0M | 21.4K | 0.4% | ▲+1.3% Added · +270 sh | |
| 50 | Travelers Companies Inc COM | $1.9M | 5.8K | 0.4% | ▼−2.9% Reduced · −173 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Churchill Financial Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ADOBE INCADBE | $246K | 1K |
| PUT · bearish | INTUIT INCINTU | $131K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
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.