StockDriftsStockDriftsTop 50 bLong Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 21.6% | 165.8K | $33.2M | -0.06%(-97) | $128.39(+71.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 17.54% | 93.1K | $26.9M | -0.06%(-59) | $232.35(+31.98%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.25% | 41.8K | $12.7M | new | $266.42(+11.35%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.94% | 15.7K | $9.1M | -0.25%(-40) | $142.53(+226.97%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.4% | 6.9K | $8.3M | +0.14%(+10) | $829.04(+48.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 10.7K | $4.0M | -0.14%(-15) | $425.94(+18.04%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.18% | 8.9K | $3.4M | -0.44%(-39) | $203.79(+106.27%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.16% | 7.7K | $3.3M | +0.00%(+0) | $115.94(+278.71%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.82% | 5.0K | $2.8M | -0.60%(-30) | $578.98(+3.07%) | 2026-06-30 | |
| IDV | ISHARES TR | 1.75% | 64.7K | $2.7M | +5.07%(+3.12K) | $32.27(+37.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.43% |
bLong Financial, LLC reports $153.53M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (21.6%), AAPL (17.5%) and QQQM (8.3%). The top 20 holdings account for 81.87% of reported assets. Its disclosed equity book has returned +36.89% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from bLong Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1943004). View bLong Financial, LLC’s 13F filings on SEC