bLong Financial, LLC — 13F holdings

bLong Financial, LLC reported 80 holdings worth $154M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $33.2M (21.6%)
2. AAPL APPLE INC — $26.9M (17.5%)
3. QQQM INVESCO EXCH TRADED FD TR II — $12.7M (8.3%)
4. AMD ADVANCED MICRO DEVICES INC — $9.13M (5.9%)
5. LLY ELI LILLY & CO — $8.29M (5.4%)
6. MSFT MICROSOFT CORP — $4.00M (2.6%)
7. AVGO BROADCOM INC — $3.35M (2.2%)
8. DELL Dell Technologies Inc — $3.31M (2.2%)
9. META META PLATFORMS INC — $2.80M (1.8%)
10. IDV ISHARES TR — $2.68M (1.7%)