Churchill Financial Advisors, LLC — 13F holdings

Churchill Financial Advisors, LLC reported 127 holdings worth $511M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. WMT WALMART INC — $104M (20.3%)
2. AAPL APPLE INC — $31.8M (6.2%)
3. IVV ISHARES TR — $29.5M (5.8%)
4. MSFT MICROSOFT CORP — $20.8M (4.1%)
5. SPY SPDR S&P 500 ETF TR — $18.3M (3.6%)
6. DGRO ISHARES TR — $16.0M (3.1%)
7. AMAT APPLIED MATLS INC — $14.9M (2.9%)
8. GOOGL ALPHABET INC — $13.2M (2.6%)
9. VXF VANGUARD INDEX FDS — $10.5M (2.0%)
10. COST COSTCO WHSL CORP NEW — $9.77M (1.9%)