bLong Financial
bLong Financial reported 82 stocks worth $169M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (22.5%), AAPL (18.5%) and AMD (5.7%). Compared with Q2 2026, the fund opened new positions in GRNY, DVY and MRNA, added to NVDA, AAPL and AMD, trimmed QQQM, ABBV and CRM and sold out of HONA, DUK and AEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $37.9M | 22.5% | 166K | +255 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $31.3M | 18.5% | 94K | +864 (+1%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $9.7M | 5.7% | 16K | +100 (+1%) | 8 of 8 | |
| 4 |  LLY Eli Lilly & Co | $8M | 4.7% | 6,913 | No change | 8 of 8 | |
| 5 |  QQQM Invesco Nasdaq | $7.9M | 4.7% | 26K | −16K (−38%) | 2 of 8 | |
| 6 |  GRNY Fundstrat Granny Shots US Large Cap ETF | $7.3M | 4.3% | 263K | New position | 5 of 8 | |
| 7 |  MSFT Microsoft Corp | $5.5M | 3.3% | 11K | No change | 8 of 8 | |
| 8 |  DELL Dell Technologies Inc | $4.1M | 2.5% | 7,680 | No change | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $3.6M | 2.1% | 4,974 | No change | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $3.2M | 1.9% | 9,004 | +135 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →bLong Financial 13F FAQ
What does bLong Financial own?
bLong Financial reported 82 stocks worth $169M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (22.5%), AAPL (18.5%) and AMD (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did bLong Financial buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 17 added to, 10 trimmed and 4 sold out. New positions include GRNY, DVY and MRNA. It sold all of HONA, DUK and AEP.
When will bLong Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is bLong Financial's portfolio worth?
The Q3 2026 filing reports $169M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.