Churchill Financial Advisors
Churchill Financial Advisors reported 125 stocks worth $510M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are WMT (20.3%), AAPL (6.2%) and IVV (5.8%). Compared with Q2 2026, the fund opened new positions in XOM, VEEV and PATN, added to AAPL, IVV and MSFT, trimmed SPY, COST and CVX and sold out of XOM, XLC and UBER.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WMT Walmart Inc | $104M | 20.3% | 998K | No change | 4 of 4 | |
| 2 |  AAPL Apple Inc | $31.8M | 6.2% | 95K | +1,240 (+1%) | 4 of 4 | |
| 3 |  IVV Ishares TR | $29.5M | 5.8% | 38K | +3,811 (+11%) | 4 of 4 | |
| 4 |  MSFT Microsoft Corp | $20.8M | 4.1% | 40K | +1,017 (+3%) | 4 of 4 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $18.3M | 3.6% | 24K | −1,016 (−4%) | 4 of 4 | |
| 6 |  DGRO Ishares TR | $16M | 3.1% | 212K | +15K (+8%) | 4 of 4 | |
| 7 |  AMAT Applied Matls Inc | $14.9M | 2.9% | 29K | +554 (+2%) | 4 of 4 | |
| 8 |  GOOGL Alphabet Inc | $13.2M | 2.6% | 38K | +200 (+1%) | 4 of 4 | |
| 9 |  VXF Vanguard Index Fds | $10.5M | 2.0% | 45K | +1,279 (+3%) | 4 of 4 | |
| 10 |  COST Costco Whsl Corp New | $9.8M | 1.9% | 11K | −318 (−3%) | 4 of 4 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.7M | 49K |
ELECTRONIC ARTS INC | $3.9M | 19K |
 XLC Select Sector Spdr TR | $467K | 4,356 |
 UBER Uber Technologies Inc | $391K | 5,412 |
 DUK Duke Energy Corp New | $278K | 2,200 |
🔒 Free account: see all 6.
Options
valued at the underlying shares
Reported value
last 4 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 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Churchill Financial Advisors 13F FAQ
What does Churchill Financial Advisors own?
Churchill Financial Advisors reported 125 stocks worth $510M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are WMT (20.3%), AAPL (6.2%) and IVV (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Churchill Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 50 added to, 32 trimmed and 6 sold out. New positions include XOM, VEEV and PATN. It sold all of XOM, XLC and UBER.
When will Churchill Financial Advisors 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 Churchill Financial Advisors's portfolio worth?
The Q3 2026 filing reports $510M 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.