Fund HoldingsbLong Financial, LLC

Total Portfolio Value
$143.22M
Total Bought
$11.14M
Total Sold
$19.38M
Net Transaction
-$8.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TIDAL TRUST I343,105690,955+347,8508,57417,10811.95%+8,534
ELI LILLY & CO(LLY)7,0137,01305,3517,5375.26%+2,186
APPLE INC(AAPL)93,80893,777-3123,88625,49417.80%+1,608
ADVANCED MICRO DEVICES INC(AMD)15,89515,925+302,5723,4102.38%+839
ALPHABET INC(GOOG)7,0107,01001,7042,1941.53%+490
PALANTIR TECHNOLOGIES INC(PLTR)02,723+2,72304840.34%+484
MERCK & CO INC(MRK)19,55719,049-5081,6412,0051.40%+364
ALPHABET INC(GOOG)4,0804,08009941,2800.89%+287
NVIDIA CORPORATION(NVDA)167,767169,291+1,52431,30231,57322.04%+271
ASTRAZENECA PLC(AZN)02,277+2,27702090.15%+209
GILEAD SCIENCES INC(GILD)01,683+1,68302070.14%+207
APPLIED DIGITAL CORP08,300+8,30002040.14%+204
CISCO SYS INC(CSCO)17,64017,64001,2071,3590.95%+152
MORGAN STANLEY(MS)8,5598,459-1001,3601,5021.05%+141
ISHARES TR65,59264,336-1,2562,3972,5381.77%+141
AMGEN INC(AMGN)3,0503,05008619980.70%+138
GLOBUS MED INC(GMED)4,4254,42502533860.27%+133
BRISTOL-MYERS SQUIBB CO(BMY)14,74214,74206657950.56%+130
JOHNSON & JOHNSON(JNJ)5,7895,78901,0731,1980.84%+125
BROADCOM INC(AVGO)9,2729,158-1143,0593,1702.21%+111
INTERNATIONAL BUSINESS MACHS(IBM)6,2526,25201,7641,8521.29%+88
FEDEX CORP(FDX)1,3901,39003284020.28%+74
WALMART INC(WMT)7,7977,79708048690.61%+65
RTX CORPORATION(RTX)3,7943,79406356960.49%+61
D-WAVE QUANTUM INC(QBTS)28,49328,793+3007047530.53%+49
SALESFORCE INC(CRM)4,8334,503-3301,1451,1930.83%+47
VERTIV HOLDINGS CO(VRT)2,6702,720+504034410.31%+38
AMAZON COM INC(AMZN)2,9522,95206486810.48%+33
CORNING INC(GLW)5,6505,65004634950.35%+31
ISHARES INC28,80428,361-4438558840.62%+29
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
19,78419,78407637830.55%+20
JPMORGAN CHASE & CO.(JPM)7,5257,425-1002,3742,3921.67%+19
WELLTOWER INC(WELL)2,4502,45004364550.32%+18
TESLA INC(TSLA)3,6463,64601,6211,6401.14%+18
COCA COLA CO(KO)5,0525,05203353530.25%+18
FIRST HORIZON CORPORATION(FHN)10,25510,25502322450.17%+13
LUMEN TECHNOLOGIES INC(LUMN)16,47214,172-2,3001011100.08%+9
QUALCOMM INC(QCOM)1,5871,58702642710.19%+7
PEPSICO INC(PEP)2,3142,31403253320.23%+7
GE AEROSPACE(GE)1,2311,222-93703760.26%+6
BOEING CO(BA)2,2332,23304824850.34%+3
CONSOLIDATED EDISON INC(ED)7,6757,775+1007717720.54%+1
BERKSHIRE HATHAWAY INC DEL4,4974,49702,2612,2601.58%-0
STARBUCKS CORP(SBUX)2,6672,66702262250.16%-1
WASTE MGMT INC DEL(WM)1,8711,87104134110.29%-2
TRAVELERS COMPANIES INC(TRV)860820-402402380.17%-2
MID-AMER APT CMNTYS INC(MAA)3,1083,10804344320.30%-3
CONOCOPHILLIPS(COP)4,0404,04003823780.26%-4
PFIZER INC(PFE)13,25513,325+703383320.23%-6
ALLSTATE CORP(ALL)1,0001,00002152080.15%-6
LOCKHEED MARTIN CORP(LMT)52552502622540.18%-8
SNOWFLAKE INC(SNOW)1,3621,36203072990.21%-8
CHEVRON CORP NEW(CVX)3,1403,14004884790.33%-9
NORFOLK SOUTHN CORP(NSC)1,0001,00003002890.20%-12
ABBVIE INC(ABBV)4,4574,45701,0321,0180.71%-14
MCDONALDS CORP(MCD)1,6711,616-555084940.34%-14
TEXAS INSTRS INC(TXN)1,4001,40002572430.17%-14
HEARTBEAM INC10,0000-10,000170-16
NVIDIA CORPORATION(NVDA)(Call)1000-100190-19
PROCTER AND GAMBLE CO(PG)2,3092,30903553310.23%-24
HONEYWELL INTL INC(HON)2,6802,68005645230.37%-41
INTERNATIONAL PAPER CO(IP)5,7655,615-1502672210.15%-46
AT&T INC(T)15,27115,364+934313820.27%-50
DUKE ENERGY CORP NEW(DUK)2,0841,751-3332582050.14%-53
UBIQUITI INC(UI)50050003302770.19%-54
UNITEDHEALTH GROUP INC(UNH)1,2461,125-1214303710.26%-59
ABBOTT LABS7,1617,16109598970.63%-62
ALTRIA GROUP INC(MO)8,6638,679+165725000.35%-72
TRANE TECHNOLOGIES PLC(TT)700570-1302952220.15%-74
VERIZON COMMUNICATIONS INC(VZ)24,43923,439-1,0001,0749550.67%-119
RIGETTI COMPUTING INC(RGTI)14,80014,400-4004413190.22%-122
DELL TECHNOLOGIES INC(DELL)7,9727,930-421,1309980.70%-132
ZSCALER INC(ZS)1,9151,91505744310.30%-143
ORACLE CORP(ORCL)2,1202,130+105964150.29%-181
WILLIAMS COS INC(WMB)3,7610-3,7612380-238
ISHARES ETHEREUM TR(ETHA)9,3170-9,3172940-294
META PLATFORMS INC(META)5,1145,004-1103,7563,3032.31%-453
MICROSOFT CORP(MSFT)10,91710,717-2005,6555,1833.62%-471
SPINNAKER ETF SERIES
SELE STO EUR ETF
107,4600-107,4605,0470-5,047
ISHARES TR283,9360-283,9369,7500-9,750
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