Churchill Financial Advisors, LLC
Churchill Financial Advisors, LLC reported 125 positions worth $519.4M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: WMT (21.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMT | SH | $113.0M | 21.76% | 998,049 | — | — | |
| ▸ 2 | AAPL | SH | $27.3M | 5.25% | 94,247 | — | — | |
| ▸ 3 | IVV | SH | $26.0M | 5.00% | 34,653 | — | — | |
| ▸ 4 | AMAT | SH | $20.6M | 3.97% | 28,502 | — | — | |
| ▸ 5 | SPY | SH | $18.7M | 3.60% | 25,012 | — | — | |
| ▸ 6 | DGRO | SH | $15.0M | 2.88% | 197,441 | — | — | |
| ▸ 7 | MSFT | SH | $14.7M | 2.83% | 39,470 | — | — | |
| ▸ 8 | GOOGL | SH | $13.6M | 2.62% | 38,040 | — | — | |
| ▸ 9 | GS | SH | $10.8M | 2.09% | 10,719 | — | — | |
| ▸ 10 | VXF | SH | $10.8M | 2.08% | 43,846 | — | — |
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Frequently Asked Questions
What stocks does Churchill Financial Advisors, LLC hold as of Q2 2026?
Churchill Financial Advisors, LLC reported 125 positions worth $519.4M in its Q2 2026 13F filing. Largest positions: WMT (21.8%), AAPL (5.3%), IVV (5.0%), AMAT (4.0%) and SPY (3.6%).
What did Churchill Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Churchill Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.