account_balance
Investment manager · 13F filer · SEC CIK 2095935
Churchill Financial Advisors, LLC
Reported value$510Mas of Sep 30, 2026
Positions125 7 new, 5 sold out
Top 10 weight52.6%WMT alone is 20%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
20.3%
AAPLApple Inc.
6.2%
IVViShares Tr
5.8%Added +11%
MSFTMicrosoft Corp
4.1%Added +3%
SPYSPDR S&P 500 ETF Trust
3.6%Trimmed −4%
DGROiShares Tr
3.1%Added +8%
AMATApplied Materials Inc
2.9%
GOOGLAlphabet Inc.
2.6%
VXFVanguard Index FDS
2.0%
COSTCostco Wholesale Corp
1.9%Trimmed −3%
GSGoldman Sachs Group Inc
1.9%
VUGVanguard Index FDS
1.8%
WMTWalmart Inc.
20.3%
AAPLApple Inc.
6.2%
IVViShares Tr
5.8%
MSFTMicrosoft Corp
4.1%+3%
SPYSPDR S&P 500 ETF Trust
3.6%
DGROiShares Tr
3.1%
AMATApplied Materials Inc
2.9%
GOOGLVXF2.0%
COST1.9%GS1.9%VUG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMT Walmart Inc. 20.3% HeldAAPL Apple Inc. 6.2% Held
IVV iShares Tr 5.8% Added +11%
MSFT Microsoft Corp 4.1% Added +3%SPY SPDR S&P 500 ETF Trust 3.6% Trimmed −4%DGRO iShares Tr 3.1% Added +8%
AMAT Applied Materials Inc 2.9% HeldGOOGL Alphabet Inc. 2.6% HeldVXF Vanguard Index FDS 2.0% Added +3%
COST Costco Wholesale Corp 1.9% Trimmed −3%GS Goldman Sachs Group Inc 1.9% HeldVUG Vanguard Index FDS 1.8% Added +9%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.