DOSSIER · 13F-HR · Q2 2026

Churchill Financial Advisors, LLC

$519M in tracked AUM across 125 positions as of Q2 2026.

CF
CIK 0002095935 · last filed Jun 30, 2026
Total AUM
$519M
as of Q2 2026
Holdings
125
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Churchill Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$113M998K21.8%
02
AAPL
APPLE INC
$27M94K5.3%
03
IVV
ISHARES TR
$26M35K5.0%
04
AMAT
APPLIED MATLS INC
$21M29K4.0%
05
SPY
STATE STR SPDR S&P 500 ETF T
$19M25K3.6%
06
DGRO
ISHARES TR
$15M197K2.9%
07
MSFT
MICROSOFT CORP
$15M39K2.8%
08
GOOGL
ALPHABET INC
$14M38K2.6%
09
GS
GOLDMAN SACHS GROUP INC
$11M11K2.1%
10
VXF
VANGUARD INDEX FDS
$11M44K2.1%

Filing history

2026Q2Jun 30
$519M 9.2%
125 positionsView →
2026Q1Mar 31
$476M 45.4%
123 positionsView →
2025Q4Dec 31
$327M
122 positionsView →