bLong Financial, LLC logo

bLong Financial, LLC

RIA/Wealth

bLong Financial, LLC is a RIA/Wealth based in Memphis, TN led by Dennis Glenn Long, reporting $179.6M in AUM as of Q3 2025 with 58% Technology concentration, 69% concentrated in top 10 holdings, 24% allocation to NVDA, and 58% technology allocation.

PresidentDennis Glenn Long
Portfolio Value
$129.8M
Positions
73
Top Holding
NVDA at 24.12%
Last Reported
Q3 2025
Address5391 Normandy Rd, Memphis, TN, 38120, United States

Top Holdings

Largest long holdings in bLong Financial, LLC's portfolio (69.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$31.3M
24.12%
-$59.3K
Sold
0.00%
167.8K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$23.9M
18.40%
-$66.2K
Sold
0.00%
93.8K shares
ETF
ETF
$9.8M
7.51%
-$6.9M
Sold
283.9K shares
Software - Infrastructure
Technology
$5.7M
4.36%
+$20.7K
Bought
0.00%
10.9K shares
Drug Manufacturers - General
Healthcare
$5.4M
4.12%
0.00%
7.0K shares
Internet Content & Information
Communication Services
$3.8M
2.89%
0.00%
5.1K shares
Semiconductors
Technology
$3.1M
2.36%
+$42.9K
Bought
0.00%
9.3K shares
Semiconductors
Technology
$2.6M
1.98%
+$3.2K
Bought
0.00%
15.9K shares
ETF
ETF
$2.4M
1.85%
-$378.8K
Sold
65.6K shares
Banks - Diversified
Financial Services
$2.4M
1.83%
0.00%
7.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in bLong Financial, LLC's latest filing

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Market Value
$129.8M
Prior: $124.8M
Q/Q Change
+3.98%
+$5.0M
Net Flows % of MV
-7.96%
Turnover Ratio
4.63%
New Purchases
1 stocks
$293.6K
Added To
11 stocks
+$546.1K
Sold Out Of
6 stocks
$1.6M
Reduced Holdings
29 stocks
-$9.6M

Increased Positions

PositionShares Δ
New
+86.81%
+15.62%
+11.28%
+4.71%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for bLong Financial, LLC

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Sector Allocation

Technology: 58.30%TechnologyETF: 10.60%ETFHealthcare: 9.70%HealthcareCommunication Services: 6.20%Financial Services: 5.10%Industrials: 3.10%Consumer Cyclical: 2.50%Consumer Defensive: 1.80%Energy: 0.90%Utilities: 0.80%Real Estate: 0.70%
Technology
58.30%
ETF
10.60%
Healthcare
9.70%
Communication Services
6.20%
Financial Services
5.10%
Industrials
3.10%
Consumer Cyclical
2.50%
Consumer Defensive
1.80%
Energy
0.90%
Utilities
0.80%
Real Estate
0.70%

Market Cap Distribution

Mega Cap (> $200B): 77.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 10.72%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.15%Nano Cap (< $50M): 0.01%N/A (ETF or Unknown): 10.83%N/A (ETF or Unknown)
Mega Cap (> $200B)
77.28%
Large Cap ($10B - $200B)
10.72%
Mid Cap ($2B - $10B)
1.15%
Nano Cap (< $50M)
0.01%
N/A (ETF or Unknown)
10.83%

Portfolio Concentration

Top 10 Holdings %
69.42%
Top 20 Holdings %
80.9%
Top 50 Holdings %
95.35%
Top 100 Holdings %
100.0%

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