Churchill Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Churchill Financial Advisors, LLC held in its portfolio 121 assets valued at $327,252,352 (i.e. $327.25M).
The most valuable assets in the portfolio included: WALMART INC ($69.98M), APPLE INC ($17.15M), and SPDR S&P 500 ETF TR ($14.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 121 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Churchill Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WALMART INC | 628141 | 69981189 | COM |
| APPLE INC | 63093 | 17152463 | COM |
| SPDR S&P 500 ETF TR | 21690 | 14791015 | TR UNIT |
| MICROSOFT CORP | 23723 | 11472917 | COM |
| ISHARES TR | 16449 | 11266578 | CORE S&P500 ETF |
| ORACLE CORP | 41524 | 8093443 | COM |
| ALPHABET INC | 24796 | 7761148 | CAP STK CL A |
| INTERNATIONAL BUSINESS MACHS | 25309 | 7496779 | COM |
| ISHARES TR | 102443 | 7111593 | CORE DIV GRWTH |
| ISHARES TR | 74444 | 6659760 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 31499 | 6587071 | EXTEND MKT ETF |
| COSTCO WHSL CORP NEW | 7558 | 6517566 | COM |
| APPLIED MATLS INC | 23810 | 6118932 | COM |
| GOLDMAN SACHS GROUP INC | 6418 | 5641422 | COM |
| MCDONALDS CORP | 16110 | 4923699 | COM |
| VANGUARD INDEX FDS | 9655 | 4710288 | GROWTH ETF |
| ABBVIE INC | 20429 | 4667822 | COM |
| SPDR INDEX SHS FDS | 90945 | 4257135 | PORTFOLIO EMG MK |
| WORLD GOLD TR | 48907 | 4175191 | SPDR GLD MINIS |
| SCHWAB STRATEGIC TR | 142717 | 4064580 | US SML CAP ETF |
| ELECTRONIC ARTS INC | 19778 | 4041239 | COM |
| JPMORGAN CHASE & CO. | 11669 | 3759985 | COM |
| TJX COS INC NEW | 24332 | 3737639 | COM |
| DEERE & CO | 8021 | 3734337 | COM |
| EXXON MOBIL CORP | 30326 | 3649431 | COM |
| CHEVRON CORP NEW | 23572 | 3592609 | COM |
| VISA INC | 9897 | 3470977 | COM CL A |
| COCA COLA CO | 45168 | 3157695 | COM |
| ANALOG DEVICES INC | 11106 | 3011947 | COM |
| META PLATFORMS INC | 4428 | 2922879 | CL A |
| LOWES COS INC | 11222 | 2706298 | COM |
| CUMMINS INC | 4840 | 2470578 | COM |
| CISCO SYS INC | 30586 | 2356040 | COM |
| ISHARES TR | 35164 | 2320824 | CORE S&P MCP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 3710 | 2237888 | UTSER1 S&PDCRP |
| VANGUARD WHITEHALL FDS | 22331 | 2042170 | INTL DVD ETF |
| ADOBE INC | 5768 | 2018742 | COM |
| CATERPILLAR INC | 3413 | 1955205 | COM |
| FRANKLIN TEMPLETON ETF TR | 50402 | 1945013 | FRANKLIN INDIA |
| UBER TECHNOLOGIES INC | 23704 | 1936854 | COM |
| INTUIT | 2900 | 1921018 | COM |
| SPDR SERIES TRUST | 21244 | 1816849 | STATE STREET SPD |
| AMAZON COM INC | 7419 | 1712454 | COM |
| TRAVELERS COMPANIES INC | 5436 | 1576766 | COM |
| CME GROUP INC | 5548 | 1515048 | COM |
| VANGUARD INDEX FDS | 4353 | 1459430 | TOTAL STK MKT |
| ISHARES TR | 11378 | 1402391 | S&P 500 GRWT ETF |
| PROCTER AND GAMBLE CO | 9769 | 1399995 | COM |
| YUM BRANDS INC | 9100 | 1376648 | COM |
| VANGUARD SPECIALIZED FUNDS | 5952 | 1308131 | DIV APP ETF |
| ZOOM COMMUNICATIONS INC | 14004 | 1208405 | CL A |
| SALESFORCE INC | 4455 | 1180174 | COM |
| ABBOTT LABS | 9133 | 1144274 | COM |
| VANGUARD INDEX FDS | 3878 | 1125473 | MID CAP ETF |
| EMERSON ELEC CO | 8262 | 1096533 | COM |
| S&P GLOBAL INC | 2077 | 1085419 | COM |
| BROADCOM INC | 3099 | 1072564 | COM |
| KLA CORP | 834 | 1013377 | COM NEW |
| SOUTHERN CO | 11141 | 971495 | COM |
| ISHARES TR | 6825 | 963346 | SELECT DIVID ETF |
| TEXAS INSTRS INC | 5496 | 953501 | COM |
| MORGAN STANLEY | 5305 | 941797 | COM NEW |
| UNITED PARCEL SERVICE INC | 9416 | 933973 | CL B |
| VANGUARD INDEX FDS | 1489 | 933797 | S&P 500 ETF SHS |
| ISHARES TR | 3739 | 920403 | RUSSELL 2000 ETF |
| UNITEDHEALTH GROUP INC | 2700 | 891297 | COM |
| GILEAD SCIENCES INC | 6711 | 823708 | COM |
| CORTEVA INC | 11797 | 790753 | COM |
| AMGEN INC | 2404 | 786853 | COM |
| ELI LILLY & CO | 728 | 782367 | COM |
| WELLTOWER INC | 4095 | 760073 | COM |
| AMERICAN TOWER CORP NEW | 4180 | 733883 | COM |
| AMERICAN EXPRESS CO | 1974 | 730281 | COM |
| JOHNSON & JOHNSON | 3410 | 705700 | COM |
| ROSS STORES INC | 3700 | 666518 | COM |
| TRUIST FINL CORP | 12511 | 615666 | COM |
| VANGUARD INDEX FDS | 2363 | 609536 | SMALL CP ETF |
| VANGUARD WORLD FD | 2410 | 605320 | MEGA CAP INDEX |
| STRYKER CORPORATION | 1686 | 592578 | COM |
| VANGUARD WHITEHALL FDS | 4118 | 591015 | HIGH DIV YLD |
| GITLAB INC | 15649 | 587307 | CLASS A COM |
| ISHARES TR | 25445 | 582054 | IBONDS 26 TRM TS |
| VERTEX PHARMACEUTICALS INC | 1250 | 566700 | COM |
| CROWN CASTLE INC | 6312 | 560947 | COM |
| VANGUARD INDEX FDS | 5949 | 526427 | REAL ESTATE ETF |
| ILLINOIS TOOL WKS INC | 2136 | 526097 | COM |
| ISHARES INC | 7166 | 520825 | MSCI EMRG CHN |
| NVIDIA CORPORATION | 2776 | 517724 | COM |
| SELECT SECTOR SPDR TR | 11582 | 467334 | STATE STREET REA |
| UNION PAC CORP | 2010 | 464953 | COM |
| TRACTOR SUPPLY CO | 9230 | 461592 | COM |
| VANGUARD WORLD FD | 2415 | 446872 | UTILITIES ETF |
| VAIL RESORTS INC | 3182 | 422570 | COM |
| VANGUARD BD INDEX FDS | 5701 | 422273 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 2896 | 416937 | STATE STREET TEC |
| EQUINIX INC | 542 | 415259 | COM |
| ADVANCED MICRO DEVICES INC | 1847 | 395554 | COM |
| VANGUARD SCOTTSDALE FDS | 4833 | 385295 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 15081 | 378231 | INT-TRM U.S TRES |
| TESLA INC | 816 | 366972 | COM |
| RESMED INC | 1454 | 350225 | COM |
| ISHARES SILVER TR | 5383 | 346773 | ISHARES |
| MASTERCARD INCORPORATED | 600 | 342528 | CL A |
| COINBASE GLOBAL INC | 1490 | 336949 | COM CL A |
| DOORDASH INC | 1404 | 317978 | CL A |
| INVESCO QQQ TR | 515 | 316370 | UNIT SER 1 |
| ROCKET LAB CORP | 4332 | 302200 | COM |
| VANGUARD INTL EQUITY INDEX F | 3480 | 290963 | FTSE EUROPE ETF |
| VANGUARD CHARLOTTE FDS | 5716 | 276197 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 3460 | 272683 | SHORT TRM BOND |
| ISHARES TR | 8393 | 255567 | LATN AMER 40 ETF |
| ISHARES TR | 2500 | 240075 | MSCI EAFE ETF |
| ISHARES TR | 2520 | 239954 | MBS ETF |
| COLGATE PALMOLIVE CO | 3000 | 237060 | COM |
| LOCKHEED MARTIN CORP | 448 | 216684 | COM |
| SYMBOTIC INC | 3620 | 215390 | CLASS A COM |
| SELECT SECTOR SPDR TR | 4924 | 210206 | STATE STREET UTI |
| HOME DEPOT INC | 600 | 206460 | COM |
| ECOLAB INC | 775 | 203453 | COM |
| PEPSICO INC | 1416 | 203224 | COM |
| RTX CORPORATION | 1100 | 201740 | COM |
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