§ 13F · FUND PROFILE
Churchill Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 122Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$327.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 628K | $70.0T | 21.4% | NEW |
| 2 | AAPL | APPLE INC | 63K | $17.2T | 5.2% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 22K | $14.8T | 4.5% | NEW |
| 4 | MSFT | MICROSOFT CORP | 24K | $11.5T | 3.5% | NEW |
| 5 | IVV | ISHARES TR | 16K | $11.3T | 3.4% | NEW |
| 6 | ORCL | ORACLE CORP | 42K | $8.1T | 2.5% | NEW |
| 7 | GOOGL | ALPHABET INC | 25K | $7.8T | 2.4% | NEW |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 25K | $7.5T | 2.3% | NEW |
| 9 | DGRO | ISHARES TR | 102K | $7.1T | 2.2% | NEW |
| 10 | IEFA | ISHARES TR | 74K | $6.7T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHURCHILL SIGNAL
AC read
Churchill Financial Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed