SEC Form 13F

Churchill Financial Advisors, LLC 13F Holdings

Inspect Churchill Financial Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-16T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-16
Reported value
$519,418,029
Positions
125

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Step 1 of 3

Disclosed positions

Churchill Financial Advisors, LLC: source evidence dated 2026-07-16T03:59:59.999Z.

Issuer
WALMART INC
Ticker
WMT
Class
COM
Reported value
$113,039,030
Reported amount
998,049
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002095935-26-000003
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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WALMART INCWMTCOM$113,039,030998,049SHNone
APPLE INCAAPLCOM$27,271,31294,247SHNone
ISHARES TRIVVCORE S&P500 ETF$25,951,28534,653SHNone
APPLIED MATLS INCAMATCOM$20,606,94628,502SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$18,678,39825,012SHNone
ISHARES TRDGROCORE DIV GRWTH$14,964,053197,441SHNone
MICROSOFT CORPMSFTCOM$14,723,09939,470SHNone
ALPHABET INCGOOGLCAP STK CL A$13,594,35538,040SHNone
GOLDMAN SACHS GROUP INCGSCOM$10,840,87510,719SHNone
VANGUARD INDEX FDSVXFEXTEND MKT ETF$10,795,32443,846SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$10,337,87911,051SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$9,507,14833,808SHNone
CATERPILLAR INCCATCOM$9,337,0438,768SHNone
ORACLE CORPORCLCOM$8,487,15057,913SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$8,120,67694,273SHNone
ISHARES TRIEFACORE MSCI EAFE$7,694,33579,668SHNone
ABBVIE INCABBVCOM$7,172,74728,504SHNone
DEERE & CODECOM$7,083,56311,167SHNone
EXXON MOBIL CORPXOMCOM$6,675,76448,828SHNone
CUMMINS INCCMICOM$6,590,0609,240SHNone
CHEVRON CORPORATIONCVXCOM$6,320,26338,129SHNone
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$5,848,137112,942SHNone
KLA CORPKLACCOM NEW$5,747,57619,050SHNone
MCDONALDS CORPMCDCOM$5,483,23820,285SHNone
ANALOG DEVICES INCADICOM$5,273,22613,277SHNone
JPMORGAN CHASE & COJPMCOM$5,241,53516,013SHNone
TJX COS INC NEWTJXCOM$5,194,93534,290SHNone
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$4,772,376132,089SHNone
META PLATFORMS INCMETACL A$4,711,9218,365SHNone
WORLD GOLD TRGLDMSPDR GLD MINIS$4,673,31158,843SHNone
MARVELL TECHNOLOGY INCMRVLCOM$4,429,62414,870SHNone
AMAZON COM INCAMZNCOM$4,227,43717,737SHNone
COCA COLA COKOCOM$3,978,73548,957SHNone
TEXAS INSTRS INCTXNCOM$3,963,13913,296SHNone
NVIDIA CORPORATIONNVDACOM$3,950,57719,744SHNone
ELECTRONIC ARTS INCEACOM$3,886,94318,957SHNone
JOHNSON & JOHNSONJNJCOM$3,748,59714,760SHNone
CISCO SYS INCCSCOCOM$3,592,63230,586SHNone
CME GROUP INCCMECOM$3,233,61414,643SHNone
VISA INCVCOM CL A$3,034,2888,844SHNone
LOWES COS INCLOWCOM$2,755,68412,498SHNone
SOUTHERN COSOCOM$2,752,23728,756SHNone
ADVANCED MICRO DEVICES INCAMDCOM$2,644,8834,553SHNone
YUM BRANDS INCYUMCOM$2,614,99016,358SHNone
STATE STR SPDR S&P MIDCAP 40MDYUTSER1 S&PDCRP$2,578,8203,667SHNone
AMGEN INCAMGNCOM$2,282,8046,304SHNone
FRANKLIN TEMPLETON ETF TRFLINFRANKLIN INDIA$2,218,67962,375SHNone
EMERSON ELEC COEMRCOM$2,059,35614,386SHNone
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$1,999,17221,409SHNone
TRAVELERS COMPANIES INCTRVCOM$1,911,7255,791SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 2 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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