Churchill Financial Advisors, LLC - Portfolio overview

Churchill Financial Advisors, LLC has 123 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 26.13%
2. AAPL - APPLE INC, 5.05%
3. IVV - ISHARES TR, 4.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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