Churchill Financial Advisors, LLC ETF holdings
Louisville, KY
Reported $133.7M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$133.7M
ETFs held
48
Change from prior quarter
+23.7%
With price moves
ETFs as a share of its 13F
25.8%
of $519.0M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $26.0M | 34,653 | +5,109 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $18.7M | 25,012 | −405 shares |
| DGRO | iShares Core Dividend Growth ETF | $15.0M | 197,441 | +47,205 shares |
| VXF | Vanguard Extended Market ETF | $10.8M | 43,846 | +8,145 shares |
| VUG | Vanguard Morningstar Growth ETF | $8.1M | 94,273 | +81,886 shares |
| IEFA | iShares Core MSCI EAFE ETF | $7.7M | 79,668 | +1,626 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $5.8M | 112,942 | +15,488 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $4.8M | 132,089 | −6,281 shares |
| GLDM | SPDR Gold MiniShares | $4.7M | 58,843 | +5,543 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $2.6M | 3,667 | −10 shares |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002095935. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Churchill Financial Advisors, LLC own?
Churchill Financial Advisors, LLC reported 48 ETF positions worth $133.7M in its Form 13F for June 30, 2026. The largest was IVV, at $26.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.