Churchill Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 127 total positions held by the firm, which is headquartered at 312 Whittington Parkway, Suite 201, in Louisville, Kentucky.
The firm reported that Evan Charles Coartney, Vice President of Accounting, is responsible for the preparation of the report, which was signed on October 20, 2026.
The portfolio is heavily weighted toward large-cap technology and consumer staples companies. Walmart Inc. is the largest holding, with 998,049 shares. Other top individual stock positions include Apple Inc. with 95,487 shares, Microsoft Corporation with 40,487 shares, and NVIDIA Corporation with 21,659 shares.
Significant exposure to the broader market is also evident through exchange-traded funds. The portfolio includes substantial stakes in the Vanguard S&P 500 ETF (183,747 shares), the iShares Core S&P 500 ETF (38,464 shares), and the SPDR S&P 500 ETF Trust (114,896 shares). Other notable ETF holdings include the Vanguard Emerging Markets Stock ETF (45,125 shares) and the iShares Core MSCI EAFE ETF (81,491 shares).
The filing also lists positions in major financial institutions such as JPMorgan Chase & Co. (17,313 shares), Goldman Sachs Group Inc. (10,719 shares), and Morgan Stanley (6,205 shares). Additionally, the portfolio includes shares in industrial and energy companies, including Deere & Co., Chevron Corporation, and ExxonMobil Holdings Corp.
