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Evan Coartney

Churchill Financial Advisors, Llc

Assets Managed
$519.418M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.17%(2Q avg: 27.29%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Churchill Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Churchill Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 519.418M in assets, with a quarterly growth rate of 9.17% and a 2-quarter average growth rate of 27.29%. The portfolio is managed by Evan Coartney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Decreased -0.25%
21.77%
$113.039M
998,049 shares@ $113.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.42%
5.26%
$27.271M
94,247 shares@ $289.37 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 17.3%
5%
$25.951M
34,653 shares@ $748.89 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.14%
3.97%
$20.607M
28,502 shares@ $723.0 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.59%
3.6%
$18.678M
25,012 shares@ $746.78 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 31.43%
2.89%
$14.964M
197,441 shares@ $75.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.22%
2.84%
$14.723M
39,470 shares@ $373.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.29%
2.62%
$13.594M
38,040 shares@ $357.38 avg price
GS
Goldman Sachs Group Inc
Recent Activity
2.09%
$10.841M
10,719 shares@ $1011.37 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 22.82%
2.08%
$10.795M
43,846 shares@ $246.22 avg price

1-10 of 123