Antonelli Financial Advisors, LLC: 13F holdings
CIK 20553642026Q2
| Positions | 53 |
|---|
| Reported value | $145.8m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 53 (+1 vs prior quarter) |
|---|
| Reported value | $145.8m (+0.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 111,515 | $24.3m | 16.7% |
| QQQ INVESCO QQQ TR | 25,803 | $19.0m | 13.0% |
| EFA ISHARES TR | 136,795 | $14.2m | 9.7% |
| AAPL APPLE INC | 45,274 | $13.1m | 9.0% |
| VCLT VANGUARD SCOTTSDALE FDS | 96,194 | $7.2m | 5.0% |
| GOOG ALPHABET INC | 18,218 | $6.4m | 4.4% |
| JPM JPMORGAN CHASE & CO | 15,684 | $5.1m | 3.5% |
| EMXC ISHARES INC | 43,616 | $4.5m | 3.1% |
| AMZN AMAZON COM INC | 17,679 | $4.2m | 2.9% |
| IVV ISHARES TR | 5,574 | $4.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055364")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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