Antonelli Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Antonelli Financial Advisors, LLC held in its portfolio 44 assets valued at $152,059,000 (i.e. $152.06M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($26.66M), VANGUARD INDEX FDS ($26.44M), and APPLE INC ($15.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Antonelli Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 43392 | 26656000 | UNIT SER 1 |
| VANGUARD INDEX FDS | 138441 | 26441000 | VALUE ETF |
| APPLE INC | 58726 | 15965000 | COM |
| ISHARES TR | 131715 | 12649000 | MSCI EAFE ETF |
| VANGUARD SCOTTSDALE FDS | 92056 | 6982000 | LG-TERM COR BD |
| FIRST TR EXCHANGE-TRADED FD | 25446 | 6850000 | DJ INTERNT IDX |
| ISHARES TR | 8334 | 5709000 | CORE S&P500 ETF |
| ALPHABET INC | 16999 | 5334000 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 16483 | 5311000 | COM |
| AMAZON COM INC | 19277 | 4450000 | COM |
| META PLATFORMS INC | 5984 | 3950000 | CL A |
| INVESCO EXCH TRADED FD TR II | 116839 | 3205000 | S&P EMRNG MKTS |
| VANGUARD WHITEHALL FDS | 21357 | 3065000 | HIGH DIV YLD |
| MICROSOFT CORP | 5869 | 2839000 | COM |
| ISHARES TR | 35848 | 2366000 | CORE S&P MCP ETF |
| ISHARES INC | 28237 | 2052000 | MSCI EMRG CHN |
| BERKSHIRE HATHAWAY INC DEL | 3908 | 1964000 | CL B NEW |
| VANGUARD TAX-MANAGED FDS | 21368 | 1335000 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 6606 | 1232000 | COM |
| APPLIED MATLS INC | 4714 | 1211000 | COM |
| AMGEN INC | 3149 | 1031000 | COM |
| SCHWAB STRATEGIC TR | 29955 | 950000 | LONG TERM US |
| VANGUARD INDEX FDS | 3252 | 944000 | MID CAP ETF |
| COSTCO WHSL CORP NEW | 1077 | 929000 | COM |
| ALPHABET INC | 2835 | 887000 | CAP STK CL A |
| STRYKER CORPORATION | 2187 | 769000 | COM |
| ISHARES TR | 2606 | 641000 | RUSSELL 2000 ETF |
| CATERPILLAR INC | 1053 | 603000 | COM |
| ISHARES TR | 3021 | 603000 | U.S. TECH ETF |
| ISHARES TR | 1242 | 588000 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 800 | 502000 | S&P 500 ETF SHS |
| LOWES COS INC | 1676 | 404000 | COM |
| VANGUARD WORLD FD | 3263 | 395000 | ESG US STK ETF |
| ISHARES TR | 3983 | 383000 | RUS MID CAP ETF |
| UNITEDHEALTH GROUP INC | 1045 | 345000 | COM |
| SYNOPSYS INC | 731 | 343000 | COM |
| TJX COS INC NEW | 2059 | 316000 | COM |
| AMERICAN EXPRESS CO | 815 | 302000 | COM |
| PROCTER AND GAMBLE CO | 2086 | 299000 | COM |
| VANGUARD WORLD FD | 2099 | 296000 | MEGA CAP VAL ETF |
| HOME DEPOT INC | 775 | 267000 | COM |
| QUALCOMM INC | 1432 | 245000 | COM |
| ISHARES TR | 1454 | 244000 | CORE S&P US GWT |
| ISHARES TR | 1395 | 207000 | CORE S&P TTL STK |
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