Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC reported 53 positions worth $145.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VTV (16.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $24.3M | 16.66% | 111,515 | — | — | |
| ▸ 2 | QQQ | SH | $19.0M | 13.03% | 25,803 | — | — | |
| ▸ 3 | EFA | SH | $14.2M | 9.74% | 136,795 | — | — | |
| ▸ 4 | AAPL | SH | $13.1M | 8.98% | 45,274 | — | — | |
| ▸ 5 | VCLT | SH | $7.2M | 4.96% | 96,194 | — | — | |
| ▸ 6 | GOOG | SH | $6.4M | 4.41% | 18,218 | — | — | |
| ▸ 7 | JPM | SH | $5.1M | 3.52% | 15,684 | — | — | |
| ▸ 8 | EMXC | SH | $4.5M | 3.06% | 43,616 | — | — | |
| ▸ 9 | AMZN | SH | $4.2M | 2.89% | 17,679 | — | — | |
| ▸ 10 | IVV | SH | $4.2M | 2.86% | 5,574 | — | — |
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Frequently Asked Questions
What stocks does Antonelli Financial Advisors, LLC hold as of Q2 2026?
Antonelli Financial Advisors, LLC reported 53 positions worth $145.8M in its Q2 2026 13F filing. Largest positions: VTV (16.7%), QQQ (13.0%), EFA (9.7%), AAPL (9.0%) and VCLT (5.0%).
What did Antonelli Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Antonelli Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.