Yanni & Associates Investment Advisors, LLC
Yanni & Associates Investment Advisors, LLC reported 34 positions worth $108.4M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPY (17.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $18.5M | 17.03% | 24,708 | — | — | |
| ▸ 2 | IVV | SH | $13.4M | 12.32% | 17,828 | — | — | |
| ▸ 3 | SCHX | SH | $12.8M | 11.77% | 433,561 | — | — | |
| ▸ 4 | OEF | SH | $8.6M | 7.91% | 23,424 | — | — | |
| ▸ 5 | IVW | SH | $6.3M | 5.85% | 46,063 | — | — | |
| ▸ 6 | IJH | SH | $5.8M | 5.39% | 75,726 | — | — | |
| ▸ 7 | IVE | SH | $5.7M | 5.28% | 25,191 | — | — | |
| ▸ 8 | SCHF | SH | $5.7M | 5.24% | 205,158 | — | — | |
| ▸ 9 | FNDX | SH | $5.3M | 4.87% | 169,794 | — | — | |
| ▸ 10 | QQQ | SH | $5.2M | 4.81% | 7,073 | — | — |
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Frequently Asked Questions
What stocks does Yanni & Associates Investment Advisors, LLC hold as of Q2 2026?
Yanni & Associates Investment Advisors, LLC reported 34 positions worth $108.4M in its Q2 2026 13F filing. Largest positions: SPY (17.0%), IVV (12.3%), SCHX (11.8%), OEF (7.9%) and IVW (5.8%).
What did Yanni & Associates Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Yanni & Associates Investment 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.