account_balance

Investment manager · 13F filer · SEC CIK 1847769

Tranquilli Financial Advisor LLC

Reported value$186Mas of Jun 30, 2026
Positions135 18 new, 15 sold out
Top 10 weight33.8%SPYG alone is 7%
FiledAug 738 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYG SPDR Series Trust 7.4% Held
DFAX Dimensional ETF Trust 5.9% Added +5%
DFAC Dimensional ETF Trust 3.1% Added +5%
IDEV iShares Tr 3.1% Trimmed −4%
SPDW SPDR Index SHS FDS 2.7% Added +4%
RSP Invesco Exchange Traded Fd T 2.5% Added +7%
SPY SPDR S&P 500 ETF Trust 2.5% Added +14%
QQQ Invesco QQQ Tr 2.2% Added +6%
VIS Vanguard World Fd 2.2% Trimmed −3%
VDE Vanguard World Fd 2.1% Trimmed −4%
VHT Vanguard World Fd 2.1% Trimmed −3%
VPU Vanguard World Fd 2.0% Trimmed −3%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 7, 2026, compared with the May 11, 2026 filing
add_circleNew
  • SHY $1.69M
  • AAXJ $1.41M
  • PDBC $620K
  • ICE $573K
arrow_upwardAdded
  • VOX +182%
  • ACN +136%
  • VGT +117%
  • BNY +78%
arrow_downwardTrimmed
  • BIL −53%
  • VGSH −43%
  • FLRN −43%
  • VCSH −42%
remove_circleSold out
  • DGRO $918K
  • EDV $689K
  • MTBA $667K
  • AVUV $547K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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