account_balance
Investment manager · 13F filer · SEC CIK 2055364
Antonelli Financial Advisors, LLC
Reported value$138Mas of Sep 30, 2026
Positions51 0 new, 2 sold out
Top 10 weight71.7%VTV alone is 15%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
14.9%Trimmed −14%
QQQInvesco QQQ Tr
12.6%Trimmed −8%
EFAiShares Tr
11.7%Added +14%
AAPLApple Inc.
10.8%
GOOGAlphabet Inc.
4.5%
EMXCiShares Inc
3.9%Added +23%
JPMJPMorgan Chase & Co
3.8%
EELVInvesco Exch Traded Fd Tr II
3.4%Added +22%
IVViShares Tr
3.1%
AMZNAmazon.com Inc
3.1%Trimmed −4%
METAMeta Platforms, Inc.
3.0%Trimmed −4%
MSFTMicrosoft Corp
2.0%−4%
VTVVanguard Index FDS
14.9%Trimmed −14%
QQQInvesco QQQ Tr
12.6%Trimmed −8%
EFAiShares Tr
11.7%Added +14%
AAPLApple Inc.
10.8%
GOOGAlphabet Inc.
4.5%
EMXCiShares Inc
3.9%
EELV3.4%
IVV3.1%
AMZN3.1%META3.0%MSFT2.0%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
VTV Vanguard Index FDS 14.9% Trimmed −14%
QQQ Invesco QQQ Tr 12.6% Trimmed −8%
EFA iShares Tr 11.7% Added +14%
AAPL Apple Inc. 10.8% HeldGOOG Alphabet Inc. 4.5% HeldEMXC iShares Inc 3.9% Added +23%
JPM JPMorgan Chase & Co 3.8% HeldEELV Invesco Exch Traded Fd Tr II 3.4% Added +22%
IVV iShares Tr 3.1% Held
AMZN Amazon.com Inc 3.1% Trimmed −4%META Meta Platforms, Inc. 3.0% Trimmed −4%MSFT Microsoft Corp 2.0% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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