account_balance

Investment manager · 13F filer · SEC CIK 2109644

Yanni & Associates Investment Advisors, LLC

Reported value$109Mas of Sep 30, 2026
Positions37 4 new, 1 sold out
Top 10 weight79.5%SPY alone is 17%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 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
SPY SPDR S&P 500 ETF Trust 17.0% Held
IVV iShares Tr 12.3% Held
SCHX Schwab Strategic Tr 11.6% Trimmed −2%
OEF iShares Tr 8.0% Held
IVW iShares Tr 5.8% Trimmed −3%
IVE iShares Tr 5.2% Held
SCHF Schwab Strategic Tr 5.0% Trimmed −4%
IJH iShares Tr 4.9% Held
FNDX Schwab Strategic Tr 4.8% Held
QQQ Invesco QQQ Tr 4.7% Held
SCHJ Schwab Strategic Tr 3.2% Held
FLTR Vaneck ETF Trust 2.6% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • T $748K
  • VZ $493K
  • NEA $244K
  • WBD $200K
arrow_upwardAdded
arrow_downwardTrimmed
  • FLTR −5%
  • IWF −5%
  • SCHF −4%
  • IVW −3%
remove_circleSold out

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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