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Antonelli Financial Advisors - Q1 2026 13F Filings

AN

Antonelli Financial Advisors, LLC

CIK: 0002055364
Address: Michigan Grosse Pointe 16824 Kercheval Place Suite 202
$144.71 M
Portfolio Value
52
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. EFA Ishares Msci Eafe Etf
+$1.89 M
2. AIQ Global X Artificial Intelligence & Technology Etf
+$1.66 M
3. VTV Vanguard Value Etf
+$1.26 M
4. EMXC Ishares Msci Emerging Markets Ex China Etf
+$1.24 M
5. ARTY Ishares Future Ai & Tech Etf
+$990,000

Top Sells

Q1 2026
1. FDN First Trust Dow Jones Internet Index Fund
−$3.89 M
2. QQQ Invesco Qqq Trust Series I
−$3.79 M
3. AAPL Apple
−$2.9 M
4. IVV Ishares Core S&P 500 Etf
−$1.39 M
5. VYM Vanguard High Dividend Yield Index Etf
−$687,242.93

Asset Allocation

Stocks/ETFs
-4.83%
$144.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Antonelli Financial Advisors Q1 2026 Filing Summary

Antonelli Financial Advisors, LLC filed its 13F report for Q1 2026 on April 28, 2026. The portfolio totaled 144.71 M reflecting a -4.83% change from the prior quarter, spanning 52 assets. The top 10 holdings comprised 72.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Antonelli Financial Advisors’s Q1 2026 Filing

Antonelli Financial Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/28/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Antonelli Financial Advisors reported a managed portfolio value of 144.71 M, consisting of 52 individual positions.

This page displays the raw filing documents. To see which stocks Antonelli Financial Advisors bought or sold during Q1 2026, please visit Antonelli Financial Advisors's Portfolio Analysis page.