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Antonelli Financial Advisors - Q2 2026 13F Filings

AN

Antonelli Financial Advisors, LLC

CIK: 0002055364
Address: Michigan Grosse Pointe 16824 Kercheval Place Suite 202
$145.84 M
Portfolio Value
53
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AVGO Broadcom
+$714,000
2. NDAQ Nasdaq
+$642,000
3. VO Vanguard Mid-Cap Etf
+$600,657.27
4. MU Micron Technology
+$433,000
5. QCOM Qualcomm Incorporated
+$265,000

Top Sells

Q2 2026
1. QQQ Invesco Qqq Trust Series I
−$8.12 M
2. VTV Vanguard Value Etf
−$7.27 M
3. EFA Ishares Msci Eafe Etf
−$1.5 M
4. FDN First Trust Dow Jones Internet Index Fund
−$761,601.41
5. AAPL Apple
−$582,170.78

Asset Allocation

Stocks/ETFs
+0.78%
$145.84 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Antonelli Financial Advisors Q2 2026 Filing Summary

Antonelli Financial Advisors, LLC filed its 13F report for Q2 2026 on July 14, 2026. The portfolio totaled 145.84 M reflecting a +0.78% change from the prior quarter, spanning 53 assets. The top 10 holdings comprised 70.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Antonelli Financial Advisors’s Q2 2026 Filing

Antonelli Financial Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Antonelli Financial Advisors reported a managed portfolio value of 145.84 M, consisting of 53 individual positions.

This page displays the raw filing documents. To see which stocks Antonelli Financial Advisors bought or sold during Q2 2026, please visit Antonelli Financial Advisors's Portfolio Analysis page.