Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Antonelli Financial Advisors, LLC (CIK 2055364) reported $144.7M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($28.4M, 19.64%), QQQ ($21.3M, 14.69%), EFA ($14.7M, 10.15%), AAPL ($12.0M, 8.29%), VCLT ($7.3M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $28.4M | 19.64% | 144,864 | Added |
| 2 | QQQ | INVESCO QQQ TR | $21.3M | 14.69% | 36,830 | Trimmed |
| 3 | EFA | ISHARES TR | $14.7M | 10.15% | 151,215 | Added |
| 4 | AAPL | APPLE INC | $12.0M | 8.29% | 47,286 | Trimmed |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $7.3M | 5.07% | 98,137 | Added |
| 6 | GOOG | ALPHABET INC | $5.3M | 3.66% | 18,479 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $4.6M | 3.17% | 15,599 | Trimmed |
| 8 | EELV | INVESCO EXCH TRADED FD TR II | $4.1M | 2.82% | 145,396 | Added |
| 9 | IVV | ISHARES TR | $4.1M | 2.80% | 6,213 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $3.6M | 2.47% | 17,169 | Trimmed |
| 11 | EMXC | ISHARES INC | $3.5M | 2.39% | 44,050 | Added |
| 12 | META | META PLATFORMS INC | $3.4M | 2.31% | 5,855 | Trimmed |
| 13 | VYM | VANGUARD WHITEHALL FDS | $2.5M | 1.71% | 16,717 | Trimmed |
| 14 | IJH | ISHARES TR | $2.4M | 1.67% | 35,844 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 1.45% | 5,685 | Trimmed |
| 16 | FDN | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.43% | 8,838 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 1.15% | 3,488 | Trimmed |
| 18 | AIQ | GLOBAL X FDS | $1.7M | 1.14% | 35,473 | New |
| 19 | AMAT | APPLIED MATLS INC | $1.6M | 1.11% | 4,714 | Hold |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $1.4M | 0.94% | 21,248 | Trimmed |
| 21 | AMGN | AMGEN INC | $1.1M | 0.77% | 3,149 | Hold |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.1M | 0.74% | 1,077 | Hold |
| 23 | NVDA | NVIDIA CORPORATION | $1.0M | 0.72% | 5,955 | Trimmed |
| 24 | SCHQ | SCHWAB STRATEGIC TR | $1.0M | 0.70% | 32,301 | Added |
| 25 | IRBO | ISHARES TR | $990,000 | 0.68% | 21,281 | New |
Source: SEC Form 13F filings · as of 2026-03-31