Antonelli Financial Advisors, LLC

Est. AUM

$144.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$28.4M	144864	19.64%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$21.3M	36830	14.69%	SOLE
3	ISHARES TR	MSCI EAFE ETF	$14.7M	151215	10.15%	SOLE
4	APPLE INC	COM	$12.0M	47286	8.29%	SOLE
5	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.3M	98137	5.07%	SOLE
6	ALPHABET INC	CAP STK CL C	$5.3M	18479	3.66%	SOLE
7	JPMORGAN CHASE & CO	COM	$4.6M	15599	3.17%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$4.1M	145396	2.82%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$4.1M	6213	2.80%	SOLE
10	AMAZON COM INC	COM	$3.6M	17169	2.47%	SOLE
11	ISHARES INC	MSCI EMRG CHN	$3.5M	44050	2.39%	SOLE
12	META PLATFORMS INC	CL A	$3.4M	5855	2.31%	SOLE
13	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	16717	1.71%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$2.4M	35844	1.67%	SOLE
15	MICROSOFT CORP	COM	$2.1M	5685	1.45%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.1M	8838	1.43%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3488	1.15%	SOLE
18	GLOBAL X FDS	ARTIFICIAL ETF	$1.7M	35473	1.14%	SOLE
19	APPLIED MATLS INC	COM	$1.6M	4714	1.11%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	21248	0.94%	SOLE
21	AMGEN INC	COM	$1.1M	3149	0.77%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1077	0.74%	SOLE
23	NVIDIA CORPORATION	COM	$1.0M	5955	0.72%	SOLE
24	SCHWAB STRATEGIC TR	LONG TERM US	$1.0M	32301	0.70%	SOLE
25	ISHARES TR	FUTURE AI & TECH	$990K	21281	0.68%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$914K	3182	0.63%	SOLE
27	ALPHABET INC	CAP STK CL A	$812K	2825	0.56%	SOLE
28	STRYKER CORPORATION	COM	$712K	2168	0.49%	SOLE
29	ARK ETF TR	AUTNMUS TECHNLGY	$620K	5513	0.43%	SOLE
30	ISHARES TR	RUSSELL 2000 ETF	$618K	2491	0.43%	SOLE
31	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$601K	2746	0.42%	SOLE
32	CATERPILLAR INC	COM	$533K	752	0.37%	SOLE
33	ISHARES TR	RUS 1000 GRW ETF	$492K	1153	0.34%	SOLE
34	DTE ENERGY CO	COM	$489K	3346	0.34%	SOLE
35	ISHARES TR	U.S. TECH ETF	$454K	2503	0.31%	SOLE
36	ISHARES TR	MORTGE REL ETF	$438K	20403	0.30%	SOLE
37	VANGUARD INDEX FDS	REAL ESTATE ETF	$428K	4825	0.30%	SOLE
38	SCHWAB STRATEGIC TR	US REIT ETF	$428K	19913	0.30%	SOLE
39	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$423K	9513	0.29%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$412K	690	0.28%	SOLE
41	LOWES COS INC	COM	$396K	1676	0.27%	SOLE
42	VANGUARD WORLD FD	ESG US STK ETF	$370K	3299	0.26%	SOLE
43	ISHARES TR	RUS MID CAP ETF	$369K	3800	0.25%	SOLE
44	TJX COS INC NEW	COM	$329K	2059	0.23%	SOLE
45	VANGUARD WORLD FD	MEGA CAP VAL ETF	$303K	2090	0.21%	SOLE
46	PROCTER & GAMBLE CO	COM	$301K	2086	0.21%	SOLE
47	SYNOPSYS INC	COM	$290K	731	0.20%	SOLE
48	DT MIDSTREAM INC	COMMON STOCK	$276K	2051	0.19%	SOLE
49	NETFLIX INC.	COM	$255K	2653	0.18%	SOLE
50	HOME DEPOT INC	COM	$255K	775	0.18%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.