StockDriftsStockDriftsTop 50 Antonelli Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 14.92% | 95.5K | $20.6M | -14.40%(-16.06K) | $175.13(+26.88%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 12.64% | 23.6K | $17.5M | -8.46%(-2.18K) | $498.22(+44.19%) | 2026-09-30 | |
| EFA | ISHARES TR | 11.69% | 155.5K | $16.2M | +13.70%(+18.73K) | $86.21(+19.32%) | 2026-09-30 | |
| AAPL | APPLE INC | 10.82% | 44.9K | $15.0M | -0.77%(-349) | $232.26(+47.65%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.47% | 18.1K | $6.2M | -0.45%(-82) | $188.34(+80.61%) | 2026-09-30 | |
| EMXC | ISHARES INC | 3.85% | 53.7K | $5.3M | +23.23%(+10.13K) | $77.16(+20.94%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.75% | 15.7K | $5.2M | +0.00%(+0) | $225.72(+47.76%) | 2026-09-30 | |
| EELV | INVESCO EXCH TRADED FD TR II | 3.42% | 169.0K | $4.7M | +21.69%(+30.13K) | $25.81(+8.93%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.09% | 5.6K | $4.3M | +0.00%(+0) | $584.31(+31.78%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.06% | 17.0K | $4.2M | -3.94%(-697) | $203.34(+29.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.08% |
Antonelli Financial Advisors LLC reports $138.25M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are VTV (14.9%), QQQ (12.6%) and EFA (11.7%). The top 20 holdings account for 88.29% of reported assets. Its disclosed equity book has returned +32.50% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Antonelli Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055364). View Antonelli Financial Advisors LLC’s 13F filings on SEC