StockDriftsStockDriftsTop 50 Antonelli Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 16.66% | 111.5K | $24.3M | -23.02%(-33.35K) | $175.13(+28.94%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 13.03% | 25.8K | $19.0M | -29.94%(-11.03K) | $498.22(+44.68%) | 2026-06-30 | |
| EFA | ISHARES TR | 9.74% | 136.8K | $14.2M | -9.54%(-14.42K) | $83.79(+29.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.98% | 45.3K | $13.1M | -4.25%(-2.01K) | $232.26(+32.04%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 4.96% | 96.2K | $7.2M | -1.98%(-1.94K) | $77.38(-7.03%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.41% | 18.2K | $6.4M | -1.41%(-261) | $188.34(+86.09%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.52% | 15.7K | $5.1M | +0.54%(+85) | $225.72(+60.15%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.06% | 43.6K | $4.5M | -0.99%(-434) | $71.69(+32.75%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.89% | 17.7K | $4.2M | +2.97%(+510) | $203.34(+35.21%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.86% | 5.6K | $4.2M | -10.28%(-639) | $584.31(+33.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.93% |
Antonelli Financial Advisors, LLC reports $145.84M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are VTV (16.7%), QQQ (13.0%) and EFA (9.7%). The top 20 holdings account for 87.15% of reported assets. Its disclosed equity book has returned +30.58% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Antonelli Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
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