Antonelli Financial Advisors, LLC - Portfolio Stock Holdings

Antonelli Financial Advisors, LLC disclosed 53 stock positions in a recent SEC 13F filing. $138,249,905 of stock holdings were filed, with the largest holdings including VTV, QQQ, and EFA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $229,098,462 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.