Antonelli Financial Advisors, LLC - Portfolio Stock Holdings
Antonelli Financial Advisors, LLC disclosed 57 stock positions in a recent SEC 13F filing. $145,835,023 of stock holdings were filed, with the largest holdings including VTV, QQQ, and EFA. This filing represented positions held on June 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.
Report Period:
June 30, 2026No. of Stocks:
57Est. Stock Holding Value:
$145,835,023Top Stock Holdings By Sector
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Portfolio Stock Holdings - Antonelli Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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