§ 13F · FUND PROFILE
Antonelli Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138.5T (13F)Positions · 46Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$302.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 43K | $26.7T | 17.5% | −2% |
| 2 | VTV | VANGUARD INDEX FDS | 138K | $26.4T | 17.4% | +14% |
| 3 | AAPL | APPLE INC | 59K | $16.0T | 10.5% | −6% |
| 4 | EFA | ISHARES TR | 132K | $12.6T | 8.3% | +15% |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | 92K | $7.0T | 4.6% | +10% |
| 6 | FDN | FIRST TR EXCHANGE-TRADED FD | 25K | $6.8T | 4.5% | −33% |
| 7 | IVV | ISHARES TR | 8K | $5.7T | 3.8% | +2% |
| 8 | GOOG | ALPHABET INC | 17K | $5.3T | 3.5% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO. | 16K | $5.3T | 3.5% | −1% |
| 10 | AMZN | AMAZON COM INC | 19K | $4.5T | 2.9% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ANTONELLI SIGNAL
AC read
Antonelli Financial Advisors, LLC is a Other fund managing $138535.5 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed