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Portfolio (Quarterly) Guide ↗

Tranquilli Financial Advisor LLC

· CIK 0001847769
13F Portfolio $172M AUM 130 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 39 Added 62 Reduced 7 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLV VANGUARD BD INDEX FDS 20,150.0 $1.4M 0.81% -11K -36.0% $69.52 -2.7%
22 BNDX VANGUARD CHARLOTTE FDS 28,059.0 $1.4M 0.79% -444.0 -1.6% $48.32 -0.7%
23 VTIP VANGUARD MALVERN FDS 26,729.0 $1.3M 0.77% -15K -35.6% $49.46 +1.6%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 8,005.0 $1.3M 0.74% -140.0 -1.7% $160.40 +17.6%
25 IGLB ISHARES TR 23,891.0 $1.2M 0.70% -491.0 -2.0% $50.45 -2.3%
26 SPSB SPDR SERIES TRUST 36,670.0 $1.1M 0.64% -581.0 -1.6% $30.20 -0.7%
27 JMBS JANUS DETROIT STR TR 24,223.0 $1.1M 0.64% -388.0 -1.6% $45.69 -1.7%
28 GLD SPDR GOLD TR Financial Services 2,742.0 $1.1M 0.63% -552.0 -16.8% $396.31 +5.2%
29 VNQ VANGUARD INDEX FDS 11,880.0 $1.1M 0.61% -424.0 -3.5% $88.49 +9.2%
30 EEM ISHARES TR 17,289.0 $946K 0.55% -568.0 -3.2% $54.71 +20.7%
31 DGRO ISHARES TR 13,421.0 $932K 0.54% -116.0 -0.9% $69.42 +6.8%
32 IEMG ISHARES INC 13,851.0 $931K 0.54% -113.0 -0.8% $67.22 +19.9%
33 BDX BECTON DICKINSON & CO Healthcare 4,769.0 $926K 0.54% -47.0 -1.0% $194.07 -24.6%
34 AMAT APPLIED MATLS INC Technology 3,510.0 $902K 0.52% -21.0 -0.6% $256.99 +66.3%
35 V VISA INC Financial Services 2,180.0 $765K 0.44% -42.0 -1.9% $350.71 -5.7%
36 BOND PIMCO ETF TR 7,391.0 $688K 0.40% -104.0 -1.4% $93.08 -1.9%
37 MTBA SIMPLIFY EXCHANGE TRADED 13,636.0 $687K 0.40% -214.0 -1.6% $50.41 -2.7%
38 MDT MEDTRONIC PLC Healthcare 7,098.0 $682K 0.40% -81.0 -1.1% $96.06 -18.6%
39 TIP ISHARES TR 6,099.0 $670K 0.39% -194.0 -3.1% $109.91 +0.4%
40 OMC OMNICOM GROUP INC Communication Services 7,598.0 $614K 0.36% -99.0 -1.3% $80.75 -8.6%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Communication Services 15.1%
Technology 13.4%
Consumer Cyclical 11.8%
Healthcare 10.2%
Consumer Defensive 5.4%
Energy 4.4%
Industrials 4.1%
Basic Materials 0.6%
Real Estate 0.5%