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Portfolio (Quarterly) Guide ↗

Antonelli Financial Advisors, LLC

· CIK 0002055364
13F Portfolio $146M AUM 53 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 5 Added 33 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 15,684.0 $5.1M 3.52% +85.0 +0.5% $327.34 +9.3%
2 AMZN AMAZON COM INC Consumer Cyclical 17,679.0 $4.2M 2.89% +510.0 +3.0% $238.36 +11.8%
3 META META PLATFORMS INC Communication Services 5,885.0 $3.3M 2.27% +30.0 +0.5% $563.30 +2.6%
4 VO VANGUARD INDEX FDS 10,638.0 $857K 0.59% +7K +234.3% $80.56 +2.4%
5 IWF ISHARES TR 3,252.0 $404K 0.28% +2K +182.1% $124.23 -1.2%

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 41.7%
Technology 35.1%
Consumer Cyclical 8.5%
Communication Services 7.1%
Healthcare 3.0%
Consumer Defensive 2.0%
Industrials 1.3%
Utilities 0.8%
Energy 0.5%