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	Status
1	VOO	VANGUARD INDEX FDS	—	690	$412K	0.28%	SOLD
2	ESGV	VANGUARD WORLD FD	—	3,299	$370K	0.26%	SOLD
3	MGV	VANGUARD WORLD FD	—	2,090	$303K	0.21%	SOLD
4	NFLX	NETFLIX INC.	Communication Services	2,653	$255K	0.18%	SOLD

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%