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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 AVGO BROADCOM INC Technology 1,891.0 $714K 0.49% NEW $377.58 -2.3%
2 NDAQ NASDAQ INC Financial Services 8,150.0 $642K 0.44% NEW $78.77 +26.1%
3 MU MICRON TECHNOLOGY INC Technology 375.0 $433K 0.30% NEW $1154.67 -19.2%
4 QCOM QUALCOMM INC Technology 1,432.0 $265K 0.18% NEW $185.06 -11.3%
5 ITOT ISHARES TR 1,395.0 $229K 0.16% NEW $164.16 +2.6%

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%