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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 2,374.0 $713K 0.49% -117.0 -4.7% $300.34 -1.5%
22 ARKQ ARK ETF TR 5,224.0 $691K 0.47% -289.0 -5.2% $132.27 -7.5%
23 SYK STRYKER CORPORATION Healthcare 2,128.0 $670K 0.46% -40.0 -1.9% $314.85 +5.0%
24 IYW ISHARES TR 2,461.0 $621K 0.43% -42.0 -1.7% $252.34 -0.5%
25 DTE DTE ENERGY CO Utilities 3,293.0 $502K 0.34% -53.0 -1.6% $152.44 -10.9%
26 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 2,369.0 $429K 0.29% -377.0 -13.7% $181.09 +11.8%
27 REM ISHARES TR 18,561.0 $409K 0.28% -2K -9.0% $22.04 -1.2%
28 SCHH SCHWAB STRATEGIC TR 16,758.0 $397K 0.27% -3K -15.8% $23.69 +0.2%
29 VNQ VANGUARD INDEX FDS 4,110.0 $396K 0.27% -715.0 -14.8% $96.35 +0.9%
30 IWR ISHARES TR 3,400.0 $375K 0.26% -400.0 -10.5% $110.29 +1.8%
31 VNQI VANGUARD INTL EQUITY INDEX F 8,169.0 $366K 0.25% -1K -14.1% $44.80 +1.0%
32 AXP AMERICAN EXPRESS CO Financial Services 745.0 $252K 0.17% -70.0 -8.6% $338.25 -1.5%
33 PG PROCTER & GAMBLE CO Consumer Defensive 1,650.0 $242K 0.17% -436.0 -20.9% $146.67 -2.0%
Page 2 of 2  ·  33 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 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%