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Portfolio (Quarterly) Guide ↗

Yanni & Associates Investment Advisors, LLC

· CIK 0002109644
13F Portfolio $100M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 24,663.0 $16.8M 16.82% NEW $681.92 +8.3%
2 IVV ISHARES TR 17,675.0 $12.1M 12.11% NEW $684.94 +8.3%
3 SCHX SCHWAB STRATEGIC TR 429,291.0 $11.6M 11.55% NEW $26.91 +7.9%
4 OEF ISHARES TR 23,400.0 $8.0M 8.03% NEW $342.97 +7.5%
5 IVW ISHARES TR 46,496.0 $5.7M 5.73% NEW $123.26 +10.2%
6 IVE ISHARES TR 25,172.0 $5.3M 5.34% NEW $212.07 +6.1%
7 IJH ISHARES TR 74,860.0 $4.9M 4.94% NEW $66.00 +9.3%
8 SCHF SCHWAB STRATEGIC TR 200,036.0 $4.8M 4.81% NEW $24.04 +11.8%
9 FNDX SCHWAB STRATEGIC TR 168,080.0 $4.6M 4.58% NEW $27.21 +11.7%
10 QQQ INVESCO QQQ TR Financial Services 6,993.0 $4.3M 4.30% NEW $614.31 +14.9%
11 FLTR VANECK ETF TRUST 119,386.0 $3.0M 3.04% NEW $25.48 +0.2%
12 IWF ISHARES TR 3,936.0 $1.9M 1.86% NEW $473.30 -73.8%
13 TIP ISHARES TR 16,899.0 $1.9M 1.86% NEW $109.91 +0.5%
14 SCHJ SCHWAB STRATEGIC TR 67,987.0 $1.7M 1.69% NEW $24.90 -1.3%
15 IJR ISHARES TR 13,218.0 $1.6M 1.59% NEW $120.18 +11.8%
16 FTSL FIRST TR EXCHANGE-TRADED FD 34,058.0 $1.6M 1.56% NEW $45.88 -1.6%
17 SCHG SCHWAB STRATEGIC TR 32,985.0 $1.1M 1.08% NEW $32.62 +4.8%
18 META META PLATFORMS INC Communication Services 1,246.0 $822K 0.82% NEW $659.96 -6.9%
19 TSLA TESLA INC Consumer Cyclical 1,725.0 $776K 0.78% NEW $449.72 -6.1%
20 AON AON PLC Financial Services 1,792.0 $632K 0.63% NEW $352.88 -7.5%
Page 1 of 2  ·  36 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 83.4%
Consumer Cyclical 5.2%
Technology 5.0%
Communication Services 2.9%
Healthcare 2.1%
Energy 1.2%