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Portfolio (Quarterly) Guide ↗

Yanni & Associates Investment Advisors, LLC

· CIK 0002109644
13F Portfolio $108M AUM 34 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 Added 15 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 24,708.0 $18.5M 17.03% -388.0 -1.6% $746.77 +2.6%
2 IVV ISHARES TR 17,828.0 $13.4M 12.32% -110.0 -0.6% $748.89 +2.8%
3 IVW ISHARES TR 46,063.0 $6.3M 5.85% -422.0 -0.9% $137.53 +0.9%
4 IVE ISHARES TR 25,191.0 $5.7M 5.28% -398.0 -1.6% $227.06 +4.6%
5 FNDX SCHWAB STRATEGIC TR 169,794.0 $5.3M 4.87% -2K -1.1% $31.10 +4.6%
6 IJR ISHARES TR 13,210.0 $2.0M 1.81% -155.0 -1.2% $148.31 -1.1%
7 SCHG SCHWAB STRATEGIC TR 30,710.0 $1.0M 0.96% -1K -3.5% $33.84 +4.4%
8 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,729.0 $618K 0.57% -171.0 -1.6% $57.62 +17.9%
9 IWB ISHARES TR 1,501.0 $615K 0.57% -142.0 -8.6% $409.50 +2.5%
10 ONEQ FIDELITY COMWLTH TR 5,833.0 $602K 0.56% -300.0 -4.9% $103.22 -0.2%
11 META META PLATFORMS INC Communication Services 1,019.0 $574K 0.53% -96.0 -8.6% $563.29 +1.2%
12 AAPL APPLE INC Technology 1,949.0 $564K 0.52% -36.0 -1.8% $289.30 +7.1%
13 IBM INTERNATIONAL BUSINESS MACHS Technology 1,865.0 $524K 0.48% -49.0 -2.6% $281.15 -16.7%
14 PNC PNC FINL SVCS GROUP INC Financial Services 1,299.0 $320K 0.29% -10.0 -0.8% $246.22 -0.9%
15 NVDA NVIDIA CORPORATION Technology 1,564.0 $313K 0.29% -13.0 -0.8% $200.14 +6.5%

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 85.3%
Consumer Cyclical 4.8%
Technology 4.7%
Healthcare 2.1%
Communication Services 1.9%
Energy 1.3%