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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
Page 1 of 2  ·  34 positions
# 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 +2.5%
2 IVV ISHARES TR 17,828.0 $13.4M 12.32% -110.0 -0.6% $748.89 +2.7%
3 SCHX SCHWAB STRATEGIC TR 433,561.0 $12.8M 11.77% $29.43 +2.6%
4 OEF ISHARES TR 23,424.0 $8.6M 7.91% $365.87 +3.3%
5 IVW ISHARES TR 46,063.0 $6.3M 5.85% -422.0 -0.9% $137.53 +0.8%
6 IJH ISHARES TR 75,726.0 $5.8M 5.39% $77.11 -1.4%
7 IVE ISHARES TR 25,191.0 $5.7M 5.28% -398.0 -1.6% $227.06 +4.6%
8 SCHF SCHWAB STRATEGIC TR 205,158.0 $5.7M 5.24% $27.70 +3.1%
9 FNDX SCHWAB STRATEGIC TR 169,794.0 $5.3M 4.87% -2K -1.1% $31.10 +4.6%
10 QQQ INVESCO QQQ TR Financial Services 7,073.0 $5.2M 4.81% +102.0 +1.5% $736.41 -3.6%
11 SCHJ SCHWAB STRATEGIC TR 145,694.0 $3.6M 3.31% +2K +1.6% $24.66 -0.4%
12 FLTR VANECK ETF TRUST 115,403.0 $3.0M 2.73% $25.61 -0.1%
13 IJR ISHARES TR 13,210.0 $2.0M 1.81% -155.0 -1.2% $148.31 -1.2%
14 FTSL FIRST TR EXCHANGE-TRADED FD 34,784.0 $1.6M 1.44% +732.0 +2.1% $44.75 +0.0%
15 IWF ISHARES TR 10,253.0 $1.3M 1.18% +7K +247.8% $124.17 -2.0%
16 SCHG SCHWAB STRATEGIC TR 30,710.0 $1.0M 0.96% -1K -3.5% $33.84 +4.3%
17 TSLA TESLA INC Consumer Cyclical 1,725.0 $726K 0.67% $420.60 -16.0%
18 IJJ ISHARES TR 4,400.0 $650K 0.60% $147.73 -0.0%
19 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,729.0 $618K 0.57% -171.0 -1.6% $57.62 +17.6%
20 IWB ISHARES TR 1,501.0 $615K 0.57% -142.0 -8.6% $409.50 +2.4%
Page 1 of 2  ·  34 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 85.3%
Consumer Cyclical 4.8%
Technology 4.7%
Healthcare 2.1%
Communication Services 1.9%
Energy 1.3%