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Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC is a Michigan-based independent, fee-only registered investment adviser founded in 2017. With a small team of 3 employees, the firm provides comprehensive wealth management and personalized financial planning services, primarily serving individuals and families seeking clarity and confidence in their financial path.
Investment Strategy
Antonelli Financial Advisors, LLC employs a fee-only approach centered on comprehensive wealth management and investment planning. The firm constructs diversified portfolios, often using ETFs and direct equity holdings, customized to each client's goals, time horizon, and risk tolerance. Their process emphasizes long-term growth, ongoing financial planning, and client education, aiming to offer peace of mind through active engagement and holistic advice.
Latest 13F Filing Activity
Antonelli Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $139M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, First TR Exchange-traded FD among other positions. Antonelli Financial Advisors, LLC reduced exposure to Vanguard Index FDS, Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 18.21% | $25.2M | 45,731 | $504.31 | $551.64 | +$5.7M |
V VTV | VANGUARD INDEX FDS | 15.11% | $20.9M | 118,470 | $170.96 | $176.74 | +$3.1M |
A AAPL | APPLE INC | 9.49% | $13.1M | 64,063 | $222.13 | $205.17 | -$1.5M |
F FDN | FIRST TR EXCHANGE-TRADED FD | 7.59% | $10.5M | 39,016 | $243.91 | $269.33 | +$2.6M |
E EFA | ISHARES TR | 7.40% | $10.3M | 114,745 | $76.46 | $89.39 | +$1.5M |
Industry Allocation
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