You're signed outSign in or to get full access.
Tranquilli Financial Advisor LLC
Tranquilli Financial Advisor LLC is a registered investment advisory firm headquartered in Clinton, New Jersey. Founded in 2011 and operating with one employee, the firm serves primarily retail and high net worth individuals, as well as pension plans and charitable organizations. It provides financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is not a broker-dealer and manages all accounts on a discretionary basis.
Investment Strategy
Tranquilli Financial Advisor LLC employs a tailored approach focused on financial planning and portfolio management for individuals and high net worth clients. The strategy includes asset allocation, market timing, and ongoing consulting to meet personal and institutional investment goals. Fees are asset-based, hourly, or fixed, depending on service. The firm prioritizes client-specific advice, leveraging a disciplined investment process for capital preservation and long-term growth.
Latest 13F Filing Activity
Tranquilli Financial Advisor LLC filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $162M. The fund increased holdings in Ishares TR, Ishares TR, Vanguard World FD among other positions. Tranquilli Financial Advisor LLC reduced exposure to Vanguard Index FDS, Vanguard World FD, Vanguard World FD among others.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 6.83% | $11.0M | 115,694 | $66.69 | $95.32 | +$1.2M |
D DFAX | DIMENSIONAL ETF TRUST | 4.51% | $7.3M | 248,081 | $22.98 | $29.37 | +$1.3M |
B BSV | VANGUARD BD INDEX FDS | 3.94% | $6.4M | 80,895 | $77.59 | $78.70 | -$1.4M |
I IDEV | ISHARES TR | 3.78% | $6.1M | 80,262 | $70.37 | $76.04 | +$2.1M |
R RSP | INVESCO EXCHANGE TRADED FD T | 3.20% | $5.2M | 28,475 | $170.27 | $181.74 | +$492.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more