Antonelli Financial Advisors, LLC

GROSSE POINTE, MI · CIK 2055364 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGrosse Pointe, MI

$145.8m reported value +0.8% vs Q1 2026

53positions

70.1%in top 10

5 new 3 added 35 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS VALUE ETF VTV	VTV	111,515	$24.3m16.66%	16.66%	Reduced -33.3k	-33,349 -23.0%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	25,803	$19.0m13.03%	13.03%	Reduced -11.0k	-11,027 -29.9%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	136,795	$14.2m9.74%	9.74%	Reduced -14.4k	-14,420 -9.5%
4	APPLE INC COM AAPL	AAPL	45,274	$13.1m8.98%	8.98%	Reduced -2.0k	-2,012 -4.2%
5	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	96,194	$7.2m4.96%	4.96%	Reduced -1.9k	-1,943 -2.0%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	18,218	$6.4m4.41%	4.41%	Reduced -261	-261 -1.4%
7	JPMORGAN CHASE & CO COM JPM	JPM	15,684	$5.1m3.52%	3.52%	Added +85	+85 0.5%
8	ISHARES INC MSCI EMRG CHN EMXC	EMXC	43,616	$4.5m3.06%	3.06%	Reduced -434	-434 -1.0%
9	AMAZON COM INC COM AMZN	AMZN	17,679	$4.2m2.89%	2.89%	Added +510	+510 3.0%
10	ISHARES TR CORE S&P500 ETF IVV	IVV	5,574	$4.2m2.86%	2.86%	Reduced -639	-639 -10.3%
11	INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS EELV	EELV	138,871	$3.9m2.65%	2.65%	Reduced -6.5k	-6,525 -4.5%
12	APPLIED MATLS INC COM AMAT	AMAT	4,714	$3.4m2.34%	2.34%	Unchanged
13	META PLATFORMS INC CL A META	META	5,885	$3.3m2.27%	2.27%	Added +30	+30 0.5%
14	ISHARES TR CORE S&P MCP ETF IJH	IJH	35,534	$2.7m1.88%	1.88%	Reduced -310	-310 -0.9%
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	16,305	$2.6m1.77%	1.77%	Reduced -412	-412 -2.5%
16	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	32,404	$2.1m1.46%	1.46%	Reduced -3.1k	-3,069 -8.7%
17	MICROSOFT CORP COM MSFT	MSFT	5,575	$2.1m1.43%	1.43%	Reduced -110	-110 -1.9%
18	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,441	$1.7m1.18%	1.18%	Reduced -47	-47 -1.4%
19	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	5,961	$1.6m1.08%	1.08%	Reduced -2.9k	-2,877 -32.5%
20	ISHARES TR FUTURE AI & TECH ARTY	ARTY	18,695	$1.4m0.98%	0.98%	Reduced -2.6k	-2,586 -12.2%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	19,666	$1.4m0.96%	0.96%	Reduced -1.6k	-1,582 -7.5%
22	AMGEN INC COM AMGN	AMGN	3,149	$1.1m0.78%	0.78%	Unchanged
23	NVIDIA CORPORATION COM NVDA	NVDA	5,504	$1.1m0.75%	0.75%	Reduced -451	-451 -7.6%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,825	$1.0m0.69%	0.69%	Unchanged
25	COSTCO WHSL CORP NEW COM COST	COST	1,027	$961.0k0.66%	0.66%	Reduced -50	-50 -4.6%
26	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,638	$857.0k0.59%	0.59%	Reduced -2.1k	-2,090 -16.4%
27	SCHWAB STRATEGIC TR LONG TERM US SCHQ	SCHQ	27,301	$855.0k0.59%	0.59%	Reduced -5.0k	-5,000 -15.5%
28	CATERPILLAR INC COM CAT	CAT	752	$801.0k0.55%	0.55%	Unchanged
29	BROADCOM INC COM AVGO	AVGO	1,891	$714.0k0.49%	0.49%	New
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,374	$713.0k0.49%	0.49%	Reduced -117	-117 -4.7%
31	ARK ETF TR AUTNMUS TECHNLGY ARKQ	ARKQ	5,224	$691.0k0.47%	0.47%	Reduced -289	-289 -5.2%
32	STRYKER CORPORATION COM SYK	SYK	2,128	$670.0k0.46%	0.46%	Reduced -40	-40 -1.9%
33	NASDAQ INC COM NDAQ	NDAQ	8,150	$642.0k0.44%	0.44%	New
34	ISHARES TR U.S. TECH ETF IYW	IYW	2,461	$621.0k0.43%	0.43%	Reduced -42	-42 -1.7%
35	DTE ENERGY CO COM DTE	DTE	3,293	$502.0k0.34%	0.34%	Reduced -53	-53 -1.6%
36	MICRON TECHNOLOGY INC COM MU	MU	375	$433.0k0.30%	0.30%	New
37	ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET GLTR	GLTR	2,369	$429.0k0.29%	0.29%	Reduced -377	-377 -13.7%
38	ISHARES TR MORTGE REL ETF REM	REM	18,561	$409.0k0.28%	0.28%	Reduced -1.8k	-1,842 -9.0%
39	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,252	$404.0k0.28%	0.28%	Reduced -1.4k	-1,360 -29.5%
40	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	16,758	$397.0k0.27%	0.27%	Reduced -3.2k	-3,155 -15.8%
41	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,110	$396.0k0.27%	0.27%	Reduced -715	-715 -14.8%
42	ISHARES TR RUS MID CAP ETF IWR	IWR	3,400	$375.0k0.26%	0.26%	Reduced -400	-400 -10.5%
43	LOWES COS INC COM LOW	LOW	1,676	$370.0k0.25%	0.25%	Unchanged
44	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	8,169	$366.0k0.25%	0.25%	Reduced -1.3k	-1,344 -14.1%
45	SYNOPSYS INC COM SNPS	SNPS	731	$326.0k0.22%	0.22%	Unchanged
46	TJX COS INC NEW COM TJX	TJX	2,059	$312.0k0.21%	0.21%	Unchanged
47	DT MIDSTREAM INC COMMON STOCK DTM	DTM	2,051	$301.0k0.21%	0.21%	Unchanged
48	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,454	$274.0k0.19%	0.19%	Unchanged
49	HOME DEPOT INC COM HD	HD	775	$273.0k0.19%	0.19%	Unchanged
50	QUALCOMM INC COM QCOM	QCOM	1,432	$265.0k0.18%	0.18%	New
51	AMERICAN EXPRESS CO COM AXP	AXP	745	$252.0k0.17%	0.17%	Reduced -70	-70 -8.6%
52	PROCTER AND GAMBLE CO COM PG	PG	1,650	$242.0k0.17%	0.17%	Reduced -436	-436 -20.9%
53	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,395	$229.0k0.16%	0.16%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VOO	VOO	690	$412.0k690 shares
VANGUARD WORLD FD ESGV	ESGV	3,299	$370.0k3.3k shares
VANGUARD WORLD FD MGV	MGV	2,090	$303.0k2.1k shares
NETFLIX INC NFLX	NFLX	2,653	$255.0k2.7k shares