Tranquilli Financial Advisor LLC

All 13F Filings

Location
Clinton, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
172,356
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/27/2026 130 172,356 13F-HR Tranquilli Financial Advisor LLC
Q3 2025 10/30/2025 118 169,280 13F-HR Tranquilli Financial Advisor LLC
Q2 2025 8/13/2025 115 161,537 13F-HR Tranquilli Financial Advisor LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 125.1 K 72.6% 6.747 K 0 6.747 K
ETFs 45.86 K 26.6% 0 618 -618
Debt 1.401 K 0.8% 0 3.055 K -3.055 K
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Fund Snapshot

Q4 2025
Latest filed
1/27/2026
Total value ($000)
172,356
Holdings
130
QoQ value change ($000)
3,076 (1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.