Tranquilli Financial Advisor LLC

All 13F Filings

Location
Clinton, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
185,829
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/7/2026 135 185,829 13F-HR Tranquilli Financial Advisor LLC
Q1 2026 5/11/2026 132 171,244 13F-HR Tranquilli Financial Advisor LLC
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 44.96 K 24.2% 5.535 K 0 5.535 K
ETFs 140.2 K 75.4% 9.107 K 0 9.107 K
Debt 706 0.4% 0 59 -59
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
185,829
Holdings
135
QoQ value change ($000)
14,585 (8.5%)
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.