Antonelli Financial Advisors, LLC
All 13F Filings
- Location
- Grosse Pointe, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 144,709
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 52 | 144,709 | 13F-HR | Antonelli Financial Advisors, LLC |
| Q4 2025 | 1/27/2026 | 44 | 152,059 | 13F-HR | Antonelli Financial Advisors, LLC |
| Q3 2025 | 10/31/2025 | 46 | 147,219 | 13F-HR | Antonelli Financial Advisors, LLC |
| Q2 2025 | 7/24/2025 | 46 | 138,535 | 13F-HR | Antonelli Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.99 K | 31.1% | 0 | 55.56 K | -55.56 K |
| ETFs | 99.72 K | 68.9% | 48.21 K | 0 | 48.21 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
144,709
Holdings
52
QoQ value change ($000)
-7,350
(-4.8%)
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.