Yanni & Associates Investment Advisors, LLC
All 13F Filings
- Location
- Wexford, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 108,373
- 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 | 7/8/2026 | 34 | 108,373 | 13F-HR | Yanni & Associates Investment Advisors, LLC |
| Q1 2026 | 4/9/2026 | 34 | 96,456 | 13F-HR | Yanni & Associates Investment Advisors, LLC |
| Q4 2025 | 2/6/2026 | 36 | 99,977 | 13F-HR | Yanni & Associates Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.948 K | 6.4% | 335 | 0 | 335 |
| ETFs | 99.87 K | 92.2% | 11.55 K | 0 | 11.55 K |
| Debt | 1.557 K | 1.4% | 31 | 0 | 31 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
108,373
Holdings
34
QoQ value change ($000)
11,917
(12.4%)
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.