13F Filings History of Antonelli Financial Advisors, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$152,059,000
Signature - Title
Randie R Kohler - Compliance Officer
Location
Grosse Pointe, MI
Summary
This page shows a list of all the recent 13F filings made by Antonelli Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Antonelli Financial Advisors, LLC reported 44 stock holdings with total value $152,059,000 as of Q4 2025. Top holdings included QQQ, VTV, AAPL, EFA, and VCLT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $152,059,000 +$8,663,562 -$7,578,151 +$1,085,411 QQQ, VTV, AAPL, EFA, VCLT 13F-HR 27 Jan 2026, 16:54
Q3 2025 46 $147,219,159 +$1,822,996 -$4,380,189 -$2,557,193 QQQ, VTV, AAPL, EFA, FDN 13F-HR 31 Oct 2025, 10:51
Q2 2025 46 $138,535,498 +$8,358,007 -$4,925,842 +$3,432,165 QQQ, VTV, AAPL, FDN, EFA 13F-HR 24 Jul 2025, 08:42
Q1 2025 46 $124,189,854 +$25,175,120 -$15,765,824 +$9,409,296 QQQ, VTV, AAPL, EFA, FDN 13F-HR 22 Apr 2025, 17:23
Q4 2024 48 $118,294,326 $0 $0 $0 QQQ, VTV, VO, EFA, FDN 13F-HR 11 Feb 2025, 10:59