Portfolio (Quarterly) Guide ↗

Antonelli Financial Advisors, LLC

· CIK 0002055364

13F Portfolio $145M AUM 52 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 8 Added 20 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	1,045	$345K	0.23%	SOLD
2	QCOM	QUALCOMM INC	Technology	1,432	$245K	0.16%	SOLD
3	ITOT	ISHARES TR	—	1,395	$207K	0.14%	SOLD

Sector Allocation

Financial Services 42.7%

Technology 27.3%

Communication Services 15.5%

Consumer Cyclical 7.3%

Healthcare 2.9%

Consumer Defensive 2.2%

Industrials 0.9%

Utilities 0.8%

Energy 0.4%