Antonelli Financial Advisors Q2 2026 Portfolio Activity: Focus on Technology, Broad Sales

As of June 30th, 2026, Antonelli Financial Advisors (View Profile) managed a portfolio valued at $145.8 million.

The investment firm demonstrated active management during the quarter, engaging in both strategic buying and selling activities across various sectors. Analysis of their holdings changes reveals specific movements that provide insight into their current market outlook.

Significant Purchases Observed

Antonelli Financial Advisors showed a clear preference for growth-oriented assets this quarter, evidenced by several notable additions to their portfolio:

• Broadcom Inc (AVGO): The firm significantly increased its position in AVGO during Q2. Their holdings grew by +100% compared to the previous period.
• Nasdaq, Inc (NDAQ): Antonelli Financial Advisors also made a substantial purchase of NDAQ shares this quarter, increasing their stake by 100%. This move suggests confidence in the performance and stability of the exchange operator.
• VANGUARD INDEX FDS (VO): The firm boosted its allocation to VO ETFs during Q2. Their position grew by +234.32% compared to the prior period, indicating a strong conviction in this specific fund category.

These purchases highlight Antonelli's focus on technology and infrastructure-related investments as they built or enhanced positions within these sectors.

Benchmark ETF Adjustments

In addition to their direct stock purchases, the firm also adjusted its holdings in several benchmark exchange-traded funds (ETFs), primarily through reductions:

• VANGUARD INDEX FDS (VTV): Antonelli Financial Advisors reduced their position in VTV by -23.02% during Q2.
• ISHARES TR (EFA): The firm decreased its holdings of EFA ETFs by -9.54%, suggesting a shift away from broad international exposure or perhaps underperformance relative to other options.
• INVESCO QQQ TR (QQQ): Antonelli Financial Advisors significantly trimmed their position in the QQQ fund, which tracks Nasdaq-100 stocks, by -29.94%. This could indicate a strategic rebalancing or concern regarding tech valuations.

These reductions were part of a broader pattern where many benchmark ETFs experienced share declines during the quarter.

Other Portfolio Activity

The firm also engaged with other asset classes:

• INVESCO EXCH TRADED FD TR II (EELV): Holdings in EELV decreased by -4.49%.
• SCHWAB STRATEGIC TR (SCHQ): Antonelli Financial Advisors reduced their SCHQ position by -15.48%, while also reducing SCHH holdings by -15.84%. These are specific tactical funds, indicating a change in tactical allocation strategy.
• GLOBAL X FDS (AIQ): Holdings decreased slightly by -8.65%.
• FIRST TR EXCHANGE-TRADED FD (FDN): The position in FDN decreased by -32.55%.

Furthermore, the firm sold shares of AVGO during Q1 (-100%), although this was a reduction from their significant purchase in Q2.

Overall Portfolio Shifts

The observed changes reflect a dynamic portfolio management approach focused on specific opportunities and adjustments to established positions. The quarter saw substantial buying activity concentrated in technology (AVGO) and financial services/infrastructure (NDAQ, VO), while broad-based ETF holdings like VTV, EFA, QQQ were significantly reduced.

Antonelli Financial Advisors' portfolio continues to show diversification across sectors but with clear emphasis on certain areas this quarter. Further details can be explored by visiting the firm's profile at InsiderSet.