Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Yanni & Associates Investment Advisors

Latest statistics and disclosures from Yanni & Associates Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109644

Tip: Access up to 7 years of quarterly data

Positions held by Yanni & Associates Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Yanni & Associates Investment Advisors

Yanni & Associates Investment Advisors holds 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	16.9	$16M	25k	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.1	$12M	18k	653.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	11.5	$11M	434k	25.64	View chart
Ishares Tr S&p 100 Etf (OEF)	7.7	$7.5M	24k	318.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.6	$5.4M	26k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.5	$5.3M	47k	113.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$5.1M	76k	67.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$5.1M	205k	24.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.0	$4.8M	172k	27.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$4.0M	7.0k	577.19	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	3.7	$3.5M	143k	24.73	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	3.1	$2.9M	116k	25.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$1.7M	13k	124.31	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.6	$1.5M	34k	44.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$1.3M	2.9k	426.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$927k	32k	29.13	View chart
Bristol Myers Squibb (BMY)	0.7	$661k	11k	60.65	View chart
Tesla Motors (TSLA)	0.7	$641k	1.7k	371.75	View chart
Meta Platforms Cl A (META)	0.7	$638k	1.1k	572.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$586k	1.6k	356.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$583k	4.4k	132.50	View chart
Aon Shs Cl A (AON)	0.6	$578k	1.8k	322.78	View chart
Marsh & McLennan Companies	0.6	$552k	3.2k	173.45	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$521k	6.1k	84.91	View chart
Apple (AAPL)	0.5	$504k	2.0k	253.84	View chart
Exxon Mobil Corporation (XOM)	0.5	$476k	2.8k	169.64	View chart
International Business Machines (IBM)	0.5	$464k	1.9k	242.39	View chart
Manulife Finl Corp (MFC)	0.4	$419k	12k	34.44	View chart
Amazon (AMZN)	0.4	$386k	1.9k	208.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$278k	1.9k	148.10	View chart
NVIDIA Corporation (NVDA)	0.3	$275k	1.6k	174.42	View chart
PNC Financial Services (PNC)	0.3	$272k	1.3k	208.09	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$251k	1.6k	160.48	View chart
Dick's Sporting Goods (DKS)	0.2	$226k	1.1k	198.29	View chart

Past Filings by Yanni & Associates Investment Advisors

SEC 13F filings are viewable for Yanni & Associates Investment Advisors going back to 2026

Yanni & Associates Investment Advisors 2026 Q1 filed April 9, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z