Yanni & Associates Investment Advisors, LLC
Q4 2025 13F Holdings
- Locationwexford, PA
- Num holdings
36
- Value ($000)
$99,977
- Date Filed02/06/2026
- Form type13F-HR
- CIK0002109644
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.82M | 17 % | 24,663 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $12.11M | 12 % | 17,675 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.55M | 12 % | 429,291 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $8.03M | 8 % | 23,400 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.73M | 6 % | 46,496 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.34M | 5 % | 25,172 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.94M | 5 % | 74,860 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $4.81M | 5 % | 200,036 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $4.57M | 5 % | 168,080 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.3M | 4 % | 6,993 |
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