Tranquilli Financial Advisor LLC Portfolio Holdings

Tranquilli Financial Advisor LLC

  • $163 Million
  • Q4 2025

Tranquilli Financial Advisor LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $163 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $11.7M, Dimensional ETF Tr with a value of $8.71M, Ishares Core Msci Intl Develop with a value of $6.03M, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.78M, and Dimensional ETF Tr U S Core Eq with a value of $4.61M.

Examining the 13F form we can see an decrease of $788K in the current position value, from $164M to 163M.

Tranquilli Financial Advisor LLC is based out at Clinton, NJ

Below you can find more details about Tranquilli Financial Advisor LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $117 Million
Financial Services: $8.98 Million
Communication Services: $6.2 Million
Technology: $5.85 Million
Consumer Cyclical: $5.04 Million
Healthcare: $4.66 Million
Consumer Defensive: $2.41 Million
Energy: $1.94 Million
Other: $2.33 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$1.92 Million 1.17% of portfolio
3,767
Q4 2025 Added 0.32%
$1.74T
$1.76 Million 1.08% of portfolio
6,163
Q4 2025 Reduced 6.68%
$3.78T
$1.74 Million 1.06% of portfolio
3,426
Q4 2025 Added 2.7%
$1.37T
$1.54 Million 0.95% of portfolio
2,535
Q4 2025 Added 2.47%
$191B
$1.53 Million 0.94% of portfolio
319
Q4 2025 Added 3.91%
$167B
$1.44 Million 0.88% of portfolio
15,616
Q4 2025 Added 1.05%
$2.39T
$1.3 Million 0.8% of portfolio
5,541
Q4 2025 Added 2.29%
$317B
$1.27 Million 0.78% of portfolio
15,215
Q4 2025 Reduced 0.5%
$237B
$1.22 Million 0.75% of portfolio
8,005
Q4 2025 Reduced 1.72%
$881B
$1.11 Million 0.68% of portfolio
3,698
Q4 2025 Reduced 0.38%
$54.5B
$910,000 0.56% of portfolio
4,769
Q4 2025 Reduced 0.98%
$197B
$802,000 0.49% of portfolio
3,510
Q4 2025 Reduced 0.59%
$120B
$777,000 0.48% of portfolio
28,557
Q4 2025 Reduced 0.39%
$1.46T
$754,000 0.46% of portfolio
2,676
Q4 2025 Added 7.64%
$1.65T
$719,000 0.44% of portfolio
2,602
Q4 2025 Added 2.52%
$533B
$710,000 0.44% of portfolio
2,180
Q4 2025 Reduced 1.89%
$94.5B
$612,000 0.37% of portfolio
1,778
Q4 2025 Reduced 2.25%
$490B
$593,000 0.36% of portfolio
5,043
Q4 2025 Added 0.7%
$14.7B
$548,000 0.34% of portfolio
7,598
Q4 2025 Reduced 1.29%
$89.3B
$551,000 0.34% of portfolio
4,992
Q4 2025 Reduced 1.54%
$283B
$556,000 0.34% of portfolio
4,231
Q4 2025 Reduced 1.63%
$96.7B
$555,000 0.34% of portfolio
11,643
Q4 2025 Reduced 12.17%
$78.2B
$532,000 0.33% of portfolio
1,633
Q4 2025 Added 3.03%
$118B
$518,000 0.32% of portfolio
2,254
Q4 2025 Reduced 1.83%
$121B
$522,000 0.32% of portfolio
620
Q4 2025 Reduced 1.9%
$113B
$523,000 0.32% of portfolio
5,906
Q4 2025 Reduced 1.37%
$41B
$505,000 0.31% of portfolio
2,293
Q4 2025 Added 26.76%
$258B
$457,000 0.28% of portfolio
2,605
Q4 2025 Added 2.52%
$130B
$453,000 0.28% of portfolio
8,756
Q4 2025 Reduced 0.42%
$81.3B
$434,000 0.27% of portfolio
90,094
Q4 2025 Added 7.31%
$53B
$423,000 0.26% of portfolio
4,549
Q4 2025 Added 5.91%
$187B
$418,000 0.26% of portfolio
2,508
Q4 2025 Added 4.41%
$14.2B
$403,000 0.25% of portfolio
2,503
Q4 2025 Added 4.68%
$19.3B
$406,000 0.25% of portfolio
8,815
Q4 2025 Added 17.3%
$97.3B
$380,000 0.23% of portfolio
4,485
Q4 2025 Added 5.7%
$5.44B
$353,000 0.22% of portfolio
10,254
Q4 2025 Added 1.1%
$593B
$364,000 0.22% of portfolio
1,657
Q4 2025 Reduced 1.84%
$13.3B
$339,000 0.21% of portfolio
12,855
Q4 2025 Added 22.79%
$266B
$349,000 0.21% of portfolio
1,177
Q4 2025 Added 0.68%
$418B
$337,000 0.21% of portfolio
2,138
Q4 2025 Added 7.71%
$413B
$337,000 0.21% of portfolio
6,551
Q4 2025 Reduced 1.52%
$6.37B
$322,000 0.2% of portfolio
4,480
Q4 2025 New
$512B
$308,000 0.19% of portfolio
575
Q4 2025 Added 8.08%
$193B
$288,000 0.18% of portfolio
2,734
Q4 2025 Added 7.51%
$57.5B
$287,000 0.18% of portfolio
1,108
Q4 2025 Added 2.4%
$204B
$270,000 0.17% of portfolio
1,833
Q4 2025 Reduced 1.29%
$183B
$271,000 0.17% of portfolio
795
Q4 2025 Reduced 1.61%
$55.9B
$267,000 0.16% of portfolio
11,596
Q4 2025 Added 4.44%
$24.8B
$264,000 0.16% of portfolio
1,339
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $163 Million
  • Prior Value $164 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 19 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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