# EDGAR Filing Document

**Accession Number:** 0002055364
**File Stem:** 0001667731-25-000938
**Filing Date:** 2025-7
**Character Count:** 8214
**Document Hash:** 61efb70a3f01e10288618c5eb0d5207c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000938.hdr.sgml**: 20250724

**ACCESSION NUMBER**: 0001667731-25-000938

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250724

**DATE AS OF CHANGE**: 20250724

**EFFECTIVENESS DATE**: 20250724

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Antonelli Financial Advisors, LLC
- **CENTRAL INDEX KEY:** 0002055364

**ORGANIZATION NAME:**
- **EIN:** 814562288
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24894
- **FILM NUMBER:** 251144649

**BUSINESS ADDRESS:**
- **STREET 1:** 16824 KERCHEVAL PLACE
- **STREET 2:** SUITE 202
- **CITY:** GROSSE POINTE
- **STATE:** MI
- **ZIP:** 48230
- **BUSINESS PHONE:** 313-290-2602

**MAIL ADDRESS:**
- **STREET 1:** 16824 KERCHEVAL PLACE
- **STREET 2:** SUITE 202
- **CITY:** GROSSE POINTE
- **STATE:** MI
- **ZIP:** 48230

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Antonelli Financial Advisors LLC<br>**Address:** 16824 Kercheval Place<br>Suite 202<br>Grosse Pointe, MI 48230

**Form 13F File Number:** 028-24894

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Suzanne Antonelli<br>**Title:** CEO CCO<br>**Phone:** 313-290-2602

**Signature, Place, and Date of Signing:**

/s/ Suzanne Antonelli  Grosse Pointe, MI  07-24-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $138535498

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3398211 | 19157 | SH |  | SOLE |  | 19157 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 497850 | 2825 | SH |  | SOLE |  | 2825 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4933424 | 22487 | SH |  | SOLE |  | 22487 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 266349 | 835 | SH |  | SOLE |  | 835 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 879310 | 3149 | SH |  | SOLE |  | 3149 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 13143887 | 64063 | SH |  | SOLE |  | 64063 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 863005 | 4714 | SH |  | SOLE |  | 4714 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2047035 | 4214 | SH |  | SOLE |  | 4214 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 408874 | 1053 | SH |  | SOLE |  | 1053 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1066103 | 1077 | SH |  | SOLE |  | 1077 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 |  | 10508180 | 39016 | SH |  | SOLE |  | 39016 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 284111 | 775 | SH |  | SOLE |  | 775 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 3977320 | 152271 | SH |  | SOLE |  | 152271 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 25227067 | 45731 | SH |  | SOLE |  | 45731 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 218720 | 1454 | SH |  | SOLE |  | 1454 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 527329 | 1242 | SH |  | SOLE |  | 1242 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 255508 | 2338 | SH |  | SOLE |  | 2338 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2196121 | 35410 | SH |  | SOLE |  | 35410 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 562265 | 2606 | SH |  | SOLE |  | 2606 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 428354 | 4658 | SH |  | SOLE |  | 4658 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 525182 | 3031 | SH |  | SOLE |  | 3031 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 10257018 | 114745 | SH |  | SOLE |  | 114745 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5174783 | 8334 | SH |  | SOLE |  | 8334 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4868819 | 16794 | SH |  | SOLE |  | 16794 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 371813 | 1676 | SH |  | SOLE |  | 1676 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4683182 | 6345 | SH |  | SOLE |  | 6345 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2968957 | 5969 | SH |  | SOLE |  | 5969 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 211290 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1080336 | 6838 | SH |  | SOLE |  | 6838 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 332407 | 2086 | SH |  | SOLE |  | 2086 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 228125 | 1432 | SH |  | SOLE |  | 1432 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 229065 | 404 | SH |  | SOLE |  | 404 | 0 | 0 |
| SCHWAB STRATEGIC TR | LONG TERM US | 808524680 |  | 1232964 | 38663 | SH |  | SOLE |  | 38663 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 331443 | 1525 | SH |  | SOLE |  | 1525 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 865424 | 2187 | SH |  | SOLE |  | 2187 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 374770 | 731 | SH |  | SOLE |  | 731 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 254226 | 2059 | SH |  | SOLE |  | 2059 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 383724 | 1230 | SH |  | SOLE |  | 1230 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 455781 | 802 | SH |  | SOLE |  | 802 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 979249 | 3499 | SH |  | SOLE |  | 3499 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 20938362 | 118470 | SH |  | SOLE |  | 118470 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 5536375 | 72943 | SH |  | SOLE |  | 72943 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1367182 | 23981 | SH |  | SOLE |  | 23981 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2468330 | 18516 | SH |  | SOLE |  | 18516 | 0 | 0 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 324096 | 2956 | SH |  | SOLE |  | 2956 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 403572 | 3076 | SH |  | SOLE |  | 3076 | 0 | 0 |

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