Yanni & Associates Investment Advisors, LLC - Portfolio overview

Yanni & Associates Investment Advisors, LLC has 34 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 16.92%
2. IVV - ISHARES TR, 12.15%
3. SCHX - SCHWAB STRATEGIC TR, 11.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.