SEC Form 13F · Q2 2026

Yanni & Associates Investment Advisors, LLC

Institutional Holdings Report

13F-HRPA
$108.4M
Portfolio Value
34
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Yanni & Associates Investment Advisors, LLC
CIK
2109644
Accession No.
0002085853-26-000662
Location
WEXFORD, PA
Form Type
13F-HR
Portfolio Value
$108.4M
Holdings Reported
34
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

Yanni & Associates Investment Advisors, LLC is an institutional investment manager based in WEXFORD, PA reporting approximately $108.4M in 13(f) securities across 34 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.