DOSSIER · 13F-HR · Q2 2026

Excelsior Advisor Network LLC

$759M in tracked AUM across 499 positions as of Q2 2026.

EA
CIK 0002110679 · last filed Jun 30, 2026
Total AUM
$759M
as of Q2 2026
Holdings
499
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Excelsior Advisor Network LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FFIN
FIRST FINL BANKSHARES INC
$34M972K4.4%
02
AAPL
APPLE INC
$23M79K3.0%
03
NVDA
NVIDIA CORPORATION
$21M107K2.8%
04
MSFT
MICROSOFT CORP
$21M55K2.7%
05
FVD
FIRST TR EXCHANGE-TRADED FD
$18M375K2.4%
06
AMZN
AMAZON COM INC
$15M63K2.0%
07
VEA
VANGUARD TAX-MANAGED FDS
$14M190K1.8%
08
IAU
ISHARES GOLD TR
$10M137K1.4%
09
TRGP
TARGA RES CORP
$10M38K1.4%
10
ABBV
ABBVIE INC
$10M40K1.3%

Filing history

2026Q2Jun 30
$759M 188.9%
499 positionsView →
2026Q1Mar 31
$263M 27.8%
248 positionsView →
2025Q4Dec 31
$206M
168 positionsView →