DOSSIER · 13F-HR · Q2 2026
Xcel Wealth Management, LLC
$419M in tracked AUM across 140 positions as of Q2 2026.
XW
CIK 0001791002 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Xcel Wealth Management, LLC
1. Portfolio Overview
Xcel Wealth Management, LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 125.1%, increasing from $174.65M to $393.15M. This dramatic growth in assets under management (AUM) suggests substantial capital inflows or a consolidation of reporting entities during the quarter.
The port...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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