13F Insight
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
Total AUM
$419M
as of Q2 2026
Holdings
140
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
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...

2. Key Holdings

The portfolio is characterized by a barbell strategy of large-cap liquidity and specific high-conviction picks.

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
AMZN
AMAZON COM INC
$28M134K7.7%02
RH
RH
$21M150K5.8%03
NVDA
NVIDIA CORPORATION
$15M88K4.3%04
BAC
BANK AMERICA CORP
$15M305K4.1%05
GOOGL
ALPHABET INC
$13M46K3.7%06
AAPL
APPLE INC
$12M47K3.3%07
F
FORD MTR CO
$12M1.0M3.3%08
HD
HOME DEPOT INC
$11M35K3.1%09
JPM
JPMORGAN CHASE & CO
$11M39K3.1%10
BA
BOEING CO
$11M56K3.1%

Filing history

2026Q1Mar 31
$362M▼ 8.0%
133 positionsView →2025Q4Dec 31
$393M▲ 2.2%
144 positionsView →2025Q3Sep 30
$385M▲ 9.5%
138 positionsView →2025Q2Jun 30
$351M▲ 9.5%
129 positionsLocked2025Q1Mar 31
$321M▼ 11.1%
129 positionsLocked2024Q4Dec 31
$361M▲ 5.6%
126 positionsLocked2024Q3Sep 30
$342M▲ 7.0%
126 positionsLocked2024Q2Jun 30
$319M▼ 0.2%
123 positionsLocked2024Q1Mar 31
$320M▲ 12.2%
127 positionsLocked2023Q4Dec 31
$285M▲ 12.5%
115 positionsLocked2023Q3Sep 30
$253M▼ 19.9%
106 positionsLocked2023Q2Jun 30
$316M▲ 11.4%
136 positionsLocked
Showing 12 of 30