DOSSIER · 13F-HR · Q3 2026

XXI WEALTH, LLC

$249M in tracked AUM across 243 positions as of Q3 2026.

XW
CIK 0002047463 · last filed Sep 30, 2026
Total AUM
$249M
as of Q3 2026
Holdings
243
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

XXI WEALTH, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$13M26K5.4%
02
AAPL
APPLE INC
$13M38K5.0%
03
NVDA
NVIDIA CORPORATION
$11M46K4.2%
04
MU
MICRON TECHNOLOGY INC
$10M9K3.9%
05
AMZN
AMAZON COM INC
$6M26K2.6%
06
GOOGL
ALPHABET INC
$5M14K1.9%
07
JPM
JPMORGAN CHASE & CO
$5M14K1.9%
08
GOOG
ALPHABET INC
$5M13K1.8%
09
LLY
ELI LILLY & CO
$4M4K1.8%
10
META
META PLATFORMS INC
$4M6K1.6%

Filing history

2026Q3Sep 30
$249M▲ 41.1%
243 positionsView →
2026Q1Mar 31
$177M▲ 7.3%
209 positionsView →
2025Q4Dec 31
$165M—
178 positionsView →