DOSSIER · 13F-HR · Q1 2026

XXI WEALTH, LLC

$177M in tracked AUM across 209 positions as of Q1 2026.

XW
CIK 0002047463 · last filed Mar 31, 2026
Total AUM
$177M
as of Q1 2026
Holdings
209
positions
Whale Score
40
40
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

XXI WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$8M23K4.7%
02
AAPL
APPLE INC
$8M32K4.7%
03
NVDA
NVIDIA CORPORATION
$6M36K3.6%
04
AMZN
AMAZON COM INC
$4M20K2.4%
05
CME
CME GROUP INC
$4M13K2.3%
06
JPM
JPMORGAN CHASE & CO
$4M13K2.1%
07
GOOG
ALPHABET INC
$4M13K2.1%
08
JNJ
JOHNSON & JOHNSON
$3M14K1.9%
09
MU
MICRON TECHNOLOGY INC
$3M9K1.8%
10
XOM
EXXON MOBIL CORP
$3M18K1.8%

Filing history

2026Q1Mar 31
$177M 7.3%
209 positionsView →
2025Q4Dec 31
$165M
178 positionsView →