§ 13F · FUND PROFILE
Excelsior Advisor Network LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 168Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$205.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 163K | $10.2T | 5.0% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 43K | $7.9T | 3.9% | NEW |
| 3 | IAU | ISHARES GOLD TR | 81K | $6.6T | 3.2% | NEW |
| 4 | AAPL | APPLE INC | 23K | $6.2T | 3.0% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 9K | $6.2T | 3.0% | NEW |
| 6 | VO | VANGUARD INDEX FDS | 20K | $5.9T | 2.9% | NEW |
| 7 | ITA | ISHARES TR | 27K | $5.8T | 2.8% | NEW |
| 8 | SCHD | SCHWAB STRATEGIC TR | 212K | $5.8T | 2.8% | NEW |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 146K | $5.8T | 2.8% | NEW |
| 10 | VTV | VANGUARD INDEX FDS | 30K | $5.7T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXCELSIOR SIGNAL
AC read
Excelsior Advisor Network LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed