§ 13F · FUND PROFILE
Xcel Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $385M (13F)Positions · 138Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 134K | $28M | 7.7% | −2% |
| 2 | RH | RH | 136K | $19M | 5.3% | +19% |
| 3 | NVDA | NVIDIA CORPORATION | 88K | $15M | 4.3% | ±0% |
| 4 | BAC | BANK AMERICA CORP | 305K | $15M | 4.1% | −9% |
| 5 | GOOGL | ALPHABET INC | 46K | $13M | 3.7% | +4% |
| 6 | AAPL | APPLE INC | 47K | $12M | 3.3% | −7% |
| 7 | F | FORD MTR CO | 1.03M | $12M | 3.3% | −5% |
| 8 | HD | HOME DEPOT INC | 35K | $11M | 3.1% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO | 39K | $11M | 3.1% | −10% |
| 10 | BA | BOEING CO | 56K | $11M | 3.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE XCEL SIGNAL
AC read
Xcel Wealth Management, LLC is a Other fund managing $385 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed