§ 13F · FUND PROFILE
Xcel Wealth Management, LLC.
AUM · $419M (13F)Positions · 140Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 131K | $31M | 7.4% | −3% |
| 2 | RH | RH | 158K | $26M | 6.2% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 86K | $17M | 4.1% | −3% |
| 4 | GOOGL | ALPHABET INC | 44K | $16M | 3.7% | −5% |
| 5 | BAC | BANK OF AMER CORP | 271K | $15M | 3.7% | −11% |
| 6 | AAPL | APPLE INC | 46K | $13M | 3.2% | −2% |
| 7 | HD | HOME DEPOT INC | 36K | $13M | 3.0% | +5% |
| 8 | JPM | JPMORGAN CHASE & CO | 37K | $12M | 2.9% | −4% |
| 9 | F | FORD MTR CO | 844K | $12M | 2.8% | −18% |
| 10 | BA | BOEING CO | 53K | $12M | 2.8% | −4% |
§ 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 $419 million in assets. The fund runs a portfolio of 140 positions.
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