§ 13F · FUND PROFILE
Xcel Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351.4T (13F)Positions · 129Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.9T 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 136K | $31.5T | 8.0% | ±0% |
| 2 | RH | RH | 110K | $19.7T | 5.0% | −12% |
| 3 | BAC | BANK AMERICA CORP | 337K | $18.5T | 4.7% | −1% |
| 4 | NVDA | NVIDIA CORPORATION | 88K | $16.5T | 4.2% | ±0% |
| 5 | F | FORD MTR CO | 1.08M | $14.2T | 3.6% | +2% |
| 6 | GOOGL | ALPHABET INC | 44K | $13.8T | 3.5% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO. | 43K | $13.8T | 3.5% | ±0% |
| 8 | AAPL | APPLE INC | 50K | $13.7T | 3.5% | −1% |
| 9 | HD | HOME DEPOT INC | 35K | $11.9T | 3.0% | +4% |
| 10 | BA | BOEING CO | 54K | $11.8T | 3.0% | +10% |
§ 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 $351353.7 trillion in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed