Arkolith/Funds/Xcel Wealth Management, LLC

Xcel Wealth Management, LLC

CIK 1791002Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Xcel Wealth Management, LLC holds a diversified book of 139 reported positions worth $418.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Intel Corp and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 7% of the reported non-option book. They also disclosed $742K in call options (bullish), shown separately below and excluded from the non-option book.

Xcel Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
12
bought for the first time
+9 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
32
already held, bought more
+29 more · largest first
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
40%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

92% mapped to company sectors

Consumer Discretionary
26%
Information Technology
25%
Financials
20%
Industrials
11%
ETFs / funds
5%
Materials
3%
Health Care
2%
Utilities
2%

+5 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Xcel Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Prospect Hill Management, LLC11 / 80$247.1M
Hoffman, Alan N Investment Management9 / 80$161.9M
Draper Asset Management, LLC12 / 80$183.4M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Hoey Investments, Inc56 / 80$698.5M
9823 Capital, L.P.11 / 80$127.4M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$397.5M

Ranked by the share of each fund's own book sitting in the names it shares with Xcel Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$31.1M130.7K
7.4%
−2.5%
Reduced · −3K sh
2RH
COM
$26.0M157.7K
6.2%
+16%
Added · +22K sh
3Nvidia Corporation
COM
$17.1M85.5K
4.1%
−3.0%
Reduced · −3K sh
4Alphabet Inc
CAP STK CL A
$15.6M43.8K
3.7%
−4.8%
Reduced · −2K sh
5Bank Of Amer Corp
COM
$15.5M271.3K
3.7%
−11%
Reduced · −34K sh
6Apple Inc
COM
$13.4M46.2K
3.2%
−1.6%
Reduced · −755 sh
7Home Depot Inc
COM
$12.8M36.2K
3.1%
+4.7%
Added · +2K sh
8JPMorgan Chase & Co
COM
$12.1M37.1K
2.9%
−3.7%
Reduced · −1K sh
9Ford MTR Co
COM
$11.7M843.8K
2.8%
−18%
Reduced · −184K sh
10Boeing Co
COM
$11.6M53.4K
2.8%
−4.4%
Reduced · −2K sh
11Capital One Finl Corp
COM
$11.0M54.8K
2.6%
+0.7%
Added · +374 sh
12Corning Inc
COM
$9.6M37.5K
2.3%
+95%
Added · +18K sh
13Broadcom Inc
COM
$8.9M23.5K
2.1%
−5.2%
Reduced · −1K sh
14Tesla Inc
COM
$8.6M20.5K
2.1%
+8.3%
Added · +2K sh
15Morgan Stanley
COM NEW
$8.5M40.7K
2.0%
−9.1%
Reduced · −4K sh
16Bank Of Amer Corp
7.25%CNV PFD L
$8.2M6.6K
2.0%
+13%
Added · +760 sh
17Palo Alto Networks Inc
COM
$7.8M22.9K
1.9%
−14%
Reduced · −4K sh
18Schwab Charles Corp
COM
$7.7M83.6K
1.8%
+214%
Added · +57K sh
19Berkshire Hathaway Inc Del
CL B NEW
$6.7M13.4K
1.6%
+2.3%
Added · +301 sh
20NextEra Energy Inc
COM
$5.9M66.7K
1.4%
−3.3%
Reduced · −2K sh
21Vanguard Index FDS
S&P 500 ETF SHS
$5.4M7.8K
1.3%
−4.8%
Reduced · −399 sh
22Caterpillar Inc
COM
$5.4M5.0K
1.3%
−0.7%
Reduced · −34 sh
23Advanced Micro Devices Inc
COM
$5.1M8.8K
1.2%
−30%
Reduced · −4K sh
24Space Exploration Techn Corp
CLASS A COM STK
$5.0M29.3K
1.2%
Listed
Newly reportable
25Prudential Finl Inc
COM
$5.0M45.9K
1.2%
+57%
Added · +17K sh
26Sofi Technologies Inc
COM
$4.8M269.7K
1.2%
+70%
Added · +111K sh
27Ge Vernova Inc
COM
$4.8M4.1K
1.2%
−4.1%
Reduced · −175 sh
28Walmart Inc
COM
$4.0M35.2K
1.0%
−13%
Reduced · −5K sh
29Pfizer Inc
COM
$4.0M164.1K
0.9%
+11%
Added · +16K sh
30Crowdstrike Hldgs Inc
CL A
$3.9M5.1K
0.9%
−26%
Reduced · −2K sh
31Cava Group Inc
COM
$3.8M47.8K
0.9%
−11%
Reduced · −6K sh
32Levi Strauss & Co New
CL A COM STK
$3.5M140.0K
0.8%
−1.1%
Reduced · −2K sh
33Fedex Corp
COM
$3.3M10.7K
0.8%
+1.2%
Added · +126 sh
34Tanger Inc
COM
$3.3M83.7K
0.8%
−0.3%
Reduced · −300 sh
35Invesco QQQ TR
UNIT SER 1
$3.1M4.3K
0.8%
+3.7%
Added · +151 sh
36Goldman Sachs Group Inc
COM
$3.0M2.9K
0.7%
−2.7%
Reduced · −80 sh
37Netflix Inc.
COM
$2.9M40.0K
0.7%
+3.4%
Added · +1K sh
38TJX Cos Inc New
COM
$2.8M18.7K
0.7%
−4.7%
Reduced · −932 sh
39Intel Corp
COM
$2.8M19.8K
0.7%
New
New position
40Costco Wholesale Corporation
COM
$2.4M2.6K
0.6%
−13%
Reduced · −407 sh
41Uber Technologies Inc
COM
$2.4M32.7K
0.6%
−29%
Reduced · −14K sh
42Deere & Co
COM
$2.3M3.7K
0.6%
−0.1%
Reduced · −5 sh
43Federal Rlty Invt TR New
SH BEN INT NEW
$2.2M18.2K
0.5%
−27%
Reduced · −7K sh
44Eaton Corp PLC
SHS
$2.2M5.2K
0.5%
+29%
Added · +1K sh
45Alphabet Inc
CAP STK CL C
$2.2M6.3K
0.5%
−0.1%
Reduced · −6 sh
46Etfs Gold TR
PHYSCL GOLD SHS
$2.2M56.8K
0.5%
+1.8%
Added · +1K sh
47Select Sector SPDR TR
ST STR TECHN ETF
$2.1M11.2K
0.5%
−2.9%
Reduced · −329 sh
48Palantir Technologies Inc
CL A
$2.0M17.3K
0.5%
−25%
Reduced · −6K sh
49Marvell Technology Inc
COM
$2.0M6.8K
0.5%
−0.8%
Reduced · −56 sh
50Servicenow Inc
COM
$2.0M19.7K
0.5%
−20%
Reduced · −5K sh
Showing 50 of 139 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$742K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishPROCTER & GAMBLE CO/THEPG$742K5K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$419.1M · Q2 2026Q3 2024 · $341.9MQ2 2026 · $419.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d140$419.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d133$361.5M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d144$393.1M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d138$384.7M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d129$351.4M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d129$320.9M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202536d126$360.8M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202421d126$341.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.