XXI Wealth, LLC holds a diversified book of 226 reported positions worth $217.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Western Digital Corp. Their largest long position is Micron Technology Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2026 would be +15% (+27.4%/yr). That is a simulation of the disclosed long book, not audited returns.
XXI Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning XXI Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+4 sectors below the cut, 9% 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as XXI Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 80 | $643.0M |
| Prospect Hill Management, LLC | 11 / 80 | $254.4M |
| Evelyn Partners Group Ltd | 62 / 80 | $44.8B |
| Howard Hughes Medical Institute | 20 / 80 | $422.8M |
| Uhlmann Price Securities, LLC | 50 / 80 | $2.5B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Draper Asset Management, LLC | 10 / 80 | $174.2M |
| Ketron Financial | 22 / 80 | $280.6M |
Ranked by the share of each fund's own book sitting in the names it shares with XXI Wealth, 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $10.9M | 9.4K | 5.0% | ▲+0.4% Added · +42 sh | |
| 2 | Apple Inc COM | $10.0M | 34.6K | 4.6% | ▲+6.7% Added · +2K sh | |
| 3 | Microsoft Corp COM | $9.0M | 24.0K | 4.1% | ▲+6.3% Added · +1K sh | |
| 4 | Nvidia Corporation COM | $7.7M | 38.7K | 3.6% | ▲+7.7% Added · +3K sh | |
| 5 | Amazon Com Inc COM | $5.0M | 21.2K | 2.3% | ▲+4.4% Added · +900 sh | |
| 6 | Alphabet Inc CAP STK CL C | $4.8M | 13.5K | 2.2% | ▲+4.1% Added · +526 sh | |
| 7 | JPMorgan Chase & Co COM | $4.2M | 12.9K | 1.9% | ▲+1.1% Added · +139 sh | |
| 8 | Alphabet Inc CAP STK CL A | $4.1M | 11.4K | 1.9% | ▲+11% Added · +1K sh | |
| 9 | Eli Lilly & Co COM | $3.7M | 3.1K | 1.7% | ▲+2.8% Added · +86 sh | |
| 10 | Western Digital Corp COM | $3.5M | 5.5K | 1.6% | ▼−3.1% Reduced · −174 sh | |
| 11 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $3.4M | 7.2K | 1.6% | ▲+4.4% Added · +300 sh | |
| 12 | Johnson & Johnson COM | $3.4M | 13.4K | 1.6% | ▼−1.7% Reduced · −228 sh | |
| 13 | Tesla Inc COM | $3.3M | 7.8K | 1.5% | ▲+14% Added · +971 sh | |
| 14 | Blackstone Inc COM | $3.1M | 26.4K | 1.4% | ▼−0.1% Reduced · −37 sh | |
| 15 | Parker-Hannifin Corp COM | $3.1M | 3.2K | 1.4% | ▲+1.6% Added · +50 sh | |
| 16 | Cme Group Inc COM | $3.0M | 13.7K | 1.4% | ▲+1.8% Added · +243 sh | |
| 17 | Dell Technologies Inc CL C | $3.0M | 6.9K | 1.4% | ▲+0.1% Added · +5 sh | |
| 18 | Broadcom Inc COM | $2.8M | 7.4K | 1.3% | ▲+15% Added · +966 sh | |
| 19 | Advanced Micro Devices Inc COM | $2.7M | 4.7K | 1.2% | ▲+11% Added · +465 sh | |
| 20 | Exxon Mobil Corp COM | $2.5M | 18.5K | 1.2% | ▲New New position | |
| 21 | Seagate Technology HLDNGS PL ORD SHS | $2.4M | 2.5K | 1.1% | ▼−2.0% Reduced · −52 sh | |
| 22 | Oneok Inc New COM | $2.4M | 27.5K | 1.1% | ▲+0.6% Added · +153 sh | |
| 23 | Cisco Sys Inc COM | $2.2M | 18.5K | 1.0% | ▲+6.5% Added · +1K sh | |
| 24 | Goldman Sachs Group Inc COM | $2.1M | 2.1K | 1.0% | ▲+2.2% Added · +45 sh | |
| 25 | Meta Platforms Inc CL A | $2.1M | 3.7K | 1.0% | ▼−11% Reduced · −476 sh | |
| 26 | Lam Research Corp COM NEW | $2.1M | 4.7K | 0.9% | ▲+8.6% Added · +376 sh | |
| 27 | AstraZeneca PLC ORD | $2.0M | 10.6K | 0.9% | ▼−5.6% Reduced · −628 sh | |
| 28 | Caterpillar Inc COM | $2.0M | 1.8K | 0.9% | ▼−1.6% Reduced · −31 sh | |
| 29 | Abbvie Inc COM | $1.8M | 7.3K | 0.8% | ▲+1.4% Added · +103 sh | |
| 30 | International Business Machs COM | $1.8M | 6.5K | 0.8% | ▲+2.9% Added · +180 sh | |
| 31 | Amphenol Corp New CL A | $1.7M | 9.4K | 0.8% | ▲+3.4% Added · +306 sh | |
| 32 | Citigroup Inc COM NEW | $1.6M | 11.1K | 0.7% | ▼−7.3% Reduced · −877 sh | |
| 33 | Texas Instrs Inc COM | $1.5M | 5.0K | 0.7% | ▲+7.0% Added · +324 sh | |
| 34 | TJX Cos Inc New COM | $1.5M | 9.7K | 0.7% | ▲+1.7% Added · +165 sh | |
| 35 | Abbott Labs COM | $1.4M | 15.9K | 0.7% | ▼−8.6% Reduced · −1K sh | |
| 36 | Howmet Aerospace Inc COM | $1.4M | 5.2K | 0.6% | ▲+6.0% Added · +293 sh | |
| 37 | Altria Group Inc COM | $1.3M | 18.3K | 0.6% | ▲+12% Added · +2K sh | |
| 38 | Merck & Co Inc COM | $1.3M | 10.1K | 0.6% | ▼−1.5% Reduced · −156 sh | |
| 39 | Mastercard Incorporated CL A | $1.3M | 2.5K | 0.6% | ▲+1.9% Added · +47 sh | |
| 40 | Intel Corp COM | $1.3M | 9.1K | 0.6% | ▲+9.9% Added · +825 sh | |
| 41 | Elevance Health Inc Formerly COM | $1.1M | 2.9K | 0.5% | ▼−0.6% Reduced · −17 sh | |
| 42 | Schwab Charles Corp COM | $1.1M | 12.0K | 0.5% | ▲+0.1% Added · +17 sh | |
| 43 | ASML Holding N V N Y REGISTRY SHS | $1.1M | 536 | 0.5% | ▲+5.1% Added · +26 sh | |
| 44 | Ebay Inc. COM | $1.1M | 9.4K | 0.5% | ▲+3.1% Added · +282 sh | |
| 45 | Nucor Corp COM | $1.1M | 4.7K | 0.5% | ▼−6.8% Reduced · −345 sh | |
| 46 | Palo Alto Networks Inc COM | $1.0M | 3.1K | 0.5% | ▲+20% Added · +512 sh | |
| 47 | Intuitive Surgical Inc COM NEW | $1.0M | 2.6K | 0.5% | ▲+26% Added · +530 sh | |
| 48 | Vanguard Index FDS GROWTH ETF | $1.0M | 11.8K | 0.5% | ▲+476% Added · +10K sh | |
| 49 | Visa Inc COM CL A | $993K | 2.9K | 0.5% | ▲+49% Added · +956 sh | |
| 50 | Chevron Corp New COM | $987K | 6.0K | 0.5% | ▼−1.1% Reduced · −68 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
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. The performance line is a simulation of the disclosed long book, not an audited return.