Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Xcel Wealth Management, LLC (CIK 1791002) reported $419.1M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($31.1M, 7.43%), RH ($26.0M, 6.20%), NVDA ($17.1M, 4.08%), GOOGL ($15.6M, 3.73%), BAC ($15.5M, 3.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $31.1M | 7.43% | 130,692 | Trimmed |
| 2 | RH | RH | $26.0M | 6.20% | 157,745 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $17.1M | 4.08% | 85,544 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $15.6M | 3.73% | 43,774 | Trimmed |
| 5 | BAC | BANK OF AMER CORP | $15.5M | 3.69% | 271,286 | Trimmed |
| 6 | AAPL | APPLE INC | $13.4M | 3.19% | 46,195 | Trimmed |
| 7 | HD | HOME DEPOT INC | $12.8M | 3.05% | 36,233 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $12.1M | 2.90% | 37,089 | Trimmed |
| 9 | F | FORD MTR CO | $11.7M | 2.80% | 843,807 | Trimmed |
| 10 | BA | BOEING CO | $11.6M | 2.76% | 53,394 | Trimmed |
| 11 | COF | CAPITAL ONE FINL CORP | $11.0M | 2.62% | 54,770 | Added |
| 12 | GLW | CORNING INC | $9.6M | 2.28% | 37,480 | Added |
| 13 | AVGO | BROADCOM INC | $8.9M | 2.12% | 23,529 | Trimmed |
| 14 | TSLA | TESLA INC | $8.6M | 2.06% | 20,520 | Added |
| 15 | MS | MORGAN STANLEY | $8.5M | 2.03% | 40,660 | Trimmed |
| 16 | BAC-PL | BANK OF AMER CORP | $8.2M | 1.95% | 6,620 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $7.8M | 1.87% | 22,945 | Trimmed |
| 18 | SCHW | SCHWAB CHARLES CORP | $7.7M | 1.84% | 83,623 | Added |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.7M | 1.60% | 13,415 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $5.9M | 1.40% | 66,724 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $5.4M | 1.28% | 5,042 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $5.4M | 1.28% | 7,836 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 1.21% | 8,765 | Trimmed |
| 24 | SPCX | SPACE EXPLORATION TECHN CORP | $5.0M | 1.19% | 29,302 | New |
| 25 | PRU | PRUDENTIAL FINL INC | $5.0M | 1.18% | 45,874 | Added |
Source: SEC Form 13F filings · as of 2026-06-30