SEC 13F Intelligence

Managers / Q1 2026

Xcel Wealth Management, LLC

CIK 0001791002 · 101 2ND STREET, STE 402, HOLLY HILL, FL, 32117 · 3868723440

Reported Value
$362M
Q1 2026
Positions
133
Filings on Record
31
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Xcel Wealth Management, LLC reported $362M in U.S.-listed holdings across 133 positions for Q1 2026.

Its largest position, AMZN, represents 7.7% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 16.

Portfolio Metrics

Turnover
+5.1%
vs prior filed quarter
Top-10 Concentration
+40.9%
share of reported value
Largest Position
+7.7%
Amazon Com
New / Exited
5 / 16
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $108MQ3 ’19Q4 ’19: $120MQ1 ’20: $111MQ2 ’20: $161MQ3 ’20: $194MQ3 ’20Q4 ’20: $232MQ1 ’21: $280MQ2 ’21: $331MQ3 ’21: $345MQ3 ’21Q4 ’21: $389MQ1 ’22: $365MQ2 ’22: $274MQ3 ’22: $269MQ3 ’22Q4 ’22: $254MQ1 ’23: $284MQ2 ’23: $316MQ3 ’23: $253MQ3 ’23Q4 ’23: $285MQ1 ’24: $320MQ2 ’24: $319MQ3 ’24: $342MQ3 ’24Q4 ’24: $361MQ1 ’25: $321MQ2 ’25: $351MQ3 ’25: $385MQ3 ’25Q4 ’25: $393MQ1 ’26: $362Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.5%ETP: 5.9%REIT: 1.9%PUBLIC: 1.9%Other: 1.1%Other: 0.5%
  • Common Stock · 88.5% · $320M
  • ETP · 5.9% · $21M
  • REIT · 1.9% · $7M
  • PUBLIC · 1.9% · $7M
  • Other · 1.1% · $4M
  • Other · 0.5% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ETENERGY TRANSFER L PNEW+59.0K59.0K+$1M$1M
ISHARES TRNEW+1.4K1.4K+$313,906$313,906
NKENIKE INCNEW+5.6K5.6K+$295,000$295,000
INVESCO EXCHANGE TRADED FD TNEW+1.5K1.5K+$282,698$282,698
SPDR SERIES TRUSTNEW+1.6K1.6K+$239,050$239,050
TTANSERVICETITAN INCADDED+7.1K9.8K+$334,101$618,989
MLB1MERCADOLIBRE INCADDED+294453+$462,979$783,246
GLWCORNING INCADDED+11.7K19.2K+$2M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM7.72%$28M134.1K
2BACBANK AMERICA CORPCOM · 7.25%CNV PFD L6.04%$22M310.7K
3RHRHhistory →COM5.25%$19M135.8K
4NVDANVIDIA CORPORATIONhistory →COM4.25%$15M88.2K
5GOOGLALPHABET INChistory →CAP STK CL A3.66%$13M46.0K
6AAPLAPPLE INChistory →COM3.30%$12M47.0K
7FFORD MTR COhistory →COM3.28%$12M1.03M
8HDHOME DEPOT INChistory →COM3.15%$11M34.6K
9JPMJPMORGAN CHASE & COhistory →COM3.13%$11M38.5K
10BABOEING COhistory →COM3.08%$11M55.9K
11COFCAPITAL ONE FINL CORPhistory →COM2.74%$10M54.4K
12AVGOBROADCOM INChistory →COM2.12%$8M24.8K
13DWDMORGAN STANLEYhistory →COM NEW2.04%$7M44.7K
14TSLATESLA INChistory →COM1.95%$7M19.0K
15NEENEXTERA ENERGY INChistory →COM1.77%$6M69.0K
16BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.74%$6M13.1K
17WMTWALMART INChistory →COM1.39%$5M40.4K
18VANGUARD INDEX FDSS&P 500 ETF SHS1.36%$5M8.2K
19CAVACAVA GROUP INChistory →COM1.21%$4M54.0K
20PANWPALO ALTO NETWORKS INChistory →COM1.18%$4M26.5K
21PFEPFIZER INChistory →COM1.15%$4M148.0K
22FDXFEDEX CORPhistory →COM1.04%$4M10.5K
23GEVGE VERNOVA INChistory →COM1.04%$4M4.3K
24NFLXNETFLIX INC.history →COM1.03%$4M38.7K
25CATCATERPILLAR INCCOM0.99%$4M5.1K
26PLTRPALANTIR TECHNOLOGIES INCCL A0.93%$3M23.0K
27UBERUBER TECHNOLOGIES INCCOM0.92%$3M46.4K
28BACVERIZON COMMUNICATIONS INCCOM0.88%$3M63.4K
29TJXTJX COS INC NEWCOM0.87%$3M19.7K
30ABTABBOTT LABORATORIESCOM0.86%$3M30.2K
31COSTCOSTCO WHOLESALE CORPORATIONCOM0.83%$3M3.0K
32PRUPRUDENTIAL FINL INCCOM0.79%$3M29.3K
33SKTTANGER INCCOM0.79%$3M84.0K
34CRWDCROWDSTRIKE HLDGS INCCL A0.75%$3M6.9K
35FRTFEDERAL RLTY INVT TR NEWSH BEN INT NEW0.73%$3M25.0K
36LEVILEVI STRAUSS & CO NEWCL A COM STK0.72%$3M141.7K
37GLWCORNING INCCOM0.72%$3M19.2K
38NOWSERVICENOW INCCOM0.71%$3M24.7K
39AMDADVANCED MICRO DEVICES INCCOM0.71%$3M12.6K
40GSGOLDMAN SACHS GROUP INCCOM0.70%$3M3.0K
41SOFISOFI TECHNOLOGIES INCCOM0.70%$3M159.0K
42SCHWSCHWAB CHARLES CORPCOM0.69%$3M26.7K
43ETFS GOLD TRPHYSCL GOLD SHS0.69%$2M55.8K
44NDQINVESCO QQQ TRUNIT SER 10.66%$2M4.1K
45METAMETA PLATFORMS INCCL A0.63%$2M4.0K
46AXPAMERICAN EXPRESS COCOM0.61%$2M7.3K
47DEDEERE & COCOM0.58%$2M3.7K
48TOSTTOAST INCCL A0.55%$2M75.5K
49RTXRTX CORPORATIONCOM0.54%$2M10.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$362M133Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$393M144Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$385M138Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$351M129Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$321M129Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$361M126Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$342M126Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$319M123Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$320M127Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$285M115Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$253M106Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$316M136Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$284M130Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$254M129Feb 15, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$269M119Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$274M121Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$365M137Apr 29, 202213F-HRchanges · EDGAR ↗
Q4 2021$389M142Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$345M135Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$331M141Jul 15, 202113F-HRchanges · EDGAR ↗
Q1 2021$280M129Apr 15, 202113F-HRchanges · EDGAR ↗
Q4 2020$232M118Jan 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$194M108Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$161M99Jul 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$111M77Apr 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$120M71Jan 9, 202013F-HRchanges · EDGAR ↗
Q3 2019$108M74Nov 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.