Maxele Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Webster Groves, MO
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$139,366
Net value change ($000)
-3,730 (-2.6%)
New positions
3
Sold out positions
4
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 812 11.8%
FENY 648 23.5%
AAPL 508 15.3%
RSP 461 113.5%
VOO 350 6.0%
META 332 31.0%
ICSH 325 NEW
FHLC 316 19.0%
VHT 278 NEW
BRK-B 254 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMAT -993 -32.2%
SOXX -883 -12.5%
XLI -585 -11.3%
ITA -566 -17.5%
BIV -445 -49.8%
SPACE EXPLORATION TECHN CORP -426 -12.8%
CAT -420 -38.0%
XOM -394 -100.0%
AGG -383 -11.4%
QTEC -269 -2.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type