Xcel Wealth Management, LLC
All 13F Filings
- Location
- Holly Hill, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 361,546
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 133 | 361,546 | 13F-HR | Xcel Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 144 | 393,149 | 13F-HR | Xcel Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 138 | 384,717 | 13F-HR | Xcel Wealth Management, LLC |
| Q2 2025 | 7/15/2025 | 129 | 351,354 | 13F-HR | Xcel Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.93 K
(0.5% of total reported value)
· QoQ Δ:
-775
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 341.9 K | 95.1% | 0 | 41.93 K | -41.93 K |
| ETFs | 17.75 K | 4.9% | 11.09 K | 0 | 11.09 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
361,546
Holdings
133
QoQ value change ($000)
-31,603
(-8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.