XXI WEALTH, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 217,680
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 226 | 217,680 | 13F-HR | XXI WEALTH, LLC |
| Q1 2026 | 5/7/2026 | 209 | 176,527 | 13F-HR | XXI WEALTH, LLC |
| Q4 2025 | 2/12/2026 | 178 | 164,517 | 13F-HR | XXI WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 210.8 K | 96.8% | 39.59 K | 0 | 39.59 K |
| ETFs | 6.902 K | 3.2% | 1.562 K | 0 | 1.562 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
217,680
Holdings
226
QoQ value change ($000)
41,153
(23.3%)
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.