XCELSIOR ADVISOR PARTNERS LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 759,329
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 453 | 759,329 | 13F-HR | XCELSIOR ADVISOR PARTNERS LLC |
| Q1 2026 | 5/15/2026 | 226 | 262,861 | 13F-HR | Excelsior Advisor Network LLC |
| Q4 2025 | 2/13/2026 | 168 | 205,651 | 13F-HR | Excelsior Advisor Network LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.455 K
(0.2% of total reported value)
· QoQ Δ:
+11
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 519.2 K | 68.5% | 404.3 K | 0 | 404.3 K |
| ETFs | 237.9 K | 31.4% | 91.47 K | 0 | 91.47 K |
| Other | 703 | 0.1% | 703 | 0 | 703 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
759,329
Holdings
453
QoQ value change ($000)
496,468
(188.9%)
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.