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Xcel Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    holly hill, FL
  • Num holdings

    140

  • Value ($000)

    $419,088

  • Date Filed
    07/24/2026
  • Form type
    13F-HR
  • CIK
    0001791002
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$31.15M
7 %

130,692

R
RH

RH

COM
74967X103
$25.99M
6 %

157,745

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$17.12M
4 %

85,544

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$15.64M
4 %

43,774

B
BAC

BANK OF AMER CORP

COM
060505104
$15.46M
4 %

271,286

A
AAPL

APPLE INC

COM
037833100
$13.37M
3 %

46,195

H
HD

HOME DEPOT INC

COM
437076102
$12.78M
3 %

36,233

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$12.14M
3 %

37,089

F
F

FORD MTR CO

COM
345370860
$11.73M
3 %

843,807

B
BA

BOEING CO

COM
097023105
$11.56M
3 %

53,394

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