account_balance
Investment manager · 13F filer · SEC CIK 2110679
Xcelsior Advisor Partners LLC
Reported value$1.49Bas of Sep 30, 2026
Positions615 185 new, 22 sold out
Top 10 weight23.1%AAPL alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.8%Added +113%
MSFTMicrosoft Corp
3.5%Added +100%
NVDANVIDIA Corp
3.4%Added +108%
AMZNAmazon.com Inc
2.3%Added +122%
FFINFirst Financial Bankshares Inc
2.1%
IOVAIovance Biotherapeutics, Inc.
1.8%Added +3%
WFCWells Fargo & Company
1.8%Added +188%
VEAVanguard Tax-Managed FDS
1.7%Added +91%
JPMJPMorgan Chase & Co
1.4%Added +213%
METAMeta Platforms, Inc.
1.3%+94%
FVDFirst Tr Exchange-Traded Fd
1.2%Added +6%
ABBVAbbVie Inc.
1.2%Added +72%
AAPLApple Inc.
3.8%Added +113%
MSFTMicrosoft Corp
3.5%Added +100%
NVDANVIDIA Corp
3.4%Added +108%
AMZNAmazon.com Inc
2.3%Added +122%
FFINFirst Financial Bankshares Inc
2.1%
IOVAIovance Biotherapeutics, Inc.
1.8%
WFCWells Fargo & Company
1.8%
VEAVanguard Tax-Managed FDS
1.7%
JPMJPMorgan Chase & Co
1.4%
METAFVD1.2%
ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.8% Added +113%MSFT Microsoft Corp 3.5% Added +100%NVDA NVIDIA Corp 3.4% Added +108%AMZN Amazon.com Inc 2.3% Added +122%FFIN First Financial Bankshares Inc 2.1% HeldIOVA Iovance Biotherapeutics, Inc. 1.8% Added +3%WFC Wells Fargo & Company 1.8% Added +188%
VEA Vanguard Tax-Managed FDS 1.7% Added +91%
JPM JPMorgan Chase & Co 1.4% Added +213%META Meta Platforms, Inc. 1.3% Added +94%FVD First Tr Exchange-Traded Fd 1.2% Added +6%
ABBV AbbVie Inc. 1.2% Added +72%What changed
Biggest moves since Jun 30, 2026
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