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XCELSIOR ADVISOR PARTNERS LLC

Q2 2026 13F filing

Updated 27 days ago

499 disclosed positions worth $759.3M

Portfolio value
$759.3M
Total holdings
499
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

F

FIRST FINL BANKSHARES INC

Value
$33.6M
Shares
971.8K
% Port
4.43%
A

APPLE INC

Value
$21M
Shares
72.5K
% Port
2.76%
N

NVIDIA CORPORATION

Value
$20.8M
Shares
103.9K
% Port
2.74%
F
4.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$18.1M
Shares
375.0K
% Port
2.38%
M

MICROSOFT CORP

Value
$17.7M
Shares
47.4K
% Port
2.33%
V

VANGUARD TAX-MANAGED FDS

Value
$13M
Shares
182.9K
% Port
1.72%
A

AMAZON COM INC

Value
$12.6M
Shares
52.9K
% Port
1.66%
I
8.IAU

ISHARES GOLD TR

Value
$10.4M
Shares
137.2K
% Port
1.36%
T

TARGA RES CORP

Value
$10.3M
Shares
38.3K
% Port
1.35%
A
10.ABBV

ABBVIE INC

Value
$9.8M
Shares
38.9K
% Port
1.29%
W

WELLS FARGO & CO

Value
$9.8M
Shares
118.2K
% Port
1.29%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

Value
$9M
Shares
12.1K
% Port
1.19%
X
13.XOM

EXXON MOBIL CORP

Value
$9M
Shares
65.8K
% Port
1.18%
B
14.BX

VANGUARD SPECIALIZED FUNDS

Value
$8.6M
Shares
36.5K
% Port
1.14%
V
15.VGES

VANGUARD INDEX FDS

Value
$8.5M
Shares
39.1K
% Port
1.12%
J
16.JNJ

JOHNSON & JOHNSON

Value
$8.2M
Shares
32.3K
% Port
1.08%
S

SCHWAB STRATEGIC TR

Value
$8M
Shares
250.8K
% Port
1.05%
V
18.VGES

VANGUARD INDEX FDS

Value
$7.7M
Shares
95.2K
% Port
1.01%
G

ALPHABET INC

Value
$7.5M
Shares
20.9K
% Port
0.98%
J

IOVANCE BIOTHERAPEUTICS INC

Value
$7.4M
Shares
1.78M
% Port
0.98%
M
21.META

META PLATFORMS INC

Value
$7.3M
Shares
13.0K
% Port
0.97%
V
22.VGES

VANGUARD INDEX FDS

Value
$7.1M
Shares
23.5K
% Port
0.94%
E

ENERGY TRANSFER L P

Value
$7.1M
Shares
371.6K
% Port
0.94%
E
24.ETHA

ISHARES TR

Value
$7M
Shares
28.9K
% Port
0.92%
L
25.LLY

ELI LILLY & CO

Value
$6.7M
Shares
5.6K
% Port
0.89%
J

JPMORGAN CHASE & CO

Value
$6.6M
Shares
20.3K
% Port
0.87%
?
27.N/A

DIMENSIONAL ETF TRUST

Value
$6.6M
Shares
149.1K
% Port
0.87%
G
28.GLD

SPDR GOLD TR

Value
$6.6M
Shares
17.8K
% Port
0.87%
B

BERKSHIRE HATHAWAY INC DEL

Value
$6.1M
Shares
12.1K
% Port
0.80%
V
30.VGES

VANGUARD INDEX FDS

Value
$5.6M
Shares
16.3K
% Port
0.74%
F
31.FPF

FIRST TR EXCHANGE TRADED FD

Value
$5.6M
Shares
69.3K
% Port
0.74%
C
32.CVX

CHEVRON CORPORATION

Value
$5.4M
Shares
32.5K
% Port
0.71%
E
33.ETHA

ISHARES TR

Value
$5.2M
Shares
41.6K
% Port
0.68%
C
34.COST

COSTCO WHOLESALE CORPORATION

Value
$5.1M
Shares
5.5K
% Port
0.68%
G

ALPHABET INC

Value
$5M
Shares
14.0K
% Port
0.65%
A
36.AVGO

BROADCOM INC

Value
$4.9M
Shares
13.1K
% Port
0.65%
E
37.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$4.7M
Shares
128.8K
% Port
0.62%
V
38.VGES

VANGUARD INDEX FDS

Value
$4.6M
Shares
53.2K
% Port
0.60%
V
39.VGES

VANGUARD SCOTTSDALE FDS

Value
$4.5M
Shares
78.1K
% Port
0.60%
Q
40.QCOM

PACER FDS TR

Value
$4.5M
Shares
72.9K
% Port
0.60%
A
41.AMD

ADVANCED MICRO DEVICES INC

Value
$4.5M
Shares
7.7K
% Port
0.59%
T
42.TSLA

TESLA INC

Value
$4.2M
Shares
10.1K
% Port
0.56%
W
43.WMT

WALMART INC

Value
$4.2M
Shares
37.2K
% Port
0.55%
I
44.INTC

INTEL CORP

Value
$4.2M
Shares
30.1K
% Port
0.55%
C

BRISTOL-MYERS SQUIBB CO

Value
$4M
Shares
69.9K
% Port
0.53%
R
46.RTX

RTX CORPORATION

Value
$3.8M
Shares
20.1K
% Port
0.50%
V
47.VGES

VANGUARD WHITEHALL FDS

Value
$3.6M
Shares
22.8K
% Port
0.47%
E
48.ETHA

ISHARES TR

Value
$3.6M
Shares
9.8K
% Port
0.47%
V
49.VCTR

VICTORY PORTFOLIOS II

Value
$3.5M
Shares
75.5K
% Port
0.46%
H
50.HD

HOME DEPOT INC

Value
$3.4M
Shares
9.7K
% Port
0.45%