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CIK: 0002110679
Total reported value
$759.3M
$759.3M
168 檔
4.9%
As reported in its official Q4 2025 Form 13F filing, Xcelsior Advisor Partners LLC's tracked investment portfolio stood at $759.3M with 168 total positions.
During Q4 2025, Xcelsior Advisor Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.95% | -2.89% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.86% | -0.20% | — | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.19% | -1.04% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.16% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.00% | -1.06% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.89% | -1.54% | — | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.84% | -1.36% | — | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.82% | -1.45% | — | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.81% | -1.35% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.79% | -1.41% | — | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 2.77% | -1.17% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.46% | -1.35% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | +0.20% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.01% | -0.79% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.99% | -0.86% | — | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.83% | -0.73% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.79% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.52% | -1.12% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.12% | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.48% | -0.70% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.47% | -0.75% | — | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.42% | -0.56% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.41% | -0.78% | — | |
| 24 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.28% | -0.61% | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.74% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.46% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.26% | — | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -0.28% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.07% | — | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | -0.40% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.16% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.67% | -0.32% | — | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.67% | -0.36% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.24% | — | |
| 35 | DGCB | Dimensional Global Credit | ETF-Other | 0.66% | -0.33% | — | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.40% | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.28% | — | |
| 38 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.65% | -0.31% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | +0.12% | — | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | -0.33% | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.23% | — | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.60% | -0.33% | — | |
| 43 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.58% | -0.31% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | +0.54% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.24% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | +0.03% | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.28% | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | -0.02% | — | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.55% | -0.40% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.55% | +0.03% | — |
According to official SEC Form 13F filings, Xcelsior Advisor Partners LLC reported a total U.S. public equity portfolio value of $759.3M across 168 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, NVDA, IAU) accounted for 4.9% of total reported equity market value during Q4 2025.
During Q4 2025, Xcelsior Advisor Partners LLC's top holdings by market value included VEA (5.0%)、NVDA (3.9%)、IAU (3.2%). The largest single position, VEA, represented 5.0% of total portfolio value.
In Q4 2025, Xcelsior Advisor Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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