XA
X Advisors, LLC 13F Holdings (36 Positions, Q2 2026)
X Advisors, LLCCIK: 0002139999
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$37.6M
Reporting period: 2026-06-30 · Number of holdings: 36
X ADVISORS, LLC disclosed 36 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $37.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 20.15
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 94.22
- Diversification
- 72
- Sizing Uniformity
- 90.85
X Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 36 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.91), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 43% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.47% | — | — | — |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.21% | — | — | — |
| 3 | CANFIT 9.5 PERP ABond | Cantor Fitzgerald Inc Tr | Bond | 5.62% | — | — | — |
| 4 | ✓ | Stock-Other | 5.32% | — | — | — | |
| 5 | ✓ | Stock-Other | 5.23% | — | — | — | |
| 6 | TRND | Pacer Trendpilot Funds Of Fd | ETF-Other | 4.82% | — | — | — |
| 7 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 4.80% | — | — | — |
| 8 | INTC | Intel CORP | Stock-Tech | 3.38% | — | — | — |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 3.33% | — | — | — |
| 10 | FFOG | Franklin Focused Growth | ETF-Other | 3.19% | — | — | — |
| 11 | FHN 6.75 PERP HBond | First Horizon CORP | Bond | 3.16% | — | — | — |
| 12 | C 6.25 PERP IIBond | Citigroup Inc | Bond | 2.68% | — | — | — |
| 13 | ✓ | Stock-Other | 2.67% | — | — | — | |
| 14 | ✓ | Stock-Other | 2.66% | — | — | — | |
| 15 | DC | Dakota Gold CORP | Stock-Other | 2.63% | — | — | — |
| 16 | ✓ | Stock-Other | 2.58% | — | — | — | |
| 17 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 2.53% | — | — | — |
| 18 | ✓ | Stock-Other | 2.41% | — | — | — | |
| 19 | ADAM 9.875 10-01-30Bond | Adamas Trust Inc | Bond | 2.15% | — | — | — |
| 20 | UMC | United Microelectron-sp Adr | Stock-Other | 2.12% | — | — | — |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.98% | — | — | — |
| 22 | MARA | Mara Holdings Inc | Stock-Financials | 1.96% | — | — | — |
| 23 | ✓ | Stock-Other | 1.65% | — | — | — | |
| 24 | RPT V9.875 PERPBond | Rithm Property Trust | Bond | 1.56% | — | — | — |
| 25 | INCM | Franklin Income Focus ETF | ETF-Other | 1.25% | — | — | — |
| 26 | CFG V6.5 PERP IBond | Citizens Financial Group | Bond | 1.20% | — | — | — |
| 27 | AAL | American Airlines Group Inc | Stock-Industrials | 1.09% | — | — | — |
| 28 | ✓ | Stock-Other | 1.04% | — | — | — | |
| 29 | ✓ | Stock-Other | 1.01% | — | — | — | |
| 30 | RIOT | Riot Platforms Inc | Stock-Financials | 0.96% | — | — | — |
| 31 | LBTYA | Liberty Global Ltd. | Stock-Other | 0.93% | — | — | — |
| 32 | ✓ | Stock-Other | 0.79% | — | — | — | |
| 33 | ✓ | Stock-Other | 0.73% | — | — | — | |
| 34 | ✓ | Stock-Other | 0.73% | — | — | — | |
| 35 | ✓ | Stock-Other | 0.61% | — | — | — | |
| 36 | FT | Franklin Universal Trust | Stock-Other | 0.55% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is X Advisors, LLC and what type of investor is it?
X Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $37.6M, spread across 36 disclosed positions.
What are X Advisors, LLC's largest equity positions?
Based on the latest 13F filing, X Advisors, LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $5.4M (14.5%)
2. Exxon Mobil CORP (XOM) — $2.3M (6.2%)
3. Cantor Fitzgerald Inc Tr (CANFIT 9.5 PERP A) — $2.1M (5.6%)
4. — $2.0M (5.3%)
5. — $2.0M (5.2%)
What changes did X Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for X Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does X Advisors, LLC focus on?
X Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 41.3%
• Financials: 34.1%
• Energy: 14.4%
• Communication Services: 7.7%
• Industrials: 2.5%
Investment Profile
X Advisors, LLC's portfolio is broadly diversified and long-term-holding, with 41.3% of the portfolio concentrated in Information Technology.
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