Institutions / XXI Wealth, LLC
XXI Wealth, LLC
CIK 2047463 · Institution · as of Dec 31, 2025
Portfolio value
$164.52M
Positions
178
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 178 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $10.61M | 6.5% |
| Apple Inc. | $8.01M | 4.9% |
| NVIDIA Corp | $5.99M | 3.6% |
| Amazon.com Inc | $4.92M | 3.0% |
| Blackstone Inc | $4.73M | 2.9% |
| JPMorgan Chase & Co | $4.43M | 2.7% |
| ELI LILLY & Co | $4.12M | 2.5% |
| Alphabet Inc. | $3.99M | 2.4% |
| CME Group Inc | $3.23M | 2.0% |
| Abbott Laboratories | $3.00M | 1.8% |
| Alphabet Inc. | $2.90M | 1.8% |
| Tesla Inc | $2.84M | 1.7% |
| Johnson & Johnson | $2.78M | 1.7% |
| Parker-Hannifin Corp | $2.69M | 1.6% |
| Meta Platforms Inc | $2.60M | 1.6% |
| Micron Technology Inc | $2.55M | 1.6% |
| Astrazeneca PLC | $2.19M | 1.3% |
| Broadcom Inc. | $2.14M | 1.3% |
| ONEOK Inc | $2.03M | 1.2% |
| Exxon Mobil Corp | $1.92M | 1.2% |
| International Business Machines Corp | $1.90M | 1.2% |
| The Goldman Sachs Group, Inc. | $1.76M | 1.1% |
| AbbVie Inc. | $1.73M | 1.1% |
| Mastercard Inc | $1.54M | 0.9% |
| TJX Cos Inc/The | $1.45M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.