Xcel Wealth Management, LLC has filed its latest 13F-HR report with the SEC, providing insights into its investment holdings as of September 30, 2026. This filing is crucial for understanding the firm's investment strategies and asset allocations.
Background
Xcel Wealth Management, LLC is a financial services firm based in Holly Hill, Florida. The company specializes in wealth management and investment advisory services. According to recent filings, Xcel has been actively reporting its investment holdings through various forms, including the 13F-HR, which is a quarterly report filed by institutional managers.
What the Filing Says
The recent 13F-HR filing, dated October 26, 2026, indicates that Xcel Wealth Management is continuing its practice of transparency regarding its investment positions. The filing includes information on the firm’s holdings as of the end of the third quarter of 2026.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the wealth management sector. By disclosing its holdings, Xcel provides valuable data that can influence market perceptions and strategies among other institutional investors.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was submitted on October 26, 2026, and it reports the investment holdings of Xcel Wealth Management as of September 30, 2026. This report is part of the regular disclosures required by the SEC for institutional investment managers with over $100 million in assets under management.
Contact Information
Xcel Wealth Management is located at 101 2ND STREET, STE 402, Holly Hill, FL 32117. The firm can be reached at the phone number 386-872-3440. This information is essential for stakeholders who may wish to contact the firm for inquiries regarding their investment strategies or to discuss their holdings further.
Company Information
Xcel Wealth Management, LLC is registered under the Central Index Key (CIK) number 0001791002. The firm has an Employer Identification Number (EIN) of 453081901 and is incorporated in the state of Florida. The fiscal year for the company ends on December 31.
Document Availability
The filing includes several documents available for public access, including the primary report in both HTML and XML formats, as well as an information table detailing specific holdings. These documents can be accessed through the SEC's EDGAR database for those interested in a deeper analysis of Xcel's investment positions.
Missing Information
The filing does not provide specific details on the individual securities held by Xcel Wealth Management, nor does it disclose the performance of these investments or any strategic shifts that may have occurred during the reporting period. Additionally, there is no information regarding future investment plans or market outlooks from the firm.