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XXI WEALTH, LLC - Portfolio Stock Holdings

XXI WEALTH, LLC disclosed 260 stock positions in a recent SEC 13F filing. $249,146,907 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $531,547,477 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

260

Est. Stock Holding Value:

$249,146,907

Top Stock Holdings By Sector

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Portfolio Stock Holdings - XXI WEALTH, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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