XCELSIOR ADVISOR PARTNERS LLC — 13F holdings

XCELSIOR ADVISOR PARTNERS LLC reported 499 holdings worth $759M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. FFIN FIRST FINL BANKSHARES INC — $33.6M (4.4%)
  2. AAPL APPLE INC — $22.9M (3.0%)
  3. NVDA NVIDIA CORPORATION — $21.4M (2.8%)
  4. MSFT MICROSOFT CORP — $20.5M (2.7%)
  5. FVD FIRST TR EXCHANGE-TRADED FD — $18.1M (2.4%)
  6. AMZN AMAZON COM INC — $14.9M (2.0%)
  7. VEA VANGUARD TAX-MANAGED FDS — $13.5M (1.8%)
  8. IAU ISHARES GOLD TR — $10.4M (1.4%)
  9. TRGP TARGA RES CORP — $10.3M (1.4%)
  10. ABBV ABBVIE INC — $10.0M (1.3%)