Institutional Fund
Xxi Wealth, LLC
Chicago, ILCIK 20474632 filings on record
Portfolio Value
$176.53M
Q1 2026
Holdings
209
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+7.3%
from $164.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp4.7%
- Apple Inc4.7%
- Nvidia Corporation3.6%
- Amazon Com Inc2.4%
- Cme Group Inc2.3%
- Jpmorgan Chase & Co.2.1%
- Other80.3%
Portfolio Holdings
209 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 22.6K | $8.36M | 4.7% | +641 | Added |
| 2 | Apple Inc | 32.4K | $8.23M | 4.7% | +3.0K | Added |
| 3 | Nvidia Corporation | 36.0K | $6.27M | 3.6% | +3.9K | Added |
| 4 | Amazon Com Inc | 20.3K | $4.22M | 2.4% | −1.1K | Reduced |
| 5 | Cme Group Inc | 13.5K | $3.97M | 2.3% | +1.6K | Added |
| 6 | Jpmorgan Chase & Co. | 12.7K | $3.75M | 2.1% | −985 | Reduced |
| 7 | Alphabet Inc | 12.9K | $3.71M | 2.1% | +227 | Added |
| 8 | Johnson & Johnson | 13.7K | $3.34M | 1.9% | +239 | Added |
| 9 | Micron Technology Inc | 9.4K | $3.17M | 1.8% | +433 | Added |
| 10 | Exxon Mobil Corp | 18.4K | $3.12M | 1.8% | +2.5K | Added |
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