Maxele Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 97 equity securities held by the firm, with the majority of the portfolio value concentrated in exchange-traded funds (ETFs) and index funds.
The filing identifies Steve Erken as the Principal of Maxele Advisors, LLC, which is located in Webster Groves, Missouri. The report covers the firm's holdings as of the close of business on September 30, 2026.
The portfolio is heavily weighted toward broad market index funds and sector-specific ETFs. The top holdings by number of shares include the iShares Core S&P 500 ETF, which accounts for 4,584,427 shares, and the iShares Semiconductor ETF, which holds 6,163,975 shares. Other significant positions include the iShares Core S&P MidCap 400 ETF (494,503 shares) and the Vanguard S&P 500 ETF (6,182,690 shares).
Individual company holdings include significant positions in NVIDIA Corporation, with 7,669,929 shares, and Microsoft Corporation, with 894,677 shares. Other notable individual stock positions include Apple Inc. (3,828,201 shares), Amazon.com Inc. (2,015,374 shares), and Eli Lilly & Co. (1,957,779 shares).
The filing also lists numerous other ETFs and index funds, including various Fidelity Covington Trust funds tracking different market sectors such as Energy, Financials, Healthcare, and Materials, as well as iShares and Vanguard funds covering U.S. Treasuries, global equity markets, and specific sectors like Utilities and Real Estate.
