Xcel Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity holdings as of September 30, 2026. The filing lists 140 distinct positions held by the firm.
The report identifies Jonathan Xynidis, the Founder and CEO of Xcel Wealth Management, as the authorized signatory. The firm’s principal executive office is located at 101 2nd Street, Ste 402, Holly Hill, FL 32117. The filing was submitted on October 26, 2026.
The portfolio includes a mix of large-cap technology companies, consumer staples, and financial institutions. Notable holdings include Apple Inc., with 40,837 shares; Visa Inc., with 3,059 shares; and Walmart Inc., with 34,071 shares. The filing also lists significant positions in NVIDIA Corporation (82,875 shares), Microsoft Corporation (3,888 shares), and Amazon.com Inc. (130,785 shares).
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). These include the Vanguard S&P 500 ETF (7,410 shares), the Invesco QQQ Trust (4,495 shares), and the iShares Core S&P 500 ETF (460 shares). The filing indicates that all positions are held in a sole voting capacity.
