Excelsior Advisor Network LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Scottsdale, AZ
CIK
0002110679
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
226
262,861
VEA, NVDA, AAPL, FFIN
13F-HR
5/15/2026
000198615226000087
Q4 2025
168
205,650
VEA, NVDA, IAU, AAPL
13F-HR
2/13/2026
000198615226000034