13F Filings History of Excelsior Advisor Network LLC
- Latest 13F report
- Q1 2026 - 15 May 2026
- Reported value
- $261,417,685
- Top reported holdings
- VEA NVDA AAPL FFIN VO VTV SCHD IAU VB ITA SPY DFAC
+8 more
XOM VIG IWF MSFT VV AMZN CVX VGSH - Form 13F summary
- Excelsior Advisor Network LLC Form 13F history summarizes the manager's parsed U.S.-listed equity disclosures. Form 13F is generally due within 45 days after each calendar quarter ends. Excelsior Advisor Network LLC reported 225 equity holdings with a total reported market value of $261,417,685 for Q1 2026. Top reported holdings included VEA, NVDA, AAPL, FFIN, and VO.
- Signature and title
- Tammi Ellis - Compliance Consultant
- Location
- Denver, CO
Portfolio snapshot
Manager identity
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$261,417,685
Quarter delta
+$55,766,903
Accepted
15 May 2026, 16:54
Rows shown
1-2 of 2
| Quarter | Holdings | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 225 | $261,417,685 | +$60,035,999 | -$4,359,790 | +$55,676,209 | VEA, NVDA, AAPL, FFIN, VO | 13F-HR | 15 May 2026, 16:54 |
| Q4 2025 | 168 | $205,650,782 | $0 | $0 | $0 | VEA, NVDA, IAU, AAPL, SPY | 13F-HR | 13 Feb 2026, 13:48 |