Excelsior Advisor Network LLC
•CIK: 2110679•Filing: Q4 2025
**Excelsior Advisor Network LLC** manages $206M across a diversified portfolio of 168 positions. The strategy exhibits notable allocations to global equities, highlighted by the $10.2M position in VEA and $5.8M in ITA*. Key technology and mega-cap exposure is evident with $7.9M in NVDA and $6.2M each in AAPL and SPY. The fund maintains significant diversification across asset classes, including $6.6M in IAU* and $5.8M in SCHD.
Total AUM
$205.7M
QoQ Performance
N/A
Positions
113
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA5.0%
NVDA3.9%
IAU*3.2%
AAPL3.0%
SPY3.0%
VO2.9%
ITA*2.8%
SCHD2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other69.0%
Technology14.1%
Consumer3.5%
ETF3.2%
Financial3.0%
Healthcare2.3%
Industrial1.9%
Energy1.6%