XXI WEALTH, LLC
•CIK: 2047463•Filing: Q4 2025
**XXI WEALTH, LLC** manages $165M across a diversified portfolio of 178 positions. The fund exhibits a significant concentration in mega-cap technology and financial sectors, notably holding MSFT ($10.6M) and AAPL ($8.0M). Further allocations include substantial positions in NVDA ($6.0M), AMZN ($4.9M), and BX ($4.7M). This structure suggests a tactical, growth-oriented mandate targeting established market leaders.
Total AUM
$164.5M
QoQ Performance
N/A
Positions
171
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT6.5%
AAPL4.9%
NVDA3.6%
AMZN3.0%
BX2.9%
JPM2.7%
LLY2.5%
GOOG2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other38.4%
Technology26.3%
Healthcare10.2%
Financial8.1%
Consumer6.6%
Industrial2.3%
Energy1.8%
Consumer Staples1.6%