Kurt Newsom

Xxi Wealth, Llc

Assets Managed

$176.527M

Holdings

209

Last Quarter

2026 - Q1

Filed Date

4d ago

Growth Rate

7.31%(2Q avg: 3.66%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Xxi Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Xxi Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 176.527M in assets, with a quarterly growth rate of 7.31% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Kurt Newsom, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 2.93%	4.74%	$8.362M 22,589 shares@ $370.17 avg price	Increased 2.93%
AAPL Apple Inc Recent Activity Increased 10.03%	4.67%	$8.23M 32,428 shares@ $253.79 avg price	Increased 10.03%
NVDA Nvidia Corp Recent Activity Increased 12.01%	3.56%	$6.272M 35,965 shares@ $174.41 avg price	Increased 12.01%
AMZN Amazon.com Inc Recent Activity Decreased -4.96%	2.39%	$4.219M 20,256 shares@ $208.27 avg price	Decreased -4.96%
CME Cme Group Inc Recent Activity Increased 13.71%	2.26%	$3.974M 13,455 shares@ $295.36 avg price	Increased 13.71%
JPM Jpmorgan Chase & Co Recent Activity Decreased -7.17%	2.13%	$3.75M 12,748 shares@ $294.17 avg price	Decreased -7.17%
GOOG Alphabet Inc-cl C Recent Activity Increased 1.79%	2.11%	$3.714M 12,946 shares@ $286.87 avg price	Increased 1.79%
JNJ Johnson & Johnson Recent Activity Increased 1.78%	1.9%	$3.343M 13,676 shares@ $244.44 avg price	Increased 1.78%
MU Micron Technology Inc Recent Activity Increased 4.85%	1.8%	$3.169M 9,379 shares@ $337.84 avg price	Increased 4.85%
XOM Exxon Mobil Corp Recent Activity Increased 15.37%	1.77%	$3.121M 18,398 shares@ $169.66 avg price	Increased 15.37%

1-10 of 209