Excelsior Advisor Network LLC - Portfolio overview

Excelsior Advisor Network LLC has 225 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 5.17%
2. FFIN - FIRST FINL BANKSHARES INC, 3.02%
3. VO - VANGUARD INDEX FDS, 2.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.