Q2 2026 13F · SEC CIK 2096567

Maxele Advisors, LLC

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $143.1M
Reported positions: 98
Holdings vs S&P 500, 3 yrs: —
Assets under management: $201.6M

Maxele Advisors, LLC is a wealth manager that reported 98 positions worth $143.1M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were First Tr Exchange-Traded Fd (QTEC, 6.8%), Ishares Tr (SOXX, 4.9%), Nvidia Corporation (NVDA, 4.8%).

Maxele Advisors, LLC holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Maxele Advisors, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
QTECFirst Tr Exchange-Traded Fd	6.8%	5.5%	29,084	-1.9%	$9.7M
SOXXIshares Tr	4.9%	2.7%	10,998	-0.1%	$7.0M
NVDANvidia Corporation	4.8%	5.3%	34,273	-1.3%	$6.9M
VOOVanguard Index Fds	4.1%	4.3%	8,493	+0.9%	$5.8M
FTECFidelity Covington Trust	3.9%	3.6%	19,724	-0.3%	$5.6M
VTVVanguard Index Fds	3.8%	3.8%	24,710	+1.1%	$5.4M
XLISelect Sector Spdr Tr	3.6%	3.5%	27,900	-0.9%	$5.2M
IVVIshares Tr	3.1%	3.3%	6,003	+0.2%	$4.5M
XLFSelect Sector Spdr Tr	2.5%	2.9%	65,738	-0.7%	$3.5M
XLVSelect Sector Spdr Tr	2.5%	2.9%	22,132	-3.1%	$3.5M
AGGIshares Tr	2.4%	2.9%	34,007	-5.4%	$3.4M
SPCXSpace Exploration Techn Corp	2.3%	—	19,437	—	$3.3M
AAPLApple Inc	2.3%	2.6%	11,474	-1.9%	$3.3M
ITAIshares Tr	2.3%	2.3%	13,310	+0.5%	$3.2M
AMATApplied Matls Inc	2.2%	0.9%	4,266	-2.7%	$3.1M
GLDSpdr Gold Tr	2.1%	2.6%	8,248	+2.2%	$3.0M
FENYFidelity Covington Trust	1.9%	1.8%	93,347	+1.9%	$2.8M
FDISFidelity Consumer Discretionar	1.7%	2.0%	23,632	-1.1%	$2.4M
FNCLFidelity Covington Trust	1.7%	1.9%	31,463	+2.9%	$2.4M
IWMIshares Tr	1.6%	1.4%	7,472	+6.3%	$2.2M
LLYEli Lilly & Co	1.4%	1.5%	1,711	-0.2%	$2.1M
AMZNAmazon Com Inc	1.4%	1.5%	8,218	+0.3%	$2.0M
IJRIshares Tr	1.3%	1.2%	12,804	+0.6%	$1.9M
FIDUFidelity Industrials Index ETF	1.3%	1.2%	18,546	-0.3%	$1.8M
IWDIshares Tr	1.3%	1.3%	7,430	+0.0%	$1.8M
IJHIshares Tr	1.2%	1.2%	22,090	-0.6%	$1.7M
FHLCFidelity Covington Trust	1.2%	1.3%	21,567	-2.1%	$1.7M
JPMJpmorgan Chase & Co	1.1%	1.3%	4,683	-5.1%	$1.5M
SHYIshares Tr	1.0%	1.3%	18,231	-2.9%	$1.5M
IWFIshares Tr	1.0%	1.1%	11,154	+291.1%	$1.4M
FCOMFidelity Covington Trust	0.9%	1.1%	19,226	+0.0%	$1.3M
FUTYFidelity Covington Trust	0.9%	1.0%	22,255	-1.9%	$1.3M
OEFIshares Tr	0.9%	1.0%	3,490	-2.1%	$1.3M
COSTCostco Wholesale Corporation	0.9%	0.9%	1,328	-0.9%	$1.2M
IWNIshares Tr	0.8%	0.8%	5,434	+2.4%	$1.2M
VCRVanguard Consumer Discretionary ETF	0.8%	1.0%	2,911	-4.8%	$1.2M
DIASpdr Dow Jones Indl Average	0.8%	0.9%	2,164	-1.9%	$1.1M
CATCaterpillar Inc	0.8%	0.5%	1,039	-6.5%	$1.1M
METAMeta Platforms Inc	0.7%	1.0%	1,902	-0.9%	$1.1M
FMATFidelity Covington Trust	0.7%	0.7%	18,055	+15.0%	$1.1M
AEEAmeren Corp	0.7%	0.7%	9,195	+0.1%	$1.0M
MUMicron Technology Inc	0.7%	—	881	—	$1.0M
ABTAbbott Laboratories	0.7%	1.2%	10,686	-6.3%	$970K
WMTWalmart Inc	0.7%	0.8%	8,401	-0.8%	$951K
IBBIshares Tr	0.6%	0.6%	4,755	+2.2%	$904K
BIVVanguard Bd Index Fds	0.6%	0.6%	11,639	+22.7%	$893K
VWOVanguard Intl Equity Index F	0.5%	—	12,865	—	$768K
FSTAFidelity Covington Trust	0.5%	0.6%	13,860	+0.0%	$728K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.6%	961	-10.2%	$718K
DXJWisdomtree Tr	0.5%	—	4,125	—	$716K

What Maxele Advisors, LLC bought and sold in Q2 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+291.1% shares
BIV Vanguard Bd Index Fds+22.7% shares
FMAT Fidelity Covington Trust+15.0% shares
IWM Ishares Tr+6.3% shares

Reduced

SPY State Str Spdr S&p 500 ETF T-10.2% shares
CAT Caterpillar Inc-6.5% shares
ABT Abbott Laboratories-6.3% shares
AGG Ishares Tr-5.4% shares
JPM Jpmorgan Chase & Co-5.1% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +12.6%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$143.1M	98
Q4 2025	$123.1M	100
Q3 2025	$115.9M	95
Q2 2025	$114.7M	101

Questions about Maxele Advisors, LLC's portfolio

What stocks does Maxele Advisors, LLC own?

Maxele Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 98 positions worth $143.1M. The largest are First Tr Exchange-Traded Fd (QTEC) at 6.8%, Ishares Tr (SOXX) at 4.9%, Nvidia Corporation (NVDA) at 4.8%, Vanguard Index Fds (VOO) at 4.1% and Fidelity Covington Trust (FTEC) at 3.9%.

What did Maxele Advisors, LLC buy last quarter?

In Q2 2026, Maxele Advisors, LLC added Ishares Tr (IWF) (+291.1% shares), Vanguard Bd Index Fds (BIV) (+22.7% shares) and Fidelity Covington Trust (FMAT) (+15.0% shares), compared with its Q4 2025 filing.

What did Maxele Advisors, LLC sell last quarter?

In Q2 2026, Maxele Advisors, LLC cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Vanguard Ftse Europe ETF (VGK), cut from its top 50 Home Depot Inc (HD), State Str Spdr S&p 500 ETF T (SPY) (-10.2% shares), Caterpillar Inc (CAT) (-6.5% shares) and Abbott Laboratories (ABT) (-6.3% shares), compared with its Q4 2025 filing.

When is Maxele Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Maxele Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Maxele Advisors, LLC manage?

Maxele Advisors, LLC reported $201.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $143.1M.