Maxele Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 70.7%; sector active share 57.2% against the combined 13F book's sector weights.
Over time 10 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
98 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.1% | $100,319,341 |
| Technology | 11.1% | $15,950,762 |
| Financial Services | 5.0% | $7,211,985 |
| Industrials | 3.8% | $5,466,633 |
| Healthcare | 3.2% | $4,591,368 |
| Consumer Defensive | 2.4% | $3,473,533 |
| Consumer Cyclical | 2.0% | $2,899,103 |
| Communication Services | 1.0% | $1,499,063 |
| Utilities | 0.7% | $1,039,402 |
| Energy | 0.5% | $644,460 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +8,302 | 11,154 | $1,384,992 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +2,915 | 12,865 | $767,911 | |
| FMAT | Fidelity MSCI Materials Index ETF | +2,352 | 18,055 | $1,056,398 | |
| BIV | Vanguard Bond Index Funds | +2,150 | 11,639 | $892,711 | |
| FENY | Fidelity MSCI Energy Index ETF | +1,724 | 93,347 | $2,759,337 | |
| VXUS | Vanguard Total International Stock ETF | +1,400 | 5,165 | $441,555 | |
| FNCL | Fidelity MSCI Financials Index ETF | +896 | 31,463 | $2,408,807 | |
| VEA | Vanguard FTSE Developed Markets ETF | +766 | 8,117 | $578,336 | |
| AOM | iShares Core 40/60 Moderate Allocation ETF | +450 | 7,866 | $392,434 | |
| IWM | iShares Russell 2000 ETF | +445 | 7,472 | $2,244,962 | |
| VTV | VANGUARD VALUE INDEX FUND | +265 | 24,710 | $5,385,050 | |
| IGV | iShares Expanded Tech-Software Sector ETF | +250 | 4,430 | $401,358 | |
| GLD | Spdr Gold Trust | +177 | 8,248 | $3,038,398 | |
| MU | Micron Technology Inc | +126 | 881 | $1,016,929 | |
| — | +126 | 5,434 | $1,202,000 | ||
| IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | +125 | 3,081 | $540,191 | |
| SLV | iShares Silver Trust | +121 | 8,526 | $455,885 | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | +105 | 1,883 | $424,597 | |
| — | +103 | 4,755 | $904,353 | ||
| KRE | State Street(R) SPDR(R) S&P(R) Regional Banking ETF | +101 | 3,652 | $273,352 | |
| IJR | iShares Core S&P Small-Cap ETF | +81 | 12,804 | $1,898,961 | |
| — | +75 | 8,115 | $412,485 | ||
| VOO | VANGUARD 500 INDEX FUND | +72 | 8,493 | $5,833,077 | |
| ITA | iShares U.S. Aerospace & Defense ETF | +65 | 13,310 | $3,226,610 | |
| DXJ | WisdomTree Japan Hedged Equity Fund | +37 | 4,125 | $715,770 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | −1,949 | 34,007 | $3,366,012 | |
| ABT | Abbott Laboratories | −720 | 10,686 | $969,647 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −708 | 22,132 | $3,511,463 | |
| NFLX | Netflix Inc | −560 | 5,990 | $427,686 | |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | −553 | 29,084 | $9,734,123 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | −547 | 18,231 | $1,496,947 | |
| XLF | State Street Corp | −487 | 65,738 | $3,524,214 | |
| FHLC | Fidelity MSCI Health Care Index ETF | −470 | 21,567 | $1,666,050 | |
| NVDA | Nvidia Corp | −439 | 34,273 | $6,857,684 | |
| FUTY | Fidelity MSCI Utilities Index ETF | −438 | 22,255 | $1,300,137 | |
| ITB | iShares U.S. Home Construction ETF | −281 | 4,890 | $510,907 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | −277 | 3,427 | $402,501 | |
| PEP | Pepsico Inc | −273 | 1,775 | $240,335 | |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | −270 | 23,632 | $2,430,314 | |
| JPM | Jpmorgan Chase & Co | −251 | 4,683 | $1,532,886 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | −250 | 7,390 | $654,310 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | −244 | 27,900 | $5,167,917 | |
| AAPL | Apple Inc. | −225 | 11,474 | $3,320,116 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | −165 | 2,054 | $224,029 | |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | −148 | 2,911 | $1,154,531 | |
| ORCL | Oracle Corp | −143 | 1,738 | $254,703 | |
| PG | PROCTER & GAMBLE Co | −142 | 2,658 | $389,769 | |
| IJH | iShares Core S&P Mid-Cap ETF | −128 | 22,090 | $1,703,359 | |
| AMAT | Applied Materials Inc | −119 | 4,266 | $3,084,318 | |
| XHB | State Street(R) SPDR(R) S&P(R) Homebuilders ETF | −110 | 2,870 | $331,657 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QTEC |
First Trust NASDAQ-100-Technology Sector Index Fund
|
Reduced | 29,084 | $9,734,123 | 6.80% | |
| SOXX |
iShares Semiconductor ETF
|
Reduced | 10,998 | $7,047,078 | 4.92% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 34,273 | $6,857,684 | 4.79% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 8,493 | $5,833,077 | 4.08% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Reduced | 19,724 | $5,632,779 | 3.94% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 24,710 | $5,385,050 | 3.76% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Reduced | 27,900 | $5,167,917 | 3.61% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 6,003 | $4,495,586 | 3.14% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 65,738 | $3,524,214 | 2.46% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Reduced | 22,132 | $3,511,463 | 2.45% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 34,007 | $3,366,012 | 2.35% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 19,437 | $3,321,005 | 2.32% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,474 | $3,320,116 | 2.32% | |
| ITA |
iShares U.S. Aerospace & Defense ETF
|
Added | 13,310 | $3,226,610 | 2.25% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 4,266 | $3,084,318 | 2.16% | |
| GLD |
Spdr Gold Trust
|
Added | 8,248 | $3,038,398 | 2.12% | |
| FENY |
Fidelity MSCI Energy Index ETF
|
Added | 93,347 | $2,759,337 | 1.93% | |
| FDIS |
Fidelity MSCI Consumer Discretionary Index ETF
|
Reduced | 23,632 | $2,430,314 | 1.70% | |
| FNCL |
Fidelity MSCI Financials Index ETF
|
Added | 31,463 | $2,408,807 | 1.68% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 7,472 | $2,244,962 | 1.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,711 | $2,052,224 | 1.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,218 | $1,958,678 | 1.37% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 12,804 | $1,898,961 | 1.33% | |
| FIDU |
Fidelity MSCI Industrials Index ETF
|
Reduced | 18,546 | $1,847,367 | 1.29% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 7,430 | $1,801,254 | 1.26% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 22,090 | $1,703,359 | 1.19% | |
| FHLC |
Fidelity MSCI Health Care Index ETF
|
Reduced | 21,567 | $1,666,050 | 1.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,683 | $1,532,886 | 1.07% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Reduced | 18,231 | $1,496,947 | 1.05% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 11,154 | $1,384,992 | 0.97% | |
| FCOM |
Fidelity MSCI Communication Services Index ETF
|
Added | 19,226 | $1,335,822 | 0.93% | |
| FUTY |
Fidelity MSCI Utilities Index ETF
|
Reduced | 22,255 | $1,300,137 | 0.91% | |
| OEF |
iShares S&P 100 ETF
|
Reduced | 3,490 | $1,276,886 | 0.89% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 1,328 | $1,242,304 | 0.87% | |
|
|
Added | 5,434 | $1,202,000 | 0.84% | ||
| VCR |
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
Reduced | 2,911 | $1,154,531 | 0.81% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 2,164 | $1,130,451 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,039 | $1,106,431 | 0.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,902 | $1,071,377 | 0.75% | |
| FMAT |
Fidelity MSCI Materials Index ETF
|
Added | 18,055 | $1,056,398 | 0.74% | |
| AEE |
Ameren Corp
Utilities
|
Added | 9,195 | $1,039,402 | 0.73% | |
| MU |
Micron Technology Inc
Technology
|
Added | 881 | $1,016,929 | 0.71% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 10,686 | $969,647 | 0.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,401 | $951,497 | 0.66% | |
|
|
Added | 4,755 | $904,353 | 0.63% | ||
| BIV |
Vanguard Bond Index Funds
|
Added | 11,639 | $892,711 | 0.62% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 12,865 | $767,911 | 0.54% | |
| FSTA |
Fidelity MSCI Consumer Staples Index ETF
|
Added | 13,860 | $728,204 | 0.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 961 | $717,645 | 0.50% | |
| DXJ |
WisdomTree Japan Hedged Equity Fund
|
Added | 4,125 | $715,770 | 0.50% |
Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.