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X ADVISORS, LLC

Registered adviser
Location
SANTA MARIA, CA
Portfolio Value
Micro $24,443,573
Diversification
Diversified
Filing Date
Jun 30, 2026
Global Rank
#8,684 / 8,816
Top Industry
Consumer Electronics 25.1%
Period ended 4 months ago
Filed Aug 11, 2026 · 2mo

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Form ADV adviser
CRD 315838
Roster of Oct 1, 2026
Regulatory AUM
$228,610,000
Main clients
Individuals and high net worth (100% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
Rosters Regulatory AUM Main clients
Apr 2026 to Oct 2026 $228,610,000 Individuals and high net worth (100%)
Apr 2025 to Mar 2026 $189,928,226 Individuals and high net worth (100%)
Sep 2024 to Mar 2025 $117,777,422 Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 100.0% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 89.0%; sector active share 44.1% against the combined 13F book's sector weights.

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.

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Portfolio Concentration

20 tracked positions · as of Jun 30, 2026
Top Position
20.6%
of portfolio value
Top 5
52.4%
of portfolio value
Top 10
77.4%
of portfolio value
HHI
876
Diversified

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 29.8% $7,273,760
Financial Services 19.3% $4,716,881
Unclassified 18.1% $4,427,145
Real Estate 12.9% $3,162,975
Energy 9.6% $2,338,732
Communication Services 4.8% $1,173,673
Basic Materials 3.8% $932,177
Industrials 1.7% $418,230

Portfolio Positions

Export CSV View 13F filing
20 tracked positions · $24,443,573 total · filing declares 37 positions · $1,268,164 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.