EVEXIA WEALTH LLC

CIK 0001975710 · STEVENS POINT, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

EVEXIA WEALTH LLC reported 77 positions worth $369.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AVGO (5.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$369.5M
2026 Q2
Positions
77
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.7%
Est. Net Flow (Q)
2026 Q2
10 / 77 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVGOBROADCOM INCSH$21.9M5.92%55,796
2KLACKLA CORPSH$21.0M5.67%114,693
3LLYELI LILLY & COSH$19.8M5.36%17,648
4MSFTMICROSOFT CORPSH$17.4M4.72%35,762
5CASYCASEYS GEN STORES INCSH$17.3M4.70%20,164
6BLKBLACKROCK INCSH$15.4M4.18%13,694
7BBARRICK MNG CORPSH$15.2M4.11%406,294
8HUBBHUBBELL INCSH$14.4M3.90%30,269
9PHPARKER-HANNIFIN CORPSH$13.5M3.65%13,528
10AAPLAPPLE INCSH$12.8M3.46%42,132

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EVEXIA WEALTH LLC hold as of Q2 2026?

EVEXIA WEALTH LLC reported 77 positions worth $369.5M in its Q2 2026 13F filing. Largest positions: AVGO (5.9%), KLAC (5.7%), LLY (5.4%), MSFT (4.7%) and CASY (4.7%).

What did EVEXIA WEALTH LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EVEXIA WEALTH LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.