EVEXIA WEALTH LLC
CIK 0001975710 · STEVENS POINT, WI · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
AVGO
BROADCOM INC
5.9%
KLAC
KLA CORP
5.7%
LLY
ELI LILLY & CO
5.4%
MSFT
MICROSOFT CORP
4.7%
CASY
CASEYS GEN STORES INC
4.7%
BLK
BLACKROCK INC
4.2%
B
BARRICK MNG CORP
4.1%
HUBB
HUBBELL INC
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.