EVEXIA WEALTH LLC
Sector Allocation
- Technology30.5%$112.8M
- Financials17.7%$65.4M
- Consumer Discretionary12.7%$46.9M
- Industrials10.1%$37.3M
- Healthcare9.2%$34.0M
- Other7.0%$25.9M
- Utilities5.0%$18.5M
- Materials4.3%$16.0M
- Consumer Staples2.4%$8.7M
- Energy1.1%$3.9M
AUM History
13fpro.ai/research/fund/evexia-wealth-llc-1975710
Conviction and streaks
Concentrating · top 10 = 45.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AVGO
$21.9MKLAC
$21.0MLLY
$19.8MMSFT
$17.4MCASY
$17.3MBLK
$15.4MB
$15.2MHUBB
$14.4MPH
$13.5MAAPL
$12.8MWSM
$11.4MINTU
$10.7MJPM
$10.2MGEV
$10.0MRSG
$9.9MCB
$9.7MIVZ
$9.6MCOST
$8.7MNOC
$7.5MHCA
$7.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/evexia-wealth-llc-1975710
EVEXIA WEALTH LLC 13F holdings — Q2 2026
$369.5M portfolio (+1.6% QoQ) · 77 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
$21.9M
5.9% of stocks
-2%This quarter-23.1%Since filed7+ qtrsHeld$21.0M
5.7% of stocks
+813%This quarter-24.7%Since filed7+ qtrsHeld$19.8M
5.4% of stocks
-1%This quarter+7.9%Since filed7+ qtrsHeld$17.4M
4.7% of stocks
+2%This quarter+6.5%Since filed7+ qtrsHeld$17.3M
4.7% of stocks
+0.2%This quarter-15.6%Since filed7+ qtrsHeld$15.4M
4.2% of stocks
-0.1%This quarter-0.8%Since filed7+ qtrsHeld$15.2M
4.1% of stocks
+0.6%This quarter-12.4%Since filed5 qtrsHeld$14.4M
3.9% of stocks
+0.5%This quarter-10.6%Since filed7+ qtrsHeld$13.5M
3.6% of stocks
-0.2%This quarter-15.8%Since filed7+ qtrsHeld$12.8M
3.5% of stocks
-2%This quarter+9.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
All holdings — EVEXIA WEALTH LLC (Q2 2026)
77 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | WILLIAMS SONOMA INC | Consumer Discretionary | $11.4M | 3.1% | 48K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INTUIT INC. | Technology | $10.7M | 2.9% | 34K | +4% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $10.2M | 2.8% | 29K | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GE Vernova Inc. | Industrials | $10.0M | 2.7% | 9,975 | +4% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | REPUBLIC SERVICES, INC. | Utilities | $9.9M | 2.7% | 47K | +1.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Chubb Ltd | Financials | $9.7M | 2.6% | 28K | +0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Invesco Ltd. | Financials | $9.6M | 2.6% | 492K | +10% | 7+ qtrs | — | 13F | |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.7M | 2.4% | 9,151 | -2% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NORTHROP GRUMMAN CORP /DE/ | Technology | $7.5M | 2.0% | 14K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | HCA Healthcare, Inc. | Healthcare | $7.3M | 2.0% | 18K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Constellation Energy Corp | Utilities | $6.9M | 1.9% | 25K | +7% | 7+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | FirstCash Holdings, Inc. | Consumer Discretionary | $6.7M | 1.8% | 32K | -0.6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $6.3M | 1.7% | 69K | +48% | — | — | 13F |
| 24 | SPDR GOLD TRUSTetf/fund | Financials | $6.3M | 1.7% | 17K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | STRYKER CORP | Healthcare | $6.0M | 1.6% | 18K | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $5.5M | 1.5% | 26K | +4% | |||
| 27 | $EME | EMCOR Group, Inc. | Industrials | $5.5M | 1.5% | 6,774 | -1% | |||
| 28 | — | ISHARES TR - IBON 2026 TE ETF | — | $5.5M | 1.5% | 243K | +49% | |||
| 29 | $RS | RELIANCE, INC. | Consumer Discretionary | $5.4M | 1.5% | 13K | -1% | |||
| 30 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $4.9M | 1.3% | 31K | -4% | |||
| 31 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | — | $4.0M | 1.1% | 176K | +185% | |||
| 32 | $EOG | EOG RESOURCES INC | Energy | $3.9M | 1.1% | 27K | +2% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $3.8M | 1.0% | 196K | -18% | |||
| 34 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $3.5M | 0.9% | 63K | +12% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.5% | 93K | -35% | |||
| 36 | — | ISHARES TR - IBONDS 27 TRM TS | — | $1.9M | 0.5% | 84K | +128% | |||
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.9M | 0.5% | 7,742 | +30% | |||
| 38 | — | ISHARES TR - IBON 2027 TE ETF | — | $1.8M | 0.5% | 80K | -31% | |||
| 39 | — | ALPS ETF TR - ALERIAN MLP | — | $1.8M | 0.5% | 32K | -17% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.4% | 73K | -52% | |||
| 41 | $MSTR | Strategy Inc | Financials | $1.2M | 0.3% | 13K | +45% | |||
| 42 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.1M | 0.3% | 1,590 | -33% | |||
| 43 | $TTEK | TETRA TECH INC | Technology | $1.1M | 0.3% | 32K | +59% | |||
| 44 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $1.0M | 0.3% | 10K | -4% | |||
| 45 | $TT | Trane Technologies plc | Technology | $940K | 0.3% | 2,038 | +4% | |||
| 46 | $MS | MORGAN STANLEY | Financials | $910K | 0.3% | 4,307 | -2% | |||
| 47 | $FSLR | FIRST SOLAR, INC. | Technology | $861K | 0.2% | 3,698 | +26% | |||
| 48 | $XYL | Xylem Inc. | Industrials | $830K | 0.2% | 6,973 | +65% | |||
| 49 | — | CALAMOS ETF TR - CALLMOS BIT STRU | — | $782K | 0.2% | 33K | +22% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $769K | 0.2% | 46K | -32% | |||
| 51 | $ETN | Eaton Corp plc | Industrials | $708K | 0.2% | 1,616 | +0.8% | |||
| 52 | $OC | Owens Corning | Materials | $669K | 0.2% | 4,670 | -5% | |||
| 53 | $ASML | ASML HOLDING NV | Technology | $660K | 0.2% | 402 | -31% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $659K | 0.2% | 32K | -75% | |||
| 55 | $NEE | NEXTERA ENERGY INC | Utilities | $641K | 0.2% | 7,412 | +23% | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $634K | 0.2% | 1,698 | +106% | |||
| 57 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $541K | 0.1% | 5,518 | +2% | |||
| 58 | $CLH | CLEAN HARBORS INC | Utilities | $504K | 0.1% | 1,622 | New | |||
| 59 | $NXT | Nextpower Inc. | Technology | $480K | 0.1% | 5,299 | -20% | |||
| 60 | $AMZN | AMAZON COM INC | Consumer Discretionary | $439K | 0.1% | 1,544 | +84% | |||
| 61 | $NVT | nVent Electric plc | Industrials | $436K | 0.1% | 2,734 | -8% | |||
| 62 | $NVDA | NVIDIA CORP | Technology | $431K | 0.1% | 2,085 | +76% | |||
| 63 | $VRT | Vertiv Holdings Co | Technology | $398K | 0.1% | 1,512 | +44% | |||
| 64 | $ON | ON SEMICONDUCTOR CORP | Technology | $370K | 0.1% | 4,608 | -65% | |||
| 65 | $NOW | ServiceNow, Inc. | Technology | $369K | 0.1% | 3,232 | -32% | |||
| 66 | — | PROSHARES TR - S&P 500 DV ARIST | — | $347K | 0.1% | 6,044 | +96% | |||
| 67 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $337K | 0.1% | 650 | -40% | |||
| 68 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $335K | 0.1% | 892 | +85% | |||
| 69 | $ABT | ABBOTT LABORATORIES | Healthcare | $298K | 0.1% | 2,784 | +0.7% | |||
| 70 | $LRCX | LAM RESEARCH CORP | Technology | $284K | 0.1% | 963 | -43% | |||
| 71 | $ABBV | AbbVie Inc. | Healthcare | $272K | 0.1% | 1,108 | +0.8% | |||
| 72 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | — | $265K | 0.1% | 12K | -16% | |||
| 73 | $SNPS | SYNOPSYS INC | Technology | $258K | 0.1% | 657 | -46% | |||
| 74 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $254K | 0.1% | 2,381 | — | |||
| 75 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $234K | 0.1% | 13K | -34% | |||
| 76 | — | CALAMOS ETF TR - CALAMOS BIT 80 S | — | $233K | 0.1% | 13K | -9% | |||
| 77 | $ALB | ALBEMARLE CORP | Materials | $200K | 0.1% | 1,687 | -19% |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 39 added to, 36 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$CLHCLEAN HARBORS INC$504K
first bought this quarter
Added to (39)
now $21.0M · held 7+ qtrs
- INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26+185%
now $4.0M
- SPDR SERIES TRUST - ST STR BLO 1 ETF+48%
now $6.3M
- ISHARES TR - IBON 2026 TE ETF+49%
now $5.5M
- ISHARES TR - IBONDS 27 TRM TS+128%
now $1.9M
now $9.6M · held 7+ qtrs
+33 more in the Excel export
Trimmed (36)
- ISHARES TR - IBON 2027 TE ETF-31%
now $1.8M
$ONON SEMICONDUCTOR CORP-65%
now $370K · held 7+ qtrs
$PWRQUANTA SERVICES, INC.-33%
now $1.1M · held 5 qtrs
now $21.9M · held 7+ qtrs
- ALPS ETF TR - ALERIAN MLP-17%
now $1.8M
now $19.8M · held 7+ qtrs, 3 trims in a row
+30 more in the Excel export
Sold out (8)
- ISHARES TRwas $773K
- ISHARES TRwas $716K
- ISHARES TRwas $648K
- ISHARES TRwas $565K
- CALAMOS ETF TRwas $224K
$LMTLOCKHEED MARTIN CORPwas $203K
+2 more in the Excel export
Holdings by quarter
Every 13F EVEXIA WEALTH LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow EVEXIA WEALTH?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of EVEXIA WEALTH's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-10.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 30% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
EVEXIA WEALTH LLC disclosed 77 positions worth $369.5M in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 5.9% of the equity portfolio, followed by $KLAC and $LLY. During the quarter the fund opened 1 new position and exited 8 — including a new stake in $CLH. The portfolio is most concentrated in Technology (30.5% of disclosed assets). All figures are sourced directly from EVEXIA WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 1975710.
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