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CIK: 0001975710
Total reported value
$369.5M
$369.5M
84 檔
25.5%
At the close of Q1 2026, Evexia Wealth LLC disclosed equity holdings valued at approximately $369.5M, spread across 84 reported holdings.
In Q1 2026, Evexia Wealth LLC displayed an active expansion posture, initiating 4 new positions and adding to 64 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KLAC, AVGO, B) accounted for 25.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KLAC | Kla CORP | Stock-Tech | 6.11% | -0.44% | -19.99% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.95% | -0.03% | +15.83% | |
| 3 | B | Barrick Mining CORP | Stock-Materials | 4.78% | -0.67% | +7.69% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.58% | +0.78% | -12.54% | |
| 5 | HUBB | Hubbell Inc | Stock-Industrials | 4.47% | -0.57% | -9.41% | |
| 6 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 4.07% | +0.63% | -5.94% | |
| 7 | BLK | Blackrock Inc | Stock-Financials | 3.86% | +0.32% | +10.49% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | +1.00% | +22.39% | |
| 9 | PH | Parker Hannifin CORP | Stock-Industrials | 3.69% | -0.04% | -13.42% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 3.29% | -0.39% | +51.50% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.39% | -2.50% | |
| 12 | RSG | Republic Services Inc | Stock-Industrials | 2.75% | -0.06% | -1.25% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.60% | +0.12% | — | |
| 14 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.54% | +0.56% | +10.46% | |
| 15 | CB | Chubb Limited | Stock-Financials | 2.52% | +0.11% | -11.14% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.51% | -0.49% | +0.59% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.51% | -0.15% | -17.27% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | +0.27% | +3.77% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.40% | +0.20% | +15.91% | |
| 20 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.39% | -0.42% | +0.15% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 2.04% | -0.35% | +5.08% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 1.89% | -0.01% | +581.47% | |
| 23 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.81% | — | +41.31% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.73% | -0.10% | +8.92% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.71% | -0.21% | -1.46% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 1.53% | -0.03% | +2.56% | |
| 27 | BR | Broadridge Financial Solutio | Stock-Tech | 1.42% | -0.09% | +47.53% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.29% | -0.25% | +16.43% | |
| 29 | RS | Reliance Inc | Stock-Materials | 1.20% | +0.27% | -1.66% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.17% | +0.53% | +15.73% | |
| 31 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.03% | +0.45% | +16.57% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.99% | -0.04% | +29.64% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.99% | +0.07% | -20.43% | |
| 34 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.81% | -0.30% | +17.11% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.78% | -0.41% | +16.87% | |
| 36 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.73% | -0.55% | +16.80% | |
| 37 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.71% | -0.23% | +16.88% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.55% | -0.08% | +10.19% | |
| 39 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.39% | +0.70% | +17.76% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | -0.10% | -0.42% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | +0.13% | +4.47% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.32% | +0.01% | +5.61% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.32% | -0.11% | +17.34% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.30% | -0.03% | +16.42% | |
| 45 | ON | On Semiconductor | Stock-Tech | 0.26% | -0.16% | +1.08% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.25% | — | +2.95% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.24% | -0.06% | -0.34% | |
| 48 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.23% | +0.27% | +17.56% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.22% | +0.03% | +2.98% | |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.21% | -0.21% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | +1.6% | +581.47% | Add |
| 2 | AVGO | Broadcom Inc | +1.3% | +15.83% | Add |
| 3 | FCFS | Firstcash Holdings Inc | +0.7% | +41.31% | Add |
| 4 | CASY | Casey's General Stores Inc | +0.4% | -5.94% | Trim |
| 5 | EME | Emcor Group Inc | +0.3% | +2.56% | Add |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | +0.3% | +15.91% | Add |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | +0.2% | +16.43% | Add |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +15.73% | Add |
| 9 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.1% | +16.57% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | +5.08% | Add |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +17.11% | Add |
| 12 | PWR | Quanta Services Inc | +0.1% | -0.42% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +3.77% | Add |
| 14 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +16.87% | Add |
| 15 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | +16.80% | Add |
| 16 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.1% | +16.88% | Add |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +0.59% | Add |
| 18 | BLK | Blackrock Inc | +0.1% | +10.49% | Add |
| 19 | AMLP | Alerian Mlp ETF | +0.1% | +10.19% | Add |
| 20 | SYK | Stryker CORP | +0.1% | +8.92% | Add |
| 21 | HUBB | Hubbell Inc | +0.1% | -9.41% | Trim |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +0.15% | Add |
| 23 | WSM | Williams-sonoma Inc | +0.1% | +10.46% | Add |
| 24 | BR | Broadridge Financial Solutio | +0.1% | +47.53% | Add |
| 25 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +17.76% | Add |
| 26 | TT | Trane Technologies plc | +0.1% | +2.95% | Add |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +16.42% | Add |
| 28 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +17.34% | Add |
| 29 | ON | On Semiconductor | 0% | +1.08% | Add |
| 30 | MSFT | Microsoft CORP | 0% | +22.39% | Add |
| 31 | ASML | ASML Holding N.V. | 0% | -0.34% | Trim |
| 32 | ETN | Eaton Corporation plc | 0% | +1.84% | Add |
| 33 | NXT | Nextpower Inc-cl A | 0% | +2.21% | Add |
| 34 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +17.56% | Add |
| 35 | AMAT | Applied Materials Inc | 0% | -1.00% | Trim |
| 36 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +16.80% | Add |
| 37 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +17.05% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +0.66% | Add |
| 39 | NVT | nVent Electric plc | 0% | +1.92% | Add |
| 40 | IBTM | Ishares Ibnds Dec 2032 Tt | 0% | +16.70% | Add |
| 41 | CBOJ | Calms Btc S Alt Pr ETF - Jan | 0% | +16.40% | Add |
| 42 | NEE | Nextera Energy Inc | 0% | +3.78% | Add |
| 43 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +16.53% | Add |
| 44 | QYLD | Global X Nasd 100 Cov Call | 0% | +16.38% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.47% | Add |
| 46 | BSJR | Invesco Bulletshares 2027 Hy | 0% | +14.82% | Add |
| 47 | ALB | Albemarle CORP | 0% | +2.30% | Add |
| 48 | RS | Reliance Inc | — | -1.66% | Trim |
| 49 | MS | Morgan Stanley | — | +2.98% | Add |
| 50 | CBTJ | Calamos Bitcoin 80 P ETF Jan | — | +18.41% | Add |
According to official SEC Form 13F filings, Evexia Wealth LLC reported a total U.S. public equity portfolio value of $369.5M across 84 disclosed positions in Q1 2026.
During Q1 2026, Evexia Wealth LLC's top holdings by market value included KLAC (6.1%)、AVGO (6.0%)、B (4.8%). The largest single position, KLAC, represented 6.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GEV
市值: $9.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $7.5M
In Q1 2026, Evexia Wealth LLC made 87 total portfolio adjustments, initiating 4 new buys, adding to 64 positions, trimming 15 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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