EVEXIA WEALTH LLC

Q4 2025 13F-HR Holdings

Location
Stevens Point, WI
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$357,903
Net value change ($000)
+23,833 (7.1%)
New positions
17
Sold out positions
11
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KLAC 5,936 35.8%
BSCQ 5,802 332.1%
B 5,755 44.3%
LLY 4,260 24.0%
IBHF 3,236 NEW
PH 2,792 23.5%
BSCR 2,350 139.5%
BSCW 2,302 NEW
IBHG 2,235 NEW
HUBB 1,797 12.8%
Top Reduces (Value $000, Stocks/ETFs)
BSJP -3,314 -100.0%
BSJR -3,258 -92.1%
BSCU -2,304 -70.0%
BSCP -1,945 -100.0%
BSJQ -1,932 -61.2%
INTU -1,818 -13.1%
MSFT -1,607 -10.8%
BIL -1,597 -30.2%
IBTK -1,491 -100.0%
AVGO -1,370 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type