EVEXIA WEALTH LLC

Q1 2026 13F-HR Holdings

Location
Stevens Point, WI
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$363,743
Net value change ($000)
+5,840 (1.6%)
New positions
4
Sold out positions
4
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GEV 9,462 NEW
CEG 5,741 501.4%
AVGO 4,921 29.4%
FCFS 2,752 71.9%
CASY 1,605 12.2%
BSCQ 1,185 15.7%
EME 1,152 26.1%
BSCR 641 15.9%
BIL 579 15.7%
GLD 512 7.4%
Top Reduces (Value $000, Stocks/ETFs)
UNH -7,543 -100.0%
ACN -7,083 -100.0%
LLY -5,332 -24.3%
NDSN -4,661 -100.0%
COST -1,568 -14.7%
B -1,359 -7.3%
PH -1,245 -8.5%
LOW -803 -11.5%
MSTR -332 -22.1%
AAPL -319 -2.8%
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