EVEXIA WEALTH LLC

Q2 2026 13F-HR Holdings

Location
Stevens Point, WI
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$369,483
Net value change ($000)
+5,740 (1.6%)
New positions
1
Sold out positions
8
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MSFT 3,904 28.8%
LLY 3,140 18.9%
BSJQ 2,592 180.5%
CASY 2,560 17.3%
WSM 2,207 23.9%
BIL 2,026 47.5%
IBHF 1,720 46.0%
AAPL 1,632 14.6%
BLK 1,395 9.9%
JPM 1,142 12.6%
Top Reduces (Value $000, Stocks/ETFs)
B -2,202 -12.7%
BSCW -2,006 -75.3%
HUBB -1,849 -11.4%
NOC -1,650 -18.1%
BSCT -1,500 -52.6%
HCA -1,432 -16.5%
KLAC -1,264 -5.7%
INTU -1,233 -10.3%
GLD -1,185 -15.9%
BSCS -1,055 -35.9%
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