Elyxium Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
167
Total value ($000)
$286,764
Net value change ($000)
+20,223 (7.6%)
New positions
9
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/5/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 4,210 15.0%
NVDA 1,775 18.2%
IVV 1,433 10.5%
CLSE 1,338 96.9%
MMIT 1,227 59.6%
AFRM 1,219 16.8%
DBMF 1,168 85.1%
GOOGL 1,158 37.6%
GOOGL 1,067 38.9%
TSLA 1,005 41.0%
Top Reduces (Value $000, Stocks/ETFs)
EWJ -1,654 -100.0%
DBND -841 -14.5%
COST -725 -16.5%
NFLX -643 -25.4%
SCZ -589 -39.9%
IJR -573 -11.1%
PG -505 -17.9%
AMZN -427 -6.3%
DE -425 -24.1%
IEMG -317 -10.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type