Elyxium Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
1,359
Total value ($000)
$360,607
Net value change ($000)
+73,843 (25.8%)
New positions
1192
Sold out positions
0
Turnover %
18.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/5/2025 Next filing: — 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)
CIEN 11,783 NEW
AVDE 7,587 NEW
IDXX 5,444 NEW
BOND 2,786 NEW
MMIT 2,244 68.3%
MUNI 2,218 69.7%
QAI 1,828 NEW
IVV 1,696 11.2%
SIVR 1,676 NEW
EVMO 1,590 NEW
Top Reduces (Value $000, Stocks/ETFs)
IJH -2,022 -24.8%
IWR -1,379 -28.9%
PG -911 -39.3%
MSFT -877 -7.3%
USTB -777 -97.9%
ORCL -738 -32.1%
IBIT -713 -90.8%
WSM -672 -21.4%
PAVE -613 -16.7%
META -562 -13.4%
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