Elyxium Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$311,827
Net value change ($000)
-48,780 (-13.5%)
New positions
1
Sold out positions
1195
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/5/2026 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)
CIEN 10,677 90.6%
MKTN 2,536 1363.4%
PDBC 2,506 NEW
IDXX 1,844 33.9%
AVDE 1,668 22.0%
AVEM 1,288 119.6%
DFAE 1,082 62.1%
JDVI 1,045 439.1%
PVAL 978 45.5%
XOM 889 20.7%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -9,787 -29.9%
AFRM -9,216 -100.0%
NVDA -3,796 -32.8%
MSFT -3,518 -31.4%
GOOGL -2,151 -43.1%
TSLA -2,134 -57.8%
PLTR -1,825 -79.2%
AMZN -1,822 -25.8%
SIVR -1,676 -100.0%
QAI -1,492 -81.6%
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