EVEXIA WEALTH LLC
All 13F Filings
- Location
- Stevens Point, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 357,903
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 84 | 357,903 | 13F-HR | EVEXIA WEALTH LLC |
| Q3 2025 | 11/12/2025 | 78 | 334,070 | 13F-HR | EVEXIA WEALTH LLC |
| Q2 2025 | 7/23/2025 | 78 | 318,068 | 13F-HR | EVEXIA WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 347.2 K | 97.0% | 20.54 K | 0 | 20.54 K |
| ETFs | 2.202 K | 0.6% | 0 | 267 | -267 |
| Debt | 8.502 K | 2.4% | 3.56 K | 0 | 3.56 K |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
357,903
Holdings
84
QoQ value change ($000)
23,833
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.