Evexia Wealth LLC holds a diversified book of 77 stocks worth $369.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Clean Harbors Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 6% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+8.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Evexia Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Evexia Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 80 / 77 | $1.4B |
| HARBOUR INVESTMENTS, INC. | 80 / 77 | $612.0M |
| OSAIC HOLDINGS, INC. | 79 / 77 | $10.3B |
| Integrated Wealth Concepts LLC | 79 / 77 | $2.2B |
| MORGAN STANLEY | 78 / 77 | $407.7B |
| BANK OF AMERICA CORP /DE/ | 78 / 77 | $255.2B |
| ROYAL BANK OF CANADA | 78 / 77 | $116.2B |
| UBS Group AG | 78 / 77 | $112.8B |
Ranked by how many of Evexia Wealth LLC's top 77 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $21.9M | 55.8K | 5.9% | ▼−2.1% Reduced · −1K sh | |
| 2 | Kla Corp COM NEW | $21.0M | 114.7K | 5.7% | ▲+813% Added · +102K sh | |
| 3 | Eli Lilly & Co COM | $19.8M | 17.6K | 5.4% | ▼−1.5% Reduced · −264 sh | |
| 4 | Microsoft Corp COM | $17.4M | 35.8K | 4.7% | ▲+1.6% Added · +548 sh | |
| 5 | Caseys Gen Stores Inc COM | $17.3M | 20.2K | 4.7% | ▲+0.2% Added · +44 sh | |
| 6 | BlackRock Inc COM | $15.4M | 13.7K | 4.2% | ▼−0.1% Reduced · −14 sh | |
| 7 | Barrick MNG Corp COM SHS | $15.2M | 406.3K | 4.1% | ▲+0.6% Added · +2K sh | |
| 8 | Hubbell Inc COM | $14.4M | 30.3K | 3.9% | ▲+0.5% Added · +150 sh | |
| 9 | Parker-Hannifin Corp COM | $13.5M | 13.5K | 3.7% | ▼−0.1% Reduced · −21 sh | |
| 10 | Apple Inc COM | $12.8M | 42.1K | 3.5% | ▼−2.1% Reduced · −894 sh | |
| 11 | Williams Sonoma Inc COM | $11.4M | 47.7K | 3.1% | ▼~0% Reduced · −8 sh | |
| 12 | Intuit COM | $10.7M | 33.7K | 2.9% | ▲+4.1% Added · +1K sh | |
| 13 | JPMorgan Chase & Co COM | $10.2M | 29.0K | 2.8% | ▲+0.1% Added · +42 sh | |
| 14 | Ge Vernova Inc COM | $10.0M | 10.0K | 2.7% | ▲+4.5% Added · +428 sh | |
| 15 | Republic Svcs Inc COM | $9.9M | 47.4K | 2.7% | ▲+0.9% Added · +449 sh | |
| 16 | Chubb Limited COM | $9.7M | 27.9K | 2.6% | ▲+0.3% Added · +92 sh | |
| 17 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $9.6M | 492.4K | 2.6% | ▲+10% Added · +46K sh | |
| 18 | Costco Wholesale Corporation COM | $8.7M | 9.2K | 2.4% | ▼−1.5% Reduced · −141 sh | |
| 19 | Northrop Grumman Corp COM | $7.5M | 13.6K | 2.0% | ▲+1.8% Added · +238 sh | |
| 20 | Hca Healthcare Inc COM | $7.3M | 17.9K | 2.0% | ▲+2.2% Added · +385 sh | |
| 21 | Constellation Energy Corp COM | $6.9M | 25.3K | 1.9% | ▲+7.3% Added · +2K sh | |
| 22 | Firstcash Holdings Inc COM | $6.7M | 32.0K | 1.8% | ▼−0.6% Reduced · −204 sh | |
| 23 | SPDR Series Trust ST STR BLO 1 ETF | $6.3M | 68.8K | 1.7% | ▲+48% Added · +22K sh | |
| 24 | SPDR Gold TR GOLD SHS | $6.3M | 16.8K | 1.7% | ▼−1.6% Reduced · −265 sh | |
| 25 | Stryker Corporation COM | $6.0M | 17.7K | 1.6% | ▼−2.4% Reduced · −429 sh | |
| 26 | Lowes Cos Inc COM | $5.5M | 26.1K | 1.5% | ▲+4.0% Added · +1K sh | |
| 27 | Emcor Group Inc COM | $5.5M | 6.8K | 1.5% | ▼−1.2% Reduced · −85 sh | |
| 28 | Ishares TR IBON 2026 TE ETF | $5.5M | 243.3K | 1.5% | ▲+49% Added · +80K sh | |
| 29 | Reliance Inc COM | $5.4M | 13.3K | 1.5% | ▼−1.1% Reduced · −155 sh | |
| 30 | Broadridge Finl Solutions In COM | $4.9M | 31.3K | 1.3% | ▼−4.4% Reduced · −1K sh | |
| 31 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $4.0M | 175.9K | 1.1% | ▲+185% Added · +114K sh | |
| 32 | Eog Res Inc COM | $3.9M | 26.9K | 1.1% | ▲+2.0% Added · +532 sh | |
| 33 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $3.8M | 195.6K | 1.0% | ▼−18% Reduced · −42K sh | |
| 34 | Fidelity Wise Origin Bitcoin SHS | $3.5M | 63.4K | 1.0% | ▲+12% Added · +7K sh | |
| 35 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.9M | 92.6K | 0.5% | ▼−35% Reduced · −51K sh | |
| 36 | Ishares TR IBONDS 27 TRM TS | $1.9M | 83.5K | 0.5% | ▲+128% Added · +47K sh | |
| 37 | Vanguard Specialized Funds DIV APP ETF | $1.9M | 7.7K | 0.5% | ▲+30% Added · +2K sh | |
| 38 | Ishares TR IBON 2027 TE ETF | $1.8M | 80.4K | 0.5% | ▼−31% Reduced · −37K sh | |
| 39 | ALPS ETF TR ALERIAN MLP | $1.8M | 31.8K | 0.5% | ▼−17% Reduced · −6K sh | |
| 40 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.4M | 73.2K | 0.4% | ▼−52% Reduced · −79K sh | |
| 41 | Strategy Inc CL A NEW | $1.2M | 12.9K | 0.3% | ▲+45% Added · +4K sh | |
| 42 | Quanta Svcs Inc COM | $1.1M | 1.6K | 0.3% | ▼−33% Reduced · −793 sh | |
| 43 | Tetra Tech Inc New COM | $1.1M | 31.9K | 0.3% | ▲+59% Added · +12K sh | |
| 44 | Ishares TR 0-5 YR TIPS ETF | $1.0M | 10.0K | 0.3% | ▼−4.2% Reduced · −441 sh | |
| 45 | Trane Technologies PLC SHS | $940K | 2.0K | 0.3% | ▲+4.3% Added · +85 sh | |
| 46 | Morgan Stanley COM NEW | $910K | 4.3K | 0.2% | ▼−1.9% Reduced · −85 sh | |
| 47 | First Solar Inc COM | $861K | 3.7K | 0.2% | ▲+26% Added · +757 sh | |
| 48 | Xylem Inc COM | $830K | 7.0K | 0.2% | ▲+65% Added · +3K sh | |
| 49 | Calamos ETF TR CALLMOS BIT STRU | $782K | 33.0K | 0.2% | ▲+22% Added · +6K sh | |
| 50 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $769K | 46.5K | 0.2% | ▼−32% Reduced · −22K sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1975710/holdings"
Use Arkolith to show EVEXIA WEALTH LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.