EVEXIA WEALTH LLC

CIK

1975710

Location

STEVENS POINT, WI

Portfolio Value

Small $328,110,142

Diversification

Diversified

Filing Date

Global Rank

#3,476 / 8,517 ▲ 25

Top Industry

Semiconductor Equipment & Materials 11.4%

3Y Alpha vs SPY

+35.0%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

14 quarters · since Mar 2023

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+277.6%

SPY

+75.3%

Annualised alpha

+35.1%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

+4.5 pts

Top 5

33.1%

+5.8 pts

Top 10

53.5%

+4.4 pts

HHI

426

Diversified+65

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$100,066,831	16
Industrials	21.5%	$70,480,971	16
Financial Services	12.2%	$39,966,746	5
Healthcare	10.5%	$34,582,961	6
Consumer Cyclical	10.1%	$33,277,457	4
Basic Materials	6.1%	$20,104,161	3
Unclassified	2.9%	$9,432,983	2
Consumer Defensive	2.6%	$8,560,485	1
Utilities	2.3%	$7,542,424	3
Energy	1.1%	$3,488,309	1
Communication Services	0.2%	$606,814	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+102,129	114,693	$34,604,025
TTEK	Tetra Tech Inc	+11,808	31,923	$922,255
FBTC	Fidelity Wise Origin Bitcoin Fund	+6,923	63,434	$3,238,305
MSTR	Strategy Inc	+4,002	12,856	$1,117,572
XYL	Xylem Inc.	+2,749	6,973	$824,278
B	Barrick Mining Corp	+2,264	406,294	$14,923,178
CEG	Constellation Energy Corp	+1,723	25,329	$6,290,963
NEE	Nextera Energy Inc	+1,404	7,412	$650,551
INTU	Intuit Inc.	+1,320	33,699	$8,795,439
LOW	Lowes Companies Inc	+1,014	26,129	$5,761,183
NVDA	Nvidia Corp	+898	2,085	$417,187
GOOGL	Alphabet Inc.	+874	1,698	$606,814
FSLR	First Solar, Inc.	+757	3,698	$872,580
AMZN	Amazon Com Inc	+703	1,544	$367,996
MSFT	Microsoft Corp	+548	35,762	$13,339,941
EOG	Eog Resources Inc	+532	26,889	$3,488,309
VRT	Vertiv Holdings Co	+465	1,512	$506,247
RSG	Republic Services, Inc.	+449	47,363	$10,092,108
GEV	GE Vernova Inc.	+428	9,975	$11,719,228
ISRG	Intuitive Surgical Inc	+409	892	$354,730
HCA	HCA Healthcare, Inc.	+385	17,882	$6,972,012
NOC	Northrop Grumman Corp /De/	+238	13,637	$6,945,460
HUBB	Hubbell Inc	+150	30,269	$15,836,740
CB	Chubb Ltd	+92	27,890	$9,503,238
ORA	Ormat Technologies, Inc.	+86	5,518	$600,910
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ON	On Semiconductor Corp	−8,720	4,608	$435,640
NOW	ServiceNow, Inc.	−1,489	3,232	$320,872
BR	Broadridge Financial Solutions, Inc.	−1,444	31,281	$4,283,932
NXT	Nextpower Inc.	−1,321	5,299	$631,322
AVGO	Broadcom Inc.	−1,210	55,796	$21,076,939
AAPL	Apple Inc.	−894	42,132	$12,191,315
PWR	Quanta Services, Inc.	−793	1,590	$1,144,863
LRCX	Lam Research Corp	−722	963	$417,296
SNPS	Synopsys Inc	−551	657	$293,067
AMAT	Applied Materials Inc /De	−442	650	$469,950
SYK	Stryker Corp	−429	17,651	$5,557,240
ALB	Albemarle Corp	−401	1,687	$227,795
GLD	Spdr Gold Trust	−265	16,816	$6,194,678
LLY	ELI LILLY & Co	−264	17,648	$21,167,542
NVT	nVent Electric plc	−240	2,734	$463,713
OC	Owens Corning	−229	4,670	$742,343
FCFS	FirstCash Holdings, Inc.	−204	31,961	$6,913,803
ASML	Asml Holding NV	−178	402	$799,754
RS	Reliance, Inc.	−155	13,258	$4,953,188
COST	Costco Wholesale Corp /New	−141	9,151	$8,560,485
EME	EMCOR Group, Inc.	−85	6,774	$5,621,607
MS	Morgan Stanley	−85	4,307	$900,335
PH	Parker-Hannifin Corp	−21	13,528	$13,232,007
BLK	BlackRock, Inc.	−14	13,694	$13,167,602
WSM	Williams Sonoma Inc	−8	47,714	$11,122,133
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CLH	Clean Harbors Inc	1,622	$484,572
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	46,581	$4,268,682
VIG	Vanguard Dividend Appreciation ETF	5,954	$1,280,467
LMT	Lockheed Martin Corp	328	$198,239
MARA	MARA Holdings, Inc.	12,937	$105,565
XXI	Twenty One Capital, Inc.	12,539	$80,249
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $328,110,142 total · filing declares 77 positions · $369,483,283 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KLAC	Kla Corp Technology	Added	114,693	+102,129	$34,604,025	+87.1%	10.55%
LLY	ELI LILLY & Co Healthcare	Reduced	17,648	-264	$21,167,542	+28.5%	6.45%
AVGO	Broadcom Inc. Technology	Reduced	55,796	-1,210	$21,076,939	+19.5%	6.42%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	20,164	+44	$16,026,145	+9.4%	4.88%
HUBB	Hubbell Inc Industrials	Added	30,269	+150	$15,836,740	+7.1%	4.83%
B	Barrick Mining Corp Basic Materials	Added	406,294	+2,264	$14,923,178	−9.4%	4.55%
MSFT	Microsoft Corp Technology	Added	35,762	+548	$13,339,941	+2.3%	4.07%
PH	Parker-Hannifin Corp Industrials	Reduced	13,528	-21	$13,232,007	+9.1%	4.03%
BLK	BlackRock, Inc. Financial Services	Reduced	13,694	-14	$13,167,602	−0.1%	4.01%
AAPL	Apple Inc. Technology	Reduced	42,132	-894	$12,191,315	+11.6%	3.72%
GEV	GE Vernova Inc. Industrials	Added	9,975	+428	$11,719,228	+40.6%	3.57%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	47,714	-8	$11,122,133	+27.8%	3.39%
RSG	Republic Services, Inc. Industrials	Added	47,363	+449	$10,092,108	−1.8%	3.08%
CB	Chubb Ltd Financial Services	Added	27,890	+92	$9,503,238	+4.9%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,967	+42	$9,481,768	+11.4%	2.89%
INTU	Intuit Inc. Technology	Added	33,699	+1,320	$8,795,439	−37.2%	2.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,151	-141	$8,560,485	−7.5%	2.61%
HCA	HCA Healthcare, Inc. Healthcare	Added	17,882	+385	$6,972,012	−15.8%	2.12%
NOC	Northrop Grumman Corp /De/ Industrials	Added	13,637	+238	$6,945,460	−24.0%	2.12%
FCFS	FirstCash Holdings, Inc. Financial Services	Reduced	31,961	-204	$6,913,803	+14.3%	2.11%
CEG	Constellation Energy Corp Utilities	Added	25,329	+1,723	$6,290,963	−4.6%	1.92%
GLD	Spdr Gold Trust	Reduced	16,816	-265	$6,194,678	−15.7%	1.89%
LOW	Lowes Companies Inc Consumer Cyclical	Added	26,129	+1,014	$5,761,183	−2.9%	1.76%
EME	EMCOR Group, Inc. Industrials	Reduced	6,774	-85	$5,621,607	+11.0%	1.71%
SYK	Stryker Corp Healthcare	Reduced	17,651	-429	$5,557,240	−6.5%	1.69%
RS	Reliance, Inc. Basic Materials	Reduced	13,258	-155	$4,953,188	+21.5%	1.51%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	31,281	-1,444	$4,283,932	−19.4%	1.31%
EOG	Eog Resources Inc Energy	Added	26,889	+532	$3,488,309	−8.5%	1.06%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	63,434	+6,923	$3,238,305	−2.9%	0.99%
PWR	Quanta Services, Inc. Industrials	Reduced	1,590	-793	$1,144,863	−12.5%	0.35%
MSTR	Strategy Inc Technology	Added	12,856	+4,002	$1,117,572	+1.1%	0.34%
TT	Trane Technologies plc Industrials	Added	2,038	+85	$1,000,984	+23.0%	0.31%
TTEK	Tetra Tech Inc Industrials	Added	31,923	+11,808	$922,255	+52.2%	0.28%
MS	Morgan Stanley Financial Services	Reduced	4,307	-85	$900,335	+24.6%	0.27%
FSLR	First Solar, Inc. Technology	Added	3,698	+757	$872,580	+50.4%	0.27%
XYL	Xylem Inc. Industrials	Added	6,973	+2,749	$824,278	+63.3%	0.25%
ASML	Asml Holding NV Technology	Reduced	402	-178	$799,754	+4.4%	0.24%
OC	Owens Corning Industrials	Reduced	4,670	-229	$742,343	+40.0%	0.23%
ETN	Eaton Corp plc Industrials	Added	1,616	+13	$688,609	+20.1%	0.21%
NEE	Nextera Energy Inc Utilities	Added	7,412	+1,404	$650,551	+16.6%	0.20%
NXT	Nextpower Inc. Technology	Reduced	5,299	-1,321	$631,322	−20.9%	0.19%
GOOGL	Alphabet Inc. Communication Services	Added	1,698	+874	$606,814	+156.1%	0.18%
ORA	Ormat Technologies, Inc. Utilities	Added	5,518	+86	$600,910	−1.2%	0.18%
VRT	Vertiv Holdings Co Industrials	Added	1,512	+465	$506,247	+93.0%	0.15%
CLH	Clean Harbors Inc Industrials	NEW	1,622	NEW	$484,572	NEW	0.15%
AMAT	Applied Materials Inc /De Technology	Reduced	650	-442	$469,950	+25.9%	0.14%
NVT	nVent Electric plc Industrials	Reduced	2,734	-240	$463,713	+31.8%	0.14%
ON	On Semiconductor Corp Technology	Reduced	4,608	-8,720	$435,640	−47.2%	0.13%
LRCX	Lam Research Corp Technology	Reduced	963	-722	$417,296	+15.9%	0.13%
NVDA	Nvidia Corp Technology	Added	2,085	+898	$417,187	+101.5%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.