EVEXIA WEALTH LLC

CIK

1975710

Location

STEVENS POINT, WI

Portfolio Value

Small $285,145,938

Diversification

Diversified

Filing Date

Global Rank

#3,479 / 8,603 ▲ 91 · as of Mar 2026

Top Industry

Specialty Retail 8.5%

3Y Alpha vs SPY

-6.0%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

13 quarters · since Mar 2023

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.6%

SPY

+76.0%

Annualised alpha

-5.9%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−1.5 pts

Top 5

28.1%

−1.2 pts

Top 10

50.3%

−1.5 pts

HHI

375

Diversified−10

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$68,753,087	16
Industrials	22.8%	$65,107,239	16
Financial Services	13.2%	$37,707,525	7
Healthcare	11.0%	$31,441,565	6
Consumer Cyclical	10.3%	$29,455,022	4
Basic Materials	7.3%	$20,931,719	3
Unclassified	3.7%	$10,685,627	2
Consumer Defensive	3.2%	$9,258,827	1
Utilities	2.7%	$7,757,947	3
Energy	1.3%	$3,810,431	1
Communication Services	0.1%	$236,949	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	+28,863	404,030	$16,480,383
CEG	Constellation Energy Corp	+20,142	23,606	$6,591,975
FBTC	Fidelity Wise Origin Bitcoin Fund	+12,921	56,511	$3,335,844
INTU	Intuit Inc.	+11,007	32,379	$14,000,032
BR	Broadridge Financial Solutions, Inc.	+10,543	32,725	$5,317,158
FCFS	FirstCash Holdings, Inc.	+9,403	32,165	$6,047,020
AVGO	Broadcom Inc.	+7,792	57,006	$17,643,927
MSFT	Microsoft Corp	+6,441	35,214	$13,035,166
WSM	Williams Sonoma Inc	+4,520	47,722	$8,701,152
XXI	Twenty One Capital, Inc.	+1,926	12,539	$80,249
SYK	Stryker Corp	+1,481	18,080	$5,940,907
BLK	BlackRock, Inc.	+1,301	13,708	$13,183,120
MARA	MARA Holdings, Inc.	+1,090	12,937	$105,565
JPM	Jpmorgan Chase & Co	+1,052	28,925	$8,508,578
GLD	Spdr Gold Trust	+826	17,081	$7,349,783
TTEK	Tetra Tech Inc	+618	20,115	$605,863
NOW	ServiceNow, Inc.	+607	4,721	$493,580
MSTR	Strategy Inc	+470	8,854	$1,104,979
NEE	Nextera Energy Inc	+219	6,008	$558,023
EME	EMCOR Group, Inc.	+171	6,859	$5,064,068
OC	Owens Corning	+170	4,899	$530,169
XYL	Xylem Inc.	+154	4,224	$504,768
ORA	Ormat Technologies, Inc.	+149	5,432	$607,949
NXT	Nextpower Inc.	+143	6,620	$798,041
ON	On Semiconductor Corp	+142	13,328	$825,269
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
EOG	Eog Resources Inc	−6,766	26,357	$3,810,431
CB	Chubb Ltd	−3,486	27,798	$9,060,202
KLAC	Kla Corp	−3,139	12,564	$1,849,935
HUBB	Hubbell Inc	−3,130	30,119	$14,780,598
LLY	ELI LILLY & Co	−2,569	17,912	$16,474,920
PH	Parker-Hannifin Corp	−2,101	13,549	$12,129,606
COST	Costco Wholesale Corp /New	−1,940	9,292	$9,258,827
CASY	Caseys General Stores Inc	−1,271	20,120	$14,644,543
AAPL	Apple Inc.	−1,101	43,026	$10,919,568
RSG	Republic Services, Inc.	−593	46,914	$10,275,104
LOW	Lowes Companies Inc	−373	25,115	$5,934,172
RS	Reliance, Inc.	−226	13,413	$4,076,478
AMAT	Applied Materials Inc /De	−11	1,092	$373,234
PWR	Quanta Services, Inc.	−10	2,383	$1,308,314
ASML	Asml Holding NV	−2	580	$766,081
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	9,547	$8,333,576
VRT	Vertiv Holdings Co	1,047	$262,357
LMT	Lockheed Martin Corp	328	$198,239
AMZN	Amazon Com Inc	841	$175,155
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	22,518	$7,433,416
ACN	Accenture plc	24,548	$6,586,228
NDSN	Nordson Corp	17,487	$4,204,399
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $285,145,938 total · as of Mar 31, 2026

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

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	57,006	+7,792	$17,643,927	+3.6%	6.19%
B	Barrick Mining Corp Basic Materials	Added	404,030	+28,863	$16,480,383	+0.9%	5.78%
LLY	ELI LILLY & Co Healthcare	Reduced	17,912	-2,569	$16,474,920	−25.1%	5.78%
HUBB	Hubbell Inc Industrials	Reduced	30,119	-3,130	$14,780,598	+0.1%	5.18%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	20,120	-1,271	$14,644,543	+23.9%	5.14%
INTU	Intuit Inc. Technology	Added	32,379	+11,007	$14,000,032	−1.1%	4.91%
BLK	BlackRock, Inc. Financial Services	Added	13,708	+1,301	$13,183,120	−0.7%	4.62%
MSFT	Microsoft Corp Technology	Added	35,214	+6,441	$13,035,166	−6.3%	4.57%
PH	Parker-Hannifin Corp Industrials	Reduced	13,549	-2,101	$12,129,606	−11.8%	4.25%
AAPL	Apple Inc. Technology	Reduced	43,026	-1,101	$10,919,568	−9.0%	3.83%
RSG	Republic Services, Inc. Industrials	Reduced	46,914	-593	$10,275,104	+2.1%	3.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,292	-1,940	$9,258,827	−4.4%	3.25%
NOC	Northrop Grumman Corp /De/ Industrials	Added	13,399	+78	$9,141,333	+20.3%	3.21%
CB	Chubb Ltd Financial Services	Reduced	27,798	-3,486	$9,060,202	−7.2%	3.18%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	47,722	+4,520	$8,701,152	+12.8%	3.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	28,925	+1,052	$8,508,578	−5.3%	2.98%
GEV	GE Vernova Inc. Industrials	NEW	9,547	NEW	$8,333,576	NEW	2.92%
HCA	HCA Healthcare, Inc. Healthcare	Added	17,497	+27	$8,280,280	+1.5%	2.90%
GLD	Spdr Gold Trust	Added	17,081	+826	$7,349,783	+14.1%	2.58%
CEG	Constellation Energy Corp Utilities	Added	23,606	+20,142	$6,591,975	+438.7%	2.31%
FCFS	FirstCash Holdings, Inc. Financial Services	Added	32,165	+9,403	$6,047,020	+66.7%	2.12%
SYK	Stryker Corp Healthcare	Added	18,080	+1,481	$5,940,907	+1.8%	2.08%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	25,115	-373	$5,934,172	−3.5%	2.08%
BR	Broadridge Financial Solutions, Inc. Technology	Added	32,725	+10,543	$5,317,158	+7.4%	1.86%
EME	EMCOR Group, Inc. Industrials	Added	6,859	+171	$5,064,068	+23.8%	1.78%
RS	Reliance, Inc. Basic Materials	Reduced	13,413	-226	$4,076,478	+3.5%	1.43%
EOG	Eog Resources Inc Energy	Reduced	26,357	-6,766	$3,810,431	+9.6%	1.34%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	56,511	+12,921	$3,335,844	+0.4%	1.17%
KLAC	Kla Corp Technology	Reduced	12,564	-3,139	$1,849,935	−3.0%	0.65%
PWR	Quanta Services, Inc. Industrials	Reduced	2,383	-10	$1,308,314	+29.5%	0.46%
MSTR	Strategy Inc Technology	Added	8,854	+470	$1,104,979	−13.3%	0.39%
ON	On Semiconductor Corp Technology	Added	13,328	+142	$825,269	+15.6%	0.29%
TT	Trane Technologies plc Industrials	Added	1,953	+56	$813,893	+10.2%	0.29%
NXT	Nextpower Inc. Technology	Added	6,620	+143	$798,041	+41.4%	0.28%
ASML	Asml Holding NV Technology	Reduced	580	-2	$766,081	+23.0%	0.27%
MS	Morgan Stanley Financial Services	Added	4,392	+127	$722,791	−4.5%	0.25%
ORA	Ormat Technologies, Inc. Utilities	Added	5,432	+149	$607,949	+4.2%	0.21%
TTEK	Tetra Tech Inc Industrials	Added	20,115	+618	$605,863	−7.4%	0.21%
FSLR	First Solar, Inc. Technology	Added	2,941	+120	$580,141	−21.3%	0.20%
ETN	Eaton Corp plc Industrials	Added	1,603	+29	$573,345	+14.4%	0.20%
NEE	Nextera Energy Inc Utilities	Added	6,008	+219	$558,023	+20.1%	0.20%
OC	Owens Corning Industrials	Added	4,899	+170	$530,169	+0.2%	0.19%
XYL	Xylem Inc. Industrials	Added	4,224	+154	$504,768	−8.9%	0.18%
NOW	ServiceNow, Inc. Technology	Added	4,721	+607	$493,580	−21.7%	0.17%
SNPS	Synopsys Inc Technology	Added	1,208	+51	$478,947	−11.9%	0.17%
ALB	Albemarle Corp Basic Materials	Added	2,088	+47	$374,858	+29.9%	0.13%
AMAT	Applied Materials Inc /De Technology	Reduced	1,092	-11	$373,234	+31.7%	0.13%
LRCX	Lam Research Corp Technology	Added	1,685	+11	$360,017	+25.6%	0.13%
NVT	nVent Electric plc Industrials	Added	2,974	+56	$351,764	+18.2%	0.12%
ABT	Abbott Laboratories Healthcare	Added	2,764	+16	$283,779	−17.6%	0.10%