EVEXIA WEALTH LLC

CIK

1975710

Location

STEVENS POINT, WI

Portfolio Value

Micro $9,258,827

Diversification

Diversified

Filing Date

Global Rank

#3,100 / 8,232 ▲ 160

Top Industry

Specialty Retail 8.0%

3Y Alpha vs SPY

-5.7%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+52.4%

SPY

+76.3%

Annualised alpha

-5.7%

Max drawdown

−15.2%

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

6.1%

−1.1 pts

Top 5

27.8%

−1.4 pts

Top 10

50.0%

−1.2 pts

HHI

372

Diversified−10

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$85,402,511	16
Industrials	21.6%	$65,107,239	16
Financial Services	12.5%	$37,707,525	7
Healthcare	10.4%	$31,441,565	6
Consumer Cyclical	9.8%	$29,455,022	4
Basic Materials	6.9%	$20,931,719	3
Unclassified	3.5%	$10,685,627	2
Consumer Defensive	3.1%	$9,258,827	1
Utilities	2.6%	$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	$18,499,359
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

1 positions · $9,258,827 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	9,292	-1,940	$9,258,827	−4.4%	100.00%