Elyxium Wealth, LLC

CIK 0002043538 • 6 13F filings • May 5, 2025 – Aug 3, 2026

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Filer information

Filed by: Elyxium Wealth, LLC, COO/CCO
Address: 400 SOUTH BEVERLY DRIVE, PENTHOUSE SUITE, BEVERLY HILLS, CA, 90212
Phone: 6502886288
AUM: $331.6M

AUM over time

$952.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $286.8M3 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$368K	0.1%	2,750 SH	New
ABBVIE INC COM	Stock	$1.1M	0.4%Prev: 1.3%	4,706 SH	Decreased-43,580 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$457K	0.2%Prev: 0.1%	1,852 SH	Decreased-5,347 SH
ADOBE INC COM	Stock	$981K	0.3%Prev: 0.2%	2,781 SH	Decreased-7,782 SH
ADVANCED MICRO DEVICES INC COM	Stock	$486K	0.2%Prev: 1.3%	3,001 SH	Decreased-17,518 SH
AFFIRM HLDGS INC COM CL A	Stock	$8.5M	3.0%	115,999 SH	New
AIRBNB INC COM CL A	Stock	$379K	0.1%	3,120 SH	New
ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$767K	0.3%	4,291 SH	New
ALLSTATE CORP COM	Stock	$318K	0.1%Prev: 0.0%	1,483 SH	Decreased-47 SH
ALPHABET INC CAP STK CL A	Stock	$4.2M	1.5%Prev: 3.1%	17,437 SH	Decreased-65,481 SH
ALPHABET INC CAP STK CL C	Stock	$3.8M	1.3%Prev: 5.5%	15,641 SH	Decreased-133,536 SH
ALTRIA GROUP INC COM	Stock	$509K	0.2%Prev: 0.1%	7,709 SH	Decreased-6,555 SH
AMAZON COM INC COM	Stock	$6.4M	2.2%Prev: 1.3%	29,005 SH	Decreased-24,070 SH
AMERICAN ELEC PWR CO INC COM	Stock	$365K	0.1%Prev: 0.0%	3,246 SH	Increased+1,596 SH
AMERICAN EXPRESS CO COM	Stock	$1.2M	0.4%Prev: 0.3%	3,467 SH	Decreased-5,593 SH
AMERICAN INTL GROUP INC COM NEW	Stock	$616K	0.2%Prev: 0.0%	7,847 SH	Increased+2,828 SH
AMERIPRISE FINL INC COM	Stock	$715K	0.2%Prev: 0.2%	1,456 SH	Decreased-2,640 SH
AMGEN INC COM	Stock	$580K	0.2%Prev: 0.5%	2,055 SH	Decreased-12,197 SH
AMPHENOL CORP NEW CL A	Stock	$427K	0.1%	3,446 SH	New
AON PLC SHS CL A	Stock	$512K	0.2%Prev: 0.1%	1,436 SH	Decreased-233 SH
APPLE INC COM	Stock	$32.3M	11.2%Prev: 5.9%	126,691 SH	Decreased-65,941 SH
ASTRONICS CORP COM	Stock	$285K	0.1%Prev: 0.1%	6,250 SH	Decreased+85 SH
AT&T INC COM	Stock	$874K	0.3%Prev: 0.0%	30,957 SH	Increased+10,071 SH
AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$410K	0.1%Prev: 0.4%	5,460 SH	Decreased-34,550 SH
BANK AMERICA CORP COM	Stock	$879K	0.3%	17,041 SH	New
BANK NEW YORK MELLON CORP COM	Stock	$798K	0.3%	7,327 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.1M	0.7%Prev: 0.3%	4,215 SH	Decreased-2,245 SH
BOEING CO COM	Stock	$670K	0.2%Prev: 0.2%	3,105 SH	Decreased-3,823 SH
BOSTON SCIENTIFIC CORP COM	Stock	$494K	0.2%Prev: 0.0%	5,062 SH	Increased-362 SH
BROADCOM INC COM	Stock	$5.3M	1.9%Prev: 1.2%	16,084 SH	Decreased-15,382 SH
CADENCE DESIGN SYSTEM INC COM	Stock	$259K	0.1%Prev: 0.2%	737 SH	Decreased-4,621 SH
CANADIAN PACIFIC KANSAS CITY COM	Stock	$241K	0.1%	3,231 SH	New
CATERPILLAR INC COM	Stock	$1.2M	0.4%Prev: 0.4%	2,507 SH	Decreased-667 SH
CHEVRON CORP NEW COM	Stock	$1.5M	0.5%	9,398 SH	New
CINTAS CORP COM	Stock	$268K	0.1%Prev: 0.2%	1,304 SH	Decreased-7,653 SH
CISCO SYS INC COM	Stock	$516K	0.2%Prev: 0.2%	7,544 SH	Decreased-5,356 SH
CME GROUP INC COM	Stock	$392K	0.1%Prev: 0.0%	1,450 SH	Increased+196 SH
COCA COLA CO COM	Stock	$759K	0.3%Prev: 0.1%	11,449 SH	Decreased-3,049 SH
COINBASE GLOBAL INC COM CL A	Stock	$538K	0.2%	1,594 SH	New
COMCAST CORP NEW CL A	Stock	$333K	0.1%Prev: 0.2%	10,596 SH	Decreased-62,193 SH
CONSTELLATION ENERGY CORP COM	Stock	$274K	0.1%Prev: 0.0%	831 SH	Increased-51 SH
CONVERGENCE LONG/SHORT EQUITY ETF	ETF	$2.7M	0.9%Prev: 0.3%	104,435 SH	Decreased+15,845 SH
COSTCO WHSL CORP NEW COM	Stock	$3.7M	1.3%	3,978 SH	New
CROWDSTRIKE HLDGS INC CL A	Stock	$392K	0.1%Prev: 0.3%	799 SH	Decreased-2,957 SH
CSX CORP COM	Stock	$212K	0.1%Prev: 0.0%	5,969 SH	Decreased-2,080 SH
DEERE & CO COM	Stock	$1.3M	0.5%Prev: 0.7%	2,924 SH	Decreased-6,875 SH
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$1.3M	0.5%Prev: 0.5%	42,587 SH	Decreased-64,244 SH
DISNEY WALT CO COM	Stock	$1.2M	0.4%Prev: 0.1%	10,519 SH	Decreased-2,182 SH
DOUBLELINE OPPORTUNISTIC CORE BOND ETF	ETF	$5.0M	1.7%Prev: 0.7%	106,689 SH	Decreased-30,517 SH
DOVER CORP COM	Stock	$347K	0.1%Prev: 0.1%	2,081 SH	Decreased-198 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$227K	0.1%Prev: 0.1%	1,835 SH	Decreased-9,369 SH
EATON CORP PLC SHS	Stock	$1.0M	0.4%Prev: 0.1%	2,743 SH	Decreased-370 SH
ELI LILLY & CO COM	Stock	$1.1M	0.4%Prev: 0.8%	1,495 SH	Decreased-4,592 SH
ENBRIDGE INC COM	Stock	$207K	0.1%	4,109 SH	New
EXELON CORP COM	Stock	$356K	0.1%Prev: 0.0%	7,902 SH	Increased+1,903 SH
EXXON MOBIL CORP COM	Stock	$4.1M	1.4%	36,417 SH	New
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	ETF	$217K	0.1%	8,700 SH	New
GE AEROSPACE COM NEW	Stock	$1.0M	0.4%Prev: 0.2%	3,457 SH	Decreased-1,174 SH
GE VERNOVA INC COM	Stock	$551K	0.2%Prev: 0.1%	896 SH	Decreased-232 SH
GENERAL MLS INC COM	Stock	$249K	0.1%	4,939 SH	New
GILEAD SCIENCES INC COM	Stock	$352K	0.1%Prev: 0.0%	3,172 SH	Decreased-330 SH
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF	ETF	$700K	0.2%Prev: 0.1%	14,175 SH	Decreased-3,798 SH
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	$3.7M	1.3%Prev: 0.7%	77,069 SH	Decreased-34,985 SH
HOME DEPOT INC COM	Stock	$1.9M	0.7%Prev: 0.7%	4,710 SH	Decreased-15,174 SH
HONEYWELL INTL INC COM	Stock	$1.8M	0.6%Prev: 0.1%	8,366 SH	Increased+3,797 SH
ILLINOIS TOOL WKS INC COM	Stock	$361K	0.1%Prev: 0.0%	1,385 SH	Decreased-309 SH
IMGP DBI MANAGED FUTURES STRATEGY ETF	ETF	$2.5M	0.9%Prev: 0.5%	92,990 SH	Decreased-60,606 SH
INTEL CORP COM	Stock	$295K	0.1%Prev: 0.4%	8,798 SH	Decreased-20,184 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$931K	0.3%Prev: 0.1%	5,527 SH	Increased+68 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$307K	0.1%Prev: 0.1%	1,089 SH	Decreased-1,407 SH
INTUIT COM	Stock	$424K	0.1%	621 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$228K	0.1%Prev: 0.0%	380 SH	Decreased-129 SH
ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	$403K	0.1%	4,858 SH	New
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$420K	0.1%Prev: 0.0%	7,914 SH	Increased
ISHARES BITCOIN TRUST ETF	ETF	$785K	0.3%	12,073 SH	New
ISHARES CALIFORNIA MUNI BOND ETF	ETF	$247K	0.1%Prev: 0.0%	4,333 SH	Decreased
ISHARES CORE MSCI EAFE ETF	ETF	$5.9M	2.0%Prev: 0.7%	67,041 SH	Decreased-4,911 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$2.8M	1.0%Prev: 1.5%	42,355 SH	Decreased-132,916 SH
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	ETF	$482K	0.2%Prev: 0.1%	6,010 SH	Decreased-1,477 SH
ISHARES CORE S&P 500 ETF	ETF	$15.1M	5.3%Prev: 1.9%	22,607 SH	Decreased-1,434 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$8.1M	2.8%Prev: 0.8%	124,689 SH	Increased+25,617 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$4.6M	1.6%Prev: 0.5%	38,474 SH	Decreased+5,859 SH
ISHARES GOLD TRUST	ETF	$3.4M	1.2%Prev: 0.4%	46,460 SH	Increased+1,746 SH
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$263K	0.1%Prev: 0.0%	7,200 SH	Decreased+485 SH
ISHARES MSCI EAFE ETF	ETF	$2.6M	0.9%Prev: 0.3%	28,089 SH	Decreased-2,086 SH
ISHARES MSCI EAFE SMALL-CAP ETF	ETF	$886K	0.3%Prev: 0.1%	11,552 SH	Increased+1,898 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$543K	0.2%Prev: 0.1%	2,665 SH	Decreased-2,876 SH
ISHARES RUSSELL 2000 ETF	ETF	$653K	0.2%Prev: 0.1%	2,701 SH	Decreased+505 SH
ISHARES RUSSELL 3000 ETF	ETF	$6.7M	2.3%Prev: 0.8%	17,730 SH	Decreased
ISHARES RUSSELL MIDCAP ETF	ETF	$4.8M	1.7%Prev: 0.4%	49,400 SH	Increased+11,162 SH
ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$238K	0.1%Prev: 0.0%	2,480 SH	Decreased
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF	ETF	$257K	0.1%	3,458 SH	New
JABIL INC COM	Stock	$886K	0.3%Prev: 0.1%	4,079 SH	Decreased+525 SH
JOHNSON & JOHNSON COM	Stock	$1.3M	0.5%Prev: 0.3%	7,073 SH	Decreased-3,676 SH
JPMORGAN CHASE & CO. COM	Stock	$4.7M	1.6%	14,934 SH	New
KLA CORP COM NEW	Stock	$717K	0.3%Prev: 0.2%	665 SH	Decreased-6,326 SH
KROGER CO COM	Stock	$218K	0.1%	3,231 SH	New
LAM RESEARCH CORP COM NEW	Stock	$1.3M	0.4%Prev: 0.5%	9,590 SH	Decreased-878 SH
LINDE PLC SHS	Stock	$261K	0.1%Prev: 0.0%	550 SH	Decreased-348 SH
MARRIOTT INTL INC NEW CL A	Stock	$888K	0.3%Prev: 0.8%	3,411 SH	Decreased-16,412 SH
MASTERCARD INCORPORATED CL A	Stock	$1.2M	0.4%Prev: 0.2%	2,137 SH	Decreased-969 SH
MCDONALDS CORP COM	Stock	$579K	0.2%Prev: 0.2%	1,906 SH	Decreased-5,512 SH
MCKESSON CORP COM	Stock	$335K	0.1%Prev: 0.1%	434 SH	Decreased-747 SH
MERCADOLIBRE INC COM	Stock	$238K	0.1%	102 SH	New
MERCK & CO INC COM	Stock	$337K	0.1%Prev: 0.1%	4,012 SH	Decreased-3,907 SH
META PLATFORMS INC CL A	Stock	$4.2M	1.5%Prev: 1.0%	5,720 SH	Decreased-11,084 SH
MICRON TECHNOLOGY INC COM	Stock	$847K	0.3%Prev: 0.8%	5,061 SH	Decreased-1,417 SH
MICROSOFT CORP COM	Stock	$12.1M	4.2%Prev: 2.2%	23,329 SH	Decreased-31,568 SH
MONDELEZ INTL INC CL A	Stock	$252K	0.1%Prev: 0.0%	4,028 SH	Decreased-1,373 SH
MORGAN STANLEY COM NEW	Stock	$447K	0.2%Prev: 0.8%	2,814 SH	Decreased-33,026 SH
NETFLIX INC COM	Stock	$1.9M	0.7%	1,578 SH	New
NEXTERA ENERGY INC COM	Stock	$908K	0.3%Prev: 0.2%	12,022 SH	Decreased-4,739 SH
NIKE INC CL B	Stock	$227K	0.1%Prev: 0.2%	3,260 SH	Decreased-35,716 SH
NOVARTIS AG SPONSORED ADR	ADR	$329K	0.1%	2,562 SH	New
NVIDIA CORPORATION COM	Stock	$11.5M	4.0%Prev: 9.9%	61,660 SH	Decreased-407,222 SH
NYLI MACKAY MUNI INTERMEDIATE ETF	ETF	$3.3M	1.1%Prev: 0.8%	135,180 SH	Decreased-173,559 SH
ORACLE CORP COM	Stock	$2.3M	0.8%Prev: 4.3%	8,181 SH	Decreased-273,616 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$2.2M	0.8%Prev: 0.1%	12,165 SH	Increased+6,753 SH
PATRIOT NATL BANCORP INC COM NEW	Stock	$151K	0.1%	115,840 SH	New
PEPSICO INC COM	Stock	$817K	0.3%Prev: 0.1%	5,816 SH	Decreased-1,651 SH
PFIZER INC COM	Stock	$566K	0.2%Prev: 0.1%	22,231 SH	Increased+1,651 SH
PHILIP MORRIS INTL INC COM	Stock	$955K	0.3%Prev: 0.1%	5,887 SH	Increased+1,567 SH
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$3.2M	1.1%Prev: 0.8%	60,864 SH	Decreased-75,963 SH
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF	ETF	$512K	0.2%	5,190 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$338K	0.1%Prev: 0.1%	1,682 SH	Decreased-440 SH
PROCTER AND GAMBLE CO COM	Stock	$2.3M	0.8%	15,076 SH	New
PROGRESSIVE CORP COM	Stock	$462K	0.2%Prev: 0.3%	1,870 SH	Decreased-10,168 SH
PROLOGIS INC. COM	REIT	$226K	0.1%Prev: 0.0%	1,971 SH	Decreased-835 SH
PUTNAM FOCUSED LARGE CAP VALUE ETF	ETF	$969K	0.3%Prev: 0.6%	22,682 SH	Decreased-97,037 SH
QUALCOMM INC COM	Stock	$607K	0.2%Prev: 0.2%	3,650 SH	Decreased-6,924 SH
ROYAL CARIBBEAN GROUP COM	Stock	$1.1M	0.4%Prev: 0.0%	3,526 SH	Increased+2,744 SH
RTX CORPORATION COM	Stock	$2.4M	0.9%Prev: 0.6%	14,634 SH	Decreased-16,938 SH
S&P GLOBAL INC COM	Stock	$275K	0.1%Prev: 0.0%	566 SH	Decreased-291 SH
SALESFORCE INC COM	Stock	$1.3M	0.4%Prev: 0.1%	5,312 SH	Increased-1,355 SH
SCHWAB CHARLES CORP COM	Stock	$311K	0.1%Prev: 0.2%	3,256 SH	Decreased-13,516 SH
SEMPRA COM	Stock	$358K	0.1%Prev: 0.0%	3,976 SH	Decreased-377 SH
SERVICENOW INC COM	Stock	$265K	0.1%Prev: 0.2%	288 SH	Decreased-19,664 SH
SPDR S&P 500 ETF TRUST	ETF	$7.8M	2.7%	11,764 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$3.7M	1.3%	6,200 SH	New
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	ETF	$353K	0.1%Prev: 0.1%	14,158 SH	Decreased-11,782 SH
SYNCHRONY FINANCIAL COM	Stock	$234K	0.1%Prev: 0.4%	3,293 SH	Decreased-52,107 SH
T-MOBILE US INC COM	Stock	$478K	0.2%Prev: 0.1%	1,997 SH	Decreased-2,314 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$2.0M	0.7%	7,008 SH	New
TESLA INC COM	Stock	$3.5M	1.2%Prev: 0.5%	7,768 SH	Decreased-3,041 SH
TEXAS INSTRS INC COM	Stock	$292K	0.1%Prev: 0.1%	1,590 SH	Decreased-1,404 SH
THE CIGNA GROUP COM	Stock	$425K	0.1%Prev: 0.0%	1,474 SH	Increased+81 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$503K	0.2%Prev: 0.1%	1,038 SH	Decreased-375 SH
TJX COS INC NEW COM	Stock	$218K	0.1%Prev: 1.1%	1,511 SH	Decreased-68,515 SH
TRANE TECHNOLOGIES PLC SHS	Stock	$1.7M	0.6%Prev: 0.2%	4,141 SH	Decreased+2 SH
UNION PAC CORP COM	Stock	$2.9M	1.0%Prev: 0.3%	12,299 SH	Decreased+949 SH
UNITEDHEALTH GROUP INC COM	Stock	$593K	0.2%Prev: 0.1%	1,718 SH	Decreased-926 SH
UNUM GROUP COM	Stock	$255K	0.1%Prev: 0.0%	3,283 SH	Decreased-694 SH
US BANCORP DEL COM NEW	Stock	$208K	0.1%	4,301 SH	New
VALERO ENERGY CORP COM	Stock	$377K	0.1%Prev: 0.1%	2,213 SH	Decreased-342 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$475K	0.2%Prev: 0.1%	2,200 SH	Decreased
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$611K	0.2%	10,202 SH	New
VANGUARD S&P 500 ETF	ETF	$201K	0.1%Prev: 0.0%	328 SH	Decreased
VANGUARD SMALL-CAP ETF	ETF	$730K	0.3%	2,871 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$288K	0.1%	877 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$539K	0.2%Prev: 0.0%	12,270 SH	Increased+4,219 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$204K	0.1%Prev: 0.0%	522 SH	Decreased-215 SH
VICTORYSHARES SHORT-TERM BOND ETF	ETF	$794K	0.3%	15,565 SH	New
VISA INC COM CL A	Stock	$1.3M	0.4%Prev: 0.2%	3,684 SH	Decreased-3,222 SH
WALMART INC COM	Stock	$438K	0.2%Prev: 1.4%	4,252 SH	Decreased-115,418 SH
WELLS FARGO CO NEW COM	Stock	$650K	0.2%	7,751 SH	New
WILLIAMS SONOMA INC COM	Stock	$3.1M	1.1%Prev: 0.3%	16,099 SH	Increased+3,876 SH
YUM BRANDS INC COM	Stock	$358K	0.1%Prev: 0.0%	2,357 SH	Decreased-575 SH

Sold (vs prior filing)

3M CO COM — $712K
ABBOTT LABORATORIES COM — $351K
ALNYLAM PHARMACEUTICALS INC COM — $2.5M
AMETEK INC COM — $721K
AMPHENOL CORP CL A — $958K
ANALOG DEVICES INC COM — $375K
APPLIED MATLS INC COM — $1.8M
APPLOVIN CORP COM CL A — $231K
ARISTA NETWORKS INC COM SHS — $15.1M
AUTOMATIC DATA PROCESSING INC COM — $243K
AUTOZONE INC COM — $211K
AVANTIS INTERNATIONAL EQUITY ETF — $25.1M
AXON ENTERPRISE INC COM — $214K
BAKER HUGHES COMPANY CL A — $231K
BANK OF AMER CORP COM — $1.5M
BANK OF NY MELLON CORP COM — $1.1M
BAXTER INTL INC COM — $481K
BECTON DICKINSON & CO COM — $1.0M
BOOKING HOLDINGS INC COM — $205K
BRISTOL-MYERS SQUIBB CO COM — $225K
… and 147 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0002043538-26-000001	$331.6M	View
Nov 5, 2025	Q3 2025	13F-HR	0002043538-25-000009	$286.8M	View
Aug 3, 2026	Q2 2026