EVEXIA WEALTH LLC

CIK 0001975710 • 6 13F filings • Apr 11, 2025 – Aug 7, 2026

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Filer information

Filed by: EVEXIA WEALTH LLC, Chief Compliance Officer
Address: 1265 MAIN STREET, SUITE 105, STEVENS POINT, WI, 54481
Phone: (715) 344-9496
AUM: $357.9M

AUM over time

$369.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $357.9M84 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$344K	0.1%Prev: 0.1%	2,748 SH	Decreased+12 SH
ABBVIE INC	COM	$242K	0.1%Prev: 0.1%	1,091 SH	Decreased+8 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$7.1M	2.0%Prev: 2.0%	24,548 SH	Increased-2,301 SH
ALBEMARLE CORP	COM	$362K	0.1%Prev: 0.1%	2,041 SH	Increased-317 SH
ALPHABET INC	CAP STK CL A	$263K	0.1%	784 SH	New
ALPS ETF TR	ALERIAN MLP	$1.7M	0.5%Prev: 0.3%	34,676 SH	Increased+15,039 SH
APPLE INC	COM	$11.5M	3.2%Prev: 3.4%	44,127 SH	Increased-1,942 SH
APPLIED MATLS INC	COM	$333K	0.1%Prev: 0.2%	1,103 SH	Decreased-1,488 SH
ASML HOLDING N V	N Y REGISTRY SHS	$735K	0.2%Prev: 0.3%	582 SH	Decreased-291 SH
BARRICK MNG CORP	COM SHS	$18.7M	5.2%Prev: 3.9%	375,167 SH	Increased-13,358 SH
BLACKROCK INC	COM	$13.5M	3.8%Prev: 4.2%	12,407 SH	Decreased+174 SH
BROADCOM INC	COM	$16.7M	4.7%Prev: 5.4%	49,214 SH	Decreased-1,520 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$4.9M	1.4%Prev: 1.6%	22,182 SH	Decreased-783 SH
CALAMOS ETF TR	CALAMOS BIT 80 S	$297K	0.1%	12,259 SH	New
CALAMOS ETF TR	CALAMOS BIT 90 S	$221K	0.1%	9,087 SH	New
CALAMOS ETF TR	CALLMOS BIT STRU	$563K	0.2%	23,256 SH	New
CASEYS GEN STORES INC	COM	$13.2M	3.7%Prev: 3.7%	21,391 SH	Increased-364 SH
CHUBB LIMITED	COM	$9.4M	2.6%Prev: 2.7%	31,284 SH	Increased-380 SH
CONSTELLATION ENERGY CORP	COM	$1.1M	0.3%Prev: 0.2%	3,464 SH	Increased+1,721 SH
COSTCO WHSL CORP NEW	COM	$10.7M	3.0%Prev: 3.2%	11,232 SH	Increased-26 SH
EATON CORP PLC	SHS	$521K	0.1%	1,574 SH	New
ELI LILLY & CO	COM	$22.0M	6.1%Prev: 5.3%	20,481 SH	Increased-1,147 SH
EMCOR GROUP INC	COM	$4.4M	1.2%Prev: 1.4%	6,688 SH	Decreased-132 SH
EOG RES INC	COM	$3.7M	1.0%Prev: 1.1%	33,123 SH	Increased+385 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$3.7M	1.0%Prev: 1.2%	43,590 SH	Decreased+5,535 SH
FIRST SOLAR INC	COM	$667K	0.2%Prev: 0.2%	2,821 SH	Decreased-871 SH
FIRSTCASH HOLDINGS INC	COM	$3.8M	1.1%Prev: 1.0%	22,762 SH	Increased+938 SH
GLOBAL X FDS	NASDAQ 100 COVER	$303K	0.1%Prev: 0.1%	16,925 SH	Decreased-980 SH
HCA HEALTHCARE INC	COM	$8.4M	2.3%Prev: 2.2%	17,470 SH	Increased-576 SH
HUBBELL INC	COM	$15.8M	4.4%Prev: 4.2%	33,249 SH	Increased-262 SH
INTUIT	COM	$12.1M	3.4%Prev: 4.2%	21,372 SH	Decreased+130 SH
INTUITIVE SURGICAL INC	COM NEW	$248K	0.1%	454 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$280K	0.1%Prev: 1.1%	12,359 SH	Decreased-143,388 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.5M	0.7%Prev: 0.9%	130,363 SH	Decreased-20,755 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$2.3M	0.6%	109,899 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$7.5M	2.1%Prev: 0.5%	385,140 SH	Increased+295,940 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$4.0M	1.1%Prev: 0.5%	204,199 SH	Increased+118,874 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$988K	0.3%Prev: 1.0%	58,262 SH	Decreased-135,830 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$1.2M	0.3%Prev: 0.9%	52,457 SH	Decreased-82,480 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.5M	0.7%Prev: 0.6%	122,460 SH	Increased+21,847 SH
ISHARES TR	0-5 YR TIPS ETF	$922K	0.3%Prev: 0.4%	8,987 SH	Decreased-4,109 SH
ISHARES TR	IBONDS 2026 TERM	$3.2M	0.9%	140,312 SH	New
ISHARES TR	IBONDS 2027 TERM	$2.2M	0.6%	100,004 SH	New
ISHARES TR	IBONDS 27 TRM TS	$699K	0.2%Prev: 0.2%	31,102 SH	Increased+5,897 SH
ISHARES TR	IBONDS 28 TRM TS	$488K	0.1%Prev: 0.2%	21,785 SH	Decreased-1,662 SH
ISHARES TR	IBONDS 29 TRM TS	$665K	0.2%Prev: 0.3%	30,290 SH	Decreased-8,220 SH
ISHARES TR	IBONDS DEC 2031	$619K	0.2%	29,178 SH	New
ISHARES TR	IBONDS DEC 2032	$560K	0.2%	24,219 SH	New
JPMORGAN CHASE & CO.	COM	$8.6M	2.4%Prev: 2.6%	27,873 SH	Decreased-104 SH
KLA CORP	COM NEW	$22.5M	6.3%Prev: 5.0%	15,703 SH	Increased-483 SH
LAM RESEARCH CORP	COM NEW	$350K	0.1%	1,674 SH	New
LOWES COS INC	COM	$7.0M	2.0%Prev: 1.8%	25,488 SH	Increased+131 SH
MARA HOLDINGS INC	COM	$132K	0.0%Prev: 0.1%	11,847 SH	Decreased+629 SH
MICROSOFT CORP	COM	$13.2M	3.7%Prev: 4.4%	28,773 SH	Decreased-66 SH
MORGAN STANLEY	COM NEW	$771K	0.2%Prev: 0.2%	4,265 SH	Decreased-747 SH
NEXTERA ENERGY INC	COM	$475K	0.1%Prev: 0.2%	5,789 SH	Decreased-470 SH
NEXTPOWER INC	CLASS A COM	$613K	0.2%	6,477 SH	New
NORDSON CORP	COM	$4.7M	1.3%Prev: 1.2%	17,487 SH	Increased-266 SH
NORTHROP GRUMMAN CORP	COM	$8.7M	2.4%Prev: 2.5%	13,321 SH	Increased+10 SH
NVENT ELECTRIC PLC	SHS	$305K	0.1%	2,918 SH	New
NVIDIA CORPORATION	COM	$217K	0.1%Prev: 0.1%	1,185 SH	Decreased-365 SH
ON SEMICONDUCTOR CORP	COM	$799K	0.2%Prev: 0.2%	13,186 SH	Increased+788 SH
ORMAT TECHNOLOGIES INC	COM	$632K	0.2%Prev: 0.2%	5,283 SH	Decreased-1,207 SH
OWENS CORNING NEW	COM	$583K	0.2%Prev: 0.1%	4,729 SH	Increased+2,262 SH
PARKER-HANNIFIN CORP	COM	$14.7M	4.1%Prev: 3.6%	15,650 SH	Increased-626 SH
PROSHARES TR	S&P 500 DV ARIST	$336K	0.1%Prev: 0.1%	3,069 SH	Increased+273 SH
QUANTA SVCS INC	COM	$1.0M	0.3%Prev: 0.2%	2,393 SH	Increased+919 SH
RELIANCE INC	COM	$4.3M	1.2%Prev: 1.1%	13,639 SH	Increased-19 SH
REPUBLIC SVCS INC	COM	$10.0M	2.8%Prev: 3.2%	47,507 SH	Decreased-332 SH
SERVICENOW INC	COM	$554K	0.2%Prev: 0.2%	4,114 SH	Decreased+3,494 SH
SPDR GOLD TR	GOLD SHS	$6.9M	1.9%Prev: 1.6%	16,255 SH	Increased+1,903 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.7M	1.0%	40,251 SH	New
STRATEGY INC	CL A NEW	$1.5M	0.4%Prev: 0.5%	8,384 SH	Decreased+3,600 SH
STRYKER CORPORATION	COM	$6.0M	1.7%Prev: 1.8%	16,599 SH	Increased+549 SH
SYNOPSYS INC	COM	$585K	0.2%Prev: 0.2%	1,157 SH	Decreased-228 SH
TETRA TECH INC NEW	COM	$710K	0.2%Prev: 0.2%	19,497 SH	Increased+1,092 SH
TIDAL TRUST II	YIELDMAX MSTR OP	$240K	0.1%Prev: 0.3%	7,289 SH	Decreased-55,120 SH
TRANE TECHNOLOGIES PLC	SHS	$732K	0.2%Prev: 0.2%	1,897 SH	Decreased+90 SH
TWENTY ONE CAP INC	COM SHS CL A	$103K	0.0%	10,613 SH	New
UNITED PARCEL SERVICE INC	CL B	$256K	0.1%	2,381 SH	New
UNITEDHEALTH GROUP INC	COM	$7.5M	2.1%Prev: 2.5%	22,518 SH	Decreased-557 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.4%Prev: 0.3%	5,699 SH	Increased+527 SH
WILLIAMS SONOMA INC	COM	$8.9M	2.5%Prev: 2.5%	43,202 SH	Increased-87 SH
XYLEM INC	COM	$570K	0.2%Prev: 0.2%	4,070 SH	Decreased-781 SH

Sold (vs prior filing)

BLOCK INC — $318K
ENTEGRIS INC — $403K
INVESCO EXCH TRD SLF IDX FD — $1.9M
INVESCO EXCH TRD SLF IDX FD — $3.3M
ISHARES TR — $1.5M
ISHARES TR — $1.2M
ISHARES TR — $350K
RIOT PLATFORMS INC — $331K
SPDR SERIES TRUST — $5.3M
WEC ENERGY GROUP INC — $363K
ZEBRA TECHNOLOGIES CORPORATI — $213K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001951757-26-000196	$357.9M	View
Nov 12, 2025	Q3 2025	13F-HR	0001951757-25-001391	$334.1M	View
Aug 7, 2026	Q2 2026