Evexia Wealth LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Evexia Wealth LLC reported 77 stock positions worth $369.5 million. Its top holding was Broadcom (AVGO) at 5.9% of the portfolio, followed by KLA (KLAC, 5.7%) and Eli Lilly (LLY, 5.4%). Compared with Q1 2026, it opened 1 new position, sold out of 8, added to 37 and reduced 38. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale Invesco Bulletshares 2032 CB (BSCW, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- STEVENS POINT, WI
- CIK
- 0001975710
- Portfolio Value
- $369.5M (Q2 2026)
- SEC Filing
- 0001951757-26-001149 ↗ filed Aug 7, 2026
Holdings Value
Holdings 77 stocks · $369.5M
| AVGO Broadcom Inc. | 5.92% | 55,796 | $21.9M | Reduce -2.1% |
| KLAC KLA Corp. | 5.67% | 114,693 | $21.0M | Reduce -8.7% |
| LLY Eli Lilly & Co. | 5.36% | 17,648 | $19.8M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.72% | 35,762 | $17.4M | Add +1.6% |
| CASY Casey's General Stores Inc. | 4.70% | 20,164 | $17.3M | Add +0.2% |
| BLK BlackRock Inc. | 4.18% | 13,694 | $15.4M | Reduce -0.1% |
| B Barrick Mining Corp. | 4.11% | 406,294 | $15.2M | Add +0.6% |
| HUBB Hubbell Inc. | 3.90% | 30,269 | $14.4M | Add +0.5% |
| PH Parker Hannifin Corp. | 3.65% | 13,528 | $13.5M | Reduce -0.1% |
| AAPL Apple Inc. | 3.46% | 42,132 | $12.8M | Reduce -2.1% |
| WSM Williams-Sonoma Inc. | 3.10% | 47,714 | $11.4M | Reduce -0.0% |
| INTU Intuit Inc. | 2.90% | 33,699 | $10.7M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 2.76% | 28,967 | $10.2M | Add +0.1% |
| GEV GE Vernova Inc. | 2.72% | 9,975 | $10.0M | Add +4.5% |
| RSG Republic Services Inc. | 2.69% | 47,363 | $9.9M | Add +1.0% |
| CB Chubb Ltd. | 2.63% | 27,890 | $9.7M | Add +0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 2.60% | 492,437 | $9.6M | Add +10.3% |
| COST Costco Wholesale Corp. | 2.36% | 9,151 | $8.7M | Reduce -1.5% |
| NOC Northrop Grumman Corp. | 2.02% | 13,637 | $7.5M | Add +1.8% |
| HCA HCA Healthcare Inc. | 1.97% | 17,882 | $7.3M | Add +2.2% |
| CEG Constellation Energy | 1.88% | 25,329 | $6.9M | Add +7.3% |
| FCFS Firstcash Holdings Inc. | 1.81% | 31,961 | $6.7M | Reduce -0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.70% | 68,787 | $6.3M | Add +47.7% |
| GLD SPDR Gold Shares | 1.69% | 16,816 | $6.3M | Reduce -1.6% |
| SYK Stryker Corp. | 1.63% | 17,651 | $6.0M | Reduce -2.4% |
| LOW Lowe's Cos Inc. | 1.50% | 26,129 | $5.5M | Add +4.0% |
| EME Emcor Group Inc. | 1.50% | 6,774 | $5.5M | Reduce -1.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.48% | 243,261 | $5.5M | Add +48.7% |
| RS Reliance Inc. | 1.47% | 13,258 | $5.4M | Reduce -1.2% |
| BR Broadridge Financial Solutio | 1.33% | 31,281 | $4.9M | Reduce -4.4% |
| BSJQ Invesco Bulletshares 2026 HY | 1.09% | 175,895 | $4.0M | Add +184.7% |
| EOG EOG Resources Inc. | 1.06% | 26,889 | $3.9M | Add +2.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.04% | 195,585 | $3.8M | Reduce -17.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.95% | 63,434 | $3.5M | Add +12.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.51% | 92,601 | $1.9M | Reduce -35.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.50% | 83,507 | $1.9M | Add +128.4% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 7,742 | $1.9M | Add +30.0% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.48% | 80,369 | $1.8M | Reduce -31.2% |
| AMLP Alerian MLP ETF | 0.47% | 31,814 | $1.8M | Reduce -16.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.37% | 73,173 | $1.4M | Reduce -52.0% |
| MSTR Strategy Inc. | 0.33% | 12,856 | $1.2M | Add +45.2% |
| PWR Quanta Services Inc. | 0.29% | 1,590 | $1.1M | Reduce -33.3% |
| TTEK Tetra Tech Inc. | 0.29% | 31,923 | $1.1M | Add +58.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.27% | 10,022 | $1.0M | Reduce -4.2% |
| TT Trane Technologies PLC | 0.25% | 2,038 | $940K | Add +4.3% |
| MS Morgan Stanley | 0.25% | 4,307 | $910K | Reduce -1.9% |
| FSLR First Solar Inc. | 0.23% | 3,698 | $861K | Add +25.7% |
| XYL Xylem Inc. | 0.22% | 6,973 | $830K | Add +65.1% |
| CBOJ Calms BTC S Alt PR ETF - Jan | 0.21% | 33,011 | $782K | Add +21.9% |
| BSCU Invesco Bulletshares 2030 CB | 0.21% | 46,493 | $769K | Reduce -32.0% |
| ETN Eaton Corp. PLC | 0.19% | 1,616 | $708K | Add +0.8% |
| OC Owens Corning | 0.18% | 4,670 | $669K | Reduce -4.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.18% | 402 | $660K | Reduce -30.7% |
| BSCW Invesco Bulletshares 2032 CB | 0.18% | 32,470 | $659K | Reduce -74.7% |
| NEE Nextera Energy Inc. | 0.17% | 7,412 | $641K | Add +23.4% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,698 | $634K | Add +106.1% |
| ORA Ormat Technologies Inc. | 0.15% | 5,518 | $541K | Add +1.6% |
| CLH Clean Harbors Inc. | 0.14% | 1,622 | $504K | New |
| NXT Nextpower Inc. | 0.13% | 5,299 | $480K | Reduce -19.9% |
| AMZN Amazon.com Inc. | 0.12% | 1,544 | $439K | Add +83.6% |
| NVT Nvent Electric PLC | 0.12% | 2,734 | $436K | Reduce -8.1% |
| NVDA Nvidia Corp. | 0.12% | 2,085 | $431K | Add +75.7% |
| VRT Vertiv Holdings Co. Class A | 0.11% | 1,512 | $398K | Add +44.4% |
| ON On Semiconductor | 0.10% | 4,608 | $370K | Reduce -65.4% |
| NOW ServiceNow Inc. | 0.10% | 3,232 | $369K | Reduce -31.5% |
| NOBL Proshares S&P 500 Dividend A | 0.09% | 6,044 | $347K | Reduce -2.1% |
| AMAT Applied Materials Inc. | 0.09% | 650 | $337K | Reduce -40.5% |
| ISRG Intuitive Surgical Inc. | 0.09% | 892 | $335K | Add +84.7% |
| ABT Abbott Laboratories | 0.08% | 2,784 | $298K | Add +0.7% |
| LRCX Lam Research Corp. | 0.08% | 963 | $284K | Reduce -42.9% |
| ABBV Abbvie Inc. | 0.07% | 1,108 | $272K | Add +0.8% |
| BSJR Invesco Bulletshares 2027 HY | 0.07% | 11,862 | $265K | Reduce -16.4% |
| SNPS Synopsys Inc. | 0.07% | 657 | $258K | Reduce -45.6% |
| UPS United Parcel Service Class B | 0.07% | 2,381 | $254K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.06% | 13,074 | $234K | Reduce -33.6% |
| CBTJ Calamos Bitcoin 80 P ETF Jan | 0.06% | 13,178 | $233K | Reduce -9.2% |
| ALB Albemarle Corp. | 0.05% | 1,687 | $200K | Reduce -19.2% |
Portfolio Sells Q1 2026 → Q2 2026
| BSCW Invesco Bulletshares 2032 CB | Reduce -74.7% | 0.18% | −0.55 |
| KLAC KLA Corp. | Reduce -8.7% | 5.67% | −0.44 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -52.0% | 0.37% | −0.42 |
| GLD SPDR Gold Shares | Reduce -1.6% | 1.69% | −0.35 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -35.4% | 0.51% | −0.30 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -17.7% | 1.04% | −0.25 |
| IBHG iShares Ibonds 2027 HY Inc. | Reduce -31.2% | 0.48% | −0.23 |
| IBTJ iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.21 |
| IBDW iShares Ibonds Dec 2031 Corp. | Sold out | 0.00% | −0.20 |
| IBTM iShares Ibnds Dec 2032 TT | Sold out | 0.00% | −0.18 |
| ON On Semiconductor | Reduce -65.4% | 0.10% | −0.16 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 2.36% | −0.14 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -32.0% | 0.21% | −0.11 |
| PWR Quanta Services Inc. | Reduce -33.3% | 0.29% | −0.10 |
| SYK Stryker Corp. | Reduce -2.4% | 1.63% | −0.10 |
| BR Broadridge Financial Solutio | Reduce -4.4% | 1.33% | −0.08 |
| NXT Nextpower Inc. | Reduce -19.9% | 0.13% | −0.07 |
| AMLP Alerian MLP ETF | Reduce -16.7% | 0.47% | −0.07 |
| SNPS Synopsys Inc. | Reduce -45.6% | 0.07% | −0.07 |
| CBXJ Calamos Bitcoin 90 P ETF Jan | Sold out | 0.00% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -30.7% | 0.18% | −0.06 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| ALB Albemarle Corp. | Reduce -19.2% | 0.05% | −0.05 |
| LRCX Lam Research Corp. | Reduce -42.9% | 0.08% | −0.05 |
| MARA Mara Holdings Inc. | Sold out | 0.00% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -0.1% | 3.65% | −0.03 |
| EME Emcor Group Inc. | Reduce -1.2% | 1.50% | −0.03 |
| QYLD Global X Nasd 100 Cov Call | Reduce -33.6% | 0.06% | −0.03 |
| AVGO Broadcom Inc. | Reduce -2.1% | 5.92% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -40.5% | 0.09% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.2% | 0.27% | −0.03 |
| XXI Twenty One Capital Inc. Class A | Sold out | 0.00% | −0.02 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -16.4% | 0.07% | −0.02 |
| NOW ServiceNow Inc. | Reduce -31.5% | 0.10% | −0.02 |
| CBTJ Calamos Bitcoin 80 P ETF Jan | Reduce -9.2% | 0.06% | −0.01 |
| FCFS Firstcash Holdings Inc. | Reduce -0.6% | 1.81% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.1% | 0.09% | +0.00 |
| NVT Nvent Electric PLC | Reduce -8.1% | 0.12% | +0.01 |
| OC Owens Corning | Reduce -4.7% | 0.18% | +0.02 |
| MS Morgan Stanley | Reduce -1.9% | 0.25% | +0.03 |
| RS Reliance Inc. | Reduce -1.2% | 1.47% | +0.27 |
| BLK BlackRock Inc. | Reduce -0.1% | 4.18% | +0.32 |
| AAPL Apple Inc. | Reduce -2.1% | 3.46% | +0.39 |
| WSM Williams-Sonoma Inc. | Reduce -0.0% | 3.10% | +0.56 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 5.36% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Add +1.6% | 4.72% | +1.00 |
| BSJQ Invesco Bulletshares 2026 HY | Add +184.7% | 1.09% | +0.70 |
| CASY Casey's General Stores Inc. | Add +0.2% | 4.70% | +0.63 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +47.7% | 1.70% | +0.53 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +48.7% | 1.48% | +0.45 |
| IBTH iShares Ibonds Dec 2027 Term | Add +128.4% | 0.50% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 2.76% | +0.27 |
| BSCQ Invesco Bulletshares 2026 CB | Add +10.3% | 2.60% | +0.20 |
| VIG Vanguard Dividend Apprec ETF | Add +30.0% | 0.50% | +0.14 |
| CLH Clean Harbors Inc. | New | 0.14% | +0.14 |
| TTEK Tetra Tech Inc. | Add +58.7% | 0.29% | +0.12 |
| GEV GE Vernova Inc. | Add +4.5% | 2.72% | +0.12 |
| CB Chubb Ltd. | Add +0.3% | 2.63% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +106.1% | 0.17% | +0.10 |
| XYL Xylem Inc. | Add +65.1% | 0.22% | +0.08 |
| FSLR First Solar Inc. | Add +25.7% | 0.23% | +0.07 |
| EOG EOG Resources Inc. | Add +2.0% | 1.06% | +0.07 |
| AMZN Amazon.com Inc. | Add +83.6% | 0.12% | +0.06 |
| NVDA Nvidia Corp. | Add +75.7% | 0.12% | +0.05 |
| CBOJ Calms BTC S Alt PR ETF - Jan | Add +21.9% | 0.21% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +84.7% | 0.09% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +44.4% | 0.11% | +0.02 |
| NEE Nextera Energy Inc. | Add +23.4% | 0.17% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.8% | 0.19% | +0.01 |
| ABBV Abbvie Inc. | Add +0.8% | 0.07% | +0.01 |
| MSTR Strategy Inc. | Add +45.2% | 0.33% | +0.01 |
| ABT Abbott Laboratories | Add +0.7% | 0.08% | +0.00 |
| TT Trane Technologies PLC | Add +4.3% | 0.25% | +0.00 |
| CEG Constellation Energy | Add +7.3% | 1.88% | −0.02 |
| ORA Ormat Technologies Inc. | Add +1.6% | 0.15% | −0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Add +12.3% | 0.95% | −0.04 |
| RSG Republic Services Inc. | Add +1.0% | 2.69% | −0.07 |
| LOW Lowe's Cos Inc. | Add +4.0% | 1.50% | −0.21 |
| INTU Intuit Inc. | Add +4.1% | 2.90% | −0.38 |
| HCA HCA Healthcare Inc. | Add +2.2% | 1.97% | −0.42 |
| NOC Northrop Grumman Corp. | Add +1.8% | 2.02% | −0.49 |
| HUBB Hubbell Inc. | Add +0.5% | 3.90% | −0.57 |
| B Barrick Mining Corp. | Add +0.6% | 4.11% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $369.5M | AVGO, KLAC, LLY, MSFT, CASY |
| Q1 2026 | 84 | $363.7M | KLAC, AVGO, B, LLY, HUBB |
| Q4 2025 | 84 | $357.9M | KLAC, LLY, B, AVGO, HUBB |
| Q3 2025 | 78 | $334.1M | AVGO, LLY, KLAC, MSFT, BLK |
| Q2 2025 | 78 | $318.1M | AVGO, KLAC, MSFT, INTU, BLK |
| Q1 2025 | 74 | $275.2M | INTU, MSFT, BLK, KLAC, PH |
| Q4 2024 | 76 | $295.1M | AVGO, BLK, PH, MSFT, KLAC |
| Q3 2024 | 66 | $282.0M | BLK, HUBB, KLAC, MSFT, PH |
| Q2 2024 | 61 | $266.4M | KLAC, MSFT, AAPL, BLK, PH |
| Q1 2024 | 58 | $242.9M | MSFT, PH, HUBB, KLAC, INTU |