Evexia Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Evexia Wealth LLC reported 84 stock positions worth $357.9 million. Its top holding was KLA (KLAC) at 6.3% of the portfolio, followed by Eli Lilly (LLY, 6.1%) and Barrick Mining (B, 5.2%). Compared with Q3 2025, it opened 16 new positions, sold out of 10, added to 27 and reduced 41. The biggest buy was Invesco Bulletshares 2026 CB (BSCQ, shares +332%) and the biggest sale an exit from Invesco Bulletshares 2025 HY (BSJP).
- Most Recent 13F
- Q2 2026
- Location
- STEVENS POINT, WI
- CIK
- 0001975710
- Portfolio Value
- $357.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000196 ↗ filed Jan 16, 2026
Holdings Value
Holdings 84 stocks · $357.9M
| KLAC KLA Corp. | 6.29% | 15,703 | $22.5M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 6.14% | 20,481 | $22.0M | Reduce -5.3% |
| B Barrick Mining Corp. | 5.24% | 375,167 | $18.7M | Reduce -3.4% |
| AVGO Broadcom Inc. | 4.67% | 49,214 | $16.7M | Reduce -3.0% |
| HUBB Hubbell Inc. | 4.42% | 33,249 | $15.8M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 4.09% | 15,650 | $14.7M | Reduce -3.9% |
| BLK BlackRock Inc. | 3.79% | 12,407 | $13.5M | Add +1.4% |
| MSFT Microsoft Corp. | 3.69% | 28,773 | $13.2M | Reduce -0.2% |
| CASY Casey's General Stores Inc. | 3.68% | 21,391 | $13.2M | Reduce -1.7% |
| INTU Intuit Inc. | 3.38% | 21,372 | $12.1M | Add +0.6% |
| AAPL Apple Inc. | 3.21% | 44,127 | $11.5M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 2.98% | 11,232 | $10.7M | Reduce -0.2% |
| RSG Republic Services Inc. | 2.80% | 47,507 | $10.0M | Reduce -0.7% |
| CB Chubb Ltd. | 2.63% | 31,284 | $9.4M | Reduce -1.2% |
| WSM Williams-Sonoma Inc. | 2.49% | 43,202 | $8.9M | Reduce -0.2% |
| NOC Northrop Grumman Corp. | 2.43% | 13,321 | $8.7M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.40% | 27,873 | $8.6M | Reduce -0.4% |
| HCA HCA Healthcare Inc. | 2.34% | 17,470 | $8.4M | Reduce -3.2% |
| BSCQ Invesco Bulletshares 2026 CB | 2.11% | 385,140 | $7.5M | Add +331.8% |
| UNH Unitedhealth Group Inc. | 2.11% | 22,518 | $7.5M | Reduce -2.4% |
| ACN Accenture PLC Class A | 1.98% | 24,548 | $7.1M | Reduce -8.6% |
| LOW Lowe's Cos Inc. | 1.96% | 25,488 | $7.0M | Add +0.5% |
| GLD SPDR Gold Shares | 1.93% | 16,255 | $6.9M | Add +13.3% |
| SYK Stryker Corp. | 1.67% | 16,599 | $6.0M | Add +3.4% |
| BR Broadridge Financial Solutio | 1.37% | 22,182 | $4.9M | Reduce -3.4% |
| NDSN Nordson Corp. | 1.30% | 17,487 | $4.7M | Reduce -1.5% |
| EME Emcor Group Inc. | 1.23% | 6,688 | $4.4M | Reduce -1.9% |
| RS Reliance Inc. | 1.20% | 13,639 | $4.3M | Reduce -0.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.13% | 204,199 | $4.0M | Add +139.3% |
| FCFS Firstcash Holdings Inc. | 1.07% | 22,762 | $3.8M | Add +4.3% |
| FBTC Fidelity Wise Origin Bitcoin | 1.04% | 43,590 | $3.7M | Add +14.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.03% | 40,251 | $3.7M | Reduce -30.2% |
| EOG EOG Resources Inc. | 1.02% | 33,123 | $3.7M | Add +1.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.90% | 140,312 | $3.2M | New |
| BSCS Invesco Bulletshares 2028 CB | 0.71% | 122,460 | $2.5M | Add +21.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.69% | 130,363 | $2.5M | Reduce -13.7% |
| BSCW Invesco Bulletshares 2032 CB | 0.64% | 109,899 | $2.3M | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.62% | 100,004 | $2.2M | New |
| AMLP Alerian MLP ETF | 0.48% | 34,676 | $1.7M | Add +76.6% |
| MSTR Strategy Inc. | 0.42% | 8,384 | $1.5M | Add +75.3% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 5,699 | $1.3M | Add +10.2% |
| BSJQ Invesco Bulletshares 2026 HY | 0.34% | 52,457 | $1.2M | Reduce -61.1% |
| CEG Constellation Energy | 0.32% | 3,464 | $1.1M | Add +98.7% |
| PWR Quanta Services Inc. | 0.29% | 2,393 | $1.0M | Add +62.4% |
| BSCU Invesco Bulletshares 2030 CB | 0.28% | 58,262 | $988K | Reduce -70.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.26% | 8,987 | $922K | Reduce -31.4% |
| ON On Semiconductor | 0.22% | 13,186 | $799K | Add +6.4% |
| MS Morgan Stanley | 0.22% | 4,265 | $771K | Reduce -14.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 582 | $735K | Reduce -33.3% |
| TT Trane Technologies PLC | 0.20% | 1,897 | $732K | Add +5.0% |
| TTEK Tetra Tech Inc. | 0.20% | 19,497 | $710K | Add +5.9% |
| IBTH iShares Ibonds Dec 2027 Term | 0.20% | 31,102 | $699K | Add +23.4% |
| FSLR First Solar Inc. | 0.19% | 2,821 | $667K | Reduce -23.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.19% | 30,290 | $665K | Reduce -21.4% |
| ORA Ormat Technologies Inc. | 0.18% | 5,283 | $632K | Reduce -18.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.17% | 29,178 | $619K | New |
| NXT Nextpower Inc. | 0.17% | 6,477 | $613K | New |
| SNPS Synopsys Inc. | 0.16% | 1,157 | $585K | Reduce -16.5% |
| OC Owens Corning | 0.16% | 4,729 | $583K | Add +91.7% |
| XYL Xylem Inc. | 0.16% | 4,070 | $570K | Reduce -16.1% |
| CBOJ Calms BTC S Alt PR ETF - Jan | 0.16% | 23,256 | $563K | New |
| IBTM iShares Ibnds Dec 2032 TT | 0.16% | 24,219 | $560K | New |
| NOW ServiceNow Inc. | 0.15% | 4,114 | $554K | Add +32.7% |
| ETN Eaton Corp. PLC | 0.15% | 1,574 | $521K | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.14% | 21,785 | $488K | Reduce -7.1% |
| NEE Nextera Energy Inc. | 0.13% | 5,789 | $475K | Reduce -7.5% |
| ALB Albemarle Corp. | 0.10% | 2,041 | $362K | Reduce -13.4% |
| LRCX Lam Research Corp. | 0.10% | 1,674 | $350K | New |
| ABT Abbott Laboratories | 0.10% | 2,748 | $344K | Add +0.4% |
| NOBL Proshares S&P 500 Dividend A | 0.09% | 3,069 | $336K | Add +9.8% |
| AMAT Applied Materials Inc. | 0.09% | 1,103 | $333K | Reduce -57.4% |
| NVT Nvent Electric PLC | 0.09% | 2,918 | $305K | New |
| QYLD Global X Nasd 100 Cov Call | 0.08% | 16,925 | $303K | Reduce -5.5% |
| CBTJ Calamos Bitcoin 80 P ETF Jan | 0.08% | 12,259 | $297K | New |
| BSJR Invesco Bulletshares 2027 HY | 0.08% | 12,359 | $280K | Reduce -92.1% |
| GOOGL Alphabet Inc. Class A | 0.07% | 784 | $263K | New |
| UPS United Parcel Service Class B | 0.07% | 2,381 | $256K | New |
| ISRG Intuitive Surgical Inc. | 0.07% | 454 | $248K | New |
| ABBV Abbvie Inc. | 0.07% | 1,091 | $242K | Add +0.7% |
| MSTY Yieldmax MSTR Option Is ETF | 0.07% | 7,289 | $240K | Reduce -41.6% |
| CBXJ Calamos Bitcoin 90 P ETF Jan | 0.06% | 9,087 | $221K | New |
| NVDA Nvidia Corp. | 0.06% | 1,185 | $217K | Reduce -23.6% |
| MARA Mara Holdings Inc. | 0.04% | 11,847 | $132K | Add +5.6% |
| XXI Twenty One Capital Inc. Class A | 0.03% | 10,613 | $103K | New |
Portfolio Sells Q3 2025 → Q4 2025
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.99 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -92.1% | 0.08% | −0.98 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.69% | −0.74 |
| AVGO Broadcom Inc. | Reduce -3.0% | 4.67% | −0.74 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -70.0% | 0.28% | −0.71 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -61.1% | 0.34% | −0.60 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.58 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -30.2% | 1.03% | −0.55 |
| IBTK iShares Ibonds Dec 2030 Trea | Sold out | 0.00% | −0.45 |
| RSG Republic Services Inc. | Reduce -0.7% | 2.80% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 2.11% | −0.37 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.35 |
| BR Broadridge Financial Solutio | Reduce -3.4% | 1.37% | −0.23 |
| AAPL Apple Inc. | Reduce -4.2% | 3.21% | −0.21 |
| MSTY Yieldmax MSTR Option Is ETF | Reduce -41.6% | 0.07% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 2.40% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 2.98% | −0.17 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -13.7% | 0.69% | −0.17 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -31.4% | 0.26% | −0.15 |
| EME Emcor Group Inc. | Reduce -1.9% | 1.23% | −0.15 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.12 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.11 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.10 |
| RIOT Riot Platforms Inc. | Sold out | 0.00% | −0.10 |
| XYZ Block Inc. | Sold out | 0.00% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -57.4% | 0.09% | −0.08 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -21.4% | 0.19% | −0.07 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.06 |
| FSLR First Solar Inc. | Reduce -23.6% | 0.19% | −0.06 |
| XYL Xylem Inc. | Reduce -16.1% | 0.16% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -33.3% | 0.21% | −0.05 |
| CB Chubb Ltd. | Reduce -1.2% | 2.63% | −0.05 |
| ORA Ormat Technologies Inc. | Reduce -18.6% | 0.18% | −0.03 |
| NVDA Nvidia Corp. | Reduce -23.6% | 0.06% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -7.5% | 0.13% | −0.03 |
| SNPS Synopsys Inc. | Reduce -16.5% | 0.16% | −0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -7.1% | 0.14% | −0.02 |
| MS Morgan Stanley | Reduce -14.9% | 0.22% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Reduce -5.5% | 0.08% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -1.7% | 3.68% | +0.00 |
| ACN Accenture PLC Class A | Reduce -8.6% | 1.98% | +0.02 |
| WSM Williams-Sonoma Inc. | Reduce -0.2% | 2.49% | +0.03 |
| ALB Albemarle Corp. | Reduce -13.4% | 0.10% | +0.03 |
| RS Reliance Inc. | Reduce -0.1% | 1.20% | +0.08 |
| NDSN Nordson Corp. | Reduce -1.5% | 1.30% | +0.08 |
| HCA HCA Healthcare Inc. | Reduce -3.2% | 2.34% | +0.12 |
| HUBB Hubbell Inc. | Reduce -0.8% | 4.42% | +0.22 |
| PH Parker Hannifin Corp. | Reduce -3.9% | 4.09% | +0.54 |
| LLY Eli Lilly & Co. | Reduce -5.3% | 6.14% | +0.84 |
| KLAC KLA Corp. | Reduce -3.0% | 6.29% | +1.33 |
Portfolio Buys Q3 2025 → Q4 2025
| BSCQ Invesco Bulletshares 2026 CB | Add +331.8% | 2.11% | +1.59 |
| IBHF iShares Ibond 2026 HY & Inc. | New | 0.90% | +0.90 |
| BSCW Invesco Bulletshares 2032 CB | New | 0.64% | +0.64 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 0.62% | +0.62 |
| BSCR Invesco Bulletshares 2027 CB | Add +139.3% | 1.13% | +0.62 |
| GLD SPDR Gold Shares | Add +13.3% | 1.93% | +0.31 |
| AMLP Alerian MLP ETF | Add +76.6% | 0.48% | +0.21 |
| LOW Lowe's Cos Inc. | Add +0.5% | 1.96% | +0.18 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.17% | +0.17 |
| NXT Nextpower Inc. | New | 0.17% | +0.17 |
| CBOJ Calms BTC S Alt PR ETF - Jan | New | 0.16% | +0.16 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.16% | +0.16 |
| ETN Eaton Corp. PLC | New | 0.15% | +0.15 |
| CEG Constellation Energy | Add +98.7% | 0.32% | +0.12 |
| PWR Quanta Services Inc. | Add +62.4% | 0.29% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| NVT Nvent Electric PLC | New | 0.09% | +0.09 |
| BSCS Invesco Bulletshares 2028 CB | Add +21.7% | 0.71% | +0.08 |
| CBTJ Calamos Bitcoin 80 P ETF Jan | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| UPS United Parcel Service Class B | New | 0.07% | +0.07 |
| OC Owens Corning | Add +91.7% | 0.16% | +0.07 |
| ISRG Intuitive Surgical Inc. | New | 0.07% | +0.07 |
| FCFS Firstcash Holdings Inc. | Add +4.3% | 1.07% | +0.07 |
| CBXJ Calamos Bitcoin 90 P ETF Jan | New | 0.06% | +0.06 |
| ON On Semiconductor | Add +6.4% | 0.22% | +0.04 |
| XXI Twenty One Capital Inc. Class A | New | 0.03% | +0.03 |
| IBTH iShares Ibonds Dec 2027 Term | Add +23.4% | 0.20% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +10.2% | 0.36% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | Add +9.8% | 0.09% | +0.01 |
| TTEK Tetra Tech Inc. | Add +5.9% | 0.20% | +0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.10% | −0.01 |
| NOW ServiceNow Inc. | Add +32.7% | 0.15% | −0.02 |
| TT Trane Technologies PLC | Add +5.0% | 0.20% | −0.02 |
| MARA Mara Holdings Inc. | Add +5.6% | 0.04% | −0.03 |
| MSTR Strategy Inc. | Add +75.3% | 0.42% | −0.03 |
| NOC Northrop Grumman Corp. | Add +0.1% | 2.43% | −0.03 |
| EOG EOG Resources Inc. | Add +1.2% | 1.02% | −0.05 |
| SYK Stryker Corp. | Add +3.4% | 1.67% | −0.09 |
| FBTC Fidelity Wise Origin Bitcoin | Add +14.5% | 1.04% | −0.11 |
| BLK BlackRock Inc. | Add +1.4% | 3.79% | −0.44 |
| INTU Intuit Inc. | Add +0.6% | 3.38% | −0.79 |
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 |