Evexia Wealth LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Evexia Wealth LLC reported 84 stock positions worth $363.7 million. Its top holding was KLA (KLAC) at 6.1% of the portfolio, followed by Broadcom (AVGO, 6.0%) and Barrick Mining (B, 4.8%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 64 and reduced 15. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale an exit from Unitedhealth (UNH).

Most Recent 13F
Q2 2026
Location
STEVENS POINT, WI
CIK
0001975710
Portfolio Value
$363.7M (Q1 2026)
SEC Filing
0001951757-26-000627 ↗ filed Apr 16, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $242.9M Q1 2024 Q2 2024: $266.4M Q2 2024 Q3 2024: $282.0M Q3 2024 Q4 2024: $295.1M Q4 2024 Q1 2025: $275.2M Q1 2025 Q2 2025: $318.1M Q2 2025 Q3 2025: $334.1M Q3 2025 Q4 2025: $357.9M Q4 2025 Q1 2026: $363.7M $363.7M Q1 2026 Q2 2026: $369.5M Q2 2026

Holdings 84 stocks · $363.7M
KLAC KLA Corp. 6.11% 12,564 $22.2M Reduce -20.0%
AVGO Broadcom Inc. 5.95% 57,006 $21.6M Add +15.8%
B Barrick Mining Corp. 4.78% 404,030 $17.4M Add +7.7%
LLY Eli Lilly & Co. 4.58% 17,912 $16.7M Reduce -12.5%
HUBB Hubbell Inc. 4.47% 30,119 $16.3M Reduce -9.4%
CASY Casey's General Stores Inc. 4.07% 20,120 $14.8M Reduce -5.9%
BLK BlackRock Inc. 3.86% 13,708 $14.0M Add +10.5%
MSFT Microsoft Corp. 3.72% 35,214 $13.5M Add +22.4%
PH Parker Hannifin Corp. 3.69% 13,549 $13.4M Reduce -13.4%
INTU Intuit Inc. 3.29% 32,379 $12.0M Add +51.5%
AAPL Apple Inc. 3.07% 43,026 $11.2M Reduce -2.5%
RSG Republic Services Inc. 2.75% 46,914 $10.0M Reduce -1.3%
GEV GE Vernova Inc. 2.60% 9,547 $9.5M New
WSM Williams-Sonoma Inc. 2.54% 47,722 $9.2M Add +10.5%
CB Chubb Ltd. 2.52% 27,798 $9.2M Reduce -11.1%
NOC Northrop Grumman Corp. 2.51% 13,399 $9.1M Add +0.6%
COST Costco Wholesale Corp. 2.51% 9,292 $9.1M Reduce -17.3%
JPM JPMorgan Chase & Co. 2.49% 28,925 $9.1M Add +3.8%
BSCQ Invesco Bulletshares 2026 CB 2.40% 446,410 $8.7M Add +15.9%
HCA HCA Healthcare Inc. 2.39% 17,497 $8.7M Add +0.1%
GLD SPDR Gold Shares 2.04% 17,081 $7.4M Add +5.1%
CEG Constellation Energy 1.89% 23,606 $6.9M Add +581.5%
FCFS Firstcash Holdings Inc. 1.81% 32,165 $6.6M Add +41.3%
SYK Stryker Corp. 1.73% 18,080 $6.3M Add +8.9%
LOW Lowe's Cos Inc. 1.71% 25,115 $6.2M Reduce -1.5%
EME Emcor Group Inc. 1.53% 6,859 $5.6M Add +2.6%
BR Broadridge Financial Solutio 1.42% 32,725 $5.1M Add +47.5%
BSCR Invesco Bulletshares 2027 CB 1.29% 237,742 $4.7M Add +16.4%
RS Reliance Inc. 1.20% 13,413 $4.4M Reduce -1.7%
BIL SS SPDR BB 1-3M T-Bill ETF 1.17% 46,581 $4.3M Add +15.7%
IBHF iShares Ibond 2026 HY & Inc. 1.03% 163,565 $3.7M Add +16.6%
FBTC Fidelity Wise Origin Bitcoin 0.99% 56,511 $3.6M Add +29.6%
EOG EOG Resources Inc. 0.99% 26,357 $3.6M Reduce -20.4%
BSCS Invesco Bulletshares 2028 CB 0.81% 143,414 $2.9M Add +17.1%
BSCT Invesco Bulletshares 2029 CB 0.78% 152,359 $2.9M Add +16.9%
BSCW Invesco Bulletshares 2032 CB 0.73% 128,367 $2.7M Add +16.8%
IBHG iShares Ibonds 2027 HY Inc. 0.71% 116,882 $2.6M Add +16.9%
AMLP Alerian MLP ETF 0.55% 38,210 $2.0M Add +10.2%
BSJQ Invesco Bulletshares 2026 HY 0.39% 61,773 $1.4M Add +17.8%
PWR Quanta Services Inc. 0.39% 2,383 $1.4M Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 0.37% 5,954 $1.3M Add +4.5%
MSTR Strategy Inc. 0.32% 8,854 $1.2M Add +5.6%
BSCU Invesco Bulletshares 2030 CB 0.32% 68,367 $1.1M Add +17.3%
STIP iShares 0-5 Year Tips Bond E 0.30% 10,463 $1.1M Add +16.4%
ON On Semiconductor 0.26% 13,328 $947K Add +1.1%
TT Trane Technologies PLC 0.25% 1,953 $924K Add +3.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.24% 580 $870K Reduce -0.3%
IBTH iShares Ibonds Dec 2027 Term 0.23% 36,562 $819K Add +17.6%
MS Morgan Stanley 0.22% 4,392 $796K Add +3.0%
IBTJ iShares Ibonds Dec 2029 Term 0.21% 35,453 $773K Add +17.1%
NXT Nextpower Inc. 0.20% 6,620 $738K Add +2.2%
IBDW iShares Ibonds Dec 2031 Corp. 0.20% 34,080 $716K Add +16.8%
IBTM iShares Ibnds Dec 2032 TT 0.18% 28,263 $648K Add +16.7%
CBOJ Calms BTC S Alt PR ETF - Jan 0.18% 27,071 $647K Add +16.4%
ETN Eaton Corp. PLC 0.18% 1,603 $647K Add +1.8%
TTEK Tetra Tech Inc. 0.17% 20,115 $624K Add +3.2%
ORA Ormat Technologies Inc. 0.17% 5,432 $610K Add +2.8%
FSLR First Solar Inc. 0.16% 2,941 $589K Add +4.3%
OC Owens Corning 0.16% 4,899 $580K Add +3.6%
IBTI iShares Ibonds Dec 2028 Term 0.16% 25,387 $565K Add +16.5%
NEE Nextera Energy Inc. 0.15% 6,008 $555K Add +3.8%
XYL Xylem Inc. 0.15% 4,224 $544K Add +3.8%
SNPS Synopsys Inc. 0.14% 1,208 $505K Add +4.4%
LRCX Lam Research Corp. 0.12% 1,685 $451K Add +0.7%
AMAT Applied Materials Inc. 0.12% 1,092 $432K Reduce -1.0%
NOW ServiceNow Inc. 0.12% 4,721 $420K Add +14.8%
NVT Nvent Electric PLC 0.11% 2,974 $396K Add +1.9%
ALB Albemarle Corp. 0.11% 2,088 $387K Add +2.3%
QYLD Global X Nasd 100 Cov Call 0.10% 19,697 $347K Add +16.4%
NOBL Proshares S&P 500 Dividend A 0.09% 3,088 $332K Add +0.6%
BSJR Invesco Bulletshares 2027 HY 0.09% 14,191 $320K Add +14.8%
VRT Vertiv Holdings Co. Class A 0.09% 1,047 $314K New
CBTJ Calamos Bitcoin 80 P ETF Jan 0.08% 14,516 $284K Add +18.4%
ABT Abbott Laboratories 0.08% 2,764 $278K Add +0.6%
GOOGL Alphabet Inc. Class A 0.07% 824 $265K Add +5.1%
UPS United Parcel Service Class B 0.07% 2,381 $243K No change
ABBV Abbvie Inc. 0.06% 1,099 $227K Add +0.7%
NVDA Nvidia Corp. 0.06% 1,187 $225K Add +0.2%
CBXJ Calamos Bitcoin 90 P ETF Jan 0.06% 10,573 $224K Add +16.4%
ISRG Intuitive Surgical Inc. 0.06% 483 $222K Add +6.4%
LMT Lockheed Martin Corp. 0.06% 328 $203K New
AMZN Amazon.com Inc. 0.06% 841 $202K New
MARA Mara Holdings Inc. 0.04% 12,937 $134K Add +9.2%
XXI Twenty One Capital Inc. Class A 0.02% 12,539 $88K Add +18.1%

Portfolio Sells Q4 2025 → Q1 2026
UNH Unitedhealth Group Inc. Sold out 0.00% −2.11
ACN Accenture PLC Class A Sold out 0.00% −1.98
LLY Eli Lilly & Co. Reduce -12.5% 4.58% −1.56
NDSN Nordson Corp. Sold out 0.00% −1.30
COST Costco Wholesale Corp. Reduce -17.3% 2.51% −0.48
PH Parker Hannifin Corp. Reduce -13.4% 3.69% −0.41
LOW Lowe's Cos Inc. Reduce -1.5% 1.71% −0.25
KLAC KLA Corp. Reduce -20.0% 6.11% −0.18
AAPL Apple Inc. Reduce -2.5% 3.07% −0.14
CB Chubb Ltd. Reduce -11.1% 2.52% −0.11
MSTY Yieldmax MSTR Option Is ETF Sold out 0.00% −0.07
RSG Republic Services Inc. Reduce -1.3% 2.75% −0.05
EOG EOG Resources Inc. Reduce -20.4% 0.99% −0.03
RS Reliance Inc. Reduce -1.7% 1.20% −0.01
AMAT Applied Materials Inc. Reduce -1.0% 0.12% +0.03
ASML ASML Holding NV-NY Reg SHS Reduce -0.3% 0.24% +0.03
HUBB Hubbell Inc. Reduce -9.4% 4.47% +0.05
PWR Quanta Services Inc. Reduce -0.4% 0.39% +0.10
CASY Casey's General Stores Inc. Reduce -5.9% 4.07% +0.38

Portfolio Buys Q4 2025 → Q1 2026
GEV GE Vernova Inc. New 2.60% +2.60
CEG Constellation Energy Add +581.5% 1.89% +1.57
AVGO Broadcom Inc. Add +15.8% 5.95% +1.28
FCFS Firstcash Holdings Inc. Add +41.3% 1.81% +0.74
EME Emcor Group Inc. Add +2.6% 1.53% +0.30
BSCQ Invesco Bulletshares 2026 CB Add +15.9% 2.40% +0.29
BSCR Invesco Bulletshares 2027 CB Add +16.4% 1.29% +0.16
BIL SS SPDR BB 1-3M T-Bill ETF Add +15.7% 1.17% +0.14
IBHF iShares Ibond 2026 HY & Inc. Add +16.6% 1.03% +0.12
GLD SPDR Gold Shares Add +5.1% 2.04% +0.11
BSCS Invesco Bulletshares 2028 CB Add +17.1% 0.81% +0.10
BSCT Invesco Bulletshares 2029 CB Add +16.9% 0.78% +0.10
JPM JPMorgan Chase & Co. Add +3.8% 2.49% +0.10
BSCW Invesco Bulletshares 2032 CB Add +16.8% 0.73% +0.09
IBHG iShares Ibonds 2027 HY Inc. Add +16.9% 0.71% +0.09
VRT Vertiv Holdings Co. Class A New 0.09% +0.09
NOC Northrop Grumman Corp. Add +0.6% 2.51% +0.08
BLK BlackRock Inc. Add +10.5% 3.86% +0.07
AMLP Alerian MLP ETF Add +10.2% 0.55% +0.07
SYK Stryker Corp. Add +8.9% 1.73% +0.06
LMT Lockheed Martin Corp. New 0.06% +0.06
AMZN Amazon.com Inc. New 0.06% +0.06
HCA HCA Healthcare Inc. Add +0.1% 2.39% +0.06
BSJQ Invesco Bulletshares 2026 HY Add +17.8% 0.39% +0.05
TT Trane Technologies PLC Add +3.0% 0.25% +0.05
BR Broadridge Financial Solutio Add +47.5% 1.42% +0.05
WSM Williams-Sonoma Inc. Add +10.5% 2.54% +0.04
STIP iShares 0-5 Year Tips Bond E Add +16.4% 0.30% +0.04
BSCU Invesco Bulletshares 2030 CB Add +17.3% 0.32% +0.04
ON On Semiconductor Add +1.1% 0.26% +0.04
ETN Eaton Corp. PLC Add +1.8% 0.18% +0.03
NXT Nextpower Inc. Add +2.2% 0.20% +0.03
IBTH iShares Ibonds Dec 2027 Term Add +17.6% 0.23% +0.03
MSFT Microsoft Corp. Add +22.4% 3.72% +0.03
IBTJ iShares Ibonds Dec 2029 Term Add +17.1% 0.21% +0.03
LRCX Lam Research Corp. Add +0.7% 0.12% +0.03
IBDW iShares Ibonds Dec 2031 Corp. Add +16.8% 0.20% +0.02
NVT Nvent Electric PLC Add +1.9% 0.11% +0.02
IBTM iShares Ibnds Dec 2032 TT Add +16.7% 0.18% +0.02
CBOJ Calms BTC S Alt PR ETF - Jan Add +16.4% 0.18% +0.02
NEE Nextera Energy Inc. Add +3.8% 0.15% +0.02
IBTI iShares Ibonds Dec 2028 Term Add +16.5% 0.16% +0.02
QYLD Global X Nasd 100 Cov Call Add +16.4% 0.10% +0.01
BSJR Invesco Bulletshares 2027 HY Add +14.8% 0.09% +0.01
VIG Vanguard Dividend Apprec ETF Add +4.5% 0.37% +0.01
ALB Albemarle Corp. Add +2.3% 0.11% +0.01
MS Morgan Stanley Add +3.0% 0.22% +0.00
NVDA Nvidia Corp. Add +0.2% 0.06% +0.00
MARA Mara Holdings Inc. Add +9.2% 0.04% +0.00
CBXJ Calamos Bitcoin 90 P ETF Jan Add +16.4% 0.06% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$369.5MAVGO, KLAC, LLY, MSFT, CASY
Q1 2026 84$363.7MKLAC, AVGO, B, LLY, HUBB
Q4 2025 84$357.9MKLAC, LLY, B, AVGO, HUBB
Q3 2025 78$334.1MAVGO, LLY, KLAC, MSFT, BLK
Q2 2025 78$318.1MAVGO, KLAC, MSFT, INTU, BLK
Q1 2025 74$275.2MINTU, MSFT, BLK, KLAC, PH
Q4 2024 76$295.1MAVGO, BLK, PH, MSFT, KLAC
Q3 2024 66$282.0MBLK, HUBB, KLAC, MSFT, PH
Q2 2024 61$266.4MKLAC, MSFT, AAPL, BLK, PH
Q1 2024 58$242.9MMSFT, PH, HUBB, KLAC, INTU