Elyxium Wealth, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$311.8M
Q ending 2026-03-31
Prior quarter
$331.6M
Q ending 2025-12-31
Change
-6.0% QoQ · +38.1% YoY
Positions
165
reported holdings

Largest positions

Top 100 of 165 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Inc ComAAPLShares$22.9M90K
Ciena Corp Com NewCIENShares$22.5M58K
Ishares Core S&P 500 EtfIVVShares$16.2M25K
Avantis International Equity EtfAVDEShares$9.3M109K
Nvidia Corporation ComNVDAShares$7.8M45K
Microsoft Corp ComMSFTShares$7.7M21K
State Street Spdr S&P 500 EtfSPYShares$7.5M12K
Idexx Labs Inc ComIDXXShares$7.3M13K
Ishares Russell 3000 EtfIWVShares$6.6M18K
Ishares Core Msci Eafe EtfIEFAShares$6.4M70K
Doubleline Opportunistic Core BondDBNDShares$6.2M135K
Nyli Mackay Muni Intermediate EtfMMITShares$6.2M257K
Pimco Intermediate Municipal Bond MUNIShares$5.9M114K
Broadcom Inc ComAVGOShares$5.3M17K
Ishares Core S&P Mid-Cap EtfIJHShares$5.3M78K
Amazon Com Inc ComAMZNShares$5.2M25K
Exxon Mobil Corp ComXOMShares$5.2M31K
Alphabet Inc Cap Stk Cl AGOOGLShares$5.2M18K
Jpmorgan Chase & Co ComJPMShares$4.5M15K
Imgp Dbi Managed Futures Strategy DBMFShares$4.4M146K
Ishares Core S&P Small Cap EtfIJRShares$4.1M33K
Ishares Russell Midcap EtfIWRShares$4.0M41K
Ishares Gold TrustIAUShares$3.8M43K
State Street Spdr S&P Midcap 400 EMDYShares$3.8M6K
Ishares Core Msci Emerging MarketsIEMGShares$3.7M54K
Pimco Active Bond Exchange-Traded BONDShares$3.5M38K
Global X U.S. Infrastructure DevelPAVEShares$3.5M69K
Costco Wholesale Corporation ComCOSTShares$3.5M3K
Putnam Focused Large Cap Value EtfPVALShares$3.1M67K
Meta Platforms Inc Cl AMETAShares$2.9M5K
Ishares Msci Eafe EtfEFAShares$2.9M30K
Alphabet Inc Cap Stk Cl CGOOGShares$2.8M10K
Dimensional Emerging Core Equity MDFAEShares$2.8M83K
Federated Hermes Mdt Market NeutraMKTNShares$2.7M105K
Union Pac Corp ComUNPShares$2.6M11K
Rtx Corporation ComRTXShares$2.6M14K
Williams Sonoma Inc ComWSMShares$2.6M14K
Convergence Long/Short Equity EtfCLSEShares$2.5M90K
Invesco Optimum Yield Diversified PDBCShares$2.5M145K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$2.4M5K
Avantis Emerging Markets Equity EtAVEMShares$2.4M29K
Lam Research Corp Com NewLRCXShares$2.1M10K
Eaton Vance Mortgage OpportunitiesEVMOShares$2.1M42K
Honeywell Intl Inc ComHONGBPShares$1.9M8K
Caterpillar Inc ComCATShares$1.9M3K
Johnson & Johnson ComJNJShares$1.8M7K
Trane Technologies Plc ShsShares$1.6M4K
Chevron Corporation ComCVXShares$1.6M8K
Taiwan Semiconductor Manufact SponTSMShares$1.6M5K
Tesla Inc ComTSLAShares$1.6M4K
Eli Lilly & Co ComLLYShares$1.5M2K
Home Depot Inc ComHDShares$1.5M5K
Micron Technology Inc ComMUShares$1.4M4K
John Hancock Disciplined Value IntJDVIShares$1.3M36K
Oracle Corp ComORCLShares$1.2M8K
Ishares Russell 1000 Value EtfIWDShares$1.2M6K
Visa Inc Com Cl AVShares$1.2M4K
Ge Aerospace Com NewGEShares$1.1M4K
American Express Co ComAXPShares$1.1M4K
Mastercard Incorporated Cl AMAShares$1.1M2K
Nextera Energy Inc ComNEEShares$1.1M12K
Disney Walt Co ComDISShares$1.1M11K
Procter & Gamble Co ComPGShares$1.0M7K
Pepsico Inc ComPEPShares$1.0M7K
Salesforce Inc ComCRMShares$989K5K
Deere & Co ComDEShares$979K2K
Eaton Corp Plc ShsShares$914K3K
Kla Corp Com NewKLACShares$910K618
Jabil Inc ComJBLShares$884K3K
Abbvie Inc ComABBVShares$869K4K
Ge Vernova Inc ComGEVShares$863K989
Ishares Russell 1000 Growth EtfIWFShares$847K2K
Global X Artificial Intelligence &AIQShares$839K18K
Intercontinental Exchange Inc ComICEShares$834K5K
Vanguard Small-Cap EtfVBShares$822K3K
Bank Of Amer Corp ComBACShares$805K17K
Coca Cola Co ComKOShares$779K10K
Grayscale Coindesk Crypto 5 EtfShares$771K25K
Ishares Esg Msci Kld 400 EtfDSIShares$758K6K
Ishares Msci Eafe Small-Cap EtfSCZShares$758K10K
Walmart Inc ComWMTShares$751K6K
Bank New York Mellon Corp ComBNYShares$725K6K
Amgen Inc ComAMGNShares$709K2K
Adobe Inc ComADBEShares$706K3K
Netflix Inc. ComNFLXShares$690K7K
Mcdonalds Corp ComMCDShares$660K2K
Philip Morris Intl Inc ComPMShares$659K4K
Ameriprise Finl Inc ComAMPShares$655K1K
Cisco Sys Inc ComCSCOShares$654K8K
Advanced Micro Devices Inc ComAMDShares$652K3K
State Street Spdr Nuveen Ice High HYMBShares$641K26K
Wells Fargo & Co ComWFCShares$635K8K
Ishares Core Msci International DeIDEVShares$624K7K
At&T Inc ComTShares$614K21K
Merck & Co Inc ComMRKShares$612K5K
Thermo Fisher Scientific Inc ComTMOShares$573K1K
Ishares Russell 2000 EtfIWMShares$551K2K
Amphenol Corp Cl AAPHShares$523K4K
Morgan Stanley Com NewMSShares$521K3K
Valero Energy Corp ComVLOShares$500K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.