Elyxium Wealth
BEVERLY HILLS, CAfiles as Elyxium Wealth, LLC
$952m in 298 US stocks at the end of 30 June 2026. The top 10 are 42.2% of the money. It changed about 44.5% of the portfolio this quarter.
Value
$952m
Stocks
298
Top 10 share
42.2%
Turnover
44.5%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX3.6% of the fund
- ExxonMobil HoldingsXOM0.8% of the fund
- Marriott InternationalMAR0.8% of the fund
- Keysight TechnologiesKEYS0.6% of the fund
- US BancorpUSB0.5% of the fund
- State StreetSTT0.5% of the fund
- Northern TrustNTRS0.4% of the fund
- Carrier GlobalCARR0.4% of the fund
- C. H. Robinson WorldwideCHRW0.4% of the fund
- StarbucksSBUX0.4% of the fund
- PaychexPAYX0.4% of the fund
- United Parcel ServiceUPS0.3% of the fund
- CrowdStrike HoldingsCRWD0.3% of the fund
- Capital One FinancialCOF0.3% of the fund
- Alnylam PharmaceuticalsALNY0.3% of the fund
- Horton D RDHI0.2% of the fund
- Cadence Design SystemsCDNS0.2% of the fund
- ServiceNowNOW0.2% of the fund
- QualcommQCOM0.2% of the fund
- ZoetisZTS0.2% of the fund
- NikeNKE0.2% of the fund
- Genuine PartsGPC0.2% of the fund
- HersheyHSY0.2% of the fund
- Duke EnergyDUK0.1% of the fund
- ConocoPhillipsCOP0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA9.9% of the fund+953%
- AppleAAPL5.9% of the fund+113%
- AlphabetGOOG5.5% of the fund+1406%
- OracleORCL4.3% of the fund+3339%
- CienaCIEN3.2% of the fund+8%
- AlphabetGOOGL3.1% of the fund+360%
- American Centy ETF TRAVDE2.6% of the fund+158%
- MicrosoftMSFT2.2% of the fund+164%
- Arista NetworksANET1.6% of the fund+5011%
- IsharesIEMG1.5% of the fund+228%
- WalmartWMT1.4% of the fund+1882%
- Amazon.comAMZN1.3% of the fund+111%
- AbbVieABBV1.3% of the fund+1109%
- Advanced Micro DevicesAMD1.3% of the fund+541%
- BroadcomAVGO1.2% of the fund+83%
- State STR Spdr S&P 500 ETF TSPY1.2% of the fund+26%
- TJX CompaniesTJX1.1% of the fund+3339%
- Meta PlatformsMETA1.0% of the fund+227%
- State STR Spdr S&P Midcap 40MDY0.8% of the fund+82%
- Idexx LaboratoriesIDXX0.8% of the fund+14%
- Ishares TRIJH0.8% of the fund+27%
- New York Life Invts Active EMMIT0.8% of the fund+20%
- Morgan StanleyMS0.8% of the fund+1031%
- Micron TechnologyMU0.8% of the fund+54%
- Eli LillyLLY0.8% of the fund+268%
Cut
Sold some of their stake.
- Ishares TRIVV1.9% of the fund-3%
- Ishares TRIWR0.4% of the fund-6%
- Williams SonomaWSM0.3% of the fund-13%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund-2%
- Invesco Actvely Mngd ETC FDPDBC0.1% of the fund-51%
- Vanguard Index FDSVB<0.1% of the fund-2%
- Ishares TRDSI<0.1% of the fund-11%
- American International GroupAIG<0.1% of the fund-13%
- Verizon CommunicationsVZ<0.1% of the fund-5%
- Ishares TRIDV<0.1% of the fund-7%
- CME GroupCME<0.1% of the fund-4%
- American Electric PowerAEP<0.1% of the fund-14%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- New York Life Investments ETQAI-100%
- Novartis AGNVS-100%
- IntuitINTU-100%
- KrogerKR-100%
- Vanguard Tax-Managed FDSVEA-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 3.6%
- Value
- $35m
- Shares
- 202,910
New
- American Centy ETF TRAVDE
- Share
- 2.6%
- Value
- $25m
- Shares
- 281,339
+158%
- Ishares TRIVV
- Share
- 1.9%
- Value
- $18m
- Shares
- 24,041
-3%
- IsharesIEMG
- Share
- 1.5%
- Value
- $15m
- Shares
- 175,271
+228%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.2%
- Value
- $11m
- Shares
- 14,684
+26%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.8%
- Value
- $8m
- Shares
- 11,270
+82%
- Ishares TRIJH
- Share
- 0.8%
- Value
- $8m
- Shares
- 99,072
+27%
- Ishares TRIWV
- Share
- 0.8%
- Value
- $8m
- Shares
- 17,730
Held
- New York Life Invts Active EMMIT
- Share
- 0.8%
- Value
- $8m
- Shares
- 308,739
+20%
- Pimco ETF TRMUNI
- Share
- 0.8%
- Value
- $7m
- Shares
- 136,827
+20%
- Ishares TRIEFA
- Share
- 0.7%
- Value
- $7m
- Shares
- 71,952
+2%
- Global X FDSPAVE
- Share
- 0.7%
- Value
- $7m
- Shares
- 112,054
+62%
- Doubleline ETF TrustDBND
- Share
- 0.7%
- Value
- $6m
- Shares
- 137,206
Held
- Putnam ETF TrustPVAL
- Share
- 0.6%
- Value
- $6m
- Shares
- 119,719
+78%
- John Hancock Exchange TradedJDVI
- Share
- 0.6%
- Value
- $6m
- Shares
- 157,486
+343%
- Ishares TRIJR
- Share
- 0.5%
- Value
- $5m
- Shares
- 32,615
Held
- Litman Gregory FDS TRDBMF
- Share
- 0.5%
- Value
- $5m
- Shares
- 153,596
+5%
- Dimensional ETF TrustDFAE
- Share
- 0.5%
- Value
- $4m
- Shares
- 106,831
+28%
- Ishares TRIWR
- Share
- 0.4%
- Value
- $4m
- Shares
- 38,238
-6%
- American Centy ETF TRAVEM
- Share
- 0.4%
- Value
- $4m
- Shares
- 40,010
+36%
- Pimco ETF TRBOND
- Share
- 0.4%
- Value
- $4m
- Shares
- 40,712
+6%
- Ishares Gold TRIAU
- Share
- 0.4%
- Value
- $3m
- Shares
- 44,714
+3%
- Federated Hermes ETF TrustMKTN
- Share
- 0.3%
- Value
- $3m
- Shares
- 126,511
+21%
- Ishares TREFA
- Share
- 0.3%
- Value
- $3m
- Shares
- 30,175
Held
- Trust FOR Professional ManagCLSE
- Share
- 0.3%
- Value
- $3m
- Shares
- 88,590
Held
- Morgan Stanley ETF TrustEVMO
- Share
- 0.2%
- Value
- $2m
- Shares
- 42,280
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 9.9% | $94m | 468,882 | +953% |
| AppleAAPL | 5.9% | $56m | 192,632 | +113% |
| AlphabetGOOG | 5.5% | $53m | 149,177 | +1406% |
| OracleORCL | 4.3% | $41m | 281,797 | +3339% |
| Space Exploration TechnologiesSPCX | 3.6% | $35m | 202,910 | New |
| CienaCIEN | 3.2% | $31m | 62,380 | +8% |
| AlphabetGOOGL | 3.1% | $30m | 82,918 | +360% |
| American Centy ETF TRAVDE | 2.6% | $25m | 281,339 | +158% |
| MicrosoftMSFT | 2.2% | $20m | 54,897 | +164% |
| Ishares TRIVV | 1.9% | $18m | 24,041 | -3% |
| Arista NetworksANET | 1.6% | $15m | 88,886 | +5011% |
| IsharesIEMG | 1.5% | $15m | 175,271 | +228% |
| WalmartWMT | 1.4% | $14m | 119,670 | +1882% |
| Amazon.comAMZN | 1.3% | $13m | 53,075 | +111% |
| AbbVieABBV | 1.3% | $12m | 48,286 | +1109% |
| Advanced Micro DevicesAMD | 1.3% | $12m | 20,519 | +541% |
| BroadcomAVGO | 1.2% | $12m | 31,466 | +83% |
| State STR Spdr S&P 500 ETF TSPY | 1.2% | $11m | 14,684 | +26% |
| TJX CompaniesTJX | 1.1% | $11m | 70,026 | +3339% |
| Meta PlatformsMETA | 1.0% | $9m | 16,804 | +227% |
| ExxonMobil HoldingsXOM | 0.8% | $8m | 58,100 | New |
| State STR Spdr S&P Midcap 40MDY | 0.8% | $8m | 11,270 | +82% |
| Idexx LaboratoriesIDXX | 0.8% | $8m | 14,832 | +14% |
| Ishares TRIJH | 0.8% | $8m | 99,072 | +27% |
| Ishares TRIWV | 0.8% | $8m | 17,730 | Held |
| New York Life Invts Active EMMIT | 0.8% | $8m | 308,739 | +20% |
| Morgan StanleyMS | 0.8% | $7m | 35,840 | +1031% |
| Micron TechnologyMU | 0.8% | $7m | 6,478 | +54% |
| Marriott InternationalMAR | 0.8% | $7m | 19,823 | New |
| Eli LillyLLY | 0.8% | $7m | 6,087 | +268% |
| Pimco ETF TRMUNI | 0.8% | $7m | 136,827 | +20% |
| Home DepotHD | 0.7% | $7m | 19,884 | +331% |
| Ishares TRIEFA | 0.7% | $7m | 71,952 | +2% |
| Global X FDSPAVE | 0.7% | $7m | 112,054 | +62% |
| Doubleline ETF TrustDBND | 0.7% | $6m | 137,206 | Held |
| DeereDE | 0.7% | $6m | 9,799 | +464% |
| JPMorgan ChaseJPM | 0.6% | $6m | 18,810 | +24% |
| Putnam ETF TrustPVAL | 0.6% | $6m | 119,719 | +78% |
| John Hancock Exchange TradedJDVI | 0.6% | $6m | 157,486 | +343% |
| RTXRTX | 0.6% | $6m | 31,572 | +132% |
| Keysight TechnologiesKEYS | 0.6% | $6m | 16,504 | New |
| AmgenAMGN | 0.5% | $5m | 14,252 | +607% |
| US BancorpUSB | 0.5% | $5m | 82,278 | New |
| Ishares TRIJR | 0.5% | $5m | 32,615 | Held |
| Litman Gregory FDS TRDBMF | 0.5% | $5m | 153,596 | +5% |
| Wells Fargo & CompanyWFC | 0.5% | $5m | 56,116 | +603% |
| TeslaTSLA | 0.5% | $5m | 10,809 | +157% |
| Lam ResearchLRCX | 0.5% | $5m | 10,468 | +5% |
| State StreetSTT | 0.5% | $4m | 25,946 | New |
| Dimensional ETF TrustDFAE | 0.5% | $4m | 106,831 | +28% |
| Ishares TRIWR | 0.4% | $4m | 38,238 | -6% |
| Synchrony FinancialSYF | 0.4% | $4m | 55,400 | +1627% |
| Northern TrustNTRS | 0.4% | $4m | 23,441 | New |
| IntelINTC | 0.4% | $4m | 28,982 | +303% |
| Carrier GlobalCARR | 0.4% | $4m | 53,755 | New |
| C. H. Robinson WorldwideCHRW | 0.4% | $4m | 20,908 | New |
| American Centy ETF TRAVEM | 0.4% | $4m | 40,010 | +36% |
| Pimco ETF TRBOND | 0.4% | $4m | 40,712 | +6% |
| Costco WholesaleCOST | 0.4% | $4m | 3,769 | +8% |
| StarbucksSBUX | 0.4% | $3m | 34,141 | New |
| CaterpillarCAT | 0.4% | $3m | 3,174 | +20% |
| Ishares Gold TRIAU | 0.4% | $3m | 44,714 | +3% |
| PaychexPAYX | 0.4% | $3m | 34,023 | New |
| Federated Hermes ETF TrustMKTN | 0.3% | $3m | 126,511 | +21% |
| United Parcel ServiceUPS | 0.3% | $3m | 30,558 | New |
| Berkshire HathawayBRK-B | 0.3% | $3m | 6,460 | +28% |
| Ishares TREFA | 0.3% | $3m | 30,175 | Held |
| Union PacificUNP | 0.3% | $3m | 11,350 | +4% |
| American ExpressAXP | 0.3% | $3m | 9,060 | +149% |
| Trust FOR Professional ManagCLSE | 0.3% | $3m | 88,590 | Held |
| CrowdStrike HoldingsCRWD | 0.3% | $3m | 3,756 | New |
| Williams SonomaWSM | 0.3% | $3m | 12,223 | -13% |
| Johnson & JohnsonJNJ | 0.3% | $3m | 10,749 | +48% |
| ProgressivePGR | 0.3% | $3m | 12,038 | +556% |
| Capital One FinancialCOF | 0.3% | $2m | 12,375 | New |
| Alnylam PharmaceuticalsALNY | 0.3% | $2m | 8,229 | New |
| VisaV | 0.2% | $2m | 6,906 | +78% |
| Goldman Sachs GroupGS | 0.2% | $2m | 2,187 | +695% |
| Horton D RDHI | 0.2% | $2m | 13,419 | New |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 4,542 | -2% |
| AdobeADBE | 0.2% | $2m | 10,563 | +264% |
| Morgan Stanley ETF TrustEVMO | 0.2% | $2m | 42,280 | Held |
| KLAKLAC | 0.2% | $2m | 6,991 | +13% |
| Trane TechnologiesTT | 0.2% | $2m | 4,139 | +5% |
| Cadence Design SystemsCDNS | 0.2% | $2m | 5,358 | New |
| McDonald'sMCD | 0.2% | $2m | 7,418 | +249% |
| ServiceNowNOW | 0.2% | $2m | 19,952 | New |
| Procter & GamblePG | 0.2% | $2m | 13,482 | +86% |
| QualcommQCOM | 0.2% | $2m | 10,574 | New |
| Ameriprise FinancialAMP | 0.2% | $2m | 4,096 | +178% |
| ComcastCMCSA | 0.2% | $2m | 72,789 | +624% |
| Applied MaterialsAMAT | 0.2% | $2m | 2,421 | +148% |
| General ElectricGE | 0.2% | $2m | 4,631 | +17% |
| ZoetisZTS | 0.2% | $2m | 23,829 | New |
| NikeNKE | 0.2% | $2m | 38,976 | New |
| MastercardMA | 0.2% | $2m | 3,106 | +43% |
| Charles SchwabSCHW | 0.2% | $2m | 16,772 | +631% |
| CintasCTAS | 0.2% | $2m | 8,957 | +542% |
| Cisco SystemsCSCO | 0.2% | $2m | 12,900 | +53% |
| Bank of AmericaBAC | 0.2% | $2m | 26,514 | +61% |
Showing the largest 100 of 298.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 257.2% since 30 June 2025.
Where the money is
Technology39.1%
Media & telecom10.4%
Financial services7.4%
Retail & consumer6.2%
Industrials5.9%
Health care5.4%
Everyday goods2.8%
Energy1.6%
Utilities0.7%
Materials0.3%
Real estate0.2%
Other20.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.