Evexia Wealth
Evexia Wealth reported 77 stocks worth $369M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (5.9%), KLAC (5.7%) and LLY (5.4%). Compared with Q1 2026, the fund opened new positions in CLH, added to KLAC, MSFT and CASY, trimmed AVGO, LLY and BLK and sold out of IBTJ, IBDW and IBTM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $21.9M | 5.9% | 56K | −1,210 (−2%) | 8 of 8 | |
| 2 |  KLAC Kla Corp | $21M | 5.7% | 115K | +102K (+813%) | 8 of 8 | |
| 3 |  LLY Eli Lilly & Co | $19.8M | 5.4% | 18K | −264 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $17.4M | 4.7% | 36K | +548 (+2%) | 8 of 8 | |
| 5 |  CASY Caseys Genl | $17.3M | 4.7% | 20K | +44 (+0%) | 8 of 8 | |
| 6 |  BLK Blackrock Inc | $15.4M | 4.2% | 14K | −14 (−0%) | 7 of 8 | |
| 7 |  B Barrick Mng Corp | $15.2M | 4.1% | 406K | +2,264 (+1%) | 5 of 8 | |
| 8 |  HUBB Hubbell Inc | $14.4M | 3.9% | 30K | +150 (+0%) | 8 of 8 | |
| 9 |  PH Parker Hannifin Corp | $13.5M | 3.6% | 14K | −21 (−0%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $12.8M | 3.5% | 42K | −894 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBTJ Ishares TR | $773K | 35K |
 IBDW Ishares TR | $716K | 34K |
 IBTM Ishares Ibonds | $648K | 28K |
 IBTI Ishares TR | $565K | 25K |
 CBXJ Calamos ETF TR | $224K | 11K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Evexia Wealth 13F FAQ
What does Evexia Wealth own?
Evexia Wealth reported 77 stocks worth $369M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AVGO (5.9%), KLAC (5.7%) and LLY (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Evexia Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 39 added to, 35 trimmed and 8 sold out. New positions include CLH. It sold all of IBTJ, IBDW and IBTM.
When will Evexia Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Evexia Wealth's portfolio worth?
The Q2 2026 filing reports $369M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.