Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elyxium Wealth, LLC (CIK 2043538) reported $311.8M across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($22.9M, 7.35%), CIEN ($22.5M, 7.20%), IVV ($16.2M, 5.20%), AVDE ($9.3M, 2.97%), NVDA ($7.8M, 2.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $22.9M | 7.35% | 90,288 | Trimmed |
| 2 | CIEN | CIENA CORP COM NEW | $22.5M | 7.20% | 57,852 | Trimmed |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $16.2M | 5.20% | 24,834 | Added |
| 4 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $9.3M | 2.97% | 109,091 | Added |
| 5 | NVDA | NVIDIA CORPORATION COM | $7.8M | 2.49% | 44,532 | Trimmed |
| 6 | MSFT | MICROSOFT CORP COM | $7.7M | 2.47% | 20,768 | Trimmed |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $7.5M | 2.42% | 11,609 | Trimmed |
| 8 | IDXX | IDEXX LABS INC COM | $7.3M | 2.34% | 12,971 | Trimmed |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | $6.6M | 2.11% | 17,730 | Hold |
| 10 | IEFA | ISHARES CORE MSCI EAFE ETF | $6.4M | 2.05% | 70,496 | Added |
| 11 | MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $6.2M | 1.99% | 256,868 | Added |
| 12 | DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $6.2M | 1.99% | 135,234 | Added |
| 13 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $5.9M | 1.90% | 113,584 | Added |
| 14 | AVGO | BROADCOM INC COM | $5.3M | 1.71% | 17,195 | Added |
| 15 | IJH | ISHARES CORE S&P MID-CAP ETF | $5.3M | 1.69% | 77,836 | Trimmed |
| 16 | AMZN | AMAZON COM INC COM | $5.2M | 1.68% | 25,118 | Trimmed |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | $5.2M | 1.66% | 18,031 | Added |
| 18 | XOM | EXXON MOBIL CORP COM | $5.2M | 1.66% | 30,601 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO COM | $4.5M | 1.44% | 15,219 | Added |
| 20 | DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $4.4M | 1.41% | 145,714 | Added |
| 21 | IJR | ISHARES CORE S&P SMALL CAP ETF | $4.1M | 1.32% | 33,118 | Trimmed |
| 22 | IWR | ISHARES RUSSELL MIDCAP ETF | $4.0M | 1.27% | 40,673 | Added |
| 23 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.8M | 1.23% | 6,200 | Hold |
| 24 | IAU | ISHARES GOLD TRUST | $3.8M | 1.23% | 43,436 | Trimmed |
| 25 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3.7M | 1.20% | 53,511 | Added |
Source: SEC Form 13F filings · as of 2026-03-31