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Elyxium Wealth, LLC 13F Filings, Portfolio & Analysis

CIK: 0002043538
Beverly Hills 400 South Beverly Drive Penthouse Suite
Zip Code: 90212
Latest Portfolio Value
$952.1 M
+205.33%
Total Holdings
298
133
Latest Report Date
Q2 2026
Top 10 Concentration
42.84%

Elyxium Wealth, LLC — Portfolio Overview & Company Profile

Elyxium Wealth, LLC (CIK: 0002043538) is a financial institution headquartered at 400 South Beverly Drive, Penthouse Suite, Beverly Hills, California 90212. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $952.1 M, comprising 298 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 42.8%. Quarterly turnover: 1.8%. ▲ 136 new, +130 added, −17 reduced, ×7 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+203.29%
$938.44 M 98.57%
Options
$0 0.00%
Debt
$0 0.00%
Other
+466.63%
$13.66 M 1.43%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
468,882 $93.82 M 9.85% ▲ 424,350 Add 952.9%
192,632 $55.74 M 5.85% ▲ 102,344 Add 113.4%
149,177 $52.71 M 5.54% ▲ 139,274 Add 1406.4%
281,797 $41.3 M 4.34% ▲ 273,603 Add 3339.1%
202,910 $34.67 M 3.64% ▲ 202,910 New Buy
62,380 $30.6 M 3.21% ▲ 4,528 Add 7.8%
82,918 $29.63 M 3.11% ▲ 64,887 Add 359.9%
281,339 $25.1 M 2.64% ▲ 172,248 Add 157.9%
54,897 $20.48 M 2.15% ▲ 34,129 Add 164.3%
24,041 $18 M 1.89% ▼ 793 Reduce -3.2%

Historical Portfolio Charts