Elyxium Wealth, LLC portfolio

Latest available portfolio: Q2 2026 · Holdings as of · Filed · $952,095,603 in Form 13F holdings

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Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter Holdings SEC-reported value Est. additions Est. reductions Est. net Top Holdings Form Type Accepted by SEC
Q2 2026 298 $952,095,603 +$613,594,510 -$11,289,936 +$602,304,574 NVDA, AAPL, GOOG, ORCL, SPCX 13F-HR 03 Aug 2026, 15:40
Q1 2026 165 $311,826,949 +$51,563,660 -$77,267,913 -$25,704,253 AAPL, CIEN, IVV, AVDE, NVDA 13F-HR 06 May 2026, 12:49
Q4 2025 1,361 $343,436,004 +$64,866,780 -$13,452,778 +$51,414,002 AAPL, IVV, NVDA, MSFT, AFRM 13F-HR 05 Feb 2026, 14:52
Q3 2025 167 $286,763,712 +$12,411,567 -$15,361,107 -$2,949,540 AAPL, IVV, MSFT, NVDA, AFRM 13F-HR 05 Nov 2025, 13:31
Q2 2025 164 $266,541,275 +$29,827,100 -$11,833,515 +$17,993,585 AAPL, IVV, MSFT, NVDA, IJH 13F-HR 05 Aug 2025, 13:49
Q1 2025 153 $225,741,153 +$77,284,085 -$5,531,663 +$71,752,422 AAPL, IVV, MSFT, IJH, SPY 13F-HR 05 May 2025, 13:27
Q4 2024 87 $164,173,420 +$26,740,614 -$48,489,620 -$21,749,006 AAPL, IVV, IJH, PAVE, IWV 13F-HR 14 Feb 2025, 14:09
Q3 2024 120 $181,683,632 $0 $0 $0 AAPL, IVV, MSFT, IJH, IWV 13F-HR 12 Nov 2024, 14:10

Showing 1-8 of 8 filings.

Manager details and filing context
13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Elyxium Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Elyxium Wealth, LLC reported 298 equity holdings with a total reported market value of $952,095,603 for Q2 2026. Top reported holdings included NVDA, AAPL, GOOG, ORCL, and SPCX.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Yale I Kofman - COO/CCO
Manager location
Beverly Hills, CA
Holdings Value
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