Elyxium Wealth, LLC Quant / Systematic

Location: Beverly Hills, CA

CIK: 0002043538 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $312M (100.0% shares, 0.0% debt)

Holdings (165)

AAPL APPLE INC COM 7.3%
Value $22.91M Shares 90,288 Est. Cost $224.85 Unrealized +16.9%
CIEN CIENA CORP COM NEW 7.2%
Value $22.46M Shares 57,852 Est. Cost $194.00 Unrealized +39.6%
IVV ISHARES CORE S&P 500 ETF 5.2%
Value $16.22M Shares 24,834 Est. Cost $590.20 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 3.0%
Value $9.255M Shares 109,091 Est. Cost $82.71 Unrealized
NVDA NVIDIA CORPORATION COM 2.5%
Value $7.766M Shares 44,532 Est. Cost $122.62 Unrealized +52.2%
MSFT MICROSOFT CORP COM 2.5%
Value $7.688M Shares 20,768 Est. Cost $415.73 Unrealized +4.5%
SPY STATE STREET SPDR S&P 500 ETF 2.4%
Value $7.55M Shares 11,609 Est. Cost $577.41 Unrealized
IDXX IDEXX LABS INC COM 2.3%
Value $7.288M Shares 12,971 Est. Cost $681.02 Unrealized -1.6%
IWV ISHARES RUSSELL 3000 ETF 2.1%
Value $6.572M Shares 17,730 Est. Cost $326.73 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.0%
Value $6.382M Shares 70,496 Est. Cost $76.62 Unrealized
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 2.0%
Value $6.195M Shares 135,234 Est. Cost $46.18 Unrealized
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 2.0%
Value $6.192M Shares 256,868 Est. Cost $24.15 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 1.9%
Value $5.928M Shares 113,584 Est. Cost $51.97 Unrealized
AVGO BROADCOM INC COM 1.7%
Value $5.322M Shares 17,195 Est. Cost $209.95 Unrealized +59.2%
IJH ISHARES CORE S&P MID-CAP ETF 1.7%
Value $5.256M Shares 77,836 Est. Cost $62.32 Unrealized
AMZN AMAZON COM INC COM 1.7%
Value $5.231M Shares 25,118 Est. Cost $196.15 Unrealized +15.6%
XOM EXXON MOBIL CORP COM 1.7%
Value $5.192M Shares 30,601 Est. Cost $108.97 Unrealized +27.3%
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value $5.185M Shares 18,031 Est. Cost $181.84 Unrealized +77.8%
JPM JPMORGAN CHASE & CO COM 1.4%
Value $4.477M Shares 15,219 Est. Cost $236.36 Unrealized +31.8%
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 1.4%
Value $4.393M Shares 145,714 Est. Cost $27.04 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.3%
Value $4.117M Shares 33,118 Est. Cost $116.88 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 1.3%
Value $3.955M Shares 40,673 Est. Cost $91.15 Unrealized
IAU ISHARES GOLD TRUST 1.2%
Value $3.829M Shares 43,436 Est. Cost $59.83 Unrealized
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 1.2%
Value $3.824M Shares 6,200 Est. Cost $569.66 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.2%
Value $3.732M Shares 53,511 Est. Cost $59.77 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 1.1%
Value $3.531M Shares 38,260 Est. Cost $92.90 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 1.1%
Value $3.509M Shares 69,067 Est. Cost $41.78 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 1.1%
Value $3.486M Shares 3,498 Est. Cost $901.29 Unrealized +6.9%
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 1.0%
Value $3.127M Shares 67,398 Est. Cost $44.58 Unrealized
META META PLATFORMS INC CL A 0.9%
Value $2.943M Shares 5,144 Est. Cost $609.85 Unrealized +7.5%
EFA ISHARES MSCI EAFE ETF 0.9%
Value $2.929M Shares 30,159 Est. Cost $83.02 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.9%
Value $2.841M Shares 9,903 Est. Cost $177.21 Unrealized +82.6%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.9%
Value $2.823M Shares 83,386 Est. Cost $31.32 Unrealized
MKTN FEDERATED HERMES MDT MARKET NEUTRAL ETF 0.9%
Value $2.722M Shares 104,869 Est. Cost $25.94 Unrealized
UNP UNION PAC CORP COM 0.8%
Value $2.639M Shares 10,876 Est. Cost $234.57 Unrealized +3.7%
RTX RTX CORPORATION COM 0.8%
Value $2.62M Shares 13,581 Est. Cost $114.26 Unrealized +72.1%
WSM WILLIAMS SONOMA INC COM 0.8%
Value $2.556M Shares 14,019 Est. Cost $156.32 Unrealized +33.0%
CLSE CONVERGENCE LONG/SHORT EQUITY ETF 0.8%
Value $2.524M Shares 89,682 Est. Cost $24.46 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.8%
Value $2.506M Shares 144,702 Est. Cost $17.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value $2.41M Shares 5,029 Est. Cost $478.61 Unrealized +3.1%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.8%
Value $2.365M Shares 29,351 Est. Cost $78.53 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.7%
Value $2.132M Shares 9,980 Est. Cost $82.08 Unrealized +175.3%
EVMO EATON VANCE MORTGAGE OPPORTUNITIES ETF 0.7%
Value $2.115M Shares 42,035 Est. Cost $50.63 Unrealized
HON HONEYWELL INTL INC COM 0.6%
Value $1.887M Shares 8,348 Est. Cost $195.97 Unrealized +15.3%
CAT CATERPILLAR INC COM 0.6%
Value $1.88M Shares 2,653 Est. Cost $368.80 Unrealized +85.6%
JNJ JOHNSON & JOHNSON COM 0.6%
Value $1.779M Shares 7,277 Est. Cost $157.36 Unrealized +44.8%
TT TRANE TECHNOLOGIES PLC SHS 0.5%
Value $1.642M Shares 3,941 Est. Cost $356.48 Unrealized +18.4%
CVX CHEVRON CORPORATION COM 0.5%
Value $1.609M Shares 7,778 Est. Cost $148.35 Unrealized +15.9%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.5%
Value $1.569M Shares 4,642 Est. Cost $176.98 Unrealized
TSLA TESLA INC COM 0.5%
Value $1.561M Shares 4,200 Est. Cost $308.04 Unrealized +38.3%
LLY ELI LILLY & CO COM 0.5%
Value $1.52M Shares 1,652 Est. Cost $859.79 Unrealized +21.8%
HD HOME DEPOT INC COM 0.5%
Value $1.517M Shares 4,611 Est. Cost $380.02 Unrealized -0.8%
MU MICRON TECHNOLOGY INC COM 0.5%
Value $1.422M Shares 4,210 Est. Cost $100.90 Unrealized +283.6%
JDVI JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF 0.4%
Value $1.283M Shares 35,515 Est. Cost $35.95 Unrealized
ORCL ORACLE CORP COM 0.4%
Value $1.205M Shares 8,194 Est. Cost $154.20 Unrealized +10.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value $1.184M Shares 5,541 Est. Cost $202.19 Unrealized
V VISA INC COM CL A 0.4%
Value $1.176M Shares 3,890 Est. Cost $337.03 Unrealized -2.3%
GE GE AEROSPACE COM NEW 0.4%
Value $1.12M Shares 3,947 Est. Cost $203.94 Unrealized +56.0%
AXP AMERICAN EXPRESS CO COM 0.4%
Value $1.1M Shares 3,637 Est. Cost $295.18 Unrealized +20.7%
MA MASTERCARD INCORPORATED CL A 0.3%
Value $1.089M Shares 2,179 Est. Cost $518.21 Unrealized +4.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value $1.082M Shares 11,652 Est. Cost $68.57 Unrealized +27.1%
DIS DISNEY WALT CO COM 0.3%
Value $1.062M Shares 11,018 Est. Cost $95.25 Unrealized +14.9%
PG PROCTER & GAMBLE CO COM 0.3%
Value $1.049M Shares 7,263 Est. Cost $164.09 Unrealized -7.5%
PEP PEPSICO INC COM 0.3%
Value $1.024M Shares 6,596 Est. Cost $143.67 Unrealized +7.7%
CRM SALESFORCE INC COM 0.3%
Value $989K Shares 5,301 Est. Cost $306.29 Unrealized -29.6%
DE DEERE & CO COM 0.3%
Value $979K Shares 1,738 Est. Cost $387.96 Unrealized +42.1%
ETN EATON CORP PLC SHS 0.3%
Value $914K Shares 2,555 Est. Cost $304.13 Unrealized +16.3%
KLAC KLA CORP COM NEW 0.3%
Value $910K Shares 618 Est. Cost $716.00 Unrealized +104.2%
JBL JABIL INC COM 0.3%
Value $884K Shares 3,327 Est. Cost $109.67 Unrealized +126.2%
ABBV ABBVIE INC COM 0.3%
Value $869K Shares 3,995 Est. Cost $185.47 Unrealized +20.0%
GEV GE VERNOVA INC COM 0.3%
Value $863K Shares 989 Est. Cost $392.16 Unrealized +87.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value $847K Shares 1,987 Est. Cost $431.59 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.3%
Value $839K Shares 17,973 Est. Cost $41.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value $834K Shares 5,301 Est. Cost $163.47 Unrealized +0.9%
VB VANGUARD SMALL-CAP ETF 0.3%
Value $822K Shares 3,137 Est. Cost $239.48 Unrealized
BAC BANK OF AMER CORP COM 0.3%
Value $805K Shares 16,513 Est. Cost $42.23 Unrealized +27.1%
KO COCA COLA CO COM 0.2%
Value $779K Shares 10,238 Est. Cost $65.85 Unrealized +13.5%
GDLC GRAYSCALE COINDESK CRYPTO 5 ETF 0.2%
Value $771K Shares 24,728 Est. Cost $34.12 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.2%
Value $758K Shares 6,257 Est. Cost $128.82 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value $758K Shares 9,665 Est. Cost $67.70 Unrealized
WMT WALMART INC COM 0.2%
Value $751K Shares 6,039 Est. Cost $100.78 Unrealized +21.1%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value $725K Shares 6,111 Est. Cost $68.30 Unrealized +75.9%
AMGN AMGEN INC COM 0.2%
Value $709K Shares 2,015 Est. Cost $287.28 Unrealized +21.7%
ADBE ADOBE INC COM 0.2%
Value $706K Shares 2,904 Est. Cost $421.90 Unrealized -31.3%
NFLX NETFLIX INC. COM 0.2%
Value $690K Shares 7,181 Est. Cost $106.01 Unrealized -20.9%
MCD MCDONALDS CORP COM 0.2%
Value $660K Shares 2,123 Est. Cost $295.31 Unrealized +7.4%
PM PHILIP MORRIS INTL INC COM 0.2%
Value $659K Shares 3,986 Est. Cost $148.44 Unrealized +18.5%
AMP AMERIPRISE FINL INC COM 0.2%
Value $655K Shares 1,473 Est. Cost $517.45 Unrealized -3.3%
CSCO CISCO SYS INC COM 0.2%
Value $654K Shares 8,423 Est. Cost $61.88 Unrealized +25.9%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $652K Shares 3,203 Est. Cost $157.07 Unrealized +41.1%
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.2%
Value $641K Shares 25,844 Est. Cost $24.91 Unrealized
WFC WELLS FARGO & CO COM 0.2%
Value $635K Shares 7,982 Est. Cost $74.13 Unrealized +21.5%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.2%
Value $624K Shares 7,472 Est. Cost $71.56 Unrealized
T AT&T INC COM 0.2%
Value $614K Shares 21,188 Est. Cost $25.12 Unrealized +2.5%
MRK MERCK & CO INC COM 0.2%
Value $612K Shares 5,090 Est. Cost $94.30 Unrealized +21.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value $573K Shares 1,166 Est. Cost $543.44 Unrealized +5.7%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $551K Shares 2,221 Est. Cost $220.90 Unrealized
APH AMPHENOL CORP CL A 0.2%
Value $523K Shares 4,142 Est. Cost $80.37 Unrealized +82.2%
MS MORGAN STANLEY COM NEW 0.2%
Value $521K Shares 3,168 Est. Cost $132.05 Unrealized +36.1%
VLO VALERO ENERGY CORP COM 0.2%
Value $500K Shares 2,023 Est. Cost $129.37 Unrealized +46.9%
AON AON PLC SHS CL A 0.2%
Value $483K Shares 1,497 Est. Cost $379.47 Unrealized -11.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value $479K Shares 3,274 Est. Cost $77.44 Unrealized +99.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $473K Shares 2,200 Est. Cost $198.06 Unrealized
PFE PFIZER INC COM 0.1%
Value $461K Shares 16,419 Est. Cost $25.66 Unrealized +2.0%
DOV DOVER CORP COM 0.1%
Value $452K Shares 2,169 Est. Cost $191.06 Unrealized +12.4%
TMUS T-MOBILE US INC COM 0.1%
Value $440K Shares 2,095 Est. Cost $212.46 Unrealized -5.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value $434K Shares 5,763 Est. Cost $77.82 Unrealized -1.9%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $427K Shares 8,499 Est. Cost $40.65 Unrealized +7.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $416K Shares 7,914 Est. Cost $52.66 Unrealized
ATRO ASTRONICS CORP COM 0.1%
Value $411K Shares 6,165 Est. Cost $28.04 Unrealized +161.8%
MCK MCKESSON CORP COM 0.1%
Value $396K Shares 458 Est. Cost $641.17 Unrealized +36.5%
SRE SEMPRA COM 0.1%
Value $389K Shares 4,000 Est. Cost $75.60 Unrealized +18.4%
CME CME GROUP INC COM 0.1%
Value $387K Shares 1,310 Est. Cost $247.48 Unrealized +16.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $386K Shares 1,854 Est. Cost $186.23 Unrealized +20.8%
MO ALTRIA GROUP INC COM 0.1%
Value $385K Shares 5,841 Est. Cost $53.06 Unrealized +18.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value $380K Shares 1,916 Est. Cost $325.79 Unrealized -22.3%
PGR PROGRESSIVE CORP COM 0.1%
Value $364K Shares 1,835 Est. Cost $243.68 Unrealized -15.2%
YUM YUM BRANDS INC COM 0.1%
Value $351K Shares 2,256 Est. Cost $141.99 Unrealized +10.8%
GILD GILEAD SCIENCES INC COM 0.1%
Value $343K Shares 2,461 Est. Cost $101.87 Unrealized +35.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $337K Shares 1,246 Est. Cost $496.49 Unrealized -37.8%
QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF 0.1%
Value $336K Shares 9,847 Est. Cost $33.51 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $336K Shares 1,289 Est. Cost $250.69 Unrealized +9.0%
AMAT APPLIED MATLS INC COM 0.1%
Value $334K Shares 976 Est. Cost $247.97 Unrealized +31.7%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $330K Shares 5,261 Est. Cost $91.24 Unrealized -5.9%
LIN LINDE PLC SHS 0.1%
Value $326K Shares 657 Est. Cost $449.91 Unrealized +2.2%
TJX TJX COS INC NEW COM 0.1%
Value $325K Shares 2,036 Est. Cost $137.60 Unrealized +12.1%
INTC INTEL CORP COM 0.1%
Value $317K Shares 7,186 Est. Cost $23.51 Unrealized +97.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $309K Shares 1,274 Est. Cost $250.81 Unrealized +13.2%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value $306K Shares 7,200 Est. Cost $31.02 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value $305K Shares 2,306 Est. Cost $114.26 Unrealized +12.9%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value $294K Shares 509 Est. Cost $562.09 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value $293K Shares 657 Est. Cost $462.98 Unrealized +1.0%
EXC EXELON CORP COM 0.1%
Value $292K Shares 5,960 Est. Cost $41.66 Unrealized +8.3%
CMCSA COMCAST CORP NEW CL A 0.1%
Value $289K Shares 10,056 Est. Cost $34.44 Unrealized -13.4%
ALL ALLSTATE CORP COM 0.1%
Value $288K Shares 1,391 Est. Cost $193.73 Unrealized +4.8%
TXN TEXAS INSTRS INC COM 0.1%
Value $287K Shares 1,480 Est. Cost $184.57 Unrealized +11.8%
C CITIGROUP INC COM NEW 0.1%
Value $282K Shares 2,489 Est. Cost $106.14 Unrealized +9.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $281K Shares 877 Est. Cost $303.93 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $278K Shares 1,820 Est. Cost $129.05 Unrealized
INTU INTUIT COM 0.1%
Value $274K Shares 634 Est. Cost $607.36 Unrealized -18.1%
ROST ROSS STORES INC COM 0.1%
Value $266K Shares 1,227 Est. Cost $170.57 Unrealized +12.8%
ABT ABBOTT LABORATORIES COM 0.1%
Value $256K Shares 2,498 Est. Cost $125.75 Unrealized -8.2%
CI THE CIGNA GROUP COM 0.1%
Value $255K Shares 955 Est. Cost $304.55 Unrealized -7.8%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value $253K Shares 4,387 Est. Cost $59.98 Unrealized -3.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $252K Shares 1,921 Est. Cost $100.02 Unrealized +20.5%
SPGI S&P GLOBAL INC COM 0.1%
Value $250K Shares 588 Est. Cost $507.18 Unrealized -4.3%
CSX CSX CORP COM 0.1%
Value $250K Shares 6,088 Est. Cost $30.18 Unrealized +27.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value $250K Shares 2,480 Est. Cost $91.93 Unrealized
UNM UNUM GROUP COM 0.1%
Value $249K Shares 3,410 Est. Cost $77.07 Unrealized -2.0%
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.1%
Value $246K Shares 4,333 Est. Cost $58.11 Unrealized
HCA HCA HEALTHCARE INC COM 0.1%
Value $242K Shares 512 Est. Cost $466.14 Unrealized +6.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $239K Shares 395 Est. Cost $489.44 Unrealized +22.8%
CTAS CINTAS CORP COM 0.1%
Value $236K Shares 1,395 Est. Cost $197.80 Unrealized -2.3%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $233K Shares 275 Est. Cost $819.42 Unrealized +13.8%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value $218K Shares 3,208 Est. Cost $55.60 Unrealized +37.2%
BA BOEING CO COM 0.1%
Value $218K Shares 1,096 Est. Cost $161.49 Unrealized +47.7%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value $218K Shares 781 Est. Cost $271.30 Unrealized +11.0%
KR KROGER CO COM 0.1%
Value $217K Shares 2,996 Est. Cost $68.18 Unrealized -5.3%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value $215K Shares 2,293 Est. Cost $86.13 Unrealized +16.3%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value $214K Shares 1,739 Est. Cost $136.90 Unrealized -1.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $211K Shares 3,290 Est. Cost $57.07 Unrealized
CB CHUBB LTD SWITZ COM 0.1%
Value $209K Shares 640 Est. Cost $293.37 Unrealized +7.8%
DHR DANAHER CORP DEL COM 0.1%
Value $206K Shares 1,089 Est. Cost $220.19 Unrealized +2.0%
IR INGERSOLL RAND INC COM 0.1%
Value $204K Shares 2,546 Est. Cost $79.59 Unrealized +13.6%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $201K Shares 1,535 Est. Cost $115.99 Unrealized +8.7%