Evexia Wealth LLC ETF holdings
Stevens Point, WI
Reported $53.8M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$53.8M
ETFs held
21
Change from prior quarter
-4.2%
With price moves
ETFs as a share of its 13F
14.6%
of $369.5M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | $9.6M | 492,437 | +46,027 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $6.3M | 68,787 | +22,206 shares |
| GLD | SPDR Gold Shares | $6.3M | 16,816 | −265 shares |
| IBHF | iShares iBonds 2026 Term High Yield and Income ETF | $5.5M | 243,261 | +79,696 shares |
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF | $4.0M | 175,895 | +114,122 shares |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | $3.8M | 195,585 | −42,157 shares |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $3.5M | 63,434 | +6,923 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $1.9M | 92,601 | −50,813 shares |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $1.9M | 83,507 | +46,945 shares |
| VIG | Vanguard Dividend Appreciation ETF | $1.9M | 7,742 | +1,788 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001975710. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evexia Wealth LLC own?
Evexia Wealth LLC reported 21 ETF positions worth $53.8M in its Form 13F for June 30, 2026. The largest was BSCQ, at $9.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.