Elyxium Wealth, LLC has disclosed its latest holdings in a 13F-HR filing, reporting a total value of approximately $944.9 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and portfolio composition.
The report, filed on October 27, 2026, outlines Elyxium's investment positions in various companies, including substantial stakes in major corporations such as Amazon and Starbucks. This diverse portfolio reflects Elyxium's approach to capital allocation in the financial services sector.
Background
Elyxium Wealth, LLC is a financial services firm based in Beverly Hills, California. The company is registered with the SEC under the Central Index Key (CIK) 0002043538. The firm specializes in managing investments and providing wealth management services. Its recent filings include multiple 13F-HR reports, with the latest submission detailing its holdings as of September 30, 2026.
What the Filing Says
The 13F-HR filing indicates that Elyxium Wealth holds a total of 1,032 positions across various securities, with a significant focus on equity investments. The total value of these holdings is approximately $944,893,283. The filing also lists five other included managers, including Parametric Portfolio Associates, LLC and Fidelity Institutional, which contribute to the firm’s investment strategies.
Impact
This filing may affect investors and stakeholders interested in Elyxium Wealth’s investment strategies and performance. The disclosure of substantial investments in companies like Amazon and Starbucks highlights the firm’s confidence in these sectors, potentially influencing market perceptions and investor decisions.
What's Next
The filing does not specify what happens next for Elyxium Wealth, LLC or its investment strategies. However, the firm is expected to continue monitoring its portfolio and making adjustments as necessary based on market conditions and performance.