• 13F History

Elyxium Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$164M
Signature - Title
Yale Kofman - COO/CCO
Location
San Mateo, CA
Summary
This page shows a list of all the recent 13F filings made by Elyxium Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elyxium Wealth, LLC reported 87 stock holdings with total value $164M as of Q4 2024. Top holdings included AAPL, IVV, IJH, PAVE, and IWV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 87 $164M +$26.7M -$48.5M -$21.7M AAPL, IVV, IJH, PAVE, IWV 13F-HR 2/14/2025, 02:09 PM
Q3 2024 120 $182M $0 $0 AAPL, IVV, MSFT, IJH, IWV 13F-HR 11/12/2024, 02:10 PM