Yale I Kofman

Elyxium Wealth, Llc

Assets Managed

$311.827M

Holdings

165

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

-13.52%(2Q avg: 6.12%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elyxium Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Elyxium Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 311.827M in assets, with a quarterly growth rate of -13.52% and a 2-quarter average growth rate of 6.12%. The portfolio is managed by Yale I Kofman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -24.93%	7.35%	$22.914M 90,288 shares@ $253.79 avg price	Decreased -24.93%
CIEN Ciena Corp Recent Activity Decreased -99.5%	7.21%	$22.46M 57,852 shares@ $388.23 avg price	Decreased -99.5%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.09%	5.21%	$16.222M 24,834 shares@ $653.23 avg price	Increased 1.09%
AVDE Avantis International Equity Recent Activity Increased 18.37%	2.97%	$9.255M 109,091 shares@ $84.84 avg price	Increased 18.37%
NVDA Nvidia Corp Recent Activity Decreased -28.16%	2.5%	$7.766M 44,532 shares@ $174.41 avg price	Decreased -28.16%
MSFT Microsoft Corp Recent Activity Decreased -10.37%	2.47%	$7.688M 20,768 shares@ $370.17 avg price	Decreased -10.37%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -1.1%	2.43%	$7.55M 11,609 shares@ $650.34 avg price	Decreased -1.1%
IDXX Idexx Laboratories Inc Recent Activity Decreased -99.76%	2.34%	$7.288M 12,971 shares@ $561.89 avg price	Decreased -99.76%
IWV Ishares Russell 3000 Etf Recent Activity	2.11%	$6.572M 17,730 shares@ $370.68 avg price
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 1.08%	2.05%	$6.382M 70,496 shares@ $90.54 avg price	Increased 1.08%

1-10 of 165