Elyxium Wealth, LLC
RIA/Wealth
Elyxium Wealth, LLC is a RIA/Wealth based in Beverly Hills, CA led by Yale I Kofman, reporting $452.7M in AUM as of Q3 2025 with 33% ETF concentration.
COOYale I Kofman
- Portfolio Value
- $286.5M
- Positions
- 166
- Top Holding
- AAPL at 11.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Elyxium Wealth, LLC's portfolio (39.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $32.3M | 11.26% | -$2.6M Sold | 0.00% 126.7K shares | |
ETF ETF | $15.1M | 5.28% | +$365.4K Bought | — 22.6K shares | |
Software - Infrastructure Technology | $12.1M | 4.22% | -$72.5K Sold | 0.00% 23.3K shares | |
Semiconductors Technology | $11.5M | 4.01% | +$13.2K Bought | 0.00% 61.7K shares | |
Software - Infrastructure Technology | $8.5M | 2.96% | +$805.3K Bought | 0.04% 116.0K shares | |
ETF ETF | $8.1M | 2.84% | -$448.6K Sold | — 124.7K shares | |
ETF ETF | $7.8M | 2.73% | +$447.0K Bought | — 11.8K shares | |
ETF ETF | $6.7M | 2.34% | — | — 17.7K shares | |
Specialty Retail Consumer Cyclical | $6.4M | 2.22% | -$433.0K Sold | 0.00% 29.0K shares | |
ETF ETF | $5.9M | 2.04% | -$216.0K Sold | — 67.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Elyxium Wealth, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Elyxium Wealth, LLC
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