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CIK: 0002052531
Total reported value
$208.3M
$208.3M
140 檔
11.5%
The Q1 2025 SEC filing reveals that Axis Wealth Partners, LLC held a total portfolio value of $208.3M, covering 140 public equity positions.
During Q1 2025, Axis Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FBND, DGRW, VYMI) accounted for 11.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.87% | -0.13% | +12.18% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.78% | -0.08% | +7.76% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.58% | -0.31% | +7.43% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.07% | +11.09% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.94% | -0.18% | +0.91% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.74% | -0.06% | +204.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.39% | +0.01% | +187.26% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.28% | -0.01% | +6.69% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.27% | -0.04% | +2.03% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.22% | +0.06% | +59.72% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.05% | -0.16% | +6.68% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.04% | -0.08% | +11.81% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 2.01% | -0.17% | +7.79% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | -0.22% | +2.46% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.84% | +0.20% | +1.85% | |
| 16 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.76% | +0.03% | +13.04% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.74% | +0.02% | +14.19% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.26% | -0.20% | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.59% | -0.11% | +12.44% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.44% | — | +5.21% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | -0.07% | -0.94% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.18% | +0.30% | +34.56% | |
| 23 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.10% | -0.05% | -7.77% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | -0.20% | +17.14% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.07% | -0.03% | -1.53% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.06% | +15.93% | |
| 27 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.98% | -0.03% | -5.29% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.20% | -9.66% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | +0.07% | -5.00% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.06% | -0.17% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.06% | +190.54% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.06% | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | -0.08% | -5.22% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.81% | -0.07% | -0.88% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.80% | -0.09% | -2.74% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.77% | -0.04% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.04% | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.02% | +188.55% | |
| 39 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.72% | -0.03% | +1.53% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | +0.01% | +13.68% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.68% | +0.04% | -2.85% | |
| 42 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.67% | — | +30.61% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.66% | +0.02% | +27.60% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.03% | +174.93% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.08% | +2.27% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | — | +0.08% | |
| 47 | CDC | Victoryshares US Eq Income E | ETF-Other | 0.64% | -0.04% | -2.70% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.14% | -1.28% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.08% | -1.18% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.60% | -0.04% | +12.43% |
According to official SEC Form 13F filings, Axis Wealth Partners, LLC reported a total U.S. public equity portfolio value of $208.3M across 140 disclosed positions in Q1 2025.
During Q1 2025, Axis Wealth Partners, LLC's top holdings by market value included FBND (3.9%)、DGRW (3.8%)、VYMI (3.6%). The largest single position, FBND, represented 3.9% of total portfolio value.
In Q1 2025, Axis Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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