Axis Wealth Partners, LLC — Q2 2025 13F Holdings

Name: Axis Wealth Partners, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002052531

Total reported value

$188.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.74%	—	+6.17%
2	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.68%	-0.20%	+5.57%
3	FBND	Fidelity Total Bond ETF	ETF-Other	3.66%	+0.05%	+6.07%
4	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	3.52%	+0.08%	+1.90%
5	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.53%	+0.17%	+2.28%
6	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.46%	-0.16%	-1.43%
7	FDVV	Fidelity High Dividend ETF	ETF-Other	2.28%	—	+7.39%
8	VUG	Vanguard Growth ETF	ETF-Other	2.24%	—	+15.81%
9	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.18%	-0.18%	-6.96%
10	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.15%	—	-5.08%
11	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.08%	—	-2.63%
12	DFAI	Dimensional International Co	ETF-Other	2.00%	+0.02%	+0.71%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.93%	-0.27%	-0.71%
14	DFUV	Dimensional US Marketwide Va	ETF-Other	1.92%	+0.06%	+3.32%
15	UITB	Victoryshares Core Intermedi	ETF-Other	1.88%	+0.12%	+19.42%
16	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.73%	—	+3.64%
17	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	1.68%	+0.32%	+60.49%
18	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.64%	+0.02%	+24.96%
19	DEM	Wisdomtree Emerging Markets	ETF-Emerging Markets	1.55%	+0.07%	+2.36%
20	AAPL	Apple INC	Stock-Tech	1.47%	-0.18%	+5.31%
21	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.38%	—	-24.82%
22	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.30%	—	-1.25%
23	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.19%	-0.10%	+11.86%
24	DFAC	Dimensional US Core Equity 2	ETF-Other	1.11%	—	+5.20%
25	AMZN	Amazon.com INC	Stock-Consumer Disc	1.10%	—	+71.11%
26	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	1.01%	-0.13%	+10.10%
27	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.99%	—	+8.26%
28	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.94%	—	+54.56%
29	PEY	Invesco High Yield Equity Di	ETF-High Yield	0.89%	—	-4.46%
30	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.86%	—	+9.95%
31	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.86%	—	+19.81%
32	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.82%	+0.04%	-7.86%
33	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.82%	—	+43.88%
34	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.81%	-0.11%	+31.34%
35	DHS	Wisdomtree US High Dividend	ETF-Other	0.81%	—	-5.25%
36	RECS	Columbia Resear Enh Cor ETF	ETF-Other	0.80%	—	+13.75%
37	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.79%	—	+5.96%
38	IDV	Ishares International Select	ETF-Other	0.78%	—	-0.97%
39	VZ	Verizon Communications INC	Stock-Comm Services	0.77%	+0.05%	+0.34%
40	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.75%	—	+9.36%
41	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.73%	—	-3.18%
42	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.72%	—	+7.85%
43	JGRO	Jpmorgan Active Growth ETF	ETF-Other	0.72%	—	+4.17%
44	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.71%	—	+2.80%
45	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.70%	—	+29.42%
46	EFA	Ishares Msci Eafe ETF	ETF-Other	0.70%	-0.07%	-1.25%
47	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.70%	-0.09%	-3.19%
48	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.68%	—	-2.15%
49	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.66%	—	+12.76%
50	IWF	Ishares Russell 1000 Growth	ETF-Other	0.65%	-0.09%	-3.93%

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