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CIK: 0002052531
Total reported value
$208.3M
$208.3M
161 檔
13.9%
During the Q3 2025 filing period, Axis Wealth Partners, LLC (CIK: 0002052531) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $208.3M across 161 reported positions.
In Q3 2025, Axis Wealth Partners, LLC displayed an active expansion posture, initiating 26 new positions and adding to 79 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.72% | -0.07% | +5.20% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.69% | -0.08% | +4.36% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.65% | -0.13% | +10.67% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.50% | -0.31% | +5.43% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.36% | -0.18% | +1.69% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.29% | -0.26% | +41.00% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.27% | +0.20% | +4.24% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.21% | -0.04% | +1.58% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.04% | -0.01% | +4.54% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.96% | -0.17% | +5.07% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.96% | -0.08% | +8.11% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.06% | -18.95% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | -0.22% | +0.11% | |
| 14 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.80% | +0.03% | +6.65% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.06% | -16.44% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | — | +6.49% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.64% | +0.01% | -18.62% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.51% | -0.11% | +7.53% | |
| 19 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.48% | -0.02% | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | -0.16% | +5.14% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.22% | -0.07% | +0.32% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.17% | -0.20% | +10.85% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.17% | +0.02% | +32.88% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.11% | -0.03% | +2.94% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.03% | +0.30% | -31.25% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.14% | +2.74% | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.06% | +1.91% | |
| 28 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.99% | +0.06% | +24.37% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.06% | +6.48% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.98% | +0.03% | +26.56% | |
| 31 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.86% | -0.03% | +9.75% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.85% | +0.04% | +110.50% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.83% | -0.08% | +1.75% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | +0.07% | +7.85% | |
| 35 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.79% | -0.03% | -1.82% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.07% | -0.06% | |
| 37 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.78% | -0.05% | -4.81% | |
| 38 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.77% | — | +9.50% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.06% | +5.47% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.74% | -0.09% | -0.44% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | +0.01% | +4.86% | |
| 42 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.72% | -0.04% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.20% | -0.29% | |
| 44 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.69% | -0.07% | +18.91% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.08% | +0.10% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.67% | +0.03% | +5.88% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.67% | -0.04% | +4.68% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.11% | +6.97% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | — | -0.13% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.62% | +0.04% | -8.15% |
According to official SEC Form 13F filings, Axis Wealth Partners, LLC reported a total U.S. public equity portfolio value of $208.3M across 161 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DGRW, FBND) accounted for 13.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VFLO
市值: $2.5M
Top Position Liquidated / Trimmed
SUB
前期市值: $295.6K
During Q3 2025, Axis Wealth Partners, LLC's top holdings by market value included VOO (3.7%)、DGRW (3.7%)、FBND (3.6%). The largest single position, VOO, represented 3.7% of total portfolio value.
In Q3 2025, Axis Wealth Partners, LLC made 166 total portfolio adjustments, initiating 26 new buys, adding to 79 positions, trimming 56 holdings, and fully liquidating 5 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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