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CIK: 0002052531
Total reported value
$208.3M
$208.3M
166 檔
14.2%
According to the latest 13F quarterly dataset, Axis Wealth Partners, LLC managed an equity portfolio of $208.3M at the end of Q4 2025, spanning 166 distinct U.S. exchange-listed positions.
Axis Wealth Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 7 holdings and trimming 68 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | -0.07% | -0.26% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.55% | -0.08% | +1.27% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.52% | -0.13% | +2.55% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.48% | -0.31% | -0.96% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.26% | +0.20% | +3.57% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.26% | -2.67% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.21% | -0.18% | -1.39% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.10% | -0.04% | -0.83% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.95% | -0.01% | -0.46% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.95% | -0.08% | +1.29% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.95% | -0.17% | +0.21% | |
| 12 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.81% | +0.03% | +6.81% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -0.22% | -0.36% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | — | +2.20% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.54% | -0.02% | +4.88% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.46% | -0.11% | +0.84% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.41% | +0.02% | +25.98% | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 1.41% | -0.09% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.39% | +0.06% | -18.53% | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.36% | +0.04% | +64.13% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | -0.06% | -26.12% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.26% | -0.16% | +3.06% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.25% | -0.20% | +9.50% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.19% | +0.06% | +25.34% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.07% | +0.18% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | +0.01% | -25.34% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.12% | +0.03% | +20.01% | |
| 28 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 1.09% | +0.45% | — | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.08% | -0.03% | +3.06% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.14% | +0.64% | |
| 31 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.06% | -0.48% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | -0.06% | +1.82% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.84% | -0.08% | +1.95% | |
| 34 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.84% | -0.03% | +1.85% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | +0.07% | +1.96% | |
| 36 | IDV | Ishares International Select | ETF-Other | 0.75% | -0.09% | +0.28% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.73% | -0.07% | -1.59% | |
| 38 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.72% | -0.03% | -4.26% | |
| 39 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.71% | -0.05% | -0.38% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | +0.01% | +1.16% | |
| 41 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.70% | — | -1.47% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.06% | +0.52% | |
| 43 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.68% | -0.07% | +5.42% | |
| 44 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.67% | -0.04% | -2.17% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.08% | +0.05% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.64% | +0.03% | -0.22% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.64% | -0.04% | +2.51% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.20% | -0.79% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.59% | +0.30% | -38.92% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | — | -2.72% |
According to official SEC Form 13F filings, Axis Wealth Partners, LLC reported a total U.S. public equity portfolio value of $208.3M across 166 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, DGRW, FBND) accounted for 14.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
XYL
市值: $2.5M
Top Position Liquidated / Trimmed
BSCP
前期市值: $289.3K
During Q4 2025, Axis Wealth Partners, LLC's top holdings by market value included VOO (3.6%)、DGRW (3.5%)、FBND (3.5%). The largest single position, VOO, represented 3.6% of total portfolio value.
In Q4 2025, Axis Wealth Partners, LLC made 170 total portfolio adjustments, initiating 12 new buys, adding to 83 positions, trimming 68 holdings, and fully liquidating 7 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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