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CIK: 0002052531
Total reported value
$208.3M
$208.3M
174 檔
14.7%
As reported in its official Q1 2026 Form 13F filing, Axis Wealth Partners, LLC's tracked investment portfolio stood at $208.3M with 174 total positions.
In Q1 2026, Axis Wealth Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 104 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.57% | -0.13% | +6.38% | |
| 2 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.56% | -0.31% | +1.68% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.39% | -0.07% | +2.96% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.37% | -0.08% | +0.45% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.38% | -0.18% | +0.07% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.13% | +0.20% | +9.58% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.26% | +2.56% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.01% | -0.08% | +2.68% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.98% | -0.04% | +0.65% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.97% | -0.17% | +2.81% | |
| 11 | SLDE | Slide Insurance Holdings Inc | Stock-Other | 1.95% | +0.45% | +100.00% | |
| 12 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.93% | +0.03% | +11.90% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | -0.01% | -0.06% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | — | +5.76% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.57% | -0.02% | +5.83% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.53% | -0.11% | +2.44% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.22% | -7.60% | |
| 18 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.39% | +0.04% | +4.02% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.34% | +0.02% | -1.95% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | -0.16% | +1.30% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.21% | +0.06% | -1.83% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.20% | -0.20% | +2.35% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | -0.07% | +1.28% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.18% | -0.06% | -8.48% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.14% | +0.01% | -0.87% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.08% | +0.03% | -3.67% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.08% | +0.06% | +4.73% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.98% | -0.03% | -3.75% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | -0.06% | +5.02% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.14% | +5.05% | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.91% | +0.30% | +58.77% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | +0.07% | +5.61% | |
| 33 | XYL | Xylem Inc | Stock-Industrials | 0.86% | -0.09% | -27.54% | |
| 34 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.06% | -1.58% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.78% | -0.09% | -0.33% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.76% | -0.08% | -9.78% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.76% | -0.07% | +2.99% | |
| 38 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.76% | -0.03% | -1.86% | |
| 39 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.74% | -0.07% | +13.71% | |
| 40 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.74% | -0.03% | +2.99% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | +0.01% | +5.85% | |
| 42 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 0.71% | -0.05% | -1.02% | |
| 43 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.70% | -0.08% | +24.54% | |
| 44 | EQIN | Columbia US Eqty Inc ETF | ETF-Other | 0.68% | -0.04% | +1.91% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | -0.06% | +0.61% | |
| 46 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.67% | — | +9.09% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.20% | -8.31% | |
| 48 | LVHI | Franklin International Low V | ETF-Other | 0.65% | +0.05% | +16.10% | |
| 49 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.62% | -0.04% | +3.21% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.08% | -0.56% |
According to official SEC Form 13F filings, Axis Wealth Partners, LLC reported a total U.S. public equity portfolio value of $208.3M across 174 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including FBND, VYMI, VOO) accounted for 14.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $388.6K
Top Position Liquidated / Trimmed
AZNN
前期市值: $370.7K
During Q1 2026, Axis Wealth Partners, LLC's top holdings by market value included FBND (3.6%)、VYMI (3.6%)、VOO (3.4%). The largest single position, FBND, represented 3.6% of total portfolio value.
In Q1 2026, Axis Wealth Partners, LLC made 173 total portfolio adjustments, initiating 11 new buys, adding to 104 positions, trimming 55 holdings, and fully liquidating 3 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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