Axis Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$188.1M

Reporting period: 2026-03-31 · Number of holdings: 207

Axis Wealth Partners, LLC disclosed 207 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $188.1M and a quarterly turnover rate of 10.4%.

Personality snowflake

Concentration: 5.36
Portfolio Stability: 10.39
Momentum/Contrarian: 100
Sector conviction: 66.32
Diversification: 100
Sizing Uniformity: 88.43

Recent moves

Add SLDE
+100.0%　$1.7M
Trim XYL
-27.5%　-$927.6K
Add SGOV
+58.8%　$635.1K
Trim SPY
-7.6%　-$383.7K
Add FENI
+77.4%　$468.4K
Add FELC
+102.2%　$451.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 174 holdings (of 207 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	FBND	Fidelity Total Bond ETF	ETF-Other	3.57%	+0.05%	+6.38%
2	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	3.56%	+0.08%	+1.68%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.39%	-0.20%	+2.96%
4	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	3.37%	—	+0.45%
5	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.38%	+0.17%	+0.07%
6	VUG	Vanguard Growth ETF	ETF-Other	2.13%	—	+9.58%
7	AAPL	Apple INC	Stock-Tech	2.07%	-0.18%	+2.56%
8	DFUV	Dimensional US Marketwide Va	ETF-Other	2.01%	+0.06%	+2.68%
9	FDVV	Fidelity High Dividend ETF	ETF-Other	1.98%	—	+0.65%
10	DFAI	Dimensional International Co	ETF-Other	1.97%	+0.02%	+2.81%
11	SLDE	Slide Insurance Holdings INC	Stock-Other	1.95%	+0.86%	+100.00%
12	UITB	Victoryshares Core Intermedi	ETF-Other	1.93%	+0.12%	+11.90%
13	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.84%	—	-0.06%
14	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.65%	+0.02%	+5.76%
15	VFLO	Victoryshares Free Cash Flow	ETF-Other	1.57%	+0.03%	+5.83%
16	DEM	Wisdomtree Emerging Markets	ETF-Emerging Markets	1.53%	+0.07%	+2.44%
17	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.51%	-0.27%	-7.60%
18	VONV	Vanguard Russell 1000 Value	ETF-Other	1.39%	+0.03%	+4.02%
19	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	1.34%	—	-1.95%
20	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.22%	—	+1.30%
21	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	1.21%	-0.18%	-1.83%
22	DFAC	Dimensional US Core Equity 2	ETF-Other	1.20%	—	+2.35%
23	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.19%	—	+1.28%
24	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	1.18%	-0.16%	-8.48%
25	IJH	Ishares Core S&p Midcap ETF	ETF-Other	1.14%	—	-0.87%
26	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.08%	—	-3.67%
27	VONG	Vanguard Russell 1000 Growth	ETF-Other	1.08%	-0.11%	+4.73%
28	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.98%	-0.10%	-3.75%
29	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.96%	—	+5.02%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.92%	—	+5.05%
31	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.91%	+0.32%	+58.77%
32	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.87%	+0.04%	+5.61%
33	XYL	Xylem INC	Stock-Industrials	0.86%	-0.55%	-27.54%
34	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.84%	-0.13%	-1.58%
35	IDV	Ishares International Select	ETF-Other	0.78%	—	-0.33%
36	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.76%	—	-9.78%
37	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.76%	—	+2.99%
38	RECS	Columbia Resear Enh Cor ETF	ETF-Other	0.76%	—	-1.86%
39	DFCF	Dimensional Core Fixed INC	ETF-Other	0.74%	+0.06%	+13.71%
40	DHS	Wisdomtree US High Dividend	ETF-Other	0.74%	—	+2.99%
41	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.73%	—	+5.85%
42	PEY	Invesco High Yield Equity Di	ETF-High Yield	0.71%	—	-1.02%
43	USTB	Victoryshares Short-term Bon	ETF-Other	0.70%	+0.11%	+24.54%
44	EQIN	Columbia US Eqty INC ETF	ETF-Other	0.68%	—	+1.91%
45	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.68%	—	+0.61%
46	JGRO	Jpmorgan Active Growth ETF	ETF-Other	0.67%	—	+9.09%
47	VZ	Verizon Communications INC	Stock-Comm Services	0.66%	+0.05%	-8.31%
48	LVHI	Franklin International Low V	ETF-Other	0.65%	+0.12%	+16.10%
49	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	0.62%	—	+3.21%
50	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.59%	—	-0.56%

1–50 of 174

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	207	$188.1M	10	1FBND 2VYMI 3VOO Top holdings2026-03-31 1.FBND 2.VYMI 3.VOO 4.DGRW 5.SCHD 6.VUG 7.AAPL 8.DFUV 9.FDVV 10.DFAI
2025-12-31	167	$181.0M	14	1VOO 2DGRW 3FBND Top holdings2025-12-31 1.VOO 2.DGRW 3.FBND 4.VYMI 5.VUG 6.AAPL 7.SCHD 8.FDVV 9.VIG 10.DFUV
2025-09-30	192	$170.9M	30	1VOO 2DGRW 3FBND Top holdings2025-09-30 1.VOO 2.DGRW 3.FBND 4.VYMI 5.SCHD 6.AAPL 7.VUG 8.FDVV 9.VIG 10.DFAI
2025-06-30	147	$152.2M	0	1DGRW 2VOO 3FBND Top holdings2025-06-30 1.DGRW 2.VOO 3.FBND 4.VYMI 5.SCHD 6.IVE 7.FDVV 8.VUG 9.IVW 10.IJH
2025-03-31	140	$135.3M	0	1FBND 2DGRW 3VYMI Top holdings2025-03-31 1.FBND 2.DGRW 3.VYMI 4.VOO 5.SCHD 6.IVE 7.IJH 8.VIG 9.FDVV 10.IVW
2024-12-31	130	$118.7M	0	1DGRW 2FBND 3VOO Top holdings2024-12-31 1.DGRW 2.FBND 3.VOO 4.VYMI 5.SCHD 6.FDVV 7.VIG 8.SPY 9.VUG 10.AAPL

Holding changes this quarter

Axis Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Wisdomtree U.s. Value Fund (WTV).

Position changes disclosed by Axis Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SLDE	Slide Insurance Holdings INC	+0.9%	+100.00%	Add
2	SGOV	Ishares 0-3 Month Treasury B	+0.3%	+58.77%	Add
3	FENI	Fidelity Enhanced Intl ETF	+0.2%	+77.40%	Add
4	FELC	Fidelity Enh Lrg Cap Cor ETF	+0.2%	+102.17%	Add
5	SCHD	Schwab US Dvd Equity ETF	+0.2%	+0.07%	Add
6	XOM	Exxon Mobil CORP	+0.1%	+2.19%	Add
7	UITB	Victoryshares Core Intermedi	+0.1%	+11.90%	Add
8	LVHI	Franklin International Low V	+0.1%	+16.10%	Add
9	USTB	Victoryshares Short-term Bon	+0.1%	+24.54%	Add
10	VYMI	Vanguard Int High Dvd Yld In	+0.1%	+1.68%	Add
11	DEM	Wisdomtree Emerging Markets	+0.1%	+2.44%	Add
12	DFUV	Dimensional US Marketwide Va	+0.1%	+2.68%	Add
13	DFCF	Dimensional Core Fixed INC	+0.1%	+13.71%	Add
14	FBND	Fidelity Total Bond ETF	+0.1%	+6.38%	Add
15	VZ	Verizon Communications INC	+0.1%	-8.31%	Trim
16	AVSC	Avantis US Small Cap Equity	+0.1%	+9.86%	Add
17	VEA	Vanguard Ftse Developed ETF	0%	+5.61%	Add
18	VFLO	Victoryshares Free Cash Flow	0%	+5.83%	Add
19	VONV	Vanguard Russell 1000 Value	0%	+4.02%	Add
20	DFAI	Dimensional International Co	0%	+2.81%	Add
21	SPYV	Ss Spdr P S&p 500 Value ETF	0%	+5.76%	Add
22	EFA	Ishares Msci Eafe ETF	-0.1%	-15.94%	Trim
23	QCOM	Qualcomm INC	-0.1%	+0.65%	Add
24	UNH	Unitedhealth Group INC	-0.1%	-4.32%	Trim
25	IUSG	Ishares Core S&p U.s. Growth	-0.1%	-4.95%	Trim
26	IWF	Ishares Russell 1000 Growth	-0.1%	-2.04%	Trim
27	EFG	Ishares Msci Eafe Growth ETF	-0.1%	-3.75%	Trim
28	MSFT	Microsoft CORP	-0.1%	+10.11%	Add
29	VONG	Vanguard Russell 1000 Growth	-0.1%	+4.73%	Add
30	VOOG	Vanguard S&p 500 Growth ETF	-0.1%	-1.58%	Trim
31	IVE	Ishares S&p 500 Value ETF	-0.2%	-8.48%	Trim
32	IVW	Ishares S&p 500 Growth ETF	-0.2%	-1.83%	Trim
33	AAPL	Apple INC	-0.2%	+2.56%	Add
34	VOO	Vanguard S&p 500 ETF	-0.2%	+2.96%	Add
35	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.3%	-7.60%	Trim
36	XYL	Xylem INC	-0.6%	-27.54%	Trim
37	AZN	AstraZeneca PLC	—	NEW	New buy
38	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
39	AVEM	Avantis Emerging Markets Eq	—	NEW	New buy
40	BIL	Ss Spdr Bb 1-3m T-bill ETF	—	NEW	New buy
41	WTV	Wisdomtree U.s. Value Fund	—	NEW	New buy
42	FESM	Fidelity Enhanced Small Cap	—	NEW	New buy
43	BP	Bp Plc-spons Adr	—	NEW	New buy
44	GLD	Spdr Gold Shares	—	NEW	New buy
45	IWP	Ishares Russell Mid-cap Grow	—	EXIT	Sold out
46	VOT	Vanguard Mid-cap Growth ETF	—	NEW	New buy
47	PM	Philip Morris International	—	NEW	New buy
48	IWB	Ishares Russell 1000 ETF	—	EXIT	Sold out
49	AVUV	Avantis US Small Cap Value	—	NEW	New buy
50	SMH	Vaneck Semiconductor ETF	—	NEW	New buy

FAQ

What is Axis Wealth Partners, LLC and what type of investor is it?

Axis Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $188.1M, spread across 207 disclosed positions.

What are Axis Wealth Partners, LLC's largest equity positions?

Based on the latest 13F filing, Axis Wealth Partners, LLC's top holdings by market value are: 1. Fidelity Total Bond ETF (FBND) — $6.7M (3.6%) 2. Vanguard Int High Dvd Yld In (VYMI) — $6.7M (3.6%) 3. Vanguard S&p 500 ETF (VOO) — $6.4M (3.4%) 4. Wisdomtree U.s. Quality Divi (DGRW) — $6.3M (3.4%) 5. Schwab US Dvd Equity ETF (SCHD) — $4.5M (2.4%)

What changes did Axis Wealth Partners, LLC make in its most recent portfolio filing?

In the latest reported quarter, Axis Wealth Partners, LLC made 50 notable position adjustments: 11 new positions were initiated, 25 existing holdings were added to, 11 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Wisdomtree U.s. Value Fund (WTV)

What sectors does Axis Wealth Partners, LLC focus on?

Axis Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.5% • Communication Services: 17.6% • Consumer Discretionary: 13.4% • Financials: 11.9% • Health Care: 6.8% • Energy: 6.1%