Axis Wealth Partners, LLC
CIK: 0002052531Latest portfolio: $181.0M · Q4 2025
Holdings
166
Total Value
$181.0M
New Positions
165
Closed Positions
0
Top Holdings
View All 166 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 10,353 | $6.5M | 3.59% | NEW | |
| 2 | DGRWWISDOMTREE TR | 71,842 | $6.4M | 3.55% | NEW | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 138,260 | $6.4M | 3.52% | NEW | |
| 4 | VYMIVANGUARD WHITEHALL FDS | 69,940 | $6.3M | 3.48% | NEW | |
| 5 | VUGVANGUARD INDEX FDS | 8,383 | $4.1M | 2.26% | NEW | |
| 6 | AAPLAPPLE INC | 14,972 | $4.1M | 2.25% | NEW | |
| 7 | SCHDSCHWAB STRATEGIC TR | 145,872 | $4.0M | 2.21% | NEW | |
| 8 | FDVVFIDELITY COVINGTON TRUST | 67,075 | $3.8M | 2.10% | NEW | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 16,100 | $3.5M | 1.95% | NEW | |
| 10 | DFUVDIMENSIONAL ETF TRUST | 75,855 | $3.5M | 1.95% | NEW | |
| 11 | DFAIDIMENSIONAL ETF TRUST | 92,556 | $3.5M | 1.95% | NEW | |
| 12 | UITBVICTORY PORTFOLIOS II | 69,150 | $3.3M | 1.81% | NEW | |
| 13 | SPYSPDR S&P 500 ETF TR | 4,735 | $3.2M | 1.78% | NEW | |
| 14 | SPYVSPDR SERIES TRUST | 51,996 | $3.0M | 1.63% | NEW | |
| 15 | VFLOVICTORY PORTFOLIOS II | 70,826 | $2.8M | 1.54% | NEW | |
| 16 | DEMWISDOMTREE TR | 56,641 | $2.6M | 1.46% | NEW | |
| 17 | IJJISHARES TR | 19,414 | $2.6M | 1.41% | NEW | |
| 18 | XYLXYLEM INC | 18,706 | $2.5M | 1.41% | NEW | |
| 19 | IVWISHARES TR | 20,487 | $2.5M | 1.39% | NEW | |
| 20 | VONVVANGUARD SCOTTSDALE FDS | 26,717 | $2.5M | 1.36% | NEW | |
| 21 | IVEISHARES TR | 11,462 | $2.4M | 1.34% | NEW | |
| 22 | AGGISHARES TR | 22,870 | $2.3M | 1.26% | NEW | |
| 23 | DFACDIMENSIONAL ETF TRUST | 56,969 | $2.3M | 1.25% | NEW | |
| 24 | VONGVANGUARD SCOTTSDALE FDS | 17,630 | $2.1M | 1.19% | NEW | |
| 25 | VYMVANGUARD WHITEHALL FDS | 14,864 | $2.1M | 1.18% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($40701054104255136.0T)
Unknown0.0% ($13611197388334.3T)
Healthcare0.0% ($535405.4T)
Communication Services0.0% ($949.5T)
Consumer Cyclical0.0% ($1.8T)
Consumer Defensive0.0% ($653.2B)
Industrials0.0% ($2.5B)
Energy0.0% ($583.2M)
Real Estate0.0% ($452.3M)
Filing History
Fund Information
Axis Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.0M across 166 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 3.6% of the portfolio. Compared to the previous quarter, the fund opened 166 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.