Axis Wealth Partners, LLC
CIK: 0002052531SEC EDGAR →
Portfolio Value
$181.0M
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 10,353 | $6.5M | 3.59% |
| 2 | WISDOMTREE TR | 71,842 | $6.4M | 3.55% |
| 3 | FIDELITY MERRIMACK STR TR | 138,260 | $6.4M | 3.52% |
| 4 | VANGUARD WHITEHALL FDS | 69,940 | $6.3M | 3.48% |
| 5 | VANGUARD INDEX FDS | 8,383 | $4.1M | 2.26% |
| 6 | APPLE INC | 14,972 | $4.1M | 2.25% |
| 7 | SCHWAB STRATEGIC TR | 145,872 | $4.0M | 2.21% |
| 8 | FIDELITY COVINGTON TRUST | 67,075 | $3.8M | 2.10% |
| 9 | VANGUARD SPECIALIZED FUNDS | 16,100 | $3.5M | 1.95% |
| 10 | DIMENSIONAL ETF TRUST | 75,855 | $3.5M | 1.95% |
Quarterly Changes
New Positions (166)
$6.5M · 10K shares
$6.4M · 72K shares
$6.4M · 138K shares
$6.3M · 70K shares
$4.1M · 8K shares
$4.1M · 15K shares
$4.0M · 146K shares
$3.8M · 67K shares
$3.5M · 16K shares
$3.5M · 76K shares
$3.5M · 93K shares
$3.3M · 69K shares
$3.2M · 5K shares
$3.0M · 52K shares
$2.8M · 71K shares
$2.6M · 57K shares
$2.6M · 19K shares
$2.5M · 19K shares
$2.5M · 20K shares
$2.5M · 27K shares
$2.4M · 11K shares
$2.3M · 23K shares
$2.3M · 57K shares
$2.1M · 18K shares
$2.1M · 15K shares
$2.1M · 32K shares
$2.0M · 21K shares
$2.0M · 102K shares
$2.0M · 17K shares
$1.8M · 8K shares
$1.8M · 4K shares
$1.7M · 9K shares
$1.5M · 21K shares
$1.5M · 37K shares
$1.5M · 24K shares
$1.4M · 35K shares
$1.3M · 9K shares
$1.3M · 13K shares
$1.3M · 63K shares
$1.3M · 18K shares
$1.3M · 14K shares
$1.3M · 16K shares
$1.2M · 29K shares
$1.2M · 26K shares
$1.2M · 2K shares
$1.2M · 8K shares
$1.2M · 39K shares
$1.1M · 27K shares
$1.1M · 11K shares
$1.1M · 2K shares
$1.1M · 21K shares
$1.1M · 6K shares
$1.1M · 9K shares
$1.0M · 2K shares
$1.0M · 6K shares
$1.0M · 17K shares
$961K · 8K shares
$956K · 26K shares
$949K · 3K shares
$895K · 19K shares
$886K · 15K shares
$853K · 22K shares
$764K · 13K shares
$763K · 8K shares
$759K · 9K shares
$744K · 11K shares
$730K · 16K shares
$702K · 21K shares
$701K · 2K shares
$696K · 15K shares
$691K · 12K shares
$667K · 9K shares
$653K · 11K shares
$633K · 4K shares
$623K · 12K shares
$620K · 5K shares
$620K · 3K shares
$620K · 3K shares
$617K · 13K shares
$606K · 7K shares
$605K · 3K shares
$605K · 9K shares
$604K · 10K shares
$594K · 6K shares
$588K · 15K shares
$583K · 5K shares
$582K · 16K shares
$563K · 7K shares
$553K · 7K shares
$551K · 3K shares
$535K · 2K shares
$528K · 10K shares
$523K · 31K shares
$523K · 28K shares
$522K · 25K shares
$522K · 26K shares
$521K · 2K shares
$521K · 27K shares
$510K · 27K shares
$509K · 745 shares
$507K · 12K shares
$501K · 30K shares
$500K · 2K shares
$500K · 9K shares
$489K · 13K shares
$486K · 7K shares
$480K · 727 shares
$473K · 19K shares
$469K · 5K shares
$457K · 9K shares
$456K · 1K shares
$453K · 4K shares
$452K · 7K shares
$452K · 1K shares
$430K · 5K shares
$414K · 2K shares
$412K · 2K shares
$405K · 2K shares
$398K · 4K shares
$388K · 2K shares
$380K · 12K shares
$370K · 4K shares
$364K · 7K shares
$360K · 6K shares
$353K · 1K shares
$334K · 4K shares
$334K · 665 shares
$333K · 1K shares
$331K · 2K shares
$328K · 13K shares
$327K · 6K shares
$308K · 983 shares
$306K · 536 shares
$295K · 2K shares
$294K · 3K shares
$290K · 1K shares
$288K · 8K shares
$285K · 4K shares
$278K · 960 shares
$273K · 2K shares
$273K · 3K shares
$271K · 3K shares
$265K · 6K shares
$258K · 10K shares
$249K · 2K shares
$247K · 6K shares
$245K · 5K shares
$244K · 11K shares
$240K · 6K shares
$238K · 3K shares
$234K · 1K shares
$232K · 2K shares
$230K · 7K shares
$229K · 4K shares
$228K · 3K shares
$225K · 3K shares
$221K · 2K shares
$219K · 1K shares
$212K · 12K shares
$210K · 6K shares
$210K · 3K shares
$208K · 2K shares
$207K · 557 shares
$206K · 6K shares
$202K · 8K shares
$22K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 130 | $156.7M | 86.6% |
| Technology | 8 | $7.9M | 4.4% |
| Unknown | 7 | $4.0M | 2.2% |
| Industrials | 2 | $2.9M | 1.6% |
| Consumer Cyclical | 3 | $2.8M | 1.5% |
| Communication Services | 4 | $2.2M | 1.2% |
| Healthcare | 5 | $1.8M | 1.0% |
| Consumer Defensive | 3 | $1.1M | 0.6% |
| Energy | 2 | $815K | 0.5% |
| Real Estate | 2 | $786K | 0.4% |