Axis Wealth Partners, LLC Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$181.0B

Holdings

166

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (166 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	10,353	$6.5B	3.59%
2	DGRWWISDOMTREE TR	71,842	$6.4B	3.55%
3	FBNDFIDELITY MERRIMACK STR TR	138,260	$6.4B	3.52%
4	VYMIVANGUARD WHITEHALL FDS	69,940	$6.3B	3.48%
5	VUGVANGUARD INDEX FDS	8,383	$4.1B	2.26%
6	AAPLAPPLE INC	14,972	$4.1B	2.25%
7	SCHDSCHWAB STRATEGIC TR	145,872	$4.0B	2.21%
8	FDVVFIDELITY COVINGTON TRUST	67,075	$3.8B	2.10%
9	VIGVANGUARD SPECIALIZED FUNDS	16,100	$3.5B	1.95%
10	DFUVDIMENSIONAL ETF TRUST	75,855	$3.5B	1.95%
11	DFAIDIMENSIONAL ETF TRUST	92,556	$3.5B	1.95%
12	UITBVICTORY PORTFOLIOS II	69,150	$3.3B	1.81%
13	SPYSPDR S&P 500 ETF TR	4,735	$3.2B	1.78%
14	SPYVSPDR SERIES TRUST	51,996	$3.0B	1.63%
15	VFLOVICTORY PORTFOLIOS II	70,826	$2.8B	1.54%
16	DEMWISDOMTREE TR	56,641	$2.6B	1.46%
17	IJJISHARES TR	19,414	$2.6B	1.41%
18	XYLXYLEM INC	18,706	$2.5B	1.41%
19	IVWISHARES TR	20,487	$2.5B	1.39%
20	VONVVANGUARD SCOTTSDALE FDS	26,717	$2.5B	1.36%
21	IVEISHARES TR	11,462	$2.4B	1.34%
22	AGGISHARES TR	22,870	$2.3B	1.26%
23	DFACDIMENSIONAL ETF TRUST	56,969	$2.3B	1.25%
24	VONGVANGUARD SCOTTSDALE FDS	17,630	$2.1B	1.19%
25	VYMVANGUARD WHITEHALL FDS	14,864	$2.1B	1.18%
26	IJHISHARES TR	31,995	$2.1B	1.17%
27	IJKISHARES TR	20,926	$2.0B	1.12%
28	SLDESLIDE INS HLDGS INC	101,751	$2.0B	1.09%
29	EFGISHARES TR	17,156	$2.0B	1.08%
30	AMZNAMAZON COM INC	7,899	$1.8B	1.01%
31	VOOGVANGUARD ADMIRAL FDS INC	3,936	$1.8B	0.97%
32	RSPINVESCO EXCHANGE TRADED FD T	8,984	$1.7B	0.95%
33	EFVISHARES TR	21,404	$1.5B	0.84%
34	RECSCOLUMBIA ETF TR I	37,158	$1.5B	0.84%
35	VEAVANGUARD TAX-MANAGED FDS	24,191	$1.5B	0.83%
36	IDV*ISHARES TR	34,516	$1.4B	0.75%
37	SDYSPDR SERIES TRUST	9,464	$1.3B	0.73%
38	DHSWISDOMTREE TR	12,980	$1.3B	0.72%
39	PEYINVESCO EXCHANGE TRADED FD T	62,823	$1.3B	0.71%
40	DFASDIMENSIONAL ETF TRUST	18,326	$1.3B	0.70%
41	JGROJ P MORGAN EXCHANGE TRADED F	13,748	$1.3B	0.70%
42	VCSHVANGUARD SCOTTSDALE FDS	15,980	$1.3B	0.70%
43	DFCFDIMENSIONAL ETF TRUST	28,874	$1.2B	0.68%
44	EQINCOLUMBIA ETF TR I	25,602	$1.2B	0.67%
45	NDQINVESCO QQQ TR	1,949	$1.2B	0.66%
46	ESGUISHARES TR	7,831	$1.2B	0.64%
47	ANGLVANECK ETF TRUST	39,320	$1.2B	0.64%
48	BACVERIZON COMMUNICATIONS INC	26,901	$1.1B	0.60%
49	SGOVISHARES TR	10,686	$1.1B	0.59%
50	IWFISHARES TR	2,255	$1.1B	0.59%
51	USTBVICTORY PORTFOLIOS II	20,943	$1.1B	0.59%
52	NVDANVIDIA CORPORATION	5,655	$1.1B	0.58%
53	IJRISHARES TR	8,771	$1.1B	0.58%
54	MSFTMICROSOFT CORP	2,157	$1.0B	0.58%
55	IUSGISHARES TR	6,181	$1.0B	0.57%
56	DFATDIMENSIONAL ETF TRUST	17,004	$1.0B	0.56%
57	IJSISHARES TR	8,454	$961.0M	0.53%
58	LVHILEGG MASON ETF INVT	25,978	$956.0M	0.53%
59	GOOGLALPHABET INC	3,034	$949.0M	0.52%
60	SPSMSPDR SERIES TRUST	19,117	$895.0M	0.49%
61	JEPIJ P MORGAN EXCHANGE TRADED F	15,486	$886.0M	0.49%
62	DUHPDIMENSIONAL ETF TRUST	22,439	$853.0M	0.47%
63	AVSCAMERICAN CENTY ETF TR	13,012	$764.0M	0.42%
64	EFAISHARES TR	7,953	$763.0M	0.42%
65	SHYISHARES TR	9,175	$759.0M	0.42%
66	CDCVICTORY PORTFOLIOS II	11,302	$744.0M	0.41%
67	JPIEJ P MORGAN EXCHANGE TRADED F	15,790	$730.0M	0.40%
68	BUFRFIRST TR EXCHNG TRADED FD VI	20,502	$702.0M	0.39%
69	JPMJPMORGAN CHASE & CO.	2,176	$701.0M	0.39%
70	JCPBJ P MORGAN EXCHANGE TRADED F	14,717	$696.0M	0.38%
71	VGITVANGUARD SCOTTSDALE FDS	11,545	$691.0M	0.38%
72	VTCVANGUARD SCOTTSDALE FDS	8,594	$667.0M	0.37%
73	MOALTRIA GROUP INC	11,338	$653.0M	0.36%
74	IJTISHARES TR	4,487	$633.0M	0.35%
75	VWOVANGUARD INTL EQUITY INDEX F	11,592	$623.0M	0.34%
76	GSLCGOLDMAN SACHS ETF TR	4,691	$620.0M	0.34%
77	VTVVANGUARD INDEX FDS	3,250	$620.0M	0.34%
78	IWDISHARES TR	2,949	$620.0M	0.34%
79	DFAUDIMENSIONAL ETF TRUST	13,188	$617.0M	0.34%
80	WFCWELLS FARGO CO NEW	6,513	$606.0M	0.33%
81	VBRVANGUARD INDEX FDS	2,861	$605.0M	0.33%
82	HELOJ P MORGAN EXCHANGE TRADED F	9,114	$605.0M	0.33%
83	OMFLINVESCO EXCH TRD SLF IDX FD	9,885	$604.0M	0.33%
84	IWRISHARES TR	6,174	$594.0M	0.33%
85	WTMFWISDOMTREE TR	15,486	$588.0M	0.32%
86	XOMEXXON MOBIL CORP	4,845	$583.0M	0.32%
87	FENIFIDELITY COVINGTON TRUST	15,926	$582.0M	0.32%
88	VXUSVANGUARD STAR FDS	7,468	$563.0M	0.31%
89	VCITVANGUARD SCOTTSDALE FDS	6,610	$553.0M	0.31%
90	QCOMQUALCOMM INC	3,225	$551.0M	0.30%
91	UNHUNITEDHEALTH GROUP INC	1,622	$535.0M	0.30%
92	BACBANK AMERICA CORP	9,615	$528.0M	0.29%
93	BSCUINVESCO EXCH TRD SLF IDX FD	30,948	$523.0M	0.29%
94	BSCTINVESCO EXCH TRD SLF IDX FD	27,771	$523.0M	0.29%
95	BSCSINVESCO EXCH TRD SLF IDX FD	25,376	$522.0M	0.29%
96	BSCRINVESCO EXCH TRD SLF IDX FD	26,484	$522.0M	0.29%
97	VBKVANGUARD INDEX FDS	1,726	$521.0M	0.29%
98	BSCQINVESCO EXCH TRD SLF IDX FD	26,666	$521.0M	0.29%
99	SBNDCOLUMBIA ETF TR I	26,982	$510.0M	0.28%
100	IVVISHARES TR	745	$509.0M	0.28%

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