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 | Type |
|---|---|---|---|---|---|
| 101 | XLUSELECT SECTOR SPDR TR | 11,895 | $507.0M | 0.28% | |
| 102 | BSCVINVESCO EXCH TRD SLF IDX FD | 30,029 | $501.0M | 0.28% | |
| 103 | MCDMCDONALDS CORP | 1,637 | $500.0M | 0.28% | |
| 104 | IGIBISHARES TR | 9,289 | $500.0M | 0.28% | |
| 105 | FELCFIDELITY COVINGTON TRUST | 12,831 | $489.0M | 0.27% | |
| 106 | BNDVANGUARD BD INDEX FDS | 6,570 | $486.0M | 0.27% | |
| 107 | METAMETA PLATFORMS INC | 727 | $480.0M | 0.27% | |
| 108 | TAT&T INC | 19,042 | $473.0M | 0.26% | |
| 109 | IEFISHARES TR | 4,877 | $469.0M | 0.26% | |
| 110 | BNDXVANGUARD CHARLOTTE FDS | 9,472 | $457.0M | 0.25% | |
| 111 | VTIVANGUARD INDEX FDS | 1,360 | $456.0M | 0.25% | |
| 112 | LQDISHARES TR | 4,120 | $453.0M | 0.25% | |
| 113 | WPCWP CAREY INC | 7,030 | $452.0M | 0.25% | |
| 114 | TSLATESLA INC | 1,007 | $452.0M | 0.25% | |
| 115 | HYGISHARES TR | 5,335 | $430.0M | 0.24% | |
| 116 | TXNTEXAS INSTRS INC | 2,387 | $414.0M | 0.23% | |
| 117 | PLTRPALANTIR TECHNOLOGIES INC | 2,323 | $412.0M | 0.23% | |
| 118 | ABBVABBVIE INC | 1,776 | $405.0M | 0.22% | |
| 119 | XMHQINVESCO EXCHANGE TRADED FD T | 3,896 | $398.0M | 0.22% | |
| 120 | ITA*ISHARES TR | 1,809 | $388.0M | 0.21% | |
| 121 | SCHGSCHWAB STRATEGIC TR | 11,673 | $380.0M | 0.21% | |
| 122 | AZNASTRAZENECA PLC | 4,032 | $370.0M | 0.20% | |
| 123 | JMUBJ P MORGAN EXCHANGE TRADED F | 7,223 | $364.0M | 0.20% | |
| 124 | FLQMFRANKLIN TEMPLETON ETF TR | 6,408 | $360.0M | 0.20% | |
| 125 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,162 | $353.0M | 0.19% | |
| 126 | IRMIRON MTN INC DEL | 4,031 | $334.0M | 0.18% | |
| 127 | BRK/BBERKSHIRE HATHAWAY INC DEL | 665 | $334.0M | 0.18% | |
| 128 | MTUMISHARES TR | 1,331 | $333.0M | 0.18% | |
| 129 | ITOTISHARES TR | 2,233 | $331.0M | 0.18% | |
| 130 | UCONFIRST TR EXCHNG TRADED FD VI | 13,058 | $328.0M | 0.18% | |
| 131 | DTHWISDOMTREE TR | 6,339 | $327.0M | 0.18% | |
| 132 | GOOGALPHABET INC | 983 | $308.0M | 0.17% | |
| 133 | CATCATERPILLAR INC | 536 | $306.0M | 0.17% | |
| 134 | SUSAISHARES TR | 2,122 | $295.0M | 0.16% | |
| 135 | MUBISHARES TR | 2,745 | $294.0M | 0.16% | |
| 136 | IWMISHARES TR | 1,180 | $290.0M | 0.16% | |
| 137 | DFICDIMENSIONAL ETF TRUST | 8,384 | $288.0M | 0.16% | |
| 138 | IEMGISHARES INC | 4,251 | $285.0M | 0.16% | |
| 139 | VOVANGUARD INDEX FDS | 960 | $278.0M | 0.15% | |
| 140 | RYROYAL BK CDA | 1,603 | $273.0M | 0.15% | |
| 141 | VNQVANGUARD INDEX FDS | 3,095 | $273.0M | 0.15% | |
| 142 | JNKSPDR SERIES TRUST | 2,790 | $271.0M | 0.15% | |
| 143 | IUSBISHARES TR | 5,713 | $265.0M | 0.15% | |
| 144 | PFEPFIZER INC | 10,366 | $258.0M | 0.14% | |
| 145 | FQIDIGITAL RLTY TR INC | 1,610 | $249.0M | 0.14% | |
| 146 | SRLNSSGA ACTIVE ETF TR | 5,992 | $247.0M | 0.14% | |
| 147 | VTEBVANGUARD MUN BD FDS | 4,887 | $245.0M | 0.14% | |
| 148 | AQLTISHARES TR | 10,630 | $244.0M | 0.13% | |
| 149 | IQDGWISDOMTREE TR | 5,807 | $240.0M | 0.13% | |
| 150 | KOCOCA COLA CO | 3,413 | $238.0M | 0.13% | |
| 151 | DWDMORGAN STANLEY | 1,323 | $234.0M | 0.13% | |
| 152 | CVXCHEVRON CORP NEW | 1,525 | $232.0M | 0.13% | |
| 153 | PFFISHARES TR | 7,434 | $230.0M | 0.13% | |
| 154 | DFGPDIMENSIONAL ETF TRUST | 4,237 | $229.0M | 0.13% | |
| 155 | BSVVANGUARD BD INDEX FDS | 2,898 | $228.0M | 0.13% | |
| 156 | METMETLIFE INC | 2,856 | $225.0M | 0.12% | |
| 157 | IWPISHARES TR | 1,618 | $221.0M | 0.12% | |
| 158 | JNJJOHNSON & JOHNSON | 1,059 | $219.0M | 0.12% | |
| 159 | QYLDGLOBAL X FDS | 12,041 | $212.0M | 0.12% | |
| 160 | DESWISDOMTREE TR | 6,290 | $210.0M | 0.12% | |
| 161 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,329 | $210.0M | 0.12% | |
| 162 | WMTWALMART INC | 1,871 | $208.0M | 0.11% | |
| 163 | IWBISHARES TR | 557 | $207.0M | 0.11% | |
| 164 | INEQCOLUMBIA ETF TR I | 5,530 | $206.0M | 0.11% | |
| 165 | SCYBSCHWAB STRATEGIC TR | 7,662 | $202.0M | 0.11% | |
| 166 | CRNTCERAGON NETWORKS LTD | 10,744 | $22.0M | 0.01% |
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