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Axis Wealth Partners

Latest statistics and disclosures from Axis Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, DGRW, FBND, VYMI, SCHD, and represent 16.93% of Axis Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VFLO, EQIN, AAPL, VONV, FBND, IJJ, IJK, VONG, VOO, VYMI.
Started 15 new stock positions in EQIN, BSCS, BSCR, IWB, VFLO, BSCP, SPYG, BSCQ, BSCT, BSCV. HD, GOOG, BSCU, WMT, MS.
Reduced shares in these 10 stocks: IWR, SGOV, IVE, IJH, IVW, IJR, KO, IEF, IEMG, SHY.
Sold out of its position in KO.
Axis Wealth Partners was a net buyer of stock by $9.8M.
Axis Wealth Partners has $171M in assets under management (AUM), dropping by 12.24%.
Central Index Key (CIK): 0002052531

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Portfolio Holdings for Axis Wealth Partners

Axis Wealth Partners holds 161 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.7	$6.4M	+5%	10k	612.36	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.7	$6.3M	+4%	71k	88.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$6.2M	+10%	135k	46.24	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.5	$6.0M	+5%	71k	84.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$4.0M		148k	27.30	View chart
Apple (AAPL)	2.3	$3.9M	+40%	15k	254.63	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$3.9M	+4%	8.1k	479.64	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.2	$3.8M		68k	55.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$3.5M	+4%	16k	215.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$3.4M	+5%	92k	36.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$3.3M	+8%	75k	44.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$3.2M	-18%	16k	206.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$3.2M		4.8k	666.16	View chart
Victory Portfolios Ii Core Intermediat (UITB)	1.8	$3.1M	+6%	65k	47.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$3.0M	-16%	25k	120.72	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.6	$2.8M	+6%	51k	55.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$2.8M	-18%	43k	65.26	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.5	$2.6M	+7%	56k	45.99	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.5	$2.5M	NEW	68k	37.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$2.2M	+5%	22k	100.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.1M		15k	140.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.0M	+10%	52k	38.57	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.2	$2.0M	+32%	15k	129.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$1.9M	+2%	17k	113.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$1.8M	-31%	18k	100.70	View chart
Amazon (AMZN)	1.0	$1.7M	+2%	7.8k	219.56	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.0	$1.7M		4.0k	435.46	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$1.7M	+24%	14k	120.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.7M	+6%	8.8k	189.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.0	$1.7M	+26%	17k	95.89	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.9	$1.5M	+9%	37k	40.35	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.9	$1.5M	+110%	16k	89.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.4M		21k	67.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.4M	+7%	24k	59.92	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.8	$1.4M		14k	99.60	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.8	$1.3M		9.6k	140.06	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.8	$1.3M	-4%	63k	21.07	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$1.3M	+9%	14k	93.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.3M	+5%	16k	79.93	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$1.3M		34k	36.55	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.2M	+4%	18k	68.46	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.7	$1.2M	NEW	26k	46.69	View chart
Verizon Communications (VZ)	0.7	$1.2M		27k	43.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.2M	+18%	27k	42.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M		1.9k	600.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$1.1M	+5%	7.8k	145.60	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.7	$1.1M	+4%	38k	29.73	View chart
Microsoft Corporation (MSFT)	0.6	$1.1M	+6%	2.1k	517.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.1M		2.3k	468.35	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.1M	-8%	6.5k	164.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M	-19%	8.4k	118.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$971k	+20%	17k	58.21	View chart
NVIDIA Corporation (NVDA)	0.6	$967k	+21%	5.2k	186.56	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$955k	-14%	10k	93.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$944k	-15%	11k	82.96	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.5	$886k		19k	46.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$857k	+14%	15k	57.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$843k	-18%	8.7k	96.46	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.5	$821k	+8%	24k	34.75	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.5	$783k	-10%	12k	66.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$755k	+23%	20k	37.77	View chart
Altria (MO)	0.4	$749k		11k	66.06	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$736k		13k	57.25	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$734k	+40%	6.6k	110.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$732k	+3%	3.0k	243.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$726k	-17%	8.9k	81.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$713k	-9%	13k	54.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$712k	+13%	15k	46.41	View chart
JPMorgan Chase & Co. (JPM)	0.4	$697k	+4%	2.2k	315.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$685k	+7%	11k	60.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$670k	+2%	20k	33.42	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$670k	+4%	14k	47.55	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.4	$664k	+11%	8.5k	78.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$620k	-77%	6.4k	96.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$616k		4.7k	130.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$616k	-2%	3.0k	208.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$606k	+3%	13k	45.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$598k		2.9k	203.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$587k		11k	54.18	View chart
Exxon Mobil Corporation (XOM)	0.3	$586k	+2%	5.2k	112.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$585k		7.0k	84.11	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$579k	+2%	9.6k	60.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$567k		3.0k	186.51	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$564k	+22%	16k	35.28	View chart
UnitedHealth (UNH)	0.3	$563k		1.6k	345.30	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.3	$561k	+30%	15k	37.88	View chart
Meta Platforms Cl A (META)	0.3	$560k	+9%	762.00	734.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$558k	-4%	7.6k	73.46	View chart
Wells Fargo & Company (WFC)	0.3	$556k		6.6k	83.81	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$550k	+13%	8.5k	65.00	View chart
At&t (T)	0.3	$544k		19k	28.24	View chart
Tesla Motors (TSLA)	0.3	$539k	+5%	1.2k	444.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$529k		1.8k	297.56	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$519k		5.9k	87.21	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$516k		4.6k	111.48	View chart
Qualcomm (QCOM)	0.3	$507k		3.1k	166.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$505k		754.00	669.17	View chart
Wp Carey (WPC)	0.3	$500k	-3%	7.4k	67.57	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$494k	+31%	3.5k	141.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$491k	+10%	6.6k	74.37	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.3	$481k	+30%	13k	37.27	View chart
Bank of America Corporation (BAC)	0.3	$453k	-5%	8.8k	51.59	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$451k	-28%	6.8k	65.92	View chart
Texas Instruments Incorporated (TXN)	0.3	$443k		2.4k	183.75	View chart
Palantir Technologies Cl A (PLTR)	0.3	$434k	+3%	2.4k	182.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$428k	+13%	4.1k	104.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$424k		1.3k	328.27	View chart
Abbvie (ABBV)	0.2	$420k	+7%	1.8k	231.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$415k		8.4k	49.46	View chart
Iron Mountain (IRM)	0.2	$412k		4.0k	101.93	View chart
McDonald's Corporation (MCD)	0.2	$400k		1.3k	303.94	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$379k		1.8k	209.22	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$377k	+10%	6.7k	56.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$372k	-3%	12k	31.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$362k	+4%	7.2k	50.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$350k	+8%	696.00	502.43	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$330k	-2%	6.7k	49.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$322k		2.2k	145.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$319k	+5%	1.1k	279.37	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$316k	+4%	13k	25.19	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$307k		4.0k	76.73	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$297k	NEW	18k	16.90	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$296k	NEW	16k	18.81	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$296k	NEW	14k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$295k	NEW	15k	19.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$294k	NEW	15k	19.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$292k	+5%	1.2k	241.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$289k	NEW	14k	20.69	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$287k	-2%	2.1k	135.66	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$285k		2.7k	106.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$275k	NEW	17k	16.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$273k		3.0k	91.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$270k	+2%	3.1k	87.30	View chart
Digital Realty Trust (DLR)	0.2	$270k		1.6k	172.93	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.2	$269k		2.7k	97.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$267k	NEW	1.1k	243.48	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$267k	+6%	5.2k	50.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$265k	-28%	2.4k	111.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$261k		889.00	293.80	View chart
Caterpillar (CAT)	0.2	$260k	+2%	545.00	476.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$258k	+5%	11k	23.12	View chart
Pfizer (PFE)	0.2	$258k	-12%	10k	25.48	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$250k		6.0k	41.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$242k		4.8k	50.07	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$241k	-4%	940.00	256.53	View chart
Chevron Corporation (CVX)	0.1	$239k	+4%	1.5k	155.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$236k		7.5k	31.62	View chart
Rbc Cad (RY)	0.1	$236k		1.6k	147.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$235k		1.7k	142.41	View chart
MetLife (MET)	0.1	$232k		2.8k	82.36	View chart
AeroVironment (AVAV)	0.1	$228k		723.00	314.89	View chart
Home Depot (HD)	0.1	$219k	NEW	540.00	404.83	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$218k		5.5k	39.88	View chart
Morgan Stanley Com New (MS)	0.1	$215k	NEW	1.3k	159.02	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$212k		6.3k	33.68	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$205k		12k	17.01	View chart
Wal-Mart Stores (WMT)	0.1	$205k	NEW	2.0k	103.05	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$204k	NEW	1.9k	104.52	View chart
Philip Morris International (PM)	0.1	$201k	+3%	1.2k	162.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$200k	NEW	547.00	365.66	View chart
Ceragon Networks Ord (CRNT)	0.0	$25k		11k	2.33	View chart

Past Filings by Axis Wealth Partners

SEC 13F filings are viewable for Axis Wealth Partners going back to 2024

Axis Wealth Partners 2025 Q3 filed Oct. 24, 2025
Axis Wealth Partners 2025 Q2 filed July 15, 2025
Axis Wealth Partners 2025 Q1 filed April 28, 2025
Axis Wealth Partners 2024 Q4 filed Feb. 7, 2025

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