Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, VUG, and represent 16.39% of Axis Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XYL, SLDE, VONV, USTB, IJJ, SBND, VONG, IJK, DFIC, IUSB.
Started 12 new stock positions in JNJ, JQUA, KO, IUSB, SLDE, SBND, BSV, DFGP, INEQ, SCYB. DFIC, XYL.
Reduced shares in these 10 stocks: IVE, IJH, SGOV, IVW, IEF, HYG, BSCP, , TIP, AVAV.
Sold out of its positions in AVAV, HD, BSCP, TIP, IEFA, PM, SPYG.
Axis Wealth Partners was a net buyer of stock by $7.6M.
Axis Wealth Partners has $181M in assets under management (AUM), dropping by 5.96%.
Central Index Key (CIK): 0002052531

Tip: Access up to 7 years of quarterly data

Positions held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Axis Wealth Partners

Axis Wealth Partners holds 166 positions in its portfolio as reported in the December 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)	3.6	$6.5M		10k	627.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.5	$6.4M		72k	89.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.5	$6.4M	+2%	138k	46.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.5	$6.3M		70k	90.00	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$4.1M	+3%	8.4k	487.86	View chart
Apple (AAPL)	2.2	$4.1M	-2%	15k	271.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$4.0M		146k	27.43	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.1	$3.8M		67k	56.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$3.5M		16k	219.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$3.5M		76k	46.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$3.5M		93k	38.11	View chart
Victory Portfolios Ii Core Intermediat (UITB)	1.8	$3.3M	+6%	69k	47.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$3.2M		4.7k	681.92	View chart
Spdr Series Trust State Street Spd (SPYV)	1.6	$3.0M	+2%	52k	56.81	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.5	$2.8M	+4%	71k	39.38	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.5	$2.6M		57k	46.71	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$2.6M	+25%	19k	131.59	View chart
Xylem (XYL)	1.4	$2.5M	NEW	19k	136.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$2.5M	-18%	21k	123.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.4	$2.5M	+64%	27k	92.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.4M	-26%	12k	212.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$2.3M	+3%	23k	99.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.3M	+9%	57k	39.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.2	$2.1M	+25%	18k	121.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.1M		15k	143.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$2.1M	-25%	32k	66.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.1	$2.0M	+20%	21k	96.88	View chart
Slide Ins Hldgs (SLDE)	1.1	$2.0M	NEW	102k	19.48	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$2.0M	+3%	17k	113.92	View chart
Amazon (AMZN)	1.0	$1.8M		7.9k	230.83	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.0	$1.8M		3.9k	444.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.7M		9.0k	191.55	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.5M		21k	71.41	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$1.5M		37k	40.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.5M		24k	62.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.8	$1.4M		35k	39.45	View chart
Spdr Series Trust State Street Spd (SDY)	0.7	$1.3M		9.5k	139.17	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.7	$1.3M	-4%	13k	100.06	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.7	$1.3M		63k	20.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.3M		18k	69.67	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.3M		14k	92.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.3M		16k	79.73	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.2M	+5%	29k	42.56	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.7	$1.2M	-2%	26k	47.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M		1.9k	614.26	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.2M		7.8k	148.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.2M	+2%	39k	29.36	View chart
Verizon Communications (VZ)	0.6	$1.1M		27k	40.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.1M	-38%	11k	100.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.1M	-2%	2.3k	473.33	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.6	$1.1M	+300%	21k	50.84	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	+9%	5.7k	186.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M	+3%	8.8k	120.18	View chart
Microsoft Corporation (MSFT)	0.6	$1.0M		2.2k	483.52	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.0M	-4%	6.2k	167.93	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.0M		17k	59.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$961k	+27%	8.5k	113.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.5	$957k	+9%	26k	36.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$950k		3.0k	312.96	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$896k		19k	46.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$886k	+3%	16k	57.24	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$853k	+12%	22k	38.03	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$764k		13k	58.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$764k	-22%	8.0k	96.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$760k	-19%	9.2k	82.82	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.4	$745k	-3%	11k	65.89	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$731k	+2%	16k	46.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$702k	+2%	21k	34.26	View chart
JPMorgan Chase & Co. (JPM)	0.4	$701k		2.2k	322.25	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$697k	+4%	15k	47.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$692k		12k	59.93	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.4	$667k		8.6k	77.64	View chart
Altria (MO)	0.4	$654k		11k	57.66	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$633k	+28%	4.5k	141.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$623k	+7%	12k	53.76	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$621k		4.7k	132.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$621k	+6%	3.3k	190.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$620k		2.9k	210.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$617k		13k	46.80	View chart
Wells Fargo & Company (WFC)	0.3	$607k		6.5k	93.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$606k	-3%	2.9k	211.79	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$605k	+7%	9.1k	66.43	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$604k	+2%	9.9k	61.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$594k	-3%	6.2k	96.27	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.3	$589k	+4%	16k	38.02	View chart
Exxon Mobil Corporation (XOM)	0.3	$583k	-6%	4.8k	120.33	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$583k		16k	36.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$563k		7.5k	75.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$554k	-4%	6.6k	83.76	View chart
Qualcomm (QCOM)	0.3	$552k	+5%	3.2k	171.06	View chart
UnitedHealth (UNH)	0.3	$536k		1.6k	330.19	View chart
Bank of America Corporation (BAC)	0.3	$529k	+9%	9.6k	55.00	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$524k	+76%	31k	16.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$523k	+76%	28k	18.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$523k	+76%	27k	19.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$523k	+76%	25k	20.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$522k	+77%	27k	19.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$521k	-2%	1.7k	302.02	View chart
Columbia Etf Tr I Short Duration (SBND)	0.3	$511k	NEW	27k	18.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$510k		745.00	684.49	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$508k	+100%	12k	42.69	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$501k	+82%	30k	16.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$501k	-29%	9.3k	53.88	View chart
McDonald's Corporation (MCD)	0.3	$500k	+24%	1.6k	305.55	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.3	$490k		13k	38.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$487k		6.6k	74.07	View chart
Meta Platforms Cl A (META)	0.3	$480k	-4%	727.00	660.35	View chart
At&t (T)	0.3	$473k		19k	24.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$469k	-44%	4.9k	96.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$458k	+12%	9.5k	48.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$456k	+5%	1.4k	335.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$454k	-10%	4.1k	110.19	View chart
Tesla Motors (TSLA)	0.3	$453k	-16%	1.0k	449.57	View chart
Wp Carey (WPC)	0.2	$453k	-5%	7.0k	64.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$430k	-40%	5.3k	80.63	View chart
Texas Instruments Incorporated (TXN)	0.2	$414k		2.4k	173.49	View chart
Palantir Technologies Cl A (PLTR)	0.2	$413k	-2%	2.3k	177.74	View chart
Abbvie (ABBV)	0.2	$406k	-2%	1.8k	228.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$399k	-4%	3.9k	102.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$388k		1.8k	214.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$381k		12k	32.62	View chart
Astrazeneca Sponsored Adr	0.2	$371k		4.0k	91.94	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$365k		7.2k	50.50	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$361k	-3%	6.4k	56.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$353k		1.2k	303.82	View chart
Iron Mountain (IRM)	0.2	$334k		4.0k	82.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$334k	-4%	665.00	502.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$333k	+41%	1.3k	250.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$332k		2.2k	148.67	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$329k	+3%	13k	25.17	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$327k	-5%	6.3k	51.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$308k	-10%	983.00	313.77	View chart
Caterpillar (CAT)	0.2	$307k		536.00	572.34	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$296k		2.1k	139.35	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$294k	+2%	2.7k	107.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$291k	-2%	1.2k	246.20	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$289k	NEW	8.4k	34.46	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$286k	-37%	4.3k	67.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$279k	+7%	960.00	290.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$274k	+3%	3.1k	88.50	View chart
Rbc Cad (RY)	0.2	$273k		1.6k	170.49	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$271k		2.8k	97.21	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$266k	NEW	5.7k	46.54	View chart
Pfizer (PFE)	0.1	$258k	+2%	10k	24.90	View chart
Digital Realty Trust (DLR)	0.1	$249k	+3%	1.6k	154.75	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$247k		6.0k	41.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$246k		4.9k	50.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$245k	-4%	11k	23.03	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$241k	+6%	5.8k	41.48	View chart
Coca-Cola Company (KO)	0.1	$239k	NEW	3.4k	69.90	View chart
Morgan Stanley Com New (MS)	0.1	$235k		1.3k	177.60	View chart
Chevron Corporation (CVX)	0.1	$233k		1.5k	152.46	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$230k		7.4k	30.96	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$229k	NEW	4.2k	54.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$228k	NEW	2.9k	78.82	View chart
MetLife (MET)	0.1	$225k		2.9k	78.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$222k	-2%	1.6k	136.97	View chart
Johnson & Johnson (JNJ)	0.1	$219k	NEW	1.1k	206.92	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$213k		12k	17.67	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$210k		6.3k	33.45	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$210k	NEW	3.3k	63.17	View chart
Wal-Mart Stores (WMT)	0.1	$208k	-5%	1.9k	111.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$208k		557.00	373.16	View chart
Columbia Etf Tr I International Eq (INEQ)	0.1	$206k	NEW	5.5k	37.27	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$202k	NEW	7.7k	26.42	View chart
Ceragon Networks Ord (CRNT)	0.0	$23k		11k	2.10	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 Q4 filed Jan. 30, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z