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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 FBND, VYMI, VOO, DGRW, SCHD, and represent 16.27% of Axis Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SLDE, SGOV, FELC, FENI, FBND, AZN, UITB, VUG, AVEM, BIL.
Started 11 new stock positions in GLD, AZN, SMH, AVUV, VOT, FESM, BIL, PM, AVEM, BP. WTV.
Reduced shares in these 10 stocks: XYL, AstraZeneca, SPY, IWP, IWB, IVE, EFV, EFA, VZ, XMHQ.
Sold out of its positions in AstraZeneca, IWP, IWB.
Axis Wealth Partners was a net buyer of stock by $8.4M.
Axis Wealth Partners has $188M in assets under management (AUM), dropping by 3.89%.
Central Index Key (CIK): 0002052531

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Portfolio Holdings for Axis Wealth Partners

Axis Wealth Partners holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$6.7M	+6%	147k	45.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.6	$6.7M		71k	94.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$6.4M	+2%	11k	597.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.4	$6.3M		72k	87.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$4.5M		146k	30.68	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$4.0M	+9%	9.2k	436.79	View chart
Apple (AAPL)	2.1	$3.9M	+2%	15k	253.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$3.8M	+2%	78k	48.46	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.0	$3.7M		68k	55.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$3.7M	+2%	95k	38.96	View chart
Slide Ins Hldgs (SLDE)	1.9	$3.7M	+100%	204k	18.00	View chart
Victory Portfolios Ii Core Intermediat (UITB)	1.9	$3.6M	+11%	77k	47.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$3.5M		16k	215.06	View chart
Spdr Series Trust State Street Spd (SPYV)	1.7	$3.1M	+5%	55k	56.58	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	1.6	$3.0M	+5%	75k	39.48	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.5	$2.9M	+2%	58k	49.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$2.8M	-7%	4.4k	650.33	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.4	$2.6M	+4%	28k	93.74	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$2.5M		19k	132.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$2.3M		23k	99.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$2.3M		20k	113.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.3M	+2%	58k	38.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.2M		15k	148.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$2.2M	-8%	11k	211.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$2.1M		32k	67.53	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.1	$2.0M	-3%	20k	100.62	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$2.0M	+4%	19k	109.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.8M	-3%	17k	111.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.8M	+5%	9.4k	191.92	View chart
Amazon (AMZN)	0.9	$1.7M	+5%	8.3k	208.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$1.7M	+58%	17k	100.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.6M	+5%	26k	64.08	View chart
Xylem (XYL)	0.9	$1.6M	-27%	14k	119.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$1.6M		3.9k	407.67	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.8	$1.5M		34k	42.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.4M	-9%	19k	74.35	View chart
Spdr Series Trust State Street Spd (SDY)	0.8	$1.4M	+2%	9.7k	145.94	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$1.4M		37k	38.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.4M	+13%	33k	42.22	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.7	$1.4M	+2%	13k	103.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.4M	+5%	19k	71.13	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.7	$1.3M		62k	21.42	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.7	$1.3M	+24%	26k	50.58	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.7	$1.3M		26k	49.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.3M		16k	79.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.3M	+9%	15k	84.52	View chart
Verizon Communications (VZ)	0.7	$1.2M	-8%	25k	50.20	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.2M	+16%	30k	40.54	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.2M	+3%	41k	28.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.1M		1.9k	577.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.1M		7.9k	141.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M		8.9k	124.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.1M	+2%	18k	62.45	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	+7%	6.1k	174.40	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$1.1M	+77%	28k	37.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.0M		8.5k	118.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$975k	+11%	17k	56.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$942k	-2%	2.2k	426.36	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$941k	+102%	26k	36.27	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$928k		19k	48.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$917k	+5%	3.2k	287.60	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$911k	-4%	5.9k	155.10	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.5	$891k	+9%	14k	62.30	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$890k	+7%	24k	36.76	View chart
Microsoft Corporation (MSFT)	0.5	$879k	+10%	2.4k	370.25	View chart
Exxon Mobil Corporation (XOM)	0.4	$840k	+2%	5.0k	169.68	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$809k	+16%	17k	47.08	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.4	$778k	-3%	11k	71.43	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$754k	+3%	16k	46.07	View chart
JPMorgan Chase & Co. (JPM)	0.4	$747k	+16%	2.5k	294.15	View chart
Altria (MO)	0.4	$744k		11k	65.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$744k	+7%	22k	33.77	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$741k	-2%	9.0k	82.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$708k	+2%	12k	59.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$702k	+10%	3.6k	196.18	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$672k	+15%	11k	63.91	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.4	$664k		8.6k	76.83	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$650k		4.5k	144.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$649k	-15%	6.7k	97.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$649k	+3%	12k	54.05	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.3	$649k	+5%	16k	39.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$632k		3.0k	213.64	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$624k	+4%	10k	60.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$611k		6.3k	97.23	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$600k	+21%	11k	53.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$580k	-2%	13k	45.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$571k	-8%	2.6k	217.26	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$561k	-4%	4.5k	125.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$556k	-3%	7.2k	77.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$545k		6.6k	82.76	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$542k		12k	45.89	View chart
Wells Fargo & Company (WFC)	0.3	$531k	+2%	6.7k	79.61	View chart
At&t (T)	0.3	$530k	-3%	18k	28.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$525k		1.7k	302.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$519k		27k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$518k		26k	19.62	View chart
Columbia Etf Tr I Short Duration (SBND)	0.3	$517k	+2%	28k	18.78	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$517k		25k	20.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$516k		28k	18.66	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$516k		31k	16.72	View chart
McDonald's Corporation (MCD)	0.3	$515k		1.7k	310.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$493k		30k	16.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$488k		6.6k	73.64	View chart
Bank of America Corporation (BAC)	0.3	$477k		9.8k	48.75	View chart
Texas Instruments Incorporated (TXN)	0.2	$465k		2.4k	194.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$465k	-4%	712.00	652.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$455k		9.5k	48.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$454k	-2%	4.8k	95.44	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$448k		4.1k	109.00	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$448k	+23%	9.0k	49.99	View chart
Wp Carey (WPC)	0.2	$421k	-11%	6.2k	67.96	View chart
UnitedHealth (UNH)	0.2	$420k	-4%	1.6k	270.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$419k	+5%	1.9k	218.77	View chart
Qualcomm (QCOM)	0.2	$418k		3.2k	128.77	View chart
Meta Platforms Cl A (META)	0.2	$417k		729.00	571.76	View chart
Iron Mountain (IRM)	0.2	$413k		4.0k	102.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$410k	-6%	1.3k	320.80	View chart
Abbvie (ABBV)	0.2	$396k	+2%	1.8k	217.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$393k		1.2k	338.02	View chart
Caterpillar (CAT)	0.2	$393k	+3%	554.00	708.59	View chart
Astrazeneca Ord (AZN)	0.2	$389k	NEW	2.0k	197.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$385k	-9%	4.8k	79.55	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$372k	+15%	15k	24.77	View chart
Tesla Motors (TSLA)	0.2	$365k	-2%	981.00	371.62	View chart
Palantir Technologies Cl A (PLTR)	0.2	$357k	+4%	2.4k	146.27	View chart
Chevron Corporation (CVX)	0.2	$347k	+9%	1.7k	206.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$344k	+7%	718.00	479.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$342k	+7%	1.4k	239.97	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$338k	+15%	3.2k	106.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$336k		12k	29.13	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$328k	-4%	6.1k	54.09	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$324k	NEW	4.0k	80.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$321k	-20%	3.1k	103.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$318k		2.2k	142.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$311k	+10%	1.1k	286.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$304k		8.5k	35.53	View chart
Digital Realty Trust (DLR)	0.2	$301k	+3%	1.7k	180.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$297k	+12%	6.4k	46.19	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$294k	-16%	5.4k	54.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$291k	+19%	5.8k	49.89	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$288k	NEW	3.1k	91.64	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$284k	-4%	4.1k	69.75	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$282k	+23%	5.2k	53.99	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$279k	NEW	2.9k	94.74	View chart
Johnson & Johnson (JNJ)	0.1	$274k	+5%	1.1k	244.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$272k		3.1k	88.71	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$269k		2.8k	95.72	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$266k	NEW	7.0k	38.00	View chart
Coca-Cola Company (KO)	0.1	$263k		3.5k	76.04	View chart
Rbc Cad (RY)	0.1	$259k		1.6k	161.78	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$258k	-8%	2.0k	132.11	View chart
Wal-Mart Stores (WMT)	0.1	$251k	+8%	2.0k	124.30	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$244k		6.1k	40.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$244k		11k	22.91	View chart
BP Sponsored Adr (BP)	0.1	$244k	NEW	5.2k	47.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$241k	+6%	3.1k	78.41	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$236k		5.9k	40.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$235k	-14%	818.00	287.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$231k	NEW	537.00	430.41	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$228k		6.4k	35.94	View chart
Pfizer (PFE)	0.1	$227k	-21%	8.1k	28.08	View chart
Columbia Etf Tr I International Eq (INEQ)	0.1	$227k	+5%	5.8k	39.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$225k		7.4k	30.32	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$225k	+13%	8.7k	26.00	View chart
Morgan Stanley Com New (MS)	0.1	$224k	+2%	1.4k	164.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$222k	-24%	893.00	247.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$218k	NEW	845.00	257.45	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$214k	+4%	3.5k	61.32	View chart
Philip Morris International (PM)	0.1	$209k	NEW	1.3k	165.31	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$206k		12k	17.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$205k	NEW	1.9k	110.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$203k	NEW	528.00	383.58	View chart
MetLife (MET)	0.1	$202k		2.9k	70.72	View chart
Ceragon Networks Ord (CRNT)	0.0	$23k		11k	2.16	View chart

Past Filings by Axis Wealth Partners

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

Axis Wealth Partners 2026 Q1 filed April 24, 2026
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

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