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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, VOO, DGRW, VYMI, SLDE, and represent 15.70% of Axis Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VUG, NVDA, VOOG, SLDE, FBCG, SGOV, IWF, AVDE, FBND, UITB.
Started 23 new stock positions in PVAL, AVAV, AVDE, IWB, BIV, PAVE, UBND, AMD, PYLD, AMAT. VOE, WELL, IEFA, VMBS, BLV, SUB, FMAG, IWP, GLW, AVLV, FBCG, DAL, AFL.
Reduced shares in these 10 stocks: AAPL, SPY, DFAC, BND, VOO, CAT, PLTR, JPM, BRK.B, AMZN.
Sold out of its positions in AVUV, BP, BRK.B, CAT, KO, DFGP, DFIC, MTUM, IUSB, MS. PLTR, PFE, GLD, BND.
Axis Wealth Partners was a net buyer of stock by $10M.
Axis Wealth Partners has $208M in assets under management (AUM), dropping by 10.77%.
Central Index Key (CIK): 0002052531

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Portfolio Holdings for Axis Wealth Partners

Axis Wealth Partners holds 183 positions in its portfolio as reported in the June 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)	3.4	$7.2M	+7%	158k	45.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.3	$6.9M	-5%	10k	686.80	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	3.3	$6.9M		72k	95.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.2	$6.8M	-3%	69k	98.20	View chart
Slide Ins Hldgs (SLDE)	2.4	$5.0M	+26%	258k	19.37	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$4.9M	+514%	57k	86.14	View chart
NVIDIA Corporation (NVDA)	2.2	$4.7M	+284%	23k	200.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$4.6M		145k	31.71	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	2.0	$4.1M	+12%	87k	46.84	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.9	$4.0M		67k	60.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.9	$4.0M	-6%	73k	55.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$3.8M		16k	236.61	View chart
Apple (AAPL)	1.8	$3.8M	-15%	13k	289.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$3.7M	-4%	91k	41.25	View chart
Spdr Series Trust St Str P500val (SPYV)	1.7	$3.4M	+2%	57k	60.79	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	1.5	$3.2M	-5%	71k	45.75	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.4	$3.0M		28k	106.31	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.4	$3.0M	-5%	55k	53.79	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$2.8M		19k	147.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.7M	-17%	3.6k	746.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$2.6M	-4%	19k	137.53	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.2	$2.5M	+47%	25k	100.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$2.4M	-2%	31k	77.11	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$2.4M		19k	127.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.3M		10k	227.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$2.3M	-2%	15k	158.03	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.1	$2.3M	-2%	20k	117.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.2M	-3%	22k	98.98	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.0	$2.1M	-19%	47k	44.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$2.0M	-3%	16k	124.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.0M	+7%	27k	71.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.9M	-6%	8.9k	212.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.9	$1.9M	+485%	23k	82.62	View chart
Amazon (AMZN)	0.8	$1.6M	-17%	6.9k	238.35	View chart
Xylem (XYL)	0.8	$1.6M		14k	118.21	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.8	$1.6M	+39%	39k	40.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$1.5M	-3%	19k	82.34	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$1.5M	-3%	35k	43.28	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.7	$1.5M	-2%	13k	113.68	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$1.5M	+19%	36k	40.59	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$1.4M		35k	41.43	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.7	$1.4M	-3%	9.4k	152.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$1.4M	-4%	19k	76.55	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$1.4M	-5%	14k	98.59	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.7	$1.4M		33k	42.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.4M	-2%	1.9k	736.25	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.7	$1.4M	-4%	60k	23.18	View chart
Columbia Etf Tr I Us Equi Inco Etf (EQIN)	0.6	$1.3M		26k	51.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.3M		8.9k	148.31	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.6	$1.3M	+20%	31k	41.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.3M		7.9k	163.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.3M		16k	79.03	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.6	$1.3M		26k	50.62	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.2M		41k	29.24	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$1.2M	+2%	8.7k	136.68	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.2M	-4%	17k	69.90	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.5	$1.1M		19k	57.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.1M	-2%	5.7k	188.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.1M	+9%	19k	56.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.0M	+281%	8.4k	124.17	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.5	$1.0M	-3%	14k	73.34	View chart
Verizon Communications (VZ)	0.5	$963k	-7%	23k	42.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$945k	-17%	2.6k	357.34	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$902k	NEW	15k	62.11	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$864k	-14%	21k	41.73	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$813k		17k	46.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$809k		4.5k	178.59	View chart
Altria (MO)	0.4	$805k		11k	71.95	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.4	$789k	-2%	22k	36.53	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.4	$762k	-5%	10k	74.37	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$746k		16k	46.05	View chart
Microsoft Corporation (MSFT)	0.4	$746k	-15%	2.0k	372.93	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$736k	+4%	13k	58.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$720k		3.0k	242.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$718k	-7%	3.3k	217.93	View chart
Texas Instruments Incorporated (TXN)	0.3	$715k		2.4k	298.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$711k	+2%	6.4k	110.31	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$709k		11k	67.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$698k	-2%	12k	59.69	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.3	$698k	+5%	9.1k	76.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$697k	-5%	8.5k	82.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$694k		6.7k	103.89	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$689k	-3%	10k	68.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$665k		13k	51.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$662k	+4%	4.7k	141.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$658k	NEW	7.4k	89.20	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.3	$649k	-2%	16k	40.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$634k	+63%	6.6k	96.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$633k		1.7k	365.61	View chart
UnitedHealth (UNH)	0.3	$622k	-3%	1.5k	415.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$611k	-4%	2.5k	243.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$605k		7.1k	85.49	View chart
Qualcomm (QCOM)	0.3	$601k		3.3k	184.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$598k		11k	53.17	View chart
Columbia Etf Tr I Short Duration (SBND)	0.3	$572k	+10%	30k	18.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$539k	+4%	28k	19.61	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$536k	+4%	26k	20.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$536k		6.5k	82.65	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$535k	+4%	29k	18.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$534k	+2%	27k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.3	$534k	+4%	32k	16.64	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$532k		12k	45.34	View chart
Iron Mountain (IRM)	0.2	$511k		4.0k	126.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.2	$511k	+4%	31k	16.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$503k	-5%	672.00	748.61	View chart
Wells Fargo & Company (WFC)	0.2	$503k	-8%	6.1k	82.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$482k	+6%	9.5k	50.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$481k	-42%	1.5k	327.36	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$462k		1.9k	242.43	View chart
Abbvie (ABBV)	0.2	$461k		1.8k	251.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$452k	+88%	5.8k	77.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$449k	-2%	9.3k	48.43	View chart
Exxon Mobil Corporation (XOM)	0.2	$442k	-34%	3.2k	136.73	View chart
Wp Carey (WPC)	0.2	$436k		6.1k	71.50	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.2	$433k	+44%	4.3k	101.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$432k	-3%	4.0k	109.06	View chart
Bank of America Corporation (BAC)	0.2	$424k	-23%	7.4k	56.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$423k	-5%	4.5k	94.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$419k	-11%	1.1k	369.92	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.2	$407k	+20%	8.4k	48.29	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$391k	+14%	3.6k	107.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$390k		12k	33.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$383k	+29%	7.6k	50.58	View chart
McDonald's Corporation (MCD)	0.2	$381k	-15%	1.4k	270.37	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.2	$378k		15k	24.88	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$373k	-32%	782.00	477.41	View chart
At&t (T)	0.2	$368k	-2%	18k	20.70	View chart
Astrazeneca Ord (AZN)	0.2	$367k		1.9k	189.67	View chart
Columbia Etf Tr I Intl Eq Inco Etf (INEQ)	0.2	$367k	+63%	9.5k	38.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$355k	-8%	4.4k	79.96	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$355k	+4%	4.3k	82.84	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$347k	+34%	8.5k	40.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$347k		528.00	656.19	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$333k	+28%	1.1k	306.36	View chart
Rbc Cad (RY)	0.2	$332k		1.6k	206.97	View chart
Tesla Motors (TSLA)	0.2	$332k	-19%	789.00	420.41	View chart
Meta Platforms Cl A (META)	0.2	$330k	-19%	585.00	563.68	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$317k	NEW	6.2k	50.95	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$313k	-4%	5.8k	54.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$303k	NEW	3.9k	76.69	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$302k		2.0k	154.33	View chart
Digital Realty Trust (DLR)	0.1	$301k		1.7k	179.58	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$297k	+3%	3.2k	91.64	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$297k	NEW	3.3k	91.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$289k	-2%	3.0k	96.42	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$282k	+11%	6.6k	43.08	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$280k	NEW	11k	26.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$269k	+308%	3.3k	80.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$266k		887.00	300.32	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$263k	+4%	3.6k	72.28	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$262k	NEW	3.8k	68.93	View chart
Delta Air Lines Com New (DAL)	0.1	$256k	NEW	2.7k	93.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$252k	-31%	1.5k	164.27	View chart
Applied Materials (AMAT)	0.1	$251k	NEW	348.00	722.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$251k	NEW	5.4k	46.81	View chart
Advanced Micro Devices (AMD)	0.1	$250k	NEW	430.00	580.28	View chart
Fidelity Covington Trust Fidelity Magelan (FMAG)	0.1	$246k	NEW	6.7k	36.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$243k		11k	22.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$242k	-30%	2.1k	112.87	View chart
Chevron Corporation (CVX)	0.1	$240k	-13%	1.4k	165.77	View chart
AFLAC Incorporated (AFL)	0.1	$240k	NEW	2.0k	117.25	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.1	$238k	+4%	9.1k	26.18	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$238k	-2%	5.9k	40.29	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$236k	-13%	2.4k	96.37	View chart
Philip Morris International (PM)	0.1	$230k		1.3k	180.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$228k	-40%	646.00	353.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$225k	NEW	3.8k	58.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$224k	NEW	1.1k	197.62	View chart
Wal-Mart Stores (WMT)	0.1	$222k	-2%	2.0k	113.23	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$221k		12k	18.43	View chart
Corning Incorporated (GLW)	0.1	$220k	NEW	860.00	255.53	View chart
Welltower Inc Com reit (WELL)	0.1	$220k	NEW	967.00	227.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$219k	-3%	7.2k	30.49	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	0.1	$217k	NEW	10k	21.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$214k	NEW	2.0k	106.47	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$209k	-32%	3.6k	57.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$206k	NEW	504.00	409.55	View chart
MetLife (MET)	0.1	$206k	-14%	2.4k	84.61	View chart
AeroVironment (AVAV)	0.1	$203k	NEW	1.2k	165.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$202k	NEW	2.1k	96.57	View chart
Johnson & Johnson (JNJ)	0.1	$202k	-28%	795.00	253.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$200k	NEW	1.4k	146.39	View chart
Ceragon Networks Ord (CRNT)	0.0	$28k		11k	2.59	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 Q2 filed July 28, 2026
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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