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Axxcess Wealth Management

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

Top 5 stock holdings are VV, AGG, Apple Inc option, MSFT, NVDA, and represent 15.77% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Apple Inc option (+$159M), VOO (+$45M), IYW (+$41M), JPST (+$39M), IVV (+$28M), RWL (+$27M), RSP (+$24M), NFLX (+$22M), GSY (+$20M), QQQM (+$19M).
Started 187 new stock positions in AFIF, SCZ, WDAY, CTA, Richtech Robotics, BALL, EXPE, VRTX, EEMV, XYL.
Reduced shares in these 10 stocks: AAPL (-$135M), , TFLO (-$17M), BUFB (-$16M), BIL (-$15M), Proshares Tr Ultrapro Short S (-$7.8M), , IAU (-$6.0M), , GQGU.
Sold out of its positions in ATGE, ACM, ALLO, AAPL, ABR, ARGX, BKR, BITB, BE, XHLF.
Axxcess Wealth Management was a net buyer of stock by $1.0B.
Axxcess Wealth Management has $5.8B in assets under management (AUM), dropping by 22.22%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 1042 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Axxcess Wealth Management has 1042 total positions. Only the first 250 positions are shown.

Sign up to view all of the Axxcess Wealth Management Dec. 31, 2025 positions
Download the Axxcess Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	5.8	$333M		1.1M	314.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$191M	+3%	1.9M	99.88	View chart
Apple Put Put Option (Principal)	2.7	$159M	NEW	604k	262.29	View chart
Microsoft Corporation (MSFT)	2.0	$116M	+14%	243k	480.07	View chart
NVIDIA Corporation (NVDA)	1.9	$112M	+7%	600k	185.88	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$108M		1.3M	82.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$97M	+65%	1.9M	50.59	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.6	$91M		2.1M	44.41	View chart
Amazon (AMZN)	1.4	$80M	+16%	347k	229.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$76M	+3%	263k	290.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$72M	+162%	115k	627.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$69M	+13%	1.0M	66.00	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$69M	-17%	750k	91.38	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.2	$68M	+41%	1.4M	50.25	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$65M	-4%	651k	100.38	View chart
Broadcom (AVGO)	1.1	$64M		184k	346.10	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$63M	-8%	777k	81.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$62M	+3%	205k	301.45	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	1.1	$62M	+41%	898k	68.45	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	1.0	$60M	+6%	773k	77.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$58M		968k	60.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$57M	+20%	471k	120.18	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.9	$53M		338k	156.63	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$52M	+6%	730k	71.45	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.9	$50M	-25%	999k	50.46	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.9	$50M	+4%	1.2M	43.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$49M	+3%	1.0M	47.79	View chart
JPMorgan Chase & Co. (JPM)	0.8	$47M	+9%	145k	322.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$45M	+160%	66k	684.94	View chart
Meta Platforms Cl A (META)	0.7	$42M	+9%	64k	660.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$42M	+5%	772k	53.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$41M	NEW	206k	199.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$41M	+10%	159k	257.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.7	$38M	+235%	335k	114.50	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$38M	+11%	1.0M	37.40	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$36M	+2%	274k	132.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$35M	+19%	120k	295.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$35M	+121%	139k	252.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$34M	+17%	60k	573.60	View chart
Tesla Motors (TSLA)	0.6	$33M	+18%	77k	436.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$32M	+23%	53k	614.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$32M		689k	46.81	View chart
Wal-Mart Stores (WMT)	0.5	$31M	+5%	277k	111.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$31M	+9%	704k	43.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$30M	+60%	478k	62.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$30M	+79%	88k	335.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$27M	+722%	141k	191.56	View chart
Netflix (NFLX)	0.4	$24M	+902%	257k	93.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$24M	+417%	164k	143.97	View chart
Eli Lilly & Co. (LLY)	0.4	$24M	+6%	22k	1052.47	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.4	$23M	-4%	198k	115.76	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$23M	+3%	211k	107.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$22M	+6%	769k	28.24	View chart
Visa Com Cl A (V)	0.4	$22M	+15%	62k	350.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$21M	+2%	287k	74.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$21M	+86%	235k	89.46	View chart
Palantir Technologies Cl A (PLTR)	0.4	$21M	+16%	118k	177.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$20M	+9%	40k	502.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$20M	+10%	167k	119.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$20M	+1277%	204k	96.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$20M	+20%	440k	44.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$19M	+17%	47k	396.31	View chart
Home Depot (HD)	0.3	$19M	+15%	54k	344.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$18M		662k	27.43	View chart
Exxon Mobil Corporation (XOM)	0.3	$18M	+2%	151k	120.34	View chart
Johnson & Johnson (JNJ)	0.3	$18M		87k	206.95	View chart
Abbott Laboratories (ABT)	0.3	$18M		141k	125.29	View chart
Abbvie (ABBV)	0.3	$17M		75k	228.49	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$17M	-3%	282k	58.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$17M	+13%	323k	50.94	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$16M	+72%	389k	41.92	View chart
Spdr Series Trust State Street Spd (HYMB)	0.3	$16M	+8%	631k	24.94	View chart
Thermo Fisher Scientific (TMO)	0.3	$16M		27k	579.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$15M	+384%	20k	753.77	View chart
Costco Wholesale Corporation (COST)	0.3	$15M	+14%	17k	862.32	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$14M	NEW	199k	72.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$14M	+89%	195k	74.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$14M	+508%	35k	412.77	View chart
Oracle Corp Call Call Option (Principal)	0.2	$14M	NEW	73k	191.00	View chart
Morgan Stanley Com New (MS)	0.2	$14M	+26%	79k	177.53	View chart
International Business Machines (IBM)	0.2	$14M	+11%	47k	296.21	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$14M		275k	50.32	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$14M	NEW	256k	52.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$13M	+27%	120k	111.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$13M	+48%	28k	473.29	View chart
Goldman Sachs (GS)	0.2	$13M	+5%	15k	879.01	View chart
City Holding Company (CHCO)	0.2	$13M		108k	119.20	View chart
Caterpillar (CAT)	0.2	$13M	+2%	22k	572.87	View chart
Bank of America Corporation (BAC)	0.2	$13M	+3%	233k	55.00	View chart
Cisco Systems (CSCO)	0.2	$13M	+22%	166k	77.03	View chart
Procter & Gamble Company (PG)	0.2	$13M	-4%	88k	143.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$13M	+100%	158k	79.73	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$12M	+39%	185k	67.22	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$12M	+23%	239k	51.10	View chart
Coca-Cola Company (KO)	0.2	$12M	+29%	174k	69.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$12M	NEW	124k	96.27	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.2	$12M	NEW	1.3M	9.41	View chart
Terawulf (WULF)	0.2	$12M		1.0M	11.49	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$11M	+18%	95k	119.35	View chart
Vanguard World Health Car Etf (VHT)	0.2	$11M	+729%	40k	287.85	View chart
Raytheon Technologies Corp (RTX)	0.2	$11M	+12%	62k	183.40	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$11M	NEW	196k	57.46	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$11M	+91%	105k	106.70	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$11M	-2%	119k	93.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$11M	+56%	223k	49.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$11M	+12%	58k	190.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$11M	+886%	77k	143.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$11M	+84%	277k	39.59	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$11M	+26%	201k	54.07	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$11M	+67%	465k	23.23	View chart
Chevron Corporation (CVX)	0.2	$11M	+8%	70k	152.41	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$11M	+142%	225k	47.42	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$10M	+742%	206k	49.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$10M	+373%	206k	49.90	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$10M	+14%	284k	36.03	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$10M	-6%	180k	56.81	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$10M	+1421%	266k	38.32	View chart
Verizon Communications (VZ)	0.2	$9.9M	+37%	243k	40.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$9.7M	-5%	210k	46.04	View chart
Pepsi (PEP)	0.2	$9.7M	-3%	67k	143.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$9.6M	-6%	111k	87.16	View chart
Mastercard Incorporated Cl A (MA)	0.2	$9.5M	+22%	17k	570.89	View chart
Allspring Exchange Traded Fu Core Plus Etf (APLU)	0.2	$9.5M	NEW	379k	24.97	View chart
Advanced Micro Devices (AMD)	0.2	$9.4M	+44%	44k	214.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$9.4M	+426%	134k	69.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$9.3M	+8%	60k	154.14	View chart
Nextera Energy (NEE)	0.2	$9.3M	+8%	116k	80.28	View chart
Automatic Data Processing (ADP)	0.2	$9.2M	+8%	36k	257.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$9.2M	+1179%	241k	38.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$9.1M	+3995%	166k	54.71	View chart
Cummins (CMI)	0.2	$8.9M		18k	510.46	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$8.9M	+5%	154k	57.92	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$8.9M	NEW	352k	25.17	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$8.7M	+46%	32k	276.94	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$8.7M	+46%	42k	205.60	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$8.7M	+46%	172k	50.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.7M	+310%	58k	148.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.6M		35k	246.16	View chart
Amphenol Corp Cl A (APH)	0.1	$8.5M	+12%	63k	135.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$8.5M	-6%	149k	57.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$8.5M	+726%	61k	138.46	View chart
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)	0.1	$8.4M	+99%	208k	40.18	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$8.2M	+48%	186k	44.32	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$8.2M	+9%	27k	298.90	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$8.1M	-30%	290k	28.06	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$8.1M	+3%	389k	20.83	View chart
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)	0.1	$8.0M	NEW	158k	50.67	View chart
Linde SHS (LIN)	0.1	$8.0M	+16%	19k	426.38	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$7.9M	+96%	170k	46.29	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$7.8M	NEW	55k	142.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$7.8M	+20%	16k	487.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$7.7M	+19%	29k	268.30	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$7.7M	+6%	453k	17.01	View chart
Arch Cap Group Ord (ACGL)	0.1	$7.7M	+8%	80k	95.92	View chart
Applied Materials (AMAT)	0.1	$7.7M	-4%	30k	256.99	View chart
Walt Disney Company (DIS)	0.1	$7.7M		67k	113.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$7.5M	+14%	142k	52.88	View chart
Qualcomm (QCOM)	0.1	$7.4M	+33%	43k	171.05	View chart
McDonald's Corporation (MCD)	0.1	$7.4M	+3%	24k	305.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$7.3M	+610%	62k	117.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$7.2M	+102%	95k	75.77	View chart
Broadridge Financial Solutions (BR)	0.1	$7.2M	+17%	32k	223.17	View chart
Wells Fargo & Company (WFC)	0.1	$7.2M	+6%	77k	93.20	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.1M	+1980%	77k	93.08	View chart
Evercore Class A (EVR)	0.1	$7.0M	+2%	21k	340.24	View chart
Roper Industries (ROP)	0.1	$7.0M	+14%	16k	445.14	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$7.0M	+169%	263k	26.47	View chart
Merck & Co (MRK)	0.1	$6.9M		66k	103.79	View chart
Citigroup Com New (C)	0.1	$6.9M	+2%	59k	116.69	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$6.9M	+5%	540k	12.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$6.5M	+29%	94k	69.47	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$6.5M	-19%	81k	80.22	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.5M	+625%	80k	80.63	View chart
Honeywell International (HON)	0.1	$6.4M	+14%	33k	195.09	View chart
Emerson Electric (EMR)	0.1	$6.4M	+11%	48k	132.72	View chart
Eaton Corp SHS (ETN)	0.1	$6.4M	+92%	20k	318.52	View chart
UnitedHealth (UNH)	0.1	$6.2M	+3%	19k	330.13	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$6.2M	+19%	81k	76.92	View chart
Ge Aerospace Com New (GE)	0.1	$6.2M	+11%	20k	308.03	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$6.2M	+351%	113k	54.77	View chart
Intuit (INTU)	0.1	$6.0M	+26%	9.1k	662.42	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.9M	-3%	68k	86.20	View chart
Union Pacific Corporation (UNP)	0.1	$5.9M	+10%	25k	231.31	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$5.8M	NEW	174k	33.51	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.8M	+277%	56k	103.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.8M	+161%	77k	75.44	View chart
AmerisourceBergen (COR)	0.1	$5.6M	+69%	17k	337.75	View chart
Applovin Corp Com Cl A (APP)	0.1	$5.6M	-27%	8.4k	673.82	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.6M	+80%	73k	77.02	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.6M	+140%	33k	171.18	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$5.6M	+19%	87k	64.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$5.6M	+15%	116k	47.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$5.5M	+34%	54k	101.98	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$5.5M	NEW	120k	46.08	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.1	$5.3M	NEW	182k	29.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$5.3M	+51%	89k	59.54	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.3M	+133%	7.00	754800.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$5.3M	+94%	64k	82.32	View chart
Philip Morris International (PM)	0.1	$5.3M	+3%	33k	160.40	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$5.3M	+85%	112k	47.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$5.3M	NEW	43k	120.96	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.2M	+16%	9.3k	566.34	View chart
Pfizer (PFE)	0.1	$5.2M	+3%	210k	24.90	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$5.2M	+62%	137k	38.03	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$5.2M	-4%	271k	19.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$5.2M	+4%	89k	58.12	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$5.1M	+20%	46k	110.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.1M	+47%	23k	219.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$5.0M	+37%	187k	26.91	View chart
Lowe's Companies (LOW)	0.1	$5.0M	+16%	21k	241.16	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.0M	+24%	167k	29.89	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$5.0M	NEW	193k	25.81	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$5.0M	+55%	74k	67.07	View chart
American Electric Power Company (AEP)	0.1	$4.9M	+4%	43k	115.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.9M	+241%	32k	154.80	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$4.8M	NEW	82k	58.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$4.7M	+330%	106k	44.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$4.7M	+24%	64k	73.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.7M	+20%	94k	50.29	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$4.7M	-3%	136k	34.76	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$4.7M	+6%	245k	19.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.7M	-30%	56k	82.82	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$4.6M	-13%	74k	62.31	View chart
Micron Technology (MU)	0.1	$4.6M	+27%	16k	285.41	View chart
Amgen (AMGN)	0.1	$4.6M	-15%	14k	327.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.6M	-8%	176k	26.23	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$4.6M	+1137%	38k	119.41	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.6M	+2%	132k	34.65	View chart
ConocoPhillips (COP)	0.1	$4.4M	+6%	47k	93.61	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$4.4M	+9%	88k	50.50	View chart
Truist Financial Corp equities (TFC)	0.1	$4.4M		90k	49.21	View chart
Boeing Company (BA)	0.1	$4.4M	-9%	20k	217.12	View chart
Ge Vernova (GEV)	0.1	$4.3M		6.7k	653.61	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.3M	+2%	105k	41.36	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$4.3M	+23%	71k	61.13	View chart
Bristol Myers Squibb (BMY)	0.1	$4.3M	+3%	80k	53.94	View chart
Blackrock (BLK)	0.1	$4.3M	+15%	4.0k	1070.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.3M	NEW	51k	84.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.2M	+10%	176k	24.04	View chart
Allstate Corporation (ALL)	0.1	$4.2M	+381%	20k	208.15	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$4.2M	+2%	35k	120.01	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.2M		36k	117.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.1M		8.6k	483.65	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$4.1M	+5%	104k	39.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.1M	+2%	21k	198.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.1M	+44%	25k	162.01	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.0M	-4%	10k	393.96	View chart
Cintas Corporation (CTAS)	0.1	$4.0M	+24%	21k	188.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.0M	-5%	86k	46.80	View chart
Cardinal Health (CAH)	0.1	$4.0M	+58%	19k	205.50	View chart

Past Filings by Axxcess Wealth Management

SEC 13F filings are viewable for Axxcess Wealth Management going back to 2022

Axxcess Wealth Management 2025 Q4 restated filed Feb. 19, 2026
Axxcess Wealth Management 2025 Q4 filed Feb. 6, 2026
Axxcess Wealth Management 2025 Q3 filed Nov. 7, 2025
Axxcess Wealth Management 2025 Q2 filed July 28, 2025
Axxcess Wealth Management 2025 Q1 filed April 30, 2025
Axxcess Wealth Management 2024 Q4 filed Feb. 10, 2025
Axxcess Wealth Management 2024 Q3 filed Nov. 4, 2024
Axxcess Wealth Management 2024 Q2 filed Aug. 9, 2024
Axxcess Wealth Management 2024 Q1 filed May 14, 2024
Axxcess Wealth Management 2023 Q4 filed Feb. 6, 2024
Axxcess Wealth Management 2023 Q3 filed Nov. 14, 2023
Axxcess Wealth Management 2023 Q2 filed Aug. 8, 2023
Axxcess Wealth Management 2023 Q1 filed May 3, 2023
Axxcess Wealth Management 2022 Q4 restated filed Feb. 16, 2023
Axxcess Wealth Management 2022 Q4 filed Feb. 14, 2023
Axxcess Wealth Management 2022 Q3 filed Nov. 14, 2022

View all past filings

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