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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, AAPL, IDEV, SPDW, and represent 14.55% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VV (+$349M), IDEV (+$114M), VO (+$87M), PBUS (+$77M), CIBR (+$61M), COWZ (+$60M), PPA (+$60M), TFLO (+$59M), DDWM (+$57M), VTC (+$56M).
Started 693 new stock positions in SHYG, PGR, ORKA, VIOO, DOW, IWM, TMUS, PSEP, CSAN, CBRS.
Reduced shares in these 10 stocks: JPST (-$20M), VOE (-$10M), Honeywell International (-$6.4M), ADP (-$5.9M), AMD (-$5.6M), MNST, ABT, QCOM, JMST, SPY.
Sold out of its positions in Ast Spacemobile, BCI, GQGU, APP, CNX, ENSG, FUTY, ETHE, Honeywell International, MEDP. STN, SGI, THC, VOE, BLSH.
Axxcess Wealth Management was a net buyer of stock by $2.9B.
Axxcess Wealth Management has $6.3B in assets under management (AUM), dropping by 101.38%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 1051 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Axxcess Wealth Management has 1051 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	5.6	$349M	NEW	1.0M	343.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$183M	+3%	1.9M	98.98	View chart
Apple (AAPL)	2.5	$159M		562k	283.10	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$114M	NEW	1.3M	89.01	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.7	$109M	+5%	2.2M	50.39	View chart
NVIDIA Corporation (NVDA)	1.7	$108M	+5%	540k	199.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$97M	-17%	1.9M	50.57	View chart
Microsoft Corporation (MSFT)	1.5	$93M	+6%	252k	371.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$87M	NEW	1.1M	80.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$84M	+4%	1.1M	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$84M	+4%	122k	686.82	View chart
Amazon (AMZN)	1.3	$81M	+4%	342k	237.16	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	1.2	$77M	NEW	1.0M	74.84	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.2	$76M		830k	91.64	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.2	$74M	+2%	1.5M	50.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$70M		200k	350.04	View chart
Broadcom (AVGO)	1.1	$69M	+2%	182k	377.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$67M		451k	148.31	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$62M	+3%	1.1M	58.92	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.0	$61M	NEW	675k	89.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$60M	NEW	961k	62.20	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.9	$60M	NEW	337k	176.65	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.9	$59M	NEW	1.2M	50.63	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.9	$57M	NEW	1.2M	46.18	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.9	$56M	NEW	733k	76.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$53M	NEW	176k	303.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$53M	+4%	699k	75.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$52M	NEW	207k	252.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$47M	+2%	63k	748.89	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$46M	+15%	324k	141.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$46M	-4%	62k	746.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$45M	NEW	761k	59.69	View chart
JPMorgan Chase & Co. (JPM)	0.7	$45M	+5%	137k	327.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$44M	+2%	145k	302.97	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$41M	NEW	1.1M	37.02	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$40M	+4%	765k	51.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$38M	+6%	52k	736.39	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$38M	NEW	518k	73.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$38M		103k	370.04	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$37M	+118%	367k	100.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$36M	+3%	500k	71.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$36M		106k	335.88	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$36M	NEW	721k	49.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$32M	+5%	248k	127.76	View chart
Meta Platforms Cl A (META)	0.5	$31M	+7%	54k	563.28	View chart
Tesla Motors (TSLA)	0.5	$29M		69k	420.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$29M		152k	190.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.4	$28M	NEW	932k	29.72	View chart
Wal-Mart Stores (WMT)	0.4	$27M		242k	113.26	View chart
Eli Lilly & Co. (LLY)	0.4	$26M	+7%	22k	1199.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$26M	+2%	377k	68.41	View chart
Terawulf (WULF)	0.4	$25M		1.0M	24.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$25M	+418%	301k	82.11	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.4	$23M	NEW	165k	141.79	View chart
Caterpillar (CAT)	0.4	$23M	+8%	22k	1064.93	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$23M	NEW	215k	107.62	View chart
Johnson & Johnson (JNJ)	0.4	$23M	+9%	90k	253.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$23M		235k	96.58	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$22M	+45%	652k	34.27	View chart
Abbvie (ABBV)	0.4	$22M	+21%	88k	251.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$22M		693k	31.71	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$22M	NEW	526k	41.41	View chart
Applied Materials (AMAT)	0.3	$21M	NEW	29k	722.96	View chart
Visa Com Cl A (V)	0.3	$21M	+12%	60k	343.09	View chart
Advanced Micro Devices (AMD)	0.3	$20M	-21%	35k	573.28	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$20M	+347%	168k	117.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$20M	NEW	190k	103.88	View chart
Cisco Systems (CSCO)	0.3	$20M	-8%	168k	117.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$20M	-6%	39k	500.39	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.3	$19M	+21%	373k	50.66	View chart
Netflix (NFLX)	0.3	$19M		264k	71.27	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$18M	NEW	221k	82.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$18M	+692%	152k	119.52	View chart
Home Depot (HD)	0.3	$18M	+14%	51k	352.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$18M	NEW	139k	128.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$18M		130k	136.72	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$18M	NEW	214k	81.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$17M	NEW	169k	102.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$17M	-11%	338k	51.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$17M		45k	368.38	View chart
Costco Wholesale Corporation (COST)	0.3	$17M	-2%	18k	935.45	View chart
Morgan Stanley Com New (MS)	0.3	$16M	NEW	78k	209.04	View chart
Micron Technology (MU)	0.2	$15M	+5%	14k	1115.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$15M	-8%	72k	212.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$15M	-7%	261k	58.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$15M	NEW	122k	124.17	View chart
International Business Machines (IBM)	0.2	$15M	+17%	52k	281.22	View chart
Coca-Cola Company (KO)	0.2	$15M	+7%	180k	81.27	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$14M	NEW	273k	52.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$14M	+388%	163k	87.91	View chart
Bank of America Corporation (BAC)	0.2	$14M	NEW	251k	56.98	View chart
City Holding Company (CHCO)	0.2	$14M	NEW	107k	132.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$14M	NEW	128k	110.32	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$14M		160k	87.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$14M	NEW	167k	82.34	View chart
Raytheon Technologies Corp (RTX)	0.2	$14M	+14%	72k	189.73	View chart
Horizon Fds Anfield Universl	0.2	$14M	NEW	1.4M	9.40	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M	NEW	328k	41.25	View chart
Verizon Communications (VZ)	0.2	$14M	+82%	319k	42.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$14M	+5%	312k	43.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$13M	NEW	247k	54.02	View chart
Thermo Fisher Scientific (TMO)	0.2	$13M	NEW	26k	501.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$13M	NEW	261k	50.35	View chart
Goldman Sachs (GS)	0.2	$13M		13k	973.17	View chart
Chevron Corporation (CVX)	0.2	$13M	+5%	78k	165.76	View chart
Procter & Gamble Company (PG)	0.2	$13M	+4%	88k	146.64	View chart
Amphenol Corp Cl A (APH)	0.2	$13M	+14%	73k	176.32	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$13M	-4%	79k	161.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$12M	NEW	16k	763.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$12M		77k	158.03	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$12M	+11%	102k	118.99	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$12M	NEW	273k	44.36	View chart
Cummins (CMI)	0.2	$12M		17k	713.21	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.2	$12M	NEW	117k	101.72	View chart
Vanguard World Health Car Etf (VHT)	0.2	$12M		40k	299.01	View chart
Lam Research Corp Com New (LRCX)	0.2	$12M		27k	433.33	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$12M	+16%	124k	94.52	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$12M	NEW	231k	49.78	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$11M	+122%	378k	29.43	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$11M	-9%	206k	53.50	View chart
Intel Corporation (INTC)	0.2	$11M	-11%	77k	139.63	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.2	$11M	NEW	428k	24.88	View chart
Allspring Exchange Traded Fu Core Plus Etf (APLU)	0.2	$10M	NEW	422k	24.60	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$10M	NEW	237k	43.61	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$10M	NEW	170k	60.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$10M	NEW	47k	217.93	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$10M	+7%	526k	19.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$10M	NEW	106k	96.49	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$10M	NEW	378k	27.05	View chart
Proshares Tr Shor S&p 500 New (SH)	0.2	$10M	NEW	309k	33.02	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$10M	NEW	266k	38.19	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$10M	+4%	117k	86.42	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$10M	NEW	175k	57.64	View chart
Pepsi (PEP)	0.2	$10M	+6%	74k	135.40	View chart
Linde SHS (LIN)	0.2	$9.9M		19k	518.93	View chart
Coherent Corp (COHR)	0.2	$9.7M	NEW	25k	394.47	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$9.6M	+5%	314k	30.61	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$9.5M	+10%	206k	46.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.3M	NEW	57k	163.67	View chart
Nextera Energy (NEE)	0.1	$9.2M		104k	87.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$9.1M	NEW	54k	170.14	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$9.0M	NEW	31k	290.62	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$9.0M	NEW	431k	20.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$8.9M	-7%	195k	45.49	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$8.7M	NEW	172k	50.50	View chart
Abbott Laboratories (ABT)	0.1	$8.6M	-28%	95k	90.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.6M	NEW	101k	85.49	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$8.6M	NEW	337k	25.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.6M	+4%	109k	79.03	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.1	$8.4M	NEW	347k	24.35	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$8.4M	NEW	178k	47.20	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$8.3M		103k	81.06	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$8.2M	NEW	195k	41.73	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$8.1M	NEW	160k	50.63	View chart
Ge Aerospace Com New (GE)	0.1	$8.1M		22k	373.72	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.1M	-5%	70k	116.33	View chart
Merck & Co (MRK)	0.1	$8.1M	NEW	63k	128.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$8.1M	NEW	96k	83.75	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$8.0M	-2%	44k	181.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.0M	+5%	16k	513.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$8.0M	NEW	158k	50.58	View chart
Oracle Corporation (ORCL)	0.1	$7.8M	NEW	54k	146.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$7.8M	NEW	63k	124.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$7.8M	NEW	26k	300.45	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$7.8M	NEW	602k	12.95	View chart
Walt Disney Company (DIS)	0.1	$7.7M	+6%	80k	96.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$7.7M	NEW	277k	27.70	View chart
Eaton Corp SHS (ETN)	0.1	$7.7M	-2%	18k	426.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$7.6M	-3%	16k	477.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$7.6M	-8%	135k	56.48	View chart
Citigroup Com New (C)	0.1	$7.6M	+33%	54k	139.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.6M	+5%	82k	92.21	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$7.6M	NEW	161k	46.87	View chart
Ge Vernova (GEV)	0.1	$7.6M	-8%	6.4k	1174.95	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$7.5M	NEW	625k	12.03	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$7.5M	+2764%	299k	25.03	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$7.4M	NEW	82k	91.21	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$7.4M	NEW	22k	334.81	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$7.4M	NEW	68k	109.07	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$7.2M	NEW	52k	137.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$7.1M	+3%	136k	52.41	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$6.9M	+17%	83k	82.49	View chart
Lumentum Hldgs (LITE)	0.1	$6.9M	NEW	8.0k	858.06	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$6.8M	NEW	64k	107.13	View chart
Johnson Controls Internation SHS (JCI)	0.1	$6.8M	NEW	47k	146.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$6.7M	NEW	96k	69.90	View chart
Evercore Class A (EVR)	0.1	$6.7M	-4%	20k	341.44	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$6.6M	NEW	75k	89.20	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$6.6M	-14%	3.3k	1989.57	View chart
Citizens Financial (CFG)	0.1	$6.5M	NEW	93k	70.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$6.4M	NEW	75k	86.14	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$6.4M	NEW	126k	50.66	View chart
American Electric Power Company (AEP)	0.1	$6.3M	+7%	46k	136.81	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$6.0M	+871%	176k	33.87	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$5.8M	NEW	105k	55.70	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$5.8M		123k	47.41	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$5.8M	+8%	222k	26.23	View chart
Deere & Company (DE)	0.1	$5.8M	+18%	9.2k	634.34	View chart
Dollar General (DG)	0.1	$5.8M	NEW	50k	115.11	View chart
McDonald's Corporation (MCD)	0.1	$5.8M	-4%	21k	270.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$5.7M	NEW	44k	132.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.7M	NEW	197k	28.96	View chart
Emerson Electric (EMR)	0.1	$5.6M	NEW	39k	143.15	View chart
Roper Industries (ROP)	0.1	$5.6M	NEW	17k	338.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$5.6M	+5%	152k	36.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.5M	NEW	35k	156.95	View chart
Lowe's Companies (LOW)	0.1	$5.5M	NEW	25k	220.48	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$5.5M	+5%	41k	133.25	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.1	$5.4M	NEW	181k	30.00	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$5.4M	NEW	29k	188.34	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$5.4M	+12%	41k	130.17	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$5.3M	NEW	45k	117.28	View chart
Amgen (AMGN)	0.1	$5.3M	-9%	15k	362.12	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$5.3M	NEW	189k	27.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.2M	NEW	7.00	748850.00	View chart
Analog Devices (ADI)	0.1	$5.2M	NEW	13k	397.17	View chart
Qualcomm (QCOM)	0.1	$5.2M	-35%	28k	184.80	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$5.2M	-5%	33k	158.66	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$5.2M	NEW	32k	159.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$5.1M		154k	33.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$5.1M	NEW	53k	95.44	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$5.1M	+28%	174k	29.34	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$5.1M	NEW	66k	77.23	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$5.1M	NEW	265k	19.18	View chart
Howmet Aerospace (HWM)	0.1	$5.0M		19k	268.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.0M	+49%	40k	124.44	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$5.0M	NEW	126k	39.67	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$5.0M	NEW	216k	23.13	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.0M	NEW	57k	86.61	View chart
CSX Corporation (CSX)	0.1	$5.0M	+11%	105k	47.53	View chart
Philip Morris International (PM)	0.1	$4.9M	+21%	27k	180.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$4.9M	-5%	21k	236.62	View chart
Pfizer (PFE)	0.1	$4.9M	+5%	203k	24.08	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.9M	+40%	199k	24.55	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$4.9M	-23%	60k	80.82	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$4.8M	NEW	81k	59.90	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$4.8M	NEW	256k	18.90	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.8M	NEW	103k	46.92	View chart
Wells Fargo & Company (WFC)	0.1	$4.8M	-7%	58k	82.64	View chart
Cintas Corporation (CTAS)	0.1	$4.8M	NEW	28k	170.08	View chart
Union Pacific Corporation (UNP)	0.1	$4.7M	-9%	17k	272.00	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.7M	-9%	88k	53.47	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$4.7M	+8%	99k	46.99	View chart
Cardinal Health (CAH)	0.1	$4.6M	+4%	19k	237.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.6M	-11%	15k	298.07	View chart
Dell Technologies CL C (DELL)	0.1	$4.5M	+18%	11k	431.47	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$4.5M	+22%	84k	53.61	View chart
Synopsys (SNPS)	0.1	$4.5M	NEW	10k	446.07	View chart
Boeing Company (BA)	0.1	$4.5M		21k	216.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.4M	NEW	18k	242.42	View chart

Past Filings by Axxcess Wealth Management

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

Axxcess Wealth Management 2026 Q2 filed July 28, 2026
Axxcess Wealth Management 2026 Q1 filed April 29, 2026
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

View all past filings

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