Axis Wealth Partners

Axis Wealth Partners as of Dec. 31, 2025

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