Axis Wealth Partners

Axis Wealth Partners as of March 31, 2026

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