Axis Wealth Partners

Axis Wealth Partners as of June 30, 2026

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