Axis Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Axis Wealth Partners, LLC held in its portfolio 163 assets valued at $181,041,337 (i.e. $181.04M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($6.49M), WISDOMTREE TR ($6.43M), and FIDELITY MERRIMACK STR TR ($6.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 163 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Axis Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 10353 | 6492968 | S&P 500 ETF SHS |
| WISDOMTREE TR | 71842 | 6424847 | US QTLY DIV GRT |
| FIDELITY MERRIMACK STR TR | 138260 | 6365495 | TOTAL BD ETF |
| VANGUARD WHITEHALL FDS | 69940 | 6294640 | INTL HIGH ETF |
| SPDR SERIES TRUST | 83367 | 5437997 | STATE STREET SPD |
| VANGUARD INDEX FDS | 8383 | 4089716 | GROWTH ETF |
| APPLE INC | 14972 | 4070344 | COM |
| SCHWAB STRATEGIC TR | 145872 | 4001281 | US DIVIDEND EQ |
| FIDELITY COVINGTON TRUST | 67075 | 3802508 | HIGH DIVID ETF |
| VANGUARD SPECIALIZED FUNDS | 16100 | 3538520 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 75855 | 3534061 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 92556 | 3527317 | INTL CORE EQT MK |
| VICTORY PORTFOLIOS II | 69150 | 3274582 | CORE INTERMEDIAT |
| SPDR S&P 500 ETF TR | 4735 | 3228913 | TR UNIT |
| VICTORY PORTFOLIOS II | 70826 | 2789133 | SHARES FREE CASH |
| WISDOMTREE TR | 56641 | 2645688 | EMER MKT HIGH FD |
| ISHARES TR | 19414 | 2554684 | S&P MC 400VL ETF |
| XYLEM INC | 18706 | 2547383 | COM |
| ISHARES TR | 20487 | 2525249 | S&P 500 GRWT ETF |
| VANGUARD SCOTTSDALE FDS | 26717 | 2465962 | VNG RUS1000VAL |
| ISHARES TR | 11462 | 2430685 | S&P 500 VAL ETF |
| ISHARES TR | 22870 | 2284236 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 56969 | 2255401 | US CORE EQUITY 2 |
| VANGUARD SCOTTSDALE FDS | 17630 | 2146396 | VNG RUS1000GRW |
| VANGUARD WHITEHALL FDS | 14864 | 2133345 | HIGH DIV YLD |
| ISHARES TR | 31995 | 2111637 | CORE S&P MCP ETF |
| ISHARES TR | 20926 | 2027353 | S&P MC 400GR ETF |
| SLIDE INS HLDGS INC | 101751 | 1982109 | COM |
| ISHARES TR | 17156 | 1954387 | EAFE GRWTH ETF |
| AMAZON COM INC | 7899 | 1823351 | COM |
| VANGUARD ADMIRAL FDS INC | 3936 | 1750027 | 500 GRTH IDX F |
| INVESCO EXCHANGE TRADED FD T | 8984 | 1720891 | S&P500 EQL WGT |
| ISHARES TR | 21404 | 1528467 | EAFE VALUE ETF |
| COLUMBIA ETF TR I | 37158 | 1517552 | RESH ENHNC COR |
| VANGUARD TAX-MANAGED FDS | 24191 | 1511203 | VAN FTSE DEV MKT |
| ISHARES TR | 34516 | 1361664 | INTL SEL DIV ETF |
| WISDOMTREE TR | 12980 | 1298838 | US HIGH DIVIDEND |
| INVESCO EXCHANGE TRADED FD T | 62823 | 1280678 | HIG YLD EQ DIV |
| DIMENSIONAL ETF TRUST | 18326 | 1276770 | US SMALL CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 13748 | 1275814 | ACTIVE GROWTH |
| VANGUARD SCOTTSDALE FDS | 15980 | 1274092 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 28874 | 1228897 | CORE FIXED INCOM |
| COLUMBIA ETF TR I | 25602 | 1215841 | US EQUITY INCOME |
| INVESCO QQQ TR | 1949 | 1197199 | UNIT SER 1 |
| ISHARES TR | 7831 | 1166721 | ESG AWR MSCI USA |
| VANECK ETF TRUST | 39320 | 1154630 | FALLEN ANGEL HG |
| VERIZON COMMUNICATIONS INC | 26901 | 1095665 | COM |
| ISHARES TR | 10686 | 1072680 | 0-3 MNTH TREASRY |
| ISHARES TR | 2255 | 1067350 | RUS 1000 GRW ETF |
| VICTORY PORTFOLIOS II | 20943 | 1064764 | SHORT TRM BD ETF |
| NVIDIA CORPORATION | 5655 | 1054614 | COM |
| ISHARES TR | 8771 | 1054111 | CORE S&P SCP ETF |
| MICROSOFT CORP | 2157 | 1042946 | COM |
| ISHARES TR | 6181 | 1037973 | CORE S&P US GWT |
| DIMENSIONAL ETF TRUST | 17004 | 1012413 | US TARGETED VLU |
| ISHARES TR | 8454 | 961350 | SP SMCP600VL ETF |
| LEGG MASON ETF INVT | 25978 | 956510 | FRANKLIN INTL LW |
| ALPHABET INC | 3034 | 949520 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 15486 | 886441 | EQUITY PREMIUM |
| DIMENSIONAL ETF TRUST | 22439 | 853355 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 13012 | 764298 | AVANTIS US SMALL |
| ISHARES TR | 7953 | 763695 | MSCI EAFE ETF |
| ISHARES TR | 9175 | 759885 | 1 3 YR TREAS BD |
| VICTORY PORTFOLIOS II | 11302 | 744675 | VCSHS US EQ INCM |
| J P MORGAN EXCHANGE TRADED F | 15790 | 730904 | INCOME ETF |
| FIRST TR EXCHNG TRADED FD VI | 20502 | 702393 | FT VEST LADDERED |
| JPMORGAN CHASE & CO. | 2176 | 701222 | COM |
| J P MORGAN EXCHANGE TRADED F | 14717 | 696837 | CORE PLUS BD ETF |
| VANGUARD SCOTTSDALE FDS | 11545 | 691901 | INTER TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 8594 | 667231 | TOTAL CORP BND |
| ALTRIA GROUP INC | 11338 | 653737 | COM |
| ISHARES TR | 4487 | 633444 | S&P SML 600 GWT |
| VANGUARD INTL EQUITY INDEX F | 11592 | 623213 | FTSE EMR MKT ETF |
| GOLDMAN SACHS ETF TR | 4691 | 620900 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 3250 | 620679 | VALUE ETF |
| ISHARES TR | 2949 | 620248 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 13188 | 617215 | US CORE EQT MKT |
| WELLS FARGO CO NEW | 6513 | 606971 | COM |
| VANGUARD INDEX FDS | 2861 | 605926 | SM CP VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 9114 | 605419 | HEDGED EQUITY LA |
| INVESCO EXCH TRD SLF IDX FD | 9885 | 604285 | RUSL 1000 DYNM |
| ISHARES TR | 6174 | 594387 | RUS MID CAP ETF |
| WISDOMTREE TR | 15486 | 588775 | FUTRE STRAT FD |
| EXXON MOBIL CORP | 4845 | 583010 | COM |
| FIDELITY COVINGTON TRUST | 15926 | 582583 | ENHANCED INTL |
| VANGUARD STAR FDS | 7468 | 563393 | VG TL INTL STK F |
| VANGUARD SCOTTSDALE FDS | 6610 | 553626 | INT-TERM CORP |
| QUALCOMM INC | 3225 | 551660 | COM |
| UNITEDHEALTH GROUP INC | 1622 | 535574 | COM |
| BANK AMERICA CORP | 9615 | 528810 | COM |
| INVESCO EXCH TRD SLF IDX FD | 30948 | 523640 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 27771 | 523067 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 26484 | 522794 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 25376 | 522746 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 26666 | 521987 | BULSHS 2026 CB |
| VANGUARD INDEX FDS | 1726 | 521293 | SML CP GRW ETF |
| COLUMBIA ETF TR I | 26982 | 510643 | SHORT DURATION |
| ISHARES TR | 745 | 509944 | CORE S&P500 ETF |
| SELECT SECTOR SPDR TR | 11895 | 507807 | STATE STREET UTI |
| INVESCO EXCH TRD SLF IDX FD | 30029 | 501334 | BULETSHS 2031 CP |
| ISHARES TR | 9289 | 500507 | ISHS 5-10YR INVT |
| MCDONALDS CORP | 1637 | 500186 | COM |
| FIDELITY COVINGTON TRUST | 12831 | 489746 | ENHANCED LARGE |
| VANGUARD BD INDEX FDS | 6570 | 486634 | TOTAL BND MRKT |
| META PLATFORMS INC | 727 | 480074 | CL A |
| AT&T INC | 19042 | 473010 | COM |
| ISHARES TR | 4877 | 469000 | 7-10 YR TRSY BD |
| VANGUARD CHARLOTTE FDS | 9472 | 457703 | TOTAL INT BD ETF |
| VANGUARD INDEX FDS | 1360 | 456007 | TOTAL STK MKT |
| ISHARES TR | 4120 | 453980 | IBOXX INV CP ETF |
| TESLA INC | 1007 | 452720 | COM |
| WP CAREY INC | 7030 | 452466 | COM |
| ISHARES TR | 5335 | 430166 | IBOXX HI YD ETF |
| TEXAS INSTRS INC | 2387 | 414126 | COM |
| PALANTIR TECHNOLOGIES INC | 2323 | 412884 | CL A |
| ABBVIE INC | 1776 | 405800 | COM |
| INVESCO EXCHANGE TRADED FD T | 3896 | 398994 | S&P MDCP QUALITY |
| ISHARES TR | 1809 | 388294 | US AER DEF ETF |
| SCHWAB STRATEGIC TR | 11673 | 380776 | US LCAP GR ETF |
| ASTRAZENECA PLC | 4032 | 370689 | SPONSORED ADR |
| J P MORGAN EXCHANGE TRADED F | 7223 | 364780 | MUNICIPAL ETF |
| FRANKLIN TEMPLETON ETF TR | 6408 | 360524 | US MID CP MLTFCT |
| TAIWAN SEMICONDUCTOR MFG LTD | 1162 | 353044 | SPONSORED ADS |
| IRON MTN INC DEL | 4031 | 334411 | COM |
| BERKSHIRE HATHAWAY INC DEL | 665 | 334053 | CL B NEW |
| ISHARES TR | 1331 | 333106 | MSCI USA MMENTM |
| ISHARES TR | 2233 | 331980 | CORE S&P TTL STK |
| FIRST TR EXCHNG TRADED FD VI | 13058 | 328663 | SMITH UNCONSTRAI |
| WISDOMTREE TR | 6339 | 327104 | ITL HIGH DIV FD |
| ALPHABET INC | 983 | 308440 | CAP STK CL C |
| CATERPILLAR INC | 536 | 306775 | COM |
| ISHARES TR | 2122 | 295692 | ESG OPTIMIZED |
| ISHARES TR | 2745 | 294043 | NATIONAL MUN ETF |
| ISHARES TR | 1180 | 290512 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 8384 | 288913 | INTL CORE EQUITY |
| ISHARES INC | 4251 | 285740 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 960 | 278673 | MID CAP ETF |
| VANGUARD INDEX FDS | 3095 | 273904 | REAL ESTATE ETF |
| ROYAL BK CDA | 1603 | 273295 | COM |
| ISHARES TR | 5713 | 265886 | CORE UNIVRSL USD |
| PFIZER INC | 10366 | 258117 | COM |
| DIGITAL RLTY TR INC | 1610 | 249152 | COM |
| SSGA ACTIVE ETF TR | 5992 | 247290 | STATE STREET BLA |
| VANGUARD MUN BD FDS | 4887 | 245788 | TAX EXEMPT BD |
| ISHARES TR | 10630 | 244767 | US TREAS BD ETF |
| WISDOMTREE TR | 5807 | 240876 | INTL QULTY DIV |
| COCA COLA CO | 3413 | 238572 | COM |
| MORGAN STANLEY | 1323 | 234960 | COM NEW |
| CHEVRON CORP NEW | 1525 | 232494 | COM |
| ISHARES TR | 7434 | 230171 | PFD AND INCM SEC |
| DIMENSIONAL ETF TRUST | 4237 | 229095 | GLOBAL CORE PLUS |
| VANGUARD BD INDEX FDS | 2898 | 228411 | SHORT TRM BOND |
| METLIFE INC | 2856 | 225431 | COM |
| ISHARES TR | 1618 | 221620 | RUS MD CP GR ETF |
| JOHNSON & JOHNSON | 1059 | 219127 | COM |
| GLOBAL X FDS | 12041 | 212764 | NASDAQ 100 COVER |
| WISDOMTREE TR | 6290 | 210409 | US SMALLCAP DIVD |
| J P MORGAN EXCHANGE TRADED F | 3329 | 210309 | US QUALTY FCTR |
| WALMART INC | 1871 | 208419 | COM |
| ISHARES TR | 557 | 207852 | RUS 1000 ETF |
| COLUMBIA ETF TR I | 5530 | 206106 | INTERNATIONAL EQ |
| SCHWAB STRATEGIC TR | 7662 | 202430 | HIGH YIELD BD ET |
| CERAGON NETWORKS LTD | 10744 | 22562 | ORD |
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