Axis Wealth Partners, LLC 13F Holdings · Q2 2026
Axis Wealth Partners, LLC reported 183 securities worth $208.34M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FBND (3.44%), VOO (3.32%), DGRW (3.29%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $7.2M | 3.44% | 157,655 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $6.9M | 3.32% | 10,078 | Trimmed |
| 3 | DGRW | WISDOMTREE TR | $6.9M | 3.29% | 71,749 | Trimmed |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $6.8M | 3.25% | 68,886 | Trimmed |
| 5 | SLDE | SLIDE INS HLDGS INC | $5.0M | 2.40% | 257,809 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $4.9M | 2.33% | 56,464 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $4.7M | 2.25% | 23,406 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 2.20% | 144,587 | Trimmed |
| 9 | UITB | VICTORY PORTFOLIOS II | $4.1M | 1.96% | 86,970 | Added |
| 10 | FDVV | FIDELITY COVINGTON TRUST | $4.0M | 1.94% | 67,048 | Trimmed |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $4.0M | 1.93% | 73,177 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $3.8M | 1.83% | 16,079 | Trimmed |
| 13 | AAPL | APPLE INC | $3.8M | 1.81% | 13,044 | Trimmed |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $3.7M | 1.80% | 90,664 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $3.4M | 1.65% | 56,555 | Added |
| 16 | VFLO | VICTORY PORTFOLIOS II | $3.2M | 1.55% | 70,569 | Trimmed |
| 17 | VONV | VANGUARD SCOTTSDALE FDS | $3.0M | 1.43% | 28,101 | Added |
| 18 | DEM | WISDOMTREE TR | $3.0M | 1.42% | 54,925 | Trimmed |
| 19 | IJJ | ISHARES TR | $2.8M | 1.36% | 19,233 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 1.29% | 3,604 | Trimmed |
| 21 | IVW | ISHARES TR | $2.6M | 1.27% | 19,172 | Trimmed |
| 22 | SGOV | ISHARES TR | $2.5M | 1.21% | 25,049 | Added |
| 23 | IJH | ISHARES TR | $2.4M | 1.15% | 30,969 | Trimmed |
| 24 | VONG | VANGUARD SCOTTSDALE FDS | $2.4M | 1.14% | 18,516 | Added |
| 25 | IVE | ISHARES TR | $2.3M | 1.12% | 10,313 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR