Axis Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$188.1M
Q ending 2026-03-31
Prior quarter
$181.0M
Q ending 2025-12-31
Change
+3.9% QoQ · +39.0% YoY
Positions
174
reported holdings
Largest positions
Top 100 of 174 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Fidelity Merrimack Str Tr | FBND | Shares | $6.7M | 147K |
| Vanguard Whitehall Fds | VYMI | Shares | $6.7M | 71K |
| Vanguard Index Fds | VOO | Shares | $6.4M | 11K |
| Wisdomtree Tr | DGRW | Shares | $6.3M | 72K |
| Schwab Strategic Tr | SCHD | Shares | $4.5M | 146K |
| Vanguard Index Fds | VUG | Shares | $4.0M | 9K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Dimensional Etf Trust | DFUV | Shares | $3.8M | 78K |
| Fidelity Covington Trust | FDVV | Shares | $3.7M | 68K |
| Dimensional Etf Trust | DFAI | Shares | $3.7M | 95K |
| Slide Ins Hldgs Inc | SLDE | Shares | $3.7M | 204K |
| Victory Portfolios Ii | UITB | Shares | $3.6M | 77K |
| Vanguard Specialized Funds | VIG | Shares | $3.5M | 16K |
| Spdr Series Trust | SPYV | Shares | $3.1M | 55K |
| Victory Portfolios Ii | VFLO | Shares | $3.0M | 75K |
| Wisdomtree Tr | DEM | Shares | $2.9M | 58K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.8M | 4K |
| Vanguard Scottsdale Fds | VONV | Shares | $2.6M | 28K |
| Ishares Tr | IJJ | Shares | $2.5M | 19K |
| Ishares Tr | AGG | Shares | $2.3M | 23K |
| Ishares Tr | IVW | Shares | $2.3M | 20K |
| Dimensional Etf Trust | DFAC | Shares | $2.3M | 58K |
| Vanguard Whitehall Fds | VYM | Shares | $2.2M | 15K |
| Ishares Tr | IVE | Shares | $2.2M | 10K |
| Ishares Tr | IJH | Shares | $2.1M | 32K |
| Ishares Tr | IJK | Shares | $2.0M | 20K |
| Vanguard Scottsdale Fds | VONG | Shares | $2.0M | 18K |
| Ishares Tr | EFG | Shares | $1.8M | 17K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.8M | 9K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Ishares Tr | SGOV | Shares | $1.7M | 17K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.6M | 26K |
| Xylem Inc | XYL | Shares | $1.6M | 14K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $1.6M | 4K |
| Ishares Tr | IDV | Shares | $1.5M | 34K |
| Ishares Tr | EFV | Shares | $1.4M | 19K |
| Spdr Series Trust | SDY | Shares | $1.4M | 10K |
| Columbia Etf Tr I | RECS | Shares | $1.4M | 36K |
| Dimensional Etf Trust | DFCF | Shares | $1.4M | 33K |
| Wisdomtree Tr | DHS | Shares | $1.4M | 13K |
| Dimensional Etf Trust | DFAS | Shares | $1.4M | 19K |
| Invesco Exchange Traded Fd T | PEY | Shares | $1.3M | 62K |
| Victory Portfolios Ii | USTB | Shares | $1.3M | 26K |
| Columbia Etf Tr I | EQIN | Shares | $1.3M | 26K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.3M | 16K |
| J P Morgan Exchange Traded F | JGRO | Shares | $1.3M | 15K |
| Verizon Communications Inc | VZ | Shares | $1.2M | 25K |
| Legg Mason Etf Invt | LVHI | Shares | $1.2M | 30K |
| Vaneck Etf Trust | ANGL | Shares | $1.2M | 41K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Ishares Tr | ESGU | Shares | $1.1M | 8K |
| Ishares Tr | IJR | Shares | $1.1M | 9K |
| Dimensional Etf Trust | DFAT | Shares | $1.1M | 18K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Fidelity Covington Trust | FENI | Shares | $1.1M | 28K |
| Ishares Tr | IJS | Shares | $1.0M | 8K |
| J P Morgan Exchange Traded F | JEPI | Shares | $975K | 17K |
| Ishares Tr | IWF | Shares | $942K | 2K |
| Fidelity Covington Trust | FELC | Shares | $941K | 26K |
| Spdr Series Trust | SPSM | Shares | $928K | 19K |
| Alphabet Inc | GOOGL | Shares | $917K | 3K |
| Ishares Tr | IUSG | Shares | $911K | 6K |
| American Centy Etf Tr | AVSC | Shares | $891K | 14K |
| Dimensional Etf Trust | DUHP | Shares | $890K | 24K |
| Microsoft Corp | MSFT | Shares | $879K | 2K |
| Exxon Mobil Corp | XOM | Shares | $840K | 5K |
| J P Morgan Exchange Traded F | JCPB | Shares | $809K | 17K |
| Victory Portfolios Ii | CDC | Shares | $778K | 11K |
| J P Morgan Exchange Traded F | JPIE | Shares | $754K | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $747K | 3K |
| Altria Group Inc | MO | Shares | $744K | 11K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $744K | 22K |
| Ishares Tr | SHY | Shares | $741K | 9K |
| Vanguard Scottsdale Fds | VGIT | Shares | $708K | 12K |
| Vanguard Index Fds | VTV | Shares | $702K | 4K |
| J P Morgan Exchange Traded F | HELO | Shares | $672K | 11K |
| Vanguard Scottsdale Fds | VTC | Shares | $664K | 9K |
| Ishares Tr | IJT | Shares | $650K | 4K |
| Ishares Tr | EFA | Shares | $649K | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $649K | 12K |
| Wisdomtree Tr | WTMF | Shares | $649K | 16K |
| Ishares Tr | IWD | Shares | $632K | 3K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $624K | 10K |
| Ishares Tr | IWR | Shares | $611K | 6K |
| Ishares Tr | IGIB | Shares | $600K | 11K |
| Dimensional Etf Trust | DFAU | Shares | $580K | 13K |
| Vanguard Index Fds | VBR | Shares | $571K | 3K |
| Goldman Sachs Etf Tr | GSLC | Shares | $561K | 4K |
| Vanguard Star Fds | VXUS | Shares | $556K | 7K |
| Vanguard Scottsdale Fds | VCIT | Shares | $545K | 7K |
| Select Sector Spdr Tr | XLU | Shares | $542K | 12K |
| Wells Fargo & Co | WFC | Shares | $531K | 7K |
| At&T Inc | T | Shares | $530K | 18K |
| Vanguard Index Fds | VBK | Shares | $525K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $519K | 27K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $518K | 26K |
| Columbia Etf Tr I | SBND | Shares | $517K | 28K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $516K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $516K | 28K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $516K | 31K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.