Axis Wealth Partners, LLC
13F Reported Value
ⓘ$188.1M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Axis Wealth Partners, LLC disclosed 174 positions worth $188.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $BP. The portfolio is most concentrated in Other (74.7% of disclosed assets). All figures are sourced directly from Axis Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2052531.
AI Fund Analysis
Stable
$WT$WTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
FIDELITY MERRIMACK STR TR
—Quality
$6.7M147,075 shVANGUARD WHITEHALL FDS
—Quality
$6.7M71,112 shVANGUARD INDEX FDS
—Quality
$6.4M10,659 sh- 62.9
Quality
$6.3M72,162 sh SCHWAB STRATEGIC TR
—Quality
$4.5M145,979 shVANGUARD INDEX FDS
—Quality
$4.0M9,186 sh- 76.1
Quality
$3.9M15,356 sh DIMENSIONAL ETF TRUST
—Quality
$3.8M77,890 shFIDELITY COVINGTON TRUST
—Quality
$3.7M67,510 shDIMENSIONAL ETF TRUST
—Quality
$3.7M95,156 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | — | $6.7M | 147,075 |
| VANGUARD WHITEHALL FDS | — | $6.7M | 71,112 |
| VANGUARD INDEX FDS | — | $6.4M | 10,659 |
| WisdomTree, Inc.$WT | 62.9 | $6.3M | 72,162 |
| SCHWAB STRATEGIC TR | — | $4.5M | 145,979 |
| VANGUARD INDEX FDS | — | $4.0M | 9,186 |
 Apple Inc.$AAPL | 76.1 | $3.9M | 15,356 |
| DIMENSIONAL ETF TRUST | — | $3.8M | 77,890 |
| FIDELITY COVINGTON TRUST | — | $3.7M | 67,510 |
| DIMENSIONAL ETF TRUST | — | $3.7M | 95,156 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Axis Wealth Partners, LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Other
$140.4M
Financials
$26.2M
Technology
$9.4M
Consumer Discretionary
$2.5M
Industrials
$2.4M
Communication Services
$1.8M
Healthcare
$1.7M
Energy
$1.4M
Full Holdings — Axis Wealth Partners, LLC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | FIDELITY MERRIMACK STR TR | $6.7M | 3.6% | +6% | — |
| 2 | — | VANGUARD WHITEHALL FDS | $6.7M | 3.6% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $6.4M | 3.4% | +3% | — |
| 4 | $WT | WisdomTree, Inc. | $6.3M | 3.4% | +0% | 62.9 |
| 5 | — | SCHWAB STRATEGIC TR | $4.5M | 2.4% | +0% | — |
| 6 | — | VANGUARD INDEX FDS | $4.0M | 2.1% | +10% | — |
| 7 | $AAPL | Apple Inc. | $3.9M | 2.1% | +3% | 76.1 |
| 8 | — | DIMENSIONAL ETF TRUST | $3.8M | 2.0% | +3% | — |
| 9 | — | FIDELITY COVINGTON TRUST | $3.7M | 2.0% | +1% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $3.7M | 2.0% | +3% | — |
| 11 |  $SLDE | Slide Insurance Holdings, Inc. | $3.7M | 1.9% | +100% | 51.3 |
| 12 | — | VICTORY PORTFOLIOS II | $3.6M | 1.9% | +12% | — |
| 13 | — | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.8% | -0% | — |
| 14 | — | SPDR SERIES TRUST | $3.1M | 1.6% | +6% | — |
| 15 | — | VICTORY PORTFOLIOS II | $3.0M | 1.6% | +6% | — |
| 16 | $WT | WisdomTree, Inc. | $2.9M | 1.5% | +2% | 62.9 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 1.5% | -8% | — |
| 18 | — | VANGUARD SCOTTSDALE FDS | $2.6M | 1.4% | +4% | — |
| 19 | — | ISHARES TR | $2.5M | 1.3% | -2% | — |
| 20 | — | ISHARES TR | $2.3M | 1.2% | +1% | — |
| 21 | — | ISHARES TR | $2.3M | 1.2% | -2% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $2.3M | 1.2% | +2% | — |
| 23 | — | VANGUARD WHITEHALL FDS | $2.2M | 1.2% | +1% | — |
| 24 | — | ISHARES TR | $2.2M | 1.2% | -8% | — |
| 25 | — | ISHARES TR | $2.1M | 1.1% | -1% | — |
| 26 | — | ISHARES TR | $2.0M | 1.1% | -4% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS | $2.0M | 1.1% | +5% | — |
| 28 | — | ISHARES TR | $1.8M | 1.0% | -4% | — |
| 29 |  $IVZ | Invesco Ltd. | $1.8M | 1.0% | +5% | — |
| 30 |  $AMZN | AMAZON COM INC | $1.7M | 0.9% | +5% | 74.6 |
| 31 | — | ISHARES TR | $1.7M | 0.9% | +59% | — |
| 32 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.9% | +6% | — |
| 33 |  $XYL | Xylem Inc. | $1.6M | 0.9% | -28% | 65.6 |
| 34 | — | VANGUARD ADMIRAL FDS INC | $1.6M | 0.8% | -2% | — |
| 35 | — | ISHARES TR | $1.5M | 0.8% | -0% | — |
| 36 | — | ISHARES TR | $1.4M | 0.8% | -10% | — |
| 37 | — | SPDR SERIES TRUST | $1.4M | 0.8% | +3% | — |
| 38 | — | COLUMBIA ETF TR I | $1.4M | 0.8% | -2% | — |
| 39 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.7% | +14% | — |
| 40 | $WT | WisdomTree, Inc. | $1.4M | 0.7% | +3% | 62.9 |
| 41 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.7% | +6% | — |
| 42 | $IVZ | Invesco Ltd. | $1.3M | 0.7% | -1% | — |
| 43 | — | VICTORY PORTFOLIOS II | $1.3M | 0.7% | +25% | — |
| 44 | — | COLUMBIA ETF TR I | $1.3M | 0.7% | +2% | — |
| 45 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.7% | +1% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.7% | +9% | — |
| 47 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.7% | -8% | 71.6 |
| 48 | — | LEGG MASON ETF INVT | $1.2M | 0.7% | +16% | — |
| 49 | — | VANECK ETF TRUST | $1.2M | 0.6% | +3% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.6% | -1% | — |
| 51 | — | ISHARES TR | $1.1M | 0.6% | +1% | — |
| 52 | — | ISHARES TR | $1.1M | 0.6% | +1% | — |
| 53 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.6% | +3% | — |
| 54 |  $NVDA | NVIDIA CORP | $1.1M | 0.6% | +8% | 90.2 |
| 55 | — | FIDELITY COVINGTON TRUST | $1.1M | 0.6% | +77% | — |
| 56 | — | ISHARES TR | $1.0M | 0.5% | +0% | — |
| 57 | — | J P MORGAN EXCHANGE TRADED F | $974,955 | 0.5% | +11% | — |
| 58 | — | ISHARES TR | $941,822 | 0.5% | -2% | — |
| 59 | — | FIDELITY COVINGTON TRUST | $940,866 | 0.5% | +102% | — |
| 60 | — | SPDR SERIES TRUST | $927,649 | 0.5% | +0% | — |
| 61 |  $GOOG | Alphabet Inc. | $916,577 | 0.5% | +5% | 80.2 |
| 62 | — | ISHARES TR | $911,242 | 0.5% | -5% | — |
| 63 | — | AMERICAN CENTY ETF TR | $890,552 | 0.5% | +10% | — |
| 64 | — | DIMENSIONAL ETF TRUST | $890,364 | 0.5% | +8% | — |
| 65 |  $MSFT | MICROSOFT CORP | $879,330 | 0.5% | +10% | 83.7 |
| 66 |  $XOM | EXXON MOBIL CORP | $840,067 | 0.5% | +2% | 61.8 |
| 67 | — | J P MORGAN EXCHANGE TRADED F | $809,218 | 0.4% | +17% | — |
| 68 | — | VICTORY PORTFOLIOS II | $778,248 | 0.4% | -4% | — |
| 69 | — | J P MORGAN EXCHANGE TRADED F | $753,785 | 0.4% | +4% | — |
| 70 |  $JPM | JPMORGAN CHASE & CO | $747,149 | 0.4% | +17% | 35.6 |
| 71 |  $MO | ALTRIA GROUP, INC. | $744,430 | 0.4% | -1% | 72.1 |
| 72 | — | FIRST TR EXCHNG TRADED FD VI | $744,420 | 0.4% | +8% | — |
| 73 | — | ISHARES TR | $741,344 | 0.4% | -2% | — |
| 74 | — | VANGUARD SCOTTSDALE FDS | $707,858 | 0.4% | +3% | — |
| 75 | — | VANGUARD INDEX FDS | $702,116 | 0.4% | +10% | — |
| 76 | — | J P MORGAN EXCHANGE TRADED F | $671,603 | 0.4% | +15% | — |
| 77 | — | VANGUARD SCOTTSDALE FDS | $663,513 | 0.3% | +0% | — |
| 78 | — | ISHARES TR | $649,548 | 0.3% | +0% | — |
| 79 | — | ISHARES TR | $649,283 | 0.3% | -16% | — |
| 80 | — | VANGUARD INTL EQUITY INDEX F | $648,843 | 0.3% | +4% | — |
| 81 | $WT | WisdomTree, Inc. | $648,661 | 0.3% | +6% | 62.9 |
| 82 | — | ISHARES TR | $632,148 | 0.3% | +0% | — |
| 83 | $IVZ | Invesco Ltd. | $623,919 | 0.3% | +5% | — |
| 84 | — | ISHARES TR | $610,809 | 0.3% | +2% | — |
| 85 | — | ISHARES TR | $599,764 | 0.3% | +21% | — |
| 86 | — | DIMENSIONAL ETF TRUST | $580,161 | 0.3% | -3% | — |
| 87 | — | VANGUARD INDEX FDS | $570,748 | 0.3% | -8% | — |
| 88 | — | GOLDMAN SACHS ETF TR | $561,283 | 0.3% | -4% | — |
| 89 | — | VANGUARD STAR FDS | $555,793 | 0.3% | -3% | — |
| 90 | — | VANGUARD SCOTTSDALE FDS | $544,783 | 0.3% | -0% | — |
| 91 | — | SELECT SECTOR SPDR TR | $541,804 | 0.3% | -1% | — |
| 92 |  $WFC | WELLS FARGO & COMPANY/MN | $530,765 | 0.3% | +2% | — |
| 93 |  $T | AT&T INC. | $530,248 | 0.3% | -4% | 71.9 |
| 94 | — | VANGUARD INDEX FDS | $525,192 | 0.3% | +1% | — |
| 95 | $IVZ | Invesco Ltd. | $519,049 | 0.3% | -0% | — |
| 96 | $IVZ | Invesco Ltd. | $517,982 | 0.3% | -0% | — |
| 97 | — | COLUMBIA ETF TR I | $517,363 | 0.3% | +2% | — |
| 98 | $IVZ | Invesco Ltd. | $516,477 | 0.3% | -0% | — |
| 99 | $IVZ | Invesco Ltd. | $516,445 | 0.3% | -0% | — |
| 100 | $IVZ | Invesco Ltd. | $515,684 | 0.3% | -0% | — |
| 101 |  $MCD | MCDONALDS CORP | $514,909 | 0.3% | +1% | 73.9 |
| 102 | $IVZ | Invesco Ltd. | $492,533 | 0.3% | -0% | — |
| 103 | — | VANGUARD BD INDEX FDS | $487,985 | 0.3% | +1% | — |
| 104 |  $BAC | BANK OF AMERICA CORP /DE/ | $476,829 | 0.3% | +2% | 68.4 |
| 105 |  $TXN | TEXAS INSTRUMENTS INC | $465,272 | 0.3% | +0% | 70.4 |
| 106 | — | ISHARES TR | $464,850 | 0.3% | -4% | — |
| 107 | — | VANGUARD CHARLOTTE FDS | $454,838 | 0.2% | -0% | — |
| 108 | — | ISHARES TR | $453,744 | 0.2% | -3% | — |
| 109 | — | ISHARES TR | $448,111 | 0.2% | -0% | — |
| 110 | — | J P MORGAN EXCHANGE TRADED F | $447,606 | 0.2% | +24% | — |
| 111 |  $WPC | W. P. Carey Inc. | $421,188 | 0.2% | -12% | 62.1 |
| 112 |  $UNH | UNITEDHEALTH GROUP INC | $420,016 | 0.2% | -4% | 66.8 |
| 113 | — | ISHARES TR | $418,730 | 0.2% | +6% | — |
| 114 |  $QCOM | QUALCOMM INC/DE | $418,000 | 0.2% | +1% | 81.9 |
| 115 |  $META | Meta Platforms, Inc. | $416,825 | 0.2% | +0% | 80.9 |
| 116 |  $IRM | IRON MOUNTAIN INC | $413,349 | 0.2% | +0% | 50.7 |
| 117 | — | VANGUARD INDEX FDS | $409,665 | 0.2% | -6% | — |
| 118 |  $ABBV | AbbVie Inc. | $396,068 | 0.2% | +3% | 59.3 |
| 119 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $392,778 | 0.2% | +0% | — |
| 120 |  $CAT | CATERPILLAR INC | $392,559 | 0.2% | +3% | 67.8 |
| 121 |  $AZN | ASTRAZENECA PLC | $388,618 | 0.2% | -51% | — |
| 122 | — | ISHARES TR | $385,202 | 0.2% | -9% | — |
| 123 | — | FIRST TR EXCHNG TRADED FD VI | $372,094 | 0.2% | +15% | — |
| 124 |  $TSLA | Tesla, Inc. | $364,564 | 0.2% | -3% | 50.1 |
| 125 |  $PLTR | Palantir Technologies Inc. | $356,606 | 0.2% | +5% | 85.8 |
| 126 |  $CVX | CHEVRON CORP | $346,783 | 0.2% | +10% | 54.7 |
| 127 |  $BRK.B | BERKSHIRE HATHAWAY INC | $344,344 | 0.2% | +8% | 64.5 |
| 128 | — | ISHARES TR | $341,962 | 0.2% | +7% | — |
| 129 | — | ISHARES TR | $337,986 | 0.2% | +16% | — |
| 130 | — | SCHWAB STRATEGIC TR | $335,730 | 0.2% | -1% | — |
| 131 | $WT | WisdomTree, Inc. | $327,764 | 0.2% | -4% | 62.9 |
| 132 | — | AMERICAN CENTY ETF TR | $324,374 | 0.2% | -69% | — |
| 133 | $IVZ | Invesco Ltd. | $321,143 | 0.2% | -20% | — |
| 134 | — | ISHARES TR | $318,232 | 0.2% | +0% | — |
| 135 |  $GOOGL | Alphabet Inc. | $310,725 | 0.2% | +10% | 80.2 |
| 136 | — | DIMENSIONAL ETF TRUST | $303,568 | 0.2% | +2% | — |
| 137 |  $DLR | DIGITAL REALTY TRUST, INC. | $301,295 | 0.2% | +4% | 70.2 |
| 138 | — | ISHARES TR | $297,286 | 0.2% | +13% | — |
| 139 | — | FRANKLIN TEMPLETON ETF TR | $294,238 | 0.2% | -16% | — |
| 140 | — | VANGUARD MUN BD FDS | $290,638 | 0.1% | +19% | — |
| 141 | — | SPDR SERIES TRUST | $287,939 | 0.1% | -94% | — |
| 142 | — | ISHARES INC | $284,358 | 0.1% | -4% | — |
| 143 | — | DIMENSIONAL ETF TRUST | $281,936 | 0.1% | +23% | — |
| 144 | $WT | WisdomTree, Inc. | $278,918 | 0.1% | NEW | 62.9 |
| 145 |  $JNJ | JOHNSON & JOHNSON | $273,632 | 0.1% | +6% | 72.8 |
| 146 | — | VANGUARD INDEX FDS | $272,340 | 0.1% | -1% | — |
| 147 | — | SPDR SERIES TRUST | $269,259 | 0.1% | +1% | — |
| 148 | — | FIDELITY COVINGTON TRUST | $266,197 | 0.1% | -45% | — |
| 149 |  $KO | COCA COLA CO | $263,023 | 0.1% | +1% | 74 |
| 150 |  $RY | ROYAL BANK OF CANADA | $259,333 | 0.1% | +0% | — |
| 151 | — | ISHARES TR | $257,883 | 0.1% | -8% | — |
| 152 |  $WMT | Walmart Inc. | $251,216 | 0.1% | +8% | 63.2 |
| 153 | — | SSGA ACTIVE ETF TR | $244,212 | 0.1% | +2% | — |
| 154 | — | ISHARES TR | $243,883 | 0.1% | +0% | — |
| 155 |  $BP | BP PLC | $243,660 | 0.1% | NEW | — |
| 156 | $META | Meta Platforms, Inc. | $241,182 | 0.1% | +6% | 80.9 |
| 157 | $WT | WisdomTree, Inc. | $235,790 | 0.1% | +1% | 62.9 |
| 158 | — | VANGUARD INDEX FDS | $235,013 | 0.1% | -15% | — |
| 159 |  $GLD | SPDR GOLD TRUST | $231,130 | 0.1% | NEW | — |
| 160 | $WT | WisdomTree, Inc. | $228,403 | 0.1% | +1% | 62.9 |
| 161 |  $PFE | PFIZER INC | $227,362 | 0.1% | -22% | 69 |
| 162 | — | COLUMBIA ETF TR I | $226,796 | 0.1% | +5% | — |
| 163 | — | ISHARES TR | $225,423 | 0.1% | +0% | — |
| 164 | — | SCHWAB STRATEGIC TR | $225,394 | 0.1% | +13% | — |
| 165 |  $MS | MORGAN STANLEY | $223,897 | 0.1% | +3% | — |
| 166 | — | ISHARES TR | $221,453 | 0.1% | -24% | — |
| 167 | — | VANGUARD INDEX FDS | $217,543 | 0.1% | -90% | — |
| 168 | — | J P MORGAN EXCHANGE TRADED F | $214,195 | 0.1% | +5% | — |
| 169 |  $PM | Philip Morris International Inc. | $208,626 | 0.1% | NEW | 80.5 |
| 170 | — | GLOBAL X FDS | $205,800 | 0.1% | -0% | — |
| 171 | — | AMERICAN CENTY ETF TR | $205,032 | 0.1% | -86% | — |
| 172 | — | VANECK ETF TRUST | $202,529 | 0.1% | -99% | — |
| 173 |  $MET | METLIFE INC | $202,344 | 0.1% | +0% | 73.9 |
| 174 |  $CRNT | CERAGON NETWORKS LTD | $23,207 | 0.0% | +0% | — |
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