Axis Wealth Partners, LLC
Sector Allocation
- Other74.9%$156.1M
- Financials13.4%$27.9M
- Technology6.4%$13.4M
- Consumer Discretionary1.1%$2.3M
- Industrials1.0%$2.1M
- Healthcare0.8%$1.7M
- Real Estate0.7%$1.5M
- Communication Services0.6%$1.3M
- Consumer Staples0.6%$1.3M
- Energy0.3%$682,650
AUM History
13fpro.ai/research/fund/axis-wealth-partners-llc-2052531
Conviction and streaks
Stable · top 10 = 26.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- FIDELITY$7.2M
- VANGUARD$6.9M
WT
$6.9M- VANGUARD$6.8M
SLDE
$5.0M- VANGUARD$4.9M
NVDA
$4.7M- SCHWAB$4.6M
- VICTORY$4.1M
- FIDELITY$4.0M
- DIMENSIONAL$4.0M
- VANGUARD$3.8M
AAPL
$3.8M- DIMENSIONAL$3.7M
- SPDR$3.4M
- VICTORY$3.2M
- VANGUARD$3.0M
- $3.0M
- ISHARES$2.8M
SPY
$2.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/axis-wealth-partners-llc-2052531
Axis Wealth Partners, LLC 13F holdings — Q2 2026
$208.3M portfolio (+10.8% QoQ) · 183 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
- 1
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$7.2M
3.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$6.9M
3.3% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $6.9M
3.3% of stocks
-0.6%This quarter+8.1%Since filed7+ qtrsHeld- 4
VANGUARD WHITEHALL FDS - INTL HIGH ETF
$6.8M
3.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
2.4% of stocks
+27%This quarter+35.9%Since filed3 qtrsHeld- 6
VANGUARD INDEX FDS - GROWTH ETF
$4.9M
2.3% of stocks
+515%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
2.3% of stocks
+284%This quarter+9.6%Since filed7+ qtrsHeld- 8
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$4.6M
2.2% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VICTORY PORTFOLIOS II - CORE BD ETF
$4.1M
2.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIDELITY COVINGTON TRUST - HIGH DIVID ETF
$4.0M
1.9% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $7.2M | 3.4% | +7% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.9M | 3.3% | -5% | — | — | — | — | |
| 3 | $6.9M | 3.3% | -0.6% | +8.1% | 7+ qtrs | 61.4#790 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $6.8M | 3.3% | -3% | — | — | — | — | |
| 5 | $5.0M | 2.4% | +27% | +35.9% | 3 qtrsAdded 3 qtrs in a row | 78.3#53 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INDEX FDS - GROWTH ETF | $4.9M | 2.3% | +515% | — | — | — | — | |
| 7 | $4.7M | 2.3% | +284% | +9.6% | 7+ qtrsAdded 6 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.6M | 2.2% | -1.0% | — | — | — | — | |
| 9 | VICTORY PORTFOLIOS II - CORE BD ETF | $4.1M | 2.0% | +12% | — | — | — | — | |
| 10 | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $4.0M | 1.9% | -0.7% | — | — | — | — |
All holdings — Axis Wealth Partners, LLC (Q2 2026)
183 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $4.0M | 1.9% | 73K | -6% | — | — | 13F |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $3.8M | 1.8% | 16K | -0.1% | — | — | 13F |
| 13 | Apple Inc. | Technology | $3.8M | 1.8% | 13K | -15% | 7+ qtrs | 75.7 | 13F | |
| 14 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $3.7M | 1.8% | 91K | -5% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $3.4M | 1.6% | 57K | +3% | — | — | 13F |
| 16 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETFetf/fund | — | $3.2M | 1.6% | 71K | -6% | — | — | 13F |
| 17 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VALetf/fund | — | $3.0M | 1.4% | 28K | +1% | — | — | 13F |
| 18 | WisdomTree, Inc. | Financials | $3.0M | 1.4% | 55K | -5% | 7+ qtrs | 61.4 | 13F | |
| 19 | — | ISHARES TR - S&P MC 400VL ETFetf/fund | — | $2.8M | 1.4% | 19K | +1% | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.7M | 1.3% | 3,604 | -18% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $2.6M | 1.3% | 19K | -5% | — | — | 13F |
| 22 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $2.5M | 1.2% | 25K | +48% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.4M | 1.1% | 31K | -2% | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $2.4M | 1.1% | 19K | +0.3% | — | — | 13F |
| 25 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $2.3M | 1.1% | 10K | -2% | — | — | 13F |
| 26 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.3M | 1.1% | 15K | -2% | |||
| 27 | — | ISHARES TR - S&P MC 400GR ETF | — | $2.3M | 1.1% | 20K | -2% | |||
| 28 | — | ISHARES TR - CORE US AGGBD ET | — | $2.2M | 1.1% | 22K | -4% | |||
| 29 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $2.1M | 1.0% | 47K | -19% | |||
| 30 | — | ISHARES TR - EAFE GRWTH ETF | — | $2.0M | 0.9% | 16K | -4% | |||
| 31 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.0M | 0.9% | 27K | +7% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.9% | 8,855 | -6% | |||
| 33 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $1.9M | 0.9% | 23K | +485% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.6M | 0.8% | 6,859 | -17% | |||
| 35 | $XYL | Xylem Inc. | Industrials | $1.6M | 0.8% | 14K | — | |||
| 36 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $1.6M | 0.8% | 39K | +40% | |||
| 37 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.5M | 0.7% | 19K | -3% | |||
| 38 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $1.5M | 0.7% | 35K | -4% | |||
| 39 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.7% | 13K | -2% | |||
| 40 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $1.5M | 0.7% | 36K | +19% | |||
| 41 | — | ISHARES TR - INTL SEL DIV ETF | — | $1.4M | 0.7% | 35K | +0.4% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.4M | 0.7% | 9,402 | -4% | |||
| 43 | — | ISHARES TR - EAFE VALUE ETF | — | $1.4M | 0.7% | 18K | -4% | |||
| 44 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $1.4M | 0.7% | 14K | -6% | |||
| 45 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.4M | 0.7% | 33K | +0.4% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.4M | 0.7% | 1,889 | -3% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.7% | 60K | -4% | |||
| 48 | — | COLUMBIA ETF TR I - US EQUI INCO ETF | — | $1.3M | 0.6% | 26K | -0.4% | |||
| 49 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.3M | 0.6% | 8,894 | +0.0% | |||
| 50 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $1.3M | 0.6% | 31K | +21% | |||
| 51 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.3M | 0.6% | 7,919 | +0.2% | |||
| 52 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.3M | 0.6% | 16K | +2% | |||
| 53 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | — | $1.3M | 0.6% | 26K | -2% | |||
| 54 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $1.2M | 0.6% | 41K | +1% | |||
| 55 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.2M | 0.6% | 8,673 | +3% | |||
| 56 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.2M | 0.6% | 17K | -5% | |||
| 57 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $1.1M | 0.5% | 19K | -1% | |||
| 58 | — | ISHARES TR - CORE S&P US GWT | — | $1.1M | 0.5% | 5,717 | -3% | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.1M | 0.5% | 19K | +10% | |||
| 60 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.0M | 0.5% | 8,433 | +282% | |||
| 61 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $1.0M | 0.5% | 14K | -4% | |||
| 62 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $962K | 0.5% | 23K | -8% | |||
| 63 | $GOOGL | Alphabet Inc. | Technology | $945K | 0.5% | 2,644 | -17% | |||
| 64 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $902K | 0.4% | 15K | New | |||
| 65 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $864K | 0.4% | 21K | -15% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $813K | 0.4% | 17K | +0.8% | |||
| 67 | — | ISHARES TR - S&P SML 600 GWT | — | $809K | 0.4% | 4,528 | +0.9% | |||
| 68 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $805K | 0.4% | 11K | -0.9% | |||
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $789K | 0.4% | 22K | -2% | |||
| 70 | — | VICTORY PORTFOLIOS II - VCSHS US EQ INCM | — | $762K | 0.4% | 10K | -6% | |||
| 71 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $746K | 0.4% | 16K | -1.0% | |||
| 72 | $MSFT | MICROSOFT CORP | Technology | $746K | 0.4% | 2,000 | -16% | |||
| 73 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $736K | 0.3% | 12K | +5% | |||
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | — | $719K | 0.3% | 2,968 | +0.3% | |||
| 75 | — | VANGUARD INDEX FDS - VALUE ETF | — | $718K | 0.3% | 3,293 | -8% | |||
| 76 | $TXN | TEXAS INSTRUMENTS INC | Technology | $715K | 0.3% | 2,398 | +0.0% | |||
| 77 | — | ISHARES TR - RUS MID CAP ETF | — | $711K | 0.3% | 6,446 | +3% | |||
| 78 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $709K | 0.3% | 10K | -0.2% | |||
| 79 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $698K | 0.3% | 12K | -3% | |||
| 80 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | — | $698K | 0.3% | 9,087 | +5% | |||
| 81 | — | ISHARES TR - 1 3 YR TREAS BD | — | $697K | 0.3% | 8,487 | -5% | |||
| 82 | — | ISHARES TR - MSCI EAFE ETF | — | $694K | 0.3% | 6,684 | -0.0% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $689K | 0.3% | 10K | -3% | |||
| 84 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $665K | 0.3% | 13K | +0.0% | |||
| 85 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $662K | 0.3% | 4,666 | +4% | |||
| 86 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $658K | 0.3% | 7,374 | New | |||
| 87 | $WT | WisdomTree, Inc. | Financials | $649K | 0.3% | 16K | -3% | |||
| 88 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $634K | 0.3% | 6,566 | +63% | |||
| 89 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $633K | 0.3% | 1,731 | -0.4% | |||
| 90 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $622K | 0.3% | 1,498 | -3% | |||
| 91 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $610K | 0.3% | 2,512 | -4% | |||
| 92 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $605K | 0.3% | 7,071 | -2% | |||
| 93 | $QCOM | QUALCOMM INC/DE | Technology | $600K | 0.3% | 3,250 | +0.1% | |||
| 94 | — | ISHARES TR - ISHS 5-10YR INVT | — | $598K | 0.3% | 11K | -0.2% | |||
| 95 | — | COLUMBIA ETF TR I - SHORT DURATION | — | $572K | 0.3% | 30K | +10% | |||
| 96 | $IVZ | Invesco Ltd. | Financials | $539K | 0.3% | 27K | +4% | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $536K | 0.3% | 26K | +4% | |||
| 98 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $536K | 0.3% | 6,487 | -1% | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $535K | 0.3% | 29K | +4% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $534K | 0.3% | 27K | +3% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $534K | 0.3% | 32K | +4% | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $531K | 0.3% | 12K | -0.7% | |||
| 103 | $IRM | IRON MOUNTAIN INC | Real Estate | $511K | 0.3% | 4,049 | +0.0% | |||
| 104 | $IVZ | Invesco Ltd. | Financials | $511K | 0.3% | 31K | +4% | |||
| 105 | — | ISHARES TR - CORE S&P500 ETF | — | $503K | 0.2% | 672 | -6% | |||
| 106 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $503K | 0.2% | 6,081 | -9% | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $482K | 0.2% | 9,524 | +6% | |||
| 108 | $JPM | JPMORGAN CHASE & CO | Financials | $481K | 0.2% | 1,468 | -42% | |||
| 109 | — | ISHARES TR - US AER DEF ETF | — | $462K | 0.2% | 1,905 | -0.5% | |||
| 110 | $ABBV | AbbVie Inc. | Healthcare | $461K | 0.2% | 1,832 | +0.6% | |||
| 111 | $META | Meta Platforms, Inc. | Technology | $452K | 0.2% | 5,803 | +89% | |||
| 112 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $449K | 0.2% | 9,273 | -2% | |||
| 113 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $442K | 0.2% | 3,236 | -35% | |||
| 114 | $WPC | W. P. Carey Inc. | Real Estate | $436K | 0.2% | 6,093 | -2% | |||
| 115 | $WT | WisdomTree, Inc. | Financials | $433K | 0.2% | 4,252 | +44% | |||
| 116 | — | ISHARES TR - IBOXX INV CP ETF | — | $432K | 0.2% | 3,962 | -4% | |||
| 117 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $424K | 0.2% | 7,438 | -24% | |||
| 118 | — | ISHARES TR - 7-10 YR TRSY BD | — | $423K | 0.2% | 4,473 | -6% | |||
| 119 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $419K | 0.2% | 1,133 | -11% | |||
| 120 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $407K | 0.2% | 8,430 | +20% | |||
| 121 | — | ISHARES TR - NATIONAL MUN ETF | — | $391K | 0.2% | 3,636 | +14% | |||
| 122 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $390K | 0.2% | 12K | -0.1% | |||
| 123 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $383K | 0.2% | 7,569 | +30% | |||
| 124 | $MCD | MCDONALDS CORP | Consumer Discretionary | $381K | 0.2% | 1,408 | -15% | |||
| 125 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $378K | 0.2% | 15K | +1% | |||
| 126 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $373K | 0.2% | 782 | -33% | |||
| 127 | $T | AT&T INC. | Communication Services | $368K | 0.2% | 18K | -3% | |||
| 128 | $AZN | ASTRAZENECA PLC | Healthcare | $367K | 0.2% | 1,936 | -2% | |||
| 129 | — | COLUMBIA ETF TR I - INTL EQ INCO ETF | — | $367K | 0.2% | 9,521 | +64% | |||
| 130 | — | ISHARES TR - IBOXX HI YD ETF | — | $355K | 0.2% | 4,441 | -8% | |||
| 131 | — | ISHARES INC - CORE MSCI EMKT | — | $355K | 0.2% | 4,280 | +5% | |||
| 132 | $WT | WisdomTree, Inc. | Financials | $347K | 0.2% | 8,527 | +34% | |||
| 133 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $346K | 0.2% | 528 | — | |||
| 134 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $333K | 0.2% | 1,086 | +29% | |||
| 135 | $RY | ROYAL BANK OF CANADA | Financials | $332K | 0.2% | 1,603 | — | |||
| 136 | $TSLA | Tesla, Inc. | Consumer Discretionary | $332K | 0.2% | 789 | -20% | |||
| 137 | $META | Meta Platforms, Inc. | Technology | $330K | 0.2% | 585 | -20% | |||
| 138 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $317K | 0.1% | 6,213 | New | |||
| 139 | $WT | WisdomTree, Inc. | Financials | $313K | 0.1% | 5,787 | -5% | |||
| 140 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $302K | 0.1% | 3,944 | New | |||
| 141 | — | ISHARES TR - ESG OPTIMIZED | — | $302K | 0.1% | 1,955 | +0.2% | |||
| 142 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $301K | 0.1% | 1,675 | +0.2% | |||
| 143 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $297K | 0.1% | 3,241 | +3% | |||
| 144 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $297K | 0.1% | 3,251 | New | |||
| 145 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $288K | 0.1% | 2,992 | -3% | |||
| 146 | $WT | WisdomTree, Inc. | Financials | $282K | 0.1% | 6,551 | +12% | |||
| 147 | — | PIMCO ETF TR - MULTISECTOR BD | — | $280K | 0.1% | 11K | New | |||
| 148 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $269K | 0.1% | 3,338 | +308% | |||
| 149 | — | ISHARES TR - RUSSELL 2000 ETF | — | $266K | 0.1% | 887 | -0.7% | |||
| 150 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $263K | 0.1% | 3,633 | +4% |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 64 added to, 91 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$902K
first bought this quarter
- AMERICAN CENTY ETF TR - INTL EQT ETF$658K
first bought this quarter
- PUTNAM ETF TRUST - FOCUSED LAR CAP$317K
first bought this quarter
- VANGUARD BD INDEX FDS - INTERMED TERM$302K
first bought this quarter
- AMERICAN CENTY ETF TR - US LARGE CAP VLU$297K
first bought this quarter
- PIMCO ETF TR - MULTISECTOR BD$280K
first bought this quarter
+17 more in the Excel export
Added to (64)
- VANGUARD INDEX FDS - GROWTH ETF+515%
now $4.9M
now $4.7M · held 7+ qtrs, 6 adds in a row
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+485%
now $1.9M
now $5.0M · held 3 qtrs, 3 adds in a row
- ISHARES TR - 0-3 MTH TREASURY+48%
now $2.5M
- ISHARES TR - RUS 1000 GRW ETF+282%
now $1.0M
+58 more in the Excel export
Trimmed (91)
now $3.8M · held 7+ qtrs
now $2.7M · held 7+ qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-19%
now $2.1M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-5%
now $6.9M
$JPMJPMORGAN CHASE & CO-42%
now $481K · held 7+ qtrs
$AMZNAMAZON COM INC-17%
now $1.6M · held 7+ qtrs
+85 more in the Excel export
Holdings by quarter
Every 13F Axis Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Axis Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Axis Wealth Partners's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.3%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 16% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Axis Wealth Partners, LLC disclosed 183 positions worth $208.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 14. The portfolio is most concentrated in Other (74.9% of disclosed assets). All figures are sourced directly from Axis Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2052531.
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AI-Powered Hedge Fund Analysis: Axis Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Axis Wealth Partners, LLC (SEC CIK: 2052531), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Axis Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.