Axis Wealth Partners, LLC Portfolio Holdings

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

Axis Wealth Partners, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $171 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $6.36B, Wisdomtree Tr Us Quality Divid with a value of $6.31B, Fidelity Merrimack Str Tr Tota with a value of $6.23B, Vanguard Whitehall Fds Intl Hi with a value of $5.98B, and Schwab Strategic Tr Us Dividen with a value of $4.04B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $152B to 171B.

Axis Wealth Partners, LLC is based out at East Providence, RI

Below you can find more details about Axis Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Billion
ETFs: $141 Billion
Technology: $7.71 Billion
Communication Services: $3.3 Billion
Consumer Cyclical: $2.88 Billion
Financial Services: $2.74 Billion
Healthcare: $1.55 Billion
Real Estate: $1.18 Billion
Consumer Defensive: $1.16 Billion
Other: $1.31 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.36 Billion 3.72% of portfolio
10,380
Q3 2025 Added 5.2%
$0
$6.31 Billion 3.69% of portfolio
70,939
Q3 2025 Added 4.36%
$0
$6.23 Billion 3.65% of portfolio
134,817
Q3 2025 Added 10.67%
$0
$5.98 Billion 3.5% of portfolio
70,616
Q3 2025 Added 5.43%
$0
$4.04 Billion 2.36% of portfolio
147,926
Q3 2025 Added 1.69%
$4.35T
$3.92 Billion 2.29% of portfolio
15,383
Q3 2025 Added 41.0%
$0
$3.88 Billion 2.27% of portfolio
8,094
Q3 2025 Added 4.24%
$0
$3.77 Billion 2.21% of portfolio
67,639
Q3 2025 Added 1.58%
$0
$3.49 Billion 2.04% of portfolio
16,174
Q3 2025 Added 4.54%
$0
$3.36 Billion 1.96% of portfolio
92,360
Q3 2025 Added 5.07%
$0
$3.35 Billion 1.96% of portfolio
74,892
Q3 2025 Added 8.11%
$0
$3.2 Billion 1.88% of portfolio
15,514
Q3 2025 Reduced 18.95%
$0
$3.17 Billion 1.85% of portfolio
4,752
Q3 2025 Added 0.11%
$0
$3.08 Billion 1.8% of portfolio
64,743
Q3 2025 Added 6.65%
$0
$3.04 Billion 1.78% of portfolio
25,147
Q3 2025 Reduced 16.44%
$0
$2.81 Billion 1.65% of portfolio
50,875
Q3 2025 Added 6.49%
$0
$2.58 Billion 1.51% of portfolio
56,169
Q3 2025 Added 7.53%
Victory Portfolios Ii
-
$2.53 Billion 1.48% of portfolio
-
Q3 2025 New
$0
$2.22 Billion 1.3% of portfolio
22,192
Q3 2025 Added 5.14%
$0
$2.09 Billion 1.22% of portfolio
14,838
Q3 2025 Added 0.32%
$0
$2 Billion 1.17% of portfolio
15,411
Q3 2025 Added 32.88%
$0
$2.01 Billion 1.17% of portfolio
52,026
Q3 2025 Added 10.85%
$0
$1.9 Billion 1.11% of portfolio
16,647
Q3 2025 Added 2.94%
$0
$1.76 Billion 1.03% of portfolio
17,495
Q3 2025 Reduced 31.25%
$2.49T
$1.72 Billion 1.01% of portfolio
7,849
Q3 2025 Added 2.74%
$0
$1.72 Billion 1.01% of portfolio
3,955
Q3 2025 Added 1.91%
$0
$1.69 Billion 0.99% of portfolio
14,066
Q3 2025 Added 24.37%
$0
$1.67 Billion 0.98% of portfolio
8,823
Q3 2025 Added 6.48%
$0
$1.67 Billion 0.98% of portfolio
17,437
Q3 2025 Added 26.56%
$0
$1.47 Billion 0.86% of portfolio
36,482
Q3 2025 Added 9.75%
$0
$1.45 Billion 0.85% of portfolio
16,278
Q3 2025 Added 110.5%
$0
$1.42 Billion 0.83% of portfolio
23,727
Q3 2025 Added 7.85%
$0
$1.42 Billion 0.83% of portfolio
20,995
Q3 2025 Added 1.75%
$0
$1.35 Billion 0.79% of portfolio
13,557
Q3 2025 Reduced 1.82%
$0
$1.35 Billion 0.79% of portfolio
9,617
Q3 2025 Reduced 0.06%
$0
$1.33 Billion 0.78% of portfolio
63,062
Q3 2025 Reduced 4.81%
-
$1.31 Billion 0.77% of portfolio
-
Q3 2025 Added 9.5%
$0
$1.26 Billion 0.74% of portfolio
34,418
Q3 2025 Reduced 0.44%
$0
$1.27 Billion 0.74% of portfolio
15,897
Q3 2025 Added 5.47%
$0
$1.24 Billion 0.73% of portfolio
18,115
Q3 2025 Added 4.86%
Columbia ETF Tr I
-
$1.22 Billion 0.72% of portfolio
-
Q3 2025 New
$167B
$1.19 Billion 0.7% of portfolio
27,115
Q3 2025 Reduced 0.29%
$0
$1.17 Billion 0.69% of portfolio
27,389
Q3 2025 Added 18.91%
$0
$1.17 Billion 0.68% of portfolio
1,948
Q3 2025 Added 0.1%
$0
$1.14 Billion 0.67% of portfolio
7,848
Q3 2025 Added 5.88%
$0
$1.14 Billion 0.67% of portfolio
38,356
Q3 2025 Added 4.68%
$0
$1.09 Billion 0.64% of portfolio
2,318
Q3 2025 Reduced 0.13%
$3.86T
$1.1 Billion 0.64% of portfolio
2,118
Q3 2025 Added 6.97%
$0
$1.06 Billion 0.62% of portfolio
6,465
Q3 2025 Reduced 8.15%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $171 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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