Axis Wealth Partners, LLC Portfolio Holdings

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025

Axis Wealth Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $5.69B, Vanguard Index Fds S&P 500 ETF with a value of $5.6B, Fidelity Merrimack Str Tr Tota with a value of $5.57B, Vanguard Whitehall Fds Intl Hi with a value of $5.37B, and Schwab Strategic Tr Us Dividen with a value of $3.86B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $135B to 152B.

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 $152 Billion
ETFs: $131 Billion
Technology: $5.46 Billion
Communication Services: $2.76 Billion
Consumer Cyclical: $2.42 Billion
Financial Services: $2.33 Billion
Healthcare: $1.38 Billion
Real Estate: $1.16 Billion
Consumer Defensive: $1.08 Billion
Other: $1.17 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.69 Billion 3.74% of portfolio
67,973
Q2 2025 Added 6.17%
$0
$5.6 Billion 3.68% of portfolio
9,867
Q2 2025 Added 5.57%
$0
$5.57 Billion 3.66% of portfolio
121,820
Q2 2025 Added 6.07%
$0
$5.37 Billion 3.52% of portfolio
66,977
Q2 2025 Added 1.9%
$0
$3.86 Billion 2.53% of portfolio
145,472
Q2 2025 Added 2.28%
$0
$3.74 Billion 2.46% of portfolio
19,142
Q2 2025 Reduced 1.43%
$0
$3.46 Billion 2.28% of portfolio
66,590
Q2 2025 Added 7.39%
$0
$3.4 Billion 2.24% of portfolio
7,765
Q2 2025 Added 15.81%
$0
$3.31 Billion 2.18% of portfolio
30,094
Q2 2025 Reduced 6.96%
$0
$3.27 Billion 2.15% of portfolio
52,665
Q2 2025 Reduced 5.08%
$0
$3.17 Billion 2.08% of portfolio
15,471
Q2 2025 Reduced 2.63%
$0
$3.04 Billion 2.0% of portfolio
87,907
Q2 2025 Added 0.71%
$0
$2.93 Billion 1.93% of portfolio
4,747
Q2 2025 Reduced 0.71%
$0
$2.93 Billion 1.92% of portfolio
69,277
Q2 2025 Added 3.32%
$0
$2.86 Billion 1.88% of portfolio
60,704
Q2 2025 Added 19.42%
$0
$2.64 Billion 1.73% of portfolio
28,702
Q2 2025 Added 3.64%
$0
$2.5 Billion 1.64% of portfolio
47,775
Q2 2025 Added 24.96%
$0
$2.37 Billion 1.55% of portfolio
52,236
Q2 2025 Added 2.36%
$0
$2.09 Billion 1.38% of portfolio
21,107
Q2 2025 Reduced 24.82%
$0
$1.97 Billion 1.3% of portfolio
14,791
Q2 2025 Reduced 1.25%
$0
$1.81 Billion 1.19% of portfolio
16,171
Q2 2025 Added 11.86%
$0
$1.68 Billion 1.11% of portfolio
46,933
Q2 2025 Added 5.2%
$0
$1.54 Billion 1.01% of portfolio
3,881
Q2 2025 Added 10.1%
$0
$1.51 Billion 0.99% of portfolio
8,286
Q2 2025 Added 8.26%
$0
$1.43 Billion 0.94% of portfolio
11,598
Q2 2025 Added 54.56%
$0
$1.35 Billion 0.89% of portfolio
66,248
Q2 2025 Reduced 4.46%
$0
$1.31 Billion 0.86% of portfolio
9,623
Q2 2025 Added 19.81%
$0
$1.31 Billion 0.86% of portfolio
20,633
Q2 2025 Added 9.95%
$0
$1.25 Billion 0.82% of portfolio
13,778
Q2 2025 Added 43.88%
$0
$1.25 Billion 0.82% of portfolio
22,001
Q2 2025 Reduced 7.86%
$0
$1.23 Billion 0.81% of portfolio
13,808
Q2 2025 Reduced 5.25%
$0
$1.24 Billion 0.81% of portfolio
11,310
Q2 2025 Added 31.34%
$0
$1.22 Billion 0.8% of portfolio
33,241
Q2 2025 Added 13.75%
$0
$1.2 Billion 0.79% of portfolio
15,072
Q2 2025 Added 5.96%
$0
$1.19 Billion 0.78% of portfolio
34,570
Q2 2025 Reduced 0.97%
$0
$1.15 Billion 0.75% of portfolio
10,481
Q2 2025 Added 9.36%
$0
$1.11 Billion 0.73% of portfolio
13,444
Q2 2025 Reduced 3.18%
$0
$1.1 Billion 0.72% of portfolio
17,275
Q2 2025 Added 7.85%
$0
$1.07 Billion 0.71% of portfolio
1,946
Q2 2025 Added 2.8%
$0
$1.06 Billion 0.7% of portfolio
7,039
Q2 2025 Reduced 3.19%
$0
$1.06 Billion 0.7% of portfolio
11,899
Q2 2025 Reduced 1.25%
$0
$1.07 Billion 0.7% of portfolio
36,640
Q2 2025 Added 29.42%
$0
$1.03 Billion 0.68% of portfolio
10,734
Q2 2025 Reduced 2.15%
$0
$1 Billion 0.66% of portfolio
7,412
Q2 2025 Added 12.76%
$0
$986 Million 0.65% of portfolio
2,321
Q2 2025 Reduced 3.93%
$0
$973 Million 0.64% of portfolio
23,034
Q2 2025 Added 232.24%
$0
$869 Million 0.57% of portfolio
10,775
Q2 2025 Reduced 4.78%
$0
$832 Million 0.55% of portfolio
13,063
Q2 2025 Reduced 0.99%
$0
$809 Million 0.53% of portfolio
18,986
Q2 2025 Added 3.56%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $152 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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