Axis Wealth Partners, LLC Portfolio Holdings

Axis Wealth Partners, LLC

  • $181 Billion
  • Q4 2025

Axis Wealth Partners, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 167 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 $6.49B, Wisdomtree Tr Us Quality Divid with a value of $6.42B, Fidelity Merrimack Str Tr Tota with a value of $6.37B, Vanguard Whitehall Fds Intl Hi with a value of $6.29B, and Vanguard Growth ETF with a value of $4.09B.

Examining the 13F form we can see an increase of $10.2B in the current position value, from $171B to 181B.

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 $181 Billion
ETFs: $145 Billion
Technology: $7.92 Billion
Communication Services: $3.31 Billion
Financial Services: $2.9 Billion
Industrials: $2.85 Billion
Consumer Cyclical: $2.78 Billion
Healthcare: $1.79 Billion
Consumer Defensive: $1.1 Billion
Other: $1.85 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$511 Million 0.28% of portfolio
26,982
Q4 2025 New
$0
$510 Million 0.28% of portfolio
745
Q4 2025 Reduced 1.19%
$224B
$500 Million 0.28% of portfolio
1,637
Q4 2025 Added 24.3%
$0
$501 Million 0.28% of portfolio
9,289
Q4 2025 Reduced 29.49%
$1.37T
$480 Million 0.27% of portfolio
727
Q4 2025 Reduced 4.59%
$0
$487 Million 0.27% of portfolio
6,570
Q4 2025 Reduced 0.42%
Fidelity Covington Trust
-
$490 Million 0.27% of portfolio
-
Q4 2025 Reduced 0.6%
$0
$469 Million 0.26% of portfolio
4,877
Q4 2025 Reduced 44.18%
$181B
$473 Million 0.26% of portfolio
19,042
Q4 2025 Reduced 1.19%
$1.29T
$453 Million 0.25% of portfolio
1,007
Q4 2025 Reduced 16.91%
$0
$456 Million 0.25% of portfolio
1,360
Q4 2025 Added 5.18%
$14B
$452 Million 0.25% of portfolio
7,030
Q4 2025 Reduced 5.08%
$0
$454 Million 0.25% of portfolio
4,120
Q4 2025 Reduced 10.98%
$0
$458 Million 0.25% of portfolio
9,472
Q4 2025 Added 12.95%
$0
$430 Million 0.24% of portfolio
5,335
Q4 2025 Reduced 40.32%
$177B
$414 Million 0.23% of portfolio
2,387
Q4 2025 Reduced 1.0%
$414B
$406 Million 0.22% of portfolio
1,776
Q4 2025 Reduced 2.15%
$0
$399 Million 0.22% of portfolio
3,896
Q4 2025 Reduced 4.51%
$0
$381 Million 0.21% of portfolio
11,673
Q4 2025 Added 0.09%
$0
$388 Million 0.21% of portfolio
1,809
Q3 2025 Added 1.63%
$277B
$371 Million 0.2% of portfolio
4,032
Q4 2025 Added 0.75%
$1.46T
$353 Million 0.2% of portfolio
1,162
Q4 2025 Added 1.75%
$0
$361 Million 0.2% of portfolio
6,408
Q4 2025 Reduced 3.96%
$0
$365 Million 0.2% of portfolio
7,223
Q4 2025 Added 0.71%
$662B
$334 Million 0.18% of portfolio
665
Q4 2025 Reduced 4.45%
$0
$333 Million 0.18% of portfolio
1,331
Q4 2025 Added 41.6%
$0
$327 Million 0.18% of portfolio
6,339
Q4 2025 Reduced 5.63%
$26.6B
$334 Million 0.18% of portfolio
4,031
Q4 2025 Reduced 0.17%
$0
$332 Million 0.18% of portfolio
2,233
Q4 2025 Added 1.04%
$0
$329 Million 0.18% of portfolio
13,058
Q4 2025 Added 3.99%
$1.74T
$308 Million 0.17% of portfolio
983
Q4 2025 Reduced 10.47%
$291B
$307 Million 0.17% of portfolio
536
Q4 2025 Reduced 1.65%
$0
$286 Million 0.16% of portfolio
4,251
Q4 2025 Reduced 37.81%
$0
$291 Million 0.16% of portfolio
1,180
Q4 2025 Reduced 2.07%
$0
$289 Million 0.16% of portfolio
8,384
Q4 2025 New
$0
$296 Million 0.16% of portfolio
2,122
Q4 2025 Added 0.24%
$0
$294 Million 0.16% of portfolio
2,745
Q4 2025 Added 2.73%
$0
$279 Million 0.15% of portfolio
960
Q4 2025 Added 7.99%
$0
$266 Million 0.15% of portfolio
5,713
Q4 2025 New
$0
$274 Million 0.15% of portfolio
3,095
Q4 2025 Added 3.65%
$0
$271 Million 0.15% of portfolio
2,790
Q4 2025 Added 1.71%
$205B
$273 Million 0.15% of portfolio
1,603
Q2 2025 New
$0
$245 Million 0.14% of portfolio
10,630
Q4 2025 Reduced 4.84%
$0
$246 Million 0.14% of portfolio
4,887
Q4 2025 Added 1.12%
$0
$247 Million 0.14% of portfolio
5,992
Q4 2025 Reduced 0.3%
$141B
$258 Million 0.14% of portfolio
10,366
Q4 2025 Added 2.54%
$45.5B
$249 Million 0.14% of portfolio
1,610
Q4 2025 Added 3.27%
$0
$228 Million 0.13% of portfolio
2,898
Q4 2025 New
$0
$230 Million 0.13% of portfolio
7,434
Q4 2025 Reduced 0.56%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $181 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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