Axos Invest Inc. Portfolio Holdings

Axos Invest Inc.

$132 Billion
Q2 2025

Axos Invest Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $54.7B, Vanguard Ftse Developed Market with a value of $27.8B, Vanguard Intermediate Term Tre with a value of $7.71B, Ishares Iboxx $ Investment Gra with a value of $7.65B, and Vanguard Ftse Emerging Mkts Et with a value of $6.25B.

Examining the 13F form we can see an increase of $3.42B in the current position value, from $129B to 132B.

Axos Invest Inc. is based out at Las Vegas, NV

Below you can find more details about Axos Invest Inc. portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion

ETFs: $132 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$54.7 Billion 41.3% of portfolio	179,980	Q2 2025 Reduced 4.93%
VEA Vanguard Ftse Developed Market ETFs	$0	$27.8 Billion 20.97% of portfolio	487,292	Q2 2025 Reduced 8.34%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$7.71 Billion 5.82% of portfolio	128,892	Q2 2025 Reduced 3.51%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$7.65 Billion 5.78% of portfolio	69,804	Q2 2025 Reduced 2.7%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$6.25 Billion 4.72% of portfolio	126,381	Q2 2025 Reduced 6.94%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$6.15 Billion 4.64% of portfolio	55,880	Q2 2025 Reduced 2.51%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$4.01 Billion 3.03% of portfolio	181,533	Q2 2025 Reduced 1.23%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.8 Billion 2.87% of portfolio	159,427	Q2 2025 Reduced 4.03%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$3.26 Billion 2.46% of portfolio	41,021	Q2 2025 Reduced 2.78%
SJNK Spdr Bloomberg Short Term High ETFs	$0	$3.13 Billion 2.36% of portfolio	122,875	Q2 2025 Reduced 2.7%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.32 Billion 1.75% of portfolio	26,100	Q2 2025 Reduced 3.0%
IEMG Ishares Inc ETFs	$0	$1.19 Billion 0.9% of portfolio	19,808	Q2 2025 Reduced 6.16%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.07 Billion 0.81% of portfolio	12,937	Q2 2025 Reduced 3.73%
VGT Vanguard Information Technolog ETFs	$0	$614 Million 0.46% of portfolio	925	Q2 2025 Reduced 6.28%
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	$0	$516 Million 0.39% of portfolio	5,430	Q2 2025 Reduced 6.92%
IYR Ishares Tr ETFs	$0	$507 Million 0.38% of portfolio	5,345	Q2 2025 Reduced 6.34%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$393 Million 0.3% of portfolio	4,398	Q2 2025 Reduced 3.23%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$384 Million 0.29% of portfolio	621	Q2 2025 Added 1.97%
XLK Technology Sector Spdr ETFs	$0	$352 Million 0.27% of portfolio	1,390	Q2 2025 Reduced 15.45%
VB Vanguard Small Cap ETF ETFs	$0	$264 Million 0.2% of portfolio	1,116	Q2 2025 Reduced 5.34%
VV Vanguard Large Cap ETF ETFs	$0	$215 Million 0.16% of portfolio	754	Q2 2025 Reduced 8.16%
ICLN Ishares ETFs	$0	$176 Million 0.13% of portfolio	13,455	Q2 2025 Reduced 17.38%

Summary

Portfolio
No. of Stocks 22
Current Value $132 Billion
Prior Value $129 Billion
Filing
Period Q2 2025
Filing Date July 23, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 21 stocks

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