Axxcess Wealth Management, LLC Portfolio Holdings

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

Axxcess Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.58 Billion distributed in 924 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $323M, Ishares Core U.S. Aggregate Bo with a value of $186M, Apple Inc. with a value of $140M, Microsoft Corp with a value of $110M, and Nvidia Corp with a value of $105M.

Examining the 13F form we can see an increase of $521M in the current position value, from $4.06B to 4.58B.

Axxcess Wealth Management, LLC is based out at Carlsbad, CA

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

Portfolio value $4.58 Billion
ETFs: $2.87 Billion
Technology: $586 Million
Financial Services: $255 Million
Communication Services: $182 Million
Consumer Cyclical: $156 Million
Industrials: $153 Million
Healthcare: $140 Million
Consumer Defensive: $106 Million
Other: $107 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$140 Million 3.07% of portfolio
551,749
Q3 2025 New
$3.78T
$110 Million 2.39% of portfolio
211,625
Q3 2025 Added 1.64%
$465B
$105 Million 2.28% of portfolio
560,664
Q3 2025 Reduced 0.59%
$2.39T
$65.1 Million 1.42% of portfolio
296,588
Q3 2025 Added 6.13%
$139B
$61.3 Million 1.34% of portfolio
185,809
Q3 2025 Reduced 2.26%
$1.65T
$48.3 Million 1.05% of portfolio
198,757
Q3 2025 Added 1.35%
$1.37T
$42.8 Million 0.94% of portfolio
58,342
Q3 2025 Added 11.18%
$881B
$42 Million 0.92% of portfolio
133,252
Q3 2025 Added 0.86%
$49.1B
$30.8 Million 0.67% of portfolio
25,651
Q3 2025 Reduced 4.21%
$1.29T
$28.9 Million 0.63% of portfolio
64,883
Q3 2025 Added 0.88%
$279B
$27 Million 0.59% of portfolio
261,907
Q3 2025 Added 0.36%
$1.74T
$24.3 Million 0.53% of portfolio
99,933
Q3 2025 Reduced 15.78%
$367B
$19.1 Million 0.42% of portfolio
47,018
Q3 2025 Added 6.77%
$593B
$19.5 Million 0.42% of portfolio
69,222
Q3 2025 Added 17.69%
$228B
$18.8 Million 0.41% of portfolio
139,998
Q3 2025 Added 7.08%
$342B
$18.6 Million 0.41% of portfolio
101,900
Q3 2025 Added 6.91%
$533B
$18.3 Million 0.4% of portfolio
53,570
Q3 2025 Reduced 1.24%
$414B
$17.3 Million 0.38% of portfolio
74,706
Q3 2025 Added 5.06%
$490B
$16.6 Million 0.36% of portfolio
147,087
Q3 2025 Reduced 7.47%
$522B
$16.1 Million 0.35% of portfolio
86,996
Q3 2025 Reduced 1.3%
$971B
$16 Million 0.35% of portfolio
20,940
Q3 2025 Added 0.99%
$346B
$14.2 Million 0.31% of portfolio
92,604
Q3 2025 Added 2.17%
$404B
$14.1 Million 0.31% of portfolio
15,185
Q3 2025 Added 3.5%
$222B
$13.2 Million 0.29% of portfolio
27,191
Q3 2025 Added 9.57%
$1.79B
$13.5 Million 0.29% of portfolio
108,615
Q3 2025 Reduced 1.04%
$266B
$12 Million 0.26% of portfolio
42,359
Q3 2025 Reduced 0.68%
$1.45B
$11.7 Million 0.26% of portfolio
1,000,000
Q3 2023 Added 356.18%
$265B
$11.3 Million 0.25% of portfolio
14,136
Q3 2025 Added 6.95%
$413B
$11.6 Million 0.25% of portfolio
224,711
Q3 2025 Added 6.8%
$291B
$10.4 Million 0.23% of portfolio
21,816
Q3 2025 Added 9.17%
$303B
$10.1 Million 0.22% of portfolio
64,964
Q3 2025 Added 1.76%
$270B
$9.86 Million 0.22% of portfolio
62,047
Q3 2025 Added 5.78%
$98.1B
$9.53 Million 0.21% of portfolio
55,794
Q3 2025 Reduced 2.44%
$104B
$9.7 Million 0.21% of portfolio
33,053
Q3 2025 Reduced 4.34%
$204B
$9.77 Million 0.21% of portfolio
69,574
Q3 2025 Added 0.77%
$258B
$9.21 Million 0.2% of portfolio
55,016
Q3 2025 Added 3.31%
$319B
$9.24 Million 0.2% of portfolio
134,978
Q3 2025 Added 4.37%
$306B
$8.91 Million 0.19% of portfolio
134,324
Q3 2025 Reduced 4.73%
$163B
$8.27 Million 0.18% of portfolio
11,514
Q3 2025 Added 20.68%
$168B
$8.01 Million 0.17% of portfolio
106,154
Q3 2025 Reduced 1.26%
$172B
$7.76 Million 0.17% of portfolio
176,454
Q3 2025 Added 24.68%
$193B
$7.7 Million 0.17% of portfolio
67,282
Q3 2025 Reduced 0.76%
$512B
$7.72 Million 0.17% of portfolio
13,578
Q3 2025 Reduced 2.12%
$65.2B
$7.27 Million 0.16% of portfolio
17,224
Q3 2025 Added 0.24%
$224B
$7.07 Million 0.15% of portfolio
23,252
Q3 2025 Reduced 7.19%
$47.7B
$6.85 Million 0.15% of portfolio
13,743
Q3 2025 Added 3.46%
$79.6B
$6.92 Million 0.15% of portfolio
55,879
Q3 2025 Added 25.33%
$0
$6.8 Million 0.15% of portfolio
509,810
Q3 2025 Added 4.58%
$11.6B
$6.81 Million 0.15% of portfolio
20,195
Q3 2025 Added 5.72%

Summary

  • Portfolio
  • No. of Stocks 924
  • Current Value $4.58 Billion
  • Prior Value $4.06 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 98 stocks
  • Additional Purchases 390 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 365 stocks
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