Axxcess Wealth Management, LLC Portfolio Holdings

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

Axxcess Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.06 Billion distributed in 881 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $297M, Ishares Core U.S. Aggregate Bo with a value of $174M, Microsoft Corp with a value of $104M, Ishares Core Msci Intl Develop with a value of $95.7M, and Nvidia Corp with a value of $89.1M.

Examining the 13F form we can see an increase of $474M in the current position value, from $3.59B to 4.06B.

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 $4.06 Billion
ETFs: $2.64 Billion
Technology: $390 Million
Financial Services: $234 Million
Communication Services: $163 Million
Consumer Cyclical: $139 Million
Industrials: $138 Million
Healthcare: $128 Million
Consumer Defensive: $109 Million
Other: $103 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$104 Million 2.55% of portfolio
208,215
Q2 2025 Added 2.13%
$443B
$89.1 Million 2.19% of portfolio
564,005
Q2 2025 Added 2.24%
$2.32T
$61.3 Million 1.51% of portfolio
279,445
Q2 2025 Added 2.76%
$146B
$52.4 Million 1.29% of portfolio
190,106
Q2 2025 Reduced 0.44%
$1.69T
$38.7 Million 0.95% of portfolio
52,476
Q2 2025 Reduced 0.36%
$900B
$38.3 Million 0.94% of portfolio
132,115
Q2 2025 Reduced 3.02%
$529B
$35.9 Million 0.88% of portfolio
26,778
Q2 2025 Added 2.22%
$1.44T
$34.6 Million 0.85% of portfolio
196,114
Q2 2025 Added 4.5%
$281B
$25.5 Million 0.63% of portfolio
260,959
Q2 2025 Reduced 9.69%
$1.47T
$21 Million 0.52% of portfolio
118,661
Q2 2025 Added 2.97%
$1.25T
$20.4 Million 0.5% of portfolio
64,319
Q2 2025 Added 0.74%
$555B
$19.3 Million 0.47% of portfolio
54,244
Q2 2025 Reduced 1.82%
$234B
$17.8 Million 0.44% of portfolio
130,742
Q2 2025 Added 0.49%
$467B
$17.1 Million 0.42% of portfolio
158,954
Q2 2025 Reduced 0.67%
$433B
$16.1 Million 0.4% of portfolio
44,038
Q2 2025 Reduced 0.53%
$718B
$16.2 Million 0.4% of portfolio
20,735
Q2 2025 Added 1.16%
$428B
$14.5 Million 0.36% of portfolio
14,671
Q2 2025 Added 4.64%
$374B
$14.4 Million 0.36% of portfolio
90,641
Q2 2025 Added 0.28%
$386B
$13.2 Million 0.33% of portfolio
71,109
Q2 2025 Added 3.08%
$466B
$13.5 Million 0.33% of portfolio
88,141
Q2 2025 Reduced 1.84%
$1.88B
$13.4 Million 0.33% of portfolio
109,751
Q2 2025 Added 0.44%
$788B
$12.9 Million 0.32% of portfolio
58,815
Q2 2025 Added 1.47%
$337B
$13 Million 0.32% of portfolio
95,315
Q2 2025 Reduced 3.12%
$227B
$12.6 Million 0.31% of portfolio
42,649
Q2 2025 Added 101.83%
$122B
$10.7 Million 0.26% of portfolio
34,551
Q2 2025 Added 0.21%
$188B
$10.1 Million 0.25% of portfolio
24,817
Q2 2025 Added 4.5%
$406B
$9.96 Million 0.25% of portfolio
210,411
Q2 2025 Added 2.17%
$290B
$9.98 Million 0.25% of portfolio
140,991
Q2 2025 Reduced 0.98%
$266B
$9.36 Million 0.23% of portfolio
13,218
Q2 2025 Added 4.45%
$308B
$9.14 Million 0.23% of portfolio
63,839
Q2 2025 Added 2.21%
$198B
$9.12 Million 0.22% of portfolio
69,040
Q2 2025 Reduced 1.99%
$273B
$8.97 Million 0.22% of portfolio
129,323
Q2 2025 Added 5.71%
$129B
$8.55 Million 0.21% of portfolio
57,189
Q2 2025 Added 0.19%
$211B
$8.41 Million 0.21% of portfolio
67,798
Q2 2025 Added 2.01%
$265B
$8.26 Million 0.2% of portfolio
58,655
Q2 2025 Added 102.6%
$229B
$7.78 Million 0.19% of portfolio
53,252
Q2 2025 Reduced 0.04%
$554B
$7.8 Million 0.19% of portfolio
13,872
Q2 2025 Added 3.03%
$228B
$7.76 Million 0.19% of portfolio
19,984
Q2 2025 Reduced 20.62%
$54.3B
$7.53 Million 0.19% of portfolio
13,283
Q2 2025 Added 2.05%
$225B
$7.32 Million 0.18% of portfolio
25,052
Q2 2025 Reduced 1.5%
$141B
$7.46 Million 0.18% of portfolio
107,510
Q2 2025 Reduced 0.44%
$38.9B
$6.51 Million 0.16% of portfolio
26,786
Q2 2025 Added 1.94%
$0
$6.42 Million 0.16% of portfolio
487,494
Q2 2025 Reduced 0.22%
$182B
$6.32 Million 0.16% of portfolio
8,025
Q2 2025 Added 7.54%
$79.9B
$6.56 Million 0.16% of portfolio
49,222
Q2 2025 Added 7.88%
$0
$6.4 Million 0.16% of portfolio
460,307
Q2 2025 Added 2.35%
$34.1B
$6.48 Million 0.16% of portfolio
71,180
Q2 2025 Added 2.46%
$142B
$6.69 Million 0.16% of portfolio
28,709
Q2 2025 Added 11.65%
$185B
$6.12 Million 0.15% of portfolio
141,523
Q2 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 881
  • Current Value $4.06 Billion
  • Prior Value $3.59 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 91 stocks
  • Additional Purchases 410 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 310 stocks
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