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
$330B
$6.21 Million 0.15% of portfolio
19,912
Q2 2025 Reduced 34.61%
$159B
$5.99 Million 0.15% of portfolio
11,017
Q2 2025 Added 23.95%
$257B
$5.98 Million 0.15% of portfolio
32,817
Q2 2025 Reduced 4.26%
$308B
$5.73 Million 0.14% of portfolio
22,253
Q2 2025 Added 70.78%
$150B
$5.68 Million 0.14% of portfolio
19,009
Q2 2025 Added 10.15%
$309B
$5.52 Million 0.14% of portfolio
68,849
Q2 2025 Added 35.73%
$51.6B
$5.75 Million 0.14% of portfolio
78,497
Q2 2025 Added 1,018.67%
$144B
$5.58 Million 0.14% of portfolio
30,490
Q2 2025 Added 14.83%
$57.8B
$5.63 Million 0.14% of portfolio
17,182
Q2 2025 Reduced 17.92%
$1.34T
$5.22 Million 0.13% of portfolio
23,038
Q2 2025 Added 14.2%
$13.4B
$5.16 Million 0.13% of portfolio
19,102
Q2 2025 Added 2.83%
$210B
$5.37 Million 0.13% of portfolio
67,889
Q2 2025 Reduced 0.48%
$129B
$4.86 Million 0.12% of portfolio
23,186
Q2 2025 Added 6.72%
$193B
$4.99 Million 0.12% of portfolio
58,610
Q2 2025 Added 2.52%
$182B
$4.85 Million 0.12% of portfolio
30,444
Q2 2025 Added 4.63%
$118B
$4.32 Million 0.11% of portfolio
48,087
Q2 2025 Added 0.47%
$70.6B
$4.4 Million 0.11% of portfolio
44,587
Q2 2025 Added 40.16%
$211B
$4.63 Million 0.11% of portfolio
160,138
Q2 2025 Added 6.56%
$69.5B
$4.31 Million 0.11% of portfolio
47,377
Q2 2025 Added 0.44%
$132B
$4.42 Million 0.11% of portfolio
19,225
Q2 2025 Reduced 3.87%
$256B
$4.11 Million 0.1% of portfolio
28,982
Q2 2025 Added 32.42%
$56.2B
$4.22 Million 0.1% of portfolio
40,635
Q2 2025 Reduced 3.57%
$93.9B
$3.88 Million 0.1% of portfolio
32,860
Q2 2025 Added 0.98%
$146B
$4.23 Million 0.1% of portfolio
118,579
Q2 2025 Added 6.7%
$134B
$3.88 Million 0.1% of portfolio
160,218
Q2 2025 Reduced 1.72%
$60B
$3.94 Million 0.1% of portfolio
91,564
Q2 2025 Reduced 0.55%
$169B
$3.69 Million 0.09% of portfolio
16,635
Q2 2025 Added 42.95%
$142B
$3.59 Million 0.09% of portfolio
7,065
Q2 2025 Added 7.81%
$20.5B
$3.72 Million 0.09% of portfolio
16,706
Q2 2025 Added 7.55%
$63.6B
$3.4 Million 0.08% of portfolio
13,265
Q2 2025 Added 0.23%
$3.1B
$3.3 Million 0.08% of portfolio
8,160
Q2 2025 Added 0.18%
$50B
$3.38 Million 0.08% of portfolio
59,868
Q2 2025 Added 1.65%
$84.9B
$3.34 Million 0.08% of portfolio
49,516
Q2 2025 Added 2.37%
$85.9B
$3.21 Million 0.08% of portfolio
15,074
Q2 2025 Added 56.56%
$68.3B
$3.24 Million 0.08% of portfolio
99,225
Q2 2025 Added 0.53%
$170B
$3.34 Million 0.08% of portfolio
9,541
Q2 2025 Reduced 10.35%
$323B
$3.26 Million 0.08% of portfolio
4,070
Q2 2025 Added 31.25%
$101B
$3.13 Million 0.08% of portfolio
14,308
Q2 2025 Reduced 9.19%
$48.9B
$3.18 Million 0.08% of portfolio
24,054
Q2 2025 Added 12.13%
$14.6B
$3.26 Million 0.08% of portfolio
19,779
Q2 2025 Added 5.06%
$89.5B
$3.07 Million 0.08% of portfolio
13,397
Q2 2025 Added 3.85%
$86.5B
$2.68 Million 0.07% of portfolio
9,822
Q2 2025 Reduced 1.09%
$96.1B
$2.71 Million 0.07% of portfolio
28,910
Q2 2025 Added 67.72%
$27.2B
$2.93 Million 0.07% of portfolio
17,630
Q2 2025 Reduced 7.99%
$243B
$3.03 Million 0.07% of portfolio
11,094
Q2 2025 Added 9.61%
$148B
$2.92 Million 0.07% of portfolio
10,466
Q2 2025 Reduced 11.24%
$82.8B
$2.64 Million 0.07% of portfolio
18,613
Q2 2025 Added 0.83%
$98.2B
$3.04 Million 0.07% of portfolio
65,766
Q2 2025 Added 1.29%
$5.04B
$3.02 Million 0.07% of portfolio
82,934
Q2 2025 Reduced 1.08%

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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