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
$177B
$2.67 Million 0.07% of portfolio
13,730
Q2 2025 Added 14.21%
$138B
$2.65 Million 0.07% of portfolio
13,424
Q2 2025 Added 3.87%
$76.9B
$2.35 Million 0.06% of portfolio
6,583
Q2 2025 Reduced 8.31%
$145B
$2.29 Million 0.06% of portfolio
5,793
Q2 2025 Added 10.91%
$80.9B
$2.59 Million 0.06% of portfolio
10,468
Q2 2025 Added 2.43%
$53.4B
$2.25 Million 0.06% of portfolio
30,255
Q2 2025 Added 1.01%
$104B
$2.6 Million 0.06% of portfolio
8,058
Q2 2025 Added 43.84%
$93.7B
$2.24 Million 0.06% of portfolio
4,392
Q2 2025 Added 16.68%
$39.9B
$2.57 Million 0.06% of portfolio
15,307
Q2 2025 Added 47.91%
$124B
$2.27 Million 0.06% of portfolio
4,902
Q2 2025 Added 10.58%
$69.2B
$2.4 Million 0.06% of portfolio
20,082
Q2 2025 Added 4.37%
$171B
$2.18 Million 0.05% of portfolio
18,890
Q2 2025 Added 22.76%
$134B
$2.15 Million 0.05% of portfolio
2,804
Q2 2025 Reduced 17.75%
$89.5B
$2.14 Million 0.05% of portfolio
7,349
Q2 2025 Added 7.5%
$301B
$1.84 Million 0.05% of portfolio
7,716
Q2 2025 Reduced 5.9%
$62.5B
$2.23 Million 0.05% of portfolio
6,967
Q2 2025 Reduced 6.75%
$15.6B
$2.04 Million 0.05% of portfolio
40,458
Q2 2025 Added 21.58%
$124B
$2.06 Million 0.05% of portfolio
29,840
Q2 2025 Added 2.68%
$45.8B
$2.1 Million 0.05% of portfolio
5,990
Q2 2025 Added 34.91%
$38.4B
$2 Million 0.05% of portfolio
10,823
Q2 2025 Reduced 3.09%
$77.2B
$2.02 Million 0.05% of portfolio
10,840
Q2 2025 Added 32.92%
$71.7B
$2.14 Million 0.05% of portfolio
34,140
Q2 2025 Reduced 18.78%
$64.5B
$1.86 Million 0.05% of portfolio
23,143
Q2 2025 Reduced 6.68%
$99.4B
$2.19 Million 0.05% of portfolio
48,347
Q2 2025 Reduced 0.39%
$444B
$2.19 Million 0.05% of portfolio
3
Q1 2025 New
$79.5B
$1.93 Million 0.05% of portfolio
15,376
Q2 2025 Reduced 7.08%
$62B
$2.2 Million 0.05% of portfolio
74,934
Q2 2025 Added 6.47%
$17.6B
$2.07 Million 0.05% of portfolio
78,228
Q2 2025 Reduced 1.73%
$38.7B
$1.83 Million 0.05% of portfolio
26,710
Q2 2025 Reduced 10.59%
$53.4B
$2.15 Million 0.05% of portfolio
8,561
Q2 2025 Added 72.18%
$29.6B
$2.22 Million 0.05% of portfolio
1,136
Q2 2025 Added 0.09%
$628M
$1.48 Million 0.04% of portfolio
32,261
Q2 2025 New
$1.65B
$1.49 Million 0.04% of portfolio
9,808
Q2 2025 Added 2.24%
$0
$1.59 Million 0.04% of portfolio
33,868
Q2 2025 Added 197.19%
$162B
$1.7 Million 0.04% of portfolio
4,398
Q2 2025 Added 17.0%
$58.7B
$1.51 Million 0.04% of portfolio
7,370
Q2 2025 Added 18.3%
$6.75B
$1.46 Million 0.04% of portfolio
16,248
Q2 2025 Added 1,085.12%
$74.1B
$1.57 Million 0.04% of portfolio
14,823
Q2 2025 Reduced 1.27%
$32.7B
$1.62 Million 0.04% of portfolio
18,666
Q2 2025 Added 80.4%
$32.6B
$1.6 Million 0.04% of portfolio
19,655
Q2 2025 Reduced 3.83%
$146B
$1.44 Million 0.04% of portfolio
4,027
Q2 2025 Added 106.2%
$26.4B
$1.74 Million 0.04% of portfolio
871
Q2 2025 Reduced 0.8%
$190B
$1.48 Million 0.04% of portfolio
15,870
Q2 2025 Added 0.23%
$86.1B
$1.72 Million 0.04% of portfolio
18,927
Q2 2025 Reduced 52.74%
$98.9B
$1.72 Million 0.04% of portfolio
76,910
Q2 2025 Added 1.13%
$243B
$1.66 Million 0.04% of portfolio
5,195
Q2 2025 Added 41.98%
$88.6B
$1.52 Million 0.04% of portfolio
3,040
Q2 2025 Added 1.3%
$18.2B
$1.8 Million 0.04% of portfolio
23,607
Q2 2025 Added 2.18%
$53.3B
$1.59 Million 0.04% of portfolio
9,252
Q2 2025 Added 10.1%

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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