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
$94.5B
$1.73 Million 0.04% of portfolio
18,859
Q2 2025 Added 0.4%
$65.1B
$1.77 Million 0.04% of portfolio
3,445
Q2 2025 Added 8.98%
$54.7B
$1.52 Million 0.04% of portfolio
4,010
Q2 2025 Added 15.1%
$110B
$1.65 Million 0.04% of portfolio
10,304
Q2 2025 Added 39.83%
$6.73B
$1.51 Million 0.04% of portfolio
28,706
Q2 2025 Reduced 6.36%
$188B
$1.53 Million 0.04% of portfolio
1,488
Q2 2025 Added 98.4%
$100B
$1.67 Million 0.04% of portfolio
18,222
Q2 2025 Reduced 4.12%
$72.2B
$1.2 Million 0.03% of portfolio
4,864
Q2 2025 Added 0.33%
$89.9B
$1.1 Million 0.03% of portfolio
6,593
Q2 2025 Added 4.63%
$16.6B
$1.07 Million 0.03% of portfolio
16,562
Q2 2025 Reduced 13.9%
$170B
$1.35 Million 0.03% of portfolio
14,833
Q2 2025 Reduced 0.21%
$118B
$1.19 Million 0.03% of portfolio
454
Q2 2025 New
$17.3B
$1.3 Million 0.03% of portfolio
17,130
Q2 2025 Reduced 4.53%
$46.1B
$1.03 Million 0.03% of portfolio
94,715
Q2 2025 Reduced 16.32%
$72.7B
$1.07 Million 0.03% of portfolio
10,208
Q2 2025 Reduced 11.25%
$28.3B
$1.04 Million 0.03% of portfolio
18,419
Q2 2025 Reduced 22.23%
$125B
$1.02 Million 0.03% of portfolio
11,667
Q2 2025 Reduced 2.09%
$247B
$1.4 Million 0.03% of portfolio
19,989
Q2 2025 Reduced 7.52%
$53.7B
$1.33 Million 0.03% of portfolio
1,602
Q2 2025 Added 31.96%
$26.4B
$1.11 Million 0.03% of portfolio
14,687
Q2 2025 Reduced 1.31%
$87.3B
$1.18 Million 0.03% of portfolio
6,098
Q2 2025 Reduced 24.97%
$34.3B
$1.27 Million 0.03% of portfolio
6,053
Q2 2025 Reduced 2.58%
$78.4B
$1.03 Million 0.03% of portfolio
6,713
Q2 2025 Added 2.27%
$30.3B
$1.33 Million 0.03% of portfolio
4,615
Q2 2025 New
$26.5B
$1.2 Million 0.03% of portfolio
9,086
Q2 2025 Reduced 0.44%
$59.7B
$1.21 Million 0.03% of portfolio
5,343
Q2 2025 Added 11.73%
$24.3B
$1.16 Million 0.03% of portfolio
6,317
Q2 2025 Added 0.05%
$147B
$1.06 Million 0.03% of portfolio
9,871
Q2 2025 Reduced 3.49%
$8.3B
$1.1 Million 0.03% of portfolio
12,441
Q2 2025 Reduced 2.8%
$6.23B
$1.23 Million 0.03% of portfolio
9,689
Q2 2025 New
$159B
$1.05 Million 0.03% of portfolio
17,153
Q2 2025 Reduced 5.39%
$24.1B
$1.31 Million 0.03% of portfolio
35,596
Q2 2025 New
$25.6B
$1.21 Million 0.03% of portfolio
72,206
Q2 2025 Reduced 0.96%
$50.7B
$1.34 Million 0.03% of portfolio
1,288
Q2 2025 Added 2.63%
$15.2B
$1.3 Million 0.03% of portfolio
10,859
Q2 2025 Reduced 12.84%
$2.93B
$1.36 Million 0.03% of portfolio
42,652
Q2 2025 Reduced 0.74%
$81.6B
$1.34 Million 0.03% of portfolio
7,201
Q2 2025 Added 12.83%
$42.5B
$1.02 Million 0.03% of portfolio
24,290
Q2 2025 Added 48.25%
$92.9B
$1.13 Million 0.03% of portfolio
2,581
Q2 2025 Added 2.42%
$144B
$1.16 Million 0.03% of portfolio
10,418
Q2 2025 Reduced 13.08%
$36.3B
$1.1 Million 0.03% of portfolio
8,482
Q1 2025 Reduced 1.86%
$0
$1.28 Million 0.03% of portfolio
48,531
Q2 2025 Reduced 1.14%
$74.3B
$1.24 Million 0.03% of portfolio
4,670
Q2 2025 Added 46.44%
$48.7B
$1.18 Million 0.03% of portfolio
8,108
Q2 2025 Reduced 18.08%
$63.9B
$1.06 Million 0.03% of portfolio
24,461
Q2 2025 Added 6.17%
$62.6B
$1.02 Million 0.03% of portfolio
5,203
Q2 2025 Added 145.66%
$171B
$1.25 Million 0.03% of portfolio
10,147
Q2 2025 Added 35.08%
$2.95B
$1.3 Million 0.03% of portfolio
8,430
Q2 2025 New
$53.4B
$1.13 Million 0.03% of portfolio
2,111
Q2 2025 Reduced 20.73%

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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email