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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Million 0.05% of portfolio
78,043
Q3 2025 Reduced 10.18%
$0
$1.88 Million 0.04% of portfolio
37,253
Q3 2025 Added 8.81%
$0
$1.94 Million 0.04% of portfolio
19,758
Q3 2025 Reduced 53.21%
$0
$1.7 Million 0.04% of portfolio
4,654
Q3 2025 Reduced 2.31%
$0
$1.96 Million 0.04% of portfolio
61,347
Q3 2025 Added 32.72%
$0
$1.88 Million 0.04% of portfolio
195,605
Q3 2025 Added 86.86%
$0
$1.9 Million 0.04% of portfolio
30,716
Q3 2025 Added 10.34%
$0
$2.04 Million 0.04% of portfolio
23,338
Q3 2025 Reduced 18.01%
$0
$1.97 Million 0.04% of portfolio
28,999
Q3 2025 Added 362.06%
$0
$1.77 Million 0.04% of portfolio
40,000
Q2 2025 Added 14.29%
$0
$1.86 Million 0.04% of portfolio
59,128
Q3 2025 Reduced 30.66%
$0
$1.72 Million 0.04% of portfolio
29,980
Q3 2025 Added 20.45%
$0
$2.01 Million 0.04% of portfolio
43,523
Q3 2025 Added 3.7%
$0
$1.75 Million 0.04% of portfolio
25,540
Q3 2025 Added 0.57%
$0
$2.06 Million 0.04% of portfolio
14,145
Q3 2025 Reduced 20.52%
$0
$1.88 Million 0.04% of portfolio
19,718
Q3 2025 Reduced 59.55%
$0
$1.69 Million 0.04% of portfolio
35,928
Q3 2025 Added 16.54%
$0
$1.84 Million 0.04% of portfolio
19,389
Q3 2025 Reduced 4.29%
$0
$2.05 Million 0.04% of portfolio
25,416
Q3 2025 Reduced 6.76%
$0
$1.95 Million 0.04% of portfolio
13,417
Q3 2025 Reduced 8.94%
$0
$1.81 Million 0.04% of portfolio
14,971
Q3 2025 Added 24.54%
$0
$1.38 Million 0.03% of portfolio
29,412
Q3 2025 Added 4.63%
$0
$1.6 Million 0.03% of portfolio
25,560
Q3 2025 Added 10.11%
$0
$1.44 Million 0.03% of portfolio
17,418
Q3 2025 Added 2.22%
$0
$1.25 Million 0.03% of portfolio
13,005
Q3 2025 Reduced 46.48%
$0
$1.51 Million 0.03% of portfolio
30,578
Q3 2025 Added 32.65%
$0
$1.55 Million 0.03% of portfolio
34,309
Q3 2025 Added 8.68%
$0
$1.17 Million 0.03% of portfolio
10,968
Q3 2025 Added 136.84%
$0
$1.52 Million 0.03% of portfolio
2,549
Q3 2025 Added 1.55%
$0
$1.24 Million 0.03% of portfolio
4,768
Q3 2025 Added 2.25%
$0
$1.22 Million 0.03% of portfolio
24,429
Q3 2025 Added 2.72%
$0
$1.29 Million 0.03% of portfolio
16,968
Q3 2025 Reduced 38.95%
$0
$1.46 Million 0.03% of portfolio
15,559
Q3 2025 Added 7.42%
$0
$1.21 Million 0.03% of portfolio
23,843
Q3 2025 Reduced 7.54%
$0
$1.27 Million 0.03% of portfolio
14,809
Q3 2025 Reduced 0.27%
$0
$1.38 Million 0.03% of portfolio
24,196
Q3 2025 Reduced 1.29%
$0
$1.28 Million 0.03% of portfolio
8,278
Q3 2025 Reduced 13.38%
$0
$1.44 Million 0.03% of portfolio
14,387
Q3 2025 Reduced 25.73%
$0
$1.29 Million 0.03% of portfolio
9,274
Q3 2025 Added 120.02%
$0
$1.36 Million 0.03% of portfolio
15,195
Q3 2025 Reduced 14.95%
$0
$1.34 Million 0.03% of portfolio
24,919
Q3 2025 Added 1.24%
$0
$1.31 Million 0.03% of portfolio
14,286
Q3 2025 Added 1.23%
$0
$1.51 Million 0.03% of portfolio
9,192
Q3 2025 Reduced 20.29%
$0
$1.48 Million 0.03% of portfolio
28,345
Q3 2025 New
$0
$1.32 Million 0.03% of portfolio
7,018
Q3 2025 Reduced 0.37%
$0
$1.38 Million 0.03% of portfolio
14,808
Q3 2025 Added 8.61%
$0
$825,000 0.02% of portfolio
33,329
Q3 2025 Added 1.91%
$0
$748,000 0.02% of portfolio
17,511
Q3 2025 New
$0
$940,000 0.02% of portfolio
16,440
Q3 2025 Reduced 8.62%

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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