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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.1 Million 0.05% of portfolio
28,359
Q2 2025 Added 29.49%
$0
$1.9 Million 0.05% of portfolio
20,259
Q2 2025 Added 21.06%
$0
$2.2 Million 0.05% of portfolio
23,193
Q2 2025 Added 0.01%
$0
$1.83 Million 0.05% of portfolio
19,372
Q2 2025 Added 551.6%
$0
$2.19 Million 0.05% of portfolio
53,322
Q2 2025 Added 6.16%
$0
$1.62 Million 0.04% of portfolio
4,764
Q2 2025 Added 23.55%
$0
$1.57 Million 0.04% of portfolio
20,242
Q2 2025 Added 15.14%
$0
$1.52 Million 0.04% of portfolio
17,866
Q2 2025 Reduced 2.71%
$0
$1.43 Million 0.04% of portfolio
30,830
Q2 2025 Added 2.55%
$0
$1.72 Million 0.04% of portfolio
34,236
Q2 2025 Added 568.67%
$0
$1.5 Million 0.04% of portfolio
18,032
Q2 2025 Added 11.15%
$20.1B
$1.78 Million 0.04% of portfolio
54,242
Q2 2025 Reduced 25.67%
$0
$1.73 Million 0.04% of portfolio
11,532
Q2 2025 Added 447.32%
$0
$1.6 Million 0.04% of portfolio
18,854
Q2 2025 Added 18.44%
$0
$1.65 Million 0.04% of portfolio
27,837
Q2 2025 Added 63.31%
$0
$1.62 Million 0.04% of portfolio
25,395
Q1 2025 New
$0
$1.8 Million 0.04% of portfolio
41,972
Q2 2025 Reduced 1.3%
$0
$1.71 Million 0.04% of portfolio
56,760
Q2 2025 Added 7.85%
$0
$1.26 Million 0.03% of portfolio
14,113
Q2 2025 Reduced 17.33%
$0
$1.21 Million 0.03% of portfolio
30,981
Q2 2025 Reduced 1.2%
$0
$1.17 Million 0.03% of portfolio
23,782
Q2 2025 Added 7.56%
$0
$1.32 Million 0.03% of portfolio
14,484
Q2 2025 Added 0.7%
$0
$1.02 Million 0.03% of portfolio
7,687
Q2 2025 Added 13.93%
$0
$1.04 Million 0.03% of portfolio
7,687
Q2 2025 Reduced 1.6%
$0
$1.3 Million 0.03% of portfolio
24,889
Q2 2025 Added 56.5%
$0
$1.38 Million 0.03% of portfolio
24,511
Q2 2025 Added 25.52%
$0
$1.32 Million 0.03% of portfolio
12,021
Q2 2025 Reduced 27.35%
$0
$1.16 Million 0.03% of portfolio
4,663
Q2 2025 Added 1.68%
$0
$1.29 Million 0.03% of portfolio
24,613
Q2 2025 Reduced 44.61%
$0
$1.41 Million 0.03% of portfolio
9,557
Q2 2025 Reduced 32.05%
$0
$1.3 Million 0.03% of portfolio
31,569
Q2 2025 Added 13.28%
$0
$1.37 Million 0.03% of portfolio
28,111
Q2 2025 Added 24.73%
$0
$1.42 Million 0.03% of portfolio
2,510
Q2 2025 Added 5.11%
$0
$1.37 Million 0.03% of portfolio
17,039
Q2 2025 Reduced 2.46%
$0
$1.42 Million 0.03% of portfolio
13,094
Q2 2025 Added 515.9%
$0
$1.2 Million 0.03% of portfolio
7,044
Q2 2025 Reduced 23.95%
$0
$1.13 Million 0.03% of portfolio
49,915
Q2 2025 Added 7.0%
$0
$1.35 Million 0.03% of portfolio
46,224
Q2 2025 Added 110.59%
$0
$1.08 Million 0.03% of portfolio
104,680
Q2 2025 Reduced 1.62%
$0
$1.31 Million 0.03% of portfolio
25,786
Q2 2025 Added 10.74%
$0
$1.22 Million 0.03% of portfolio
13,634
Q2 2025 Added 194.85%
$0
$1.07 Million 0.03% of portfolio
48,113
Q2 2025 Reduced 2.6%
$0
$1.05 Million 0.03% of portfolio
20,657
Q2 2025 Reduced 33.17%
$0
$1.21 Million 0.03% of portfolio
27,765
Q2 2025 Added 1.81%
$0
$1.07 Million 0.03% of portfolio
49,320
Q2 2025 Reduced 1.71%
$0
$1.27 Million 0.03% of portfolio
14,849
Q2 2025 Added 0.01%
$0
$1.1 Million 0.03% of portfolio
23,052
Q2 2025 Added 60.03%
$0
$909,000 0.02% of portfolio
10,864
Q2 2025 Reduced 0.59%
$0
$782,000 0.02% of portfolio
15,272
Q1 2022 Reduced 3.26%

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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