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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$99,000 0.0% of portfolio
12,007
Q2 2025 New
$12.1B
$128,000 0.0% of portfolio
14,370
Q2 2025 Reduced 0.77%
$76.2B
$70,000 0.0% of portfolio
16,647
Q2 2025 Reduced 71.49%
$39.3B
$128,000 0.0% of portfolio
11,247
Q2 2025 Reduced 3.11%
$42.2B
$200,000 0.0% of portfolio
1,578
Q2 2025 New
$14.1B
$163,000 0.0% of portfolio
15,684
Q2 2025 New
$83.7B
$119,000 0.0% of portfolio
21,407
Q2 2025 Reduced 20.68%

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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