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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.8 Million 0.15% of portfolio
509,810
Q3 2025 Added 4.58%
$0
$6.85 Million 0.15% of portfolio
474,234
Q3 2025 Added 3.03%
$0
$1.83 Million 0.04% of portfolio
37,397
Q3 2025 Added 10.42%
$0
$1.3 Million 0.03% of portfolio
47,413
Q3 2025 Reduced 2.3%
$0
$465,000 0.01% of portfolio
45,745
Q2 2025 Reduced 3.17%
$0
$455,000 0.01% of portfolio
42,015
Q3 2025 Added 86.39%
$0
$579,000 0.01% of portfolio
47,149
Q3 2025 Added 26.98%
$0
$371,000 0.01% of portfolio
29,604
Q4 2023 New
$0
$348,000 0.01% of portfolio
30,900
Q3 2025 Reduced 10.95%
$0
$534,000 0.01% of portfolio
53,397
Q3 2025 Added 2.6%
$4.27M
$279,000 0.01% of portfolio
213,334
Q2 2025 New
$0
$424,000 0.01% of portfolio
20,821
Q3 2025 Added 1.74%
$0
$270,000 0.01% of portfolio
5,905
Q2 2025 Reduced 8.83%
$0
$242,000 0.01% of portfolio
12,272
Q3 2025 Reduced 24.9%
$0
$69,000 0.0% of portfolio
10,518
Q3 2025 New
$31M
$25,000 0.0% of portfolio
16,000
Q3 2025 New
$0
$0 0.0% of portfolio
16,810
Q3 2025 Reduced 19.22%
$0
$164,000 0.0% of portfolio
18,068
Q3 2025 Reduced 53.62%
$0
$137,000 0.0% of portfolio
11,899
Q3 2025 Reduced 8.14%
$0
$229,000 0.0% of portfolio
8,470
Q3 2025 Added 0.49%
$0
$85,000 0.0% of portfolio
16,669
Q3 2025 Added 0.79%
$0
$0 0.0% of portfolio
40,201
Q3 2025 Added 14.53%

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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