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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$307B
$8.91 Million 0.19% of portfolio
134,324
Q3 2025 Reduced 4.73%
$174B
$8.27 Million 0.18% of portfolio
11,514
Q3 2025 Added 20.68%
$0
$8.38 Million 0.18% of portfolio
34,623
Q3 2025 Reduced 21.6%
$0
$7.84 Million 0.17% of portfolio
100,086
Q3 2025 Added 208.66%
$165B
$8.01 Million 0.17% of portfolio
106,154
Q3 2025 Reduced 1.26%
$173B
$7.76 Million 0.17% of portfolio
176,454
Q3 2025 Added 24.68%
$196B
$7.7 Million 0.17% of portfolio
67,282
Q3 2025 Reduced 0.76%
$530B
$7.72 Million 0.17% of portfolio
13,578
Q3 2025 Reduced 2.12%
$0
$7.16 Million 0.16% of portfolio
276,608
Q3 2025 Added 4.38%
$0
$7.42 Million 0.16% of portfolio
102,378
Q3 2025 Added 70.02%
$0
$7.11 Million 0.16% of portfolio
132,486
Q3 2025 Added 28.2%
$67.1B
$7.27 Million 0.16% of portfolio
17,224
Q3 2025 Added 0.24%
$226B
$7.07 Million 0.15% of portfolio
23,252
Q3 2025 Reduced 7.19%
$47.5B
$6.85 Million 0.15% of portfolio
13,743
Q3 2025 Added 3.46%
$80.5B
$6.92 Million 0.15% of portfolio
55,879
Q3 2025 Added 25.33%
$0
$6.8 Million 0.15% of portfolio
509,810
Q3 2025 Added 4.58%
$0
$6.73 Million 0.15% of portfolio
81,115
Q3 2025 Added 8.42%
$1.46T
$6.94 Million 0.15% of portfolio
24,849
Q3 2025 Added 7.86%
$33.5B
$6.71 Million 0.15% of portfolio
74,008
Q3 2025 Added 3.97%
$0
$6.85 Million 0.15% of portfolio
474,234
Q3 2025 Added 3.03%
$0
$6.41 Million 0.14% of portfolio
13,358
Q3 2025 Reduced 35.76%
$0
$6.57 Million 0.14% of portfolio
123,861
Q3 2025 Added 29.69%
$0
$6.29 Million 0.14% of portfolio
78,708
Q3 2025 Added 6.13%
$311B
$6.32 Million 0.14% of portfolio
18,291
Q3 2025 Reduced 8.14%
$34.4B
$6.53 Million 0.14% of portfolio
27,414
Q3 2025 Added 2.34%
$0
$6.48 Million 0.14% of portfolio
84,872
Q3 2025 Added 3.6%
$192B
$6.45 Million 0.14% of portfolio
31,488
Q3 2025 Added 3.27%
$0
$5.95 Million 0.13% of portfolio
117,588
Q3 2025 Added 21.39%
$0
$5.82 Million 0.13% of portfolio
128,722
Q3 2025 New
$0
$6.18 Million 0.13% of portfolio
71,156
Q3 2025 Reduced 3.0%
$321B
$6.04 Million 0.13% of portfolio
72,100
Q3 2025 Added 4.72%
$0
$5.78 Million 0.13% of portfolio
149,838
Q3 2025 Added 6.37%
$134B
$6.05 Million 0.13% of portfolio
28,734
Q3 2025 Added 0.09%
$0
$5.86 Million 0.13% of portfolio
21,424
Q3 2025 Added 0.4%
$195B
$5.8 Million 0.13% of portfolio
57,153
Q3 2025 Reduced 2.49%
$156B
$5.94 Million 0.13% of portfolio
24,083
Q3 2025 Added 26.69%
$0
$5.85 Million 0.13% of portfolio
67,826
Q3 2025 Added 11.7%
$76B
$5.69 Million 0.12% of portfolio
43,391
Q3 2025 Reduced 11.85%
$196B
$5.4 Million 0.12% of portfolio
32,452
Q3 2025 Added 6.6%
$0
$5.43 Million 0.12% of portfolio
284,205
Q3 2025 Added 0.72%
$0
$5.72 Million 0.12% of portfolio
54,747
Q3 2025 Added 138.12%
$0
$5.54 Million 0.12% of portfolio
124,702
Q3 2025 Reduced 1.34%
$332B
$5.4 Million 0.12% of portfolio
17,948
Q3 2025 Reduced 19.35%
$235B
$5.5 Million 0.12% of portfolio
65,522
Q3 2025 Reduced 3.49%
$136B
$5.4 Million 0.12% of portfolio
22,860
Q3 2025 Added 18.91%
$400B
$4.9 Million 0.11% of portfolio
30,270
Q3 2025 Added 4.44%
$241B
$5.13 Million 0.11% of portfolio
31,625
Q3 2025 Reduced 3.63%
$0
$4.9 Million 0.11% of portfolio
72,835
Q3 2025 Added 2.04%
$183B
$4.9 Million 0.11% of portfolio
7,171
Q3 2025 Reduced 10.64%

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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