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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$554B
$7.8 Million 0.19% of portfolio
13,872
Q2 2025 Added 3.03%
$228B
$7.76 Million 0.19% of portfolio
19,984
Q2 2025 Reduced 20.62%
$54.3B
$7.53 Million 0.19% of portfolio
13,283
Q2 2025 Added 2.05%
$0
$7.83 Million 0.19% of portfolio
116,539
Q2 2025 Added 329.3%
$225B
$7.32 Million 0.18% of portfolio
25,052
Q2 2025 Reduced 1.5%
$141B
$7.46 Million 0.18% of portfolio
107,510
Q2 2025 Reduced 0.44%
$0
$6.92 Million 0.17% of portfolio
83,415
Q2 2025 Added 216.27%
$38.9B
$6.51 Million 0.16% of portfolio
26,786
Q2 2025 Added 1.94%
$0
$6.42 Million 0.16% of portfolio
487,494
Q2 2025 Reduced 0.22%
$182B
$6.32 Million 0.16% of portfolio
8,025
Q2 2025 Added 7.54%
$79.9B
$6.56 Million 0.16% of portfolio
49,222
Q2 2025 Added 7.88%
$0
$6.59 Million 0.16% of portfolio
55,351
Q2 2025 Added 1.43%
$0
$6.4 Million 0.16% of portfolio
460,307
Q2 2025 Added 2.35%
$34.1B
$6.48 Million 0.16% of portfolio
71,180
Q2 2025 Added 2.46%
$0
$6.35 Million 0.16% of portfolio
73,359
Q2 2025 Added 430.97%
$0
$6.54 Million 0.16% of portfolio
264,993
Q2 2025 Added 6.14%
$185B
$6.12 Million 0.15% of portfolio
141,523
Q2 2025 Added 0.06%
$0
$6.2 Million 0.15% of portfolio
74,817
Q2 2025 Added 83.9%
$330B
$6.21 Million 0.15% of portfolio
19,912
Q2 2025 Reduced 34.61%
$0
$5.9 Million 0.15% of portfolio
74,165
Q2 2025 Added 16.4%
$159B
$5.99 Million 0.15% of portfolio
11,017
Q2 2025 Added 23.95%
$257B
$5.98 Million 0.15% of portfolio
32,817
Q2 2025 Reduced 4.26%
$0
$5.55 Million 0.14% of portfolio
126,401
Q2 2025 Reduced 72.02%
$308B
$5.73 Million 0.14% of portfolio
22,253
Q2 2025 Added 70.78%
$0
$5.86 Million 0.14% of portfolio
226,716
Q2 2025 Added 14.32%
$150B
$5.68 Million 0.14% of portfolio
19,009
Q2 2025 Added 10.15%
$0
$5.53 Million 0.14% of portfolio
130,454
Q2 2025 Reduced 13.65%
$309B
$5.52 Million 0.14% of portfolio
68,849
Q2 2025 Added 35.73%
$51.6B
$5.75 Million 0.14% of portfolio
78,497
Q2 2025 Added 1,018.67%
$144B
$5.58 Million 0.14% of portfolio
30,490
Q2 2025 Added 14.83%
$57.8B
$5.63 Million 0.14% of portfolio
17,182
Q2 2025 Reduced 17.92%
$0
$5.62 Million 0.14% of portfolio
176,238
Q2 2025 Added 0.6%
$0
$5.54 Million 0.14% of portfolio
103,347
Q2 2025 Added 48.63%
$0
$5.36 Million 0.13% of portfolio
282,173
Q2 2025 Reduced 1.85%
$0
$5.23 Million 0.13% of portfolio
95,282
Q2 2025 Reduced 5.35%
$1.34T
$5.22 Million 0.13% of portfolio
23,038
Q2 2025 Added 14.2%
$13.4B
$5.16 Million 0.13% of portfolio
19,102
Q2 2025 Added 2.83%
$210B
$5.37 Million 0.13% of portfolio
67,889
Q2 2025 Reduced 0.48%
$0
$5.26 Million 0.13% of portfolio
21,338
Q2 2025 Reduced 33.46%
$0
$5.05 Million 0.12% of portfolio
140,863
Q2 2025 Reduced 3.03%
$0
$4.86 Million 0.12% of portfolio
96,870
Q2 2025 Added 34.86%
$0
$5.04 Million 0.12% of portfolio
95,507
Q2 2025 Added 147.21%
$129B
$4.86 Million 0.12% of portfolio
23,186
Q2 2025 Added 6.72%
$0
$4.76 Million 0.12% of portfolio
199,846
Q2 2025 Reduced 0.21%
$193B
$4.99 Million 0.12% of portfolio
58,610
Q2 2025 Added 2.52%
$182B
$4.85 Million 0.12% of portfolio
30,444
Q2 2025 Added 4.63%
$118B
$4.32 Million 0.11% of portfolio
48,087
Q2 2025 Added 0.47%
$0
$4.48 Million 0.11% of portfolio
71,379
Q2 2025 Reduced 8.97%
$1.35B
$4.38 Million 0.11% of portfolio
1,000,000
Q3 2023 Added 356.18%

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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