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
$0
$4.9 Million 0.11% of portfolio
190,773
Q3 2025 Reduced 4.54%
$0
$4.88 Million 0.11% of portfolio
84,900
Q3 2025 Added 12.59%
$0
$4.82 Million 0.11% of portfolio
100,354
Q3 2025 Added 138.9%
$141B
$5.19 Million 0.11% of portfolio
203,514
Q3 2025 Added 27.02%
$45.2B
$5.04 Million 0.11% of portfolio
84,456
Q3 2025 Added 7.59%
$114B
$4.82 Million 0.11% of portfolio
22,349
Q3 2025 Reduced 3.61%
$0
$5.11 Million 0.11% of portfolio
85,668
Q3 2025 Reduced 10.09%
$140B
$4.49 Million 0.1% of portfolio
17,884
Q3 2025 Added 7.51%
$62.3B
$4.58 Million 0.1% of portfolio
40,710
Q3 2025 Added 0.18%
$183B
$4.7 Million 0.1% of portfolio
16,638
Q3 2025 Added 58.97%
$96.4B
$4.4 Million 0.1% of portfolio
35,561
Q3 2025 Added 8.22%
$0
$4.67 Million 0.1% of portfolio
43,516
Q3 2025 Reduced 89.32%
$2.1B
$4.77 Million 0.1% of portfolio
28,827
Q3 2025 Reduced 0.7%
$0
$4.4 Million 0.1% of portfolio
128,770
Q3 2025 Added 27.92%
$0
$4.39 Million 0.1% of portfolio
92,475
Q3 2025 Added 17.05%
$0
$4.4 Million 0.1% of portfolio
230,156
Q3 2025 Added 46.3%
$0
$4.32 Million 0.09% of portfolio
299,078
Q3 2025 New
$0
$4.02 Million 0.09% of portfolio
86,602
Q3 2025 Added 14.48%
$0
$4.14 Million 0.09% of portfolio
90,509
Q3 2025 Reduced 30.62%
$123B
$4.24 Million 0.09% of portfolio
8,484
Q3 2025 Added 73.07%
$113B
$4.21 Million 0.09% of portfolio
44,559
Q3 2025 Reduced 7.34%
$0
$4.02 Million 0.09% of portfolio
40,426
Q3 2025 Added 10.68%
$120B
$4.21 Million 0.09% of portfolio
133,983
Q3 2025 Added 12.99%
$0
$3.94 Million 0.09% of portfolio
20,281
Q3 2025 Reduced 0.4%
$102B
$3.97 Million 0.09% of portfolio
27,738
Q3 2025 Reduced 4.05%
$0
$3.91 Million 0.09% of portfolio
78,037
Q3 2025 Added 1.72%
$181B
$4.26 Million 0.09% of portfolio
150,902
Q3 2025 Reduced 5.77%
$0
$4.26 Million 0.09% of portfolio
10,749
Q3 2025 Added 0.95%
$0
$4.23 Million 0.09% of portfolio
38,325
Q3 2025 Added 51.75%
$65.7B
$3.97 Million 0.09% of portfolio
13,201
Q3 2025 Reduced 0.48%
$0
$4.05 Million 0.09% of portfolio
80,177
Q3 2025 Reduced 1.5%
$0
$3.91 Million 0.09% of portfolio
93,259
Q3 2025 Reduced 2.39%
$59.5B
$4.09 Million 0.09% of portfolio
89,404
Q3 2025 Reduced 2.36%
$0
$4.04 Million 0.09% of portfolio
101,901
Q3 2025 Added 4.6%
$19B
$3.52 Million 0.08% of portfolio
17,156
Q3 2025 Added 2.69%
$0
$3.49 Million 0.08% of portfolio
57,773
Q2 2025 Added 46.26%
$0
$3.59 Million 0.08% of portfolio
136,367
Q3 2025 Reduced 6.05%
$140B
$3.88 Million 0.08% of portfolio
10,378
Q3 2025 Added 157.71%
$0
$3.46 Million 0.08% of portfolio
74,765
Q3 2025 Added 39.81%
$99.5B
$3.49 Million 0.08% of portfolio
77,469
Q3 2025 Added 17.79%
$65.7B
$3.49 Million 0.08% of portfolio
43,704
Q3 2025 Reduced 7.75%
$0
$3.64 Million 0.08% of portfolio
78,070
Q3 2025 Reduced 2.04%
$0
$3.51 Million 0.08% of portfolio
71,105
Q3 2025 Reduced 0.21%
$0
$3.71 Million 0.08% of portfolio
159,462
Q3 2025 Reduced 7.3%
$0
$3.58 Million 0.08% of portfolio
36,986
Q3 2025 Added 0.04%
$50.4B
$3.51 Million 0.08% of portfolio
57,334
Q3 2025 Reduced 4.23%
$0
$3.67 Million 0.08% of portfolio
51,472
Q3 2025 Reduced 55.83%
$0
$3.45 Million 0.08% of portfolio
57,291
Q3 2025 Added 9.72%
$73.4B
$3.46 Million 0.08% of portfolio
97,475
Q3 2025 Reduced 1.76%

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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