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
$0
$4.58 Million 0.11% of portfolio
48,745
Q2 2025 Reduced 8.42%
$70.6B
$4.4 Million 0.11% of portfolio
44,587
Q2 2025 Added 40.16%
$211B
$4.63 Million 0.11% of portfolio
160,138
Q2 2025 Added 6.56%
$0
$4.26 Million 0.11% of portfolio
81,922
Q2 2025 Reduced 32.09%
$0
$4.27 Million 0.11% of portfolio
60,721
Q2 2025 Added 13.17%
$69.5B
$4.31 Million 0.11% of portfolio
47,377
Q2 2025 Added 0.44%
$132B
$4.42 Million 0.11% of portfolio
19,225
Q2 2025 Reduced 3.87%
$0
$4.11 Million 0.1% of portfolio
42,227
Q2 2025 New
$0
$4.04 Million 0.1% of portfolio
81,398
Q2 2025 Reduced 8.64%
$256B
$4.11 Million 0.1% of portfolio
28,982
Q2 2025 Added 32.42%
$0
$4.04 Million 0.1% of portfolio
60,215
Q2 2025 Added 209.37%
$56.2B
$4.22 Million 0.1% of portfolio
40,635
Q2 2025 Reduced 3.57%
$93.9B
$3.88 Million 0.1% of portfolio
32,860
Q2 2025 Added 0.98%
$146B
$4.23 Million 0.1% of portfolio
118,579
Q2 2025 Added 6.7%
$134B
$3.88 Million 0.1% of portfolio
160,218
Q2 2025 Reduced 1.72%
$60B
$3.94 Million 0.1% of portfolio
91,564
Q2 2025 Reduced 0.55%
$0
$4.1 Million 0.1% of portfolio
75,404
Q2 2025 Added 20.99%
$0
$3.48 Million 0.09% of portfolio
71,255
Q2 2025 Added 97.19%
$169B
$3.69 Million 0.09% of portfolio
16,635
Q2 2025 Added 42.95%
$0
$3.86 Million 0.09% of portfolio
10,648
Q2 2025 Reduced 23.12%
$0
$3.8 Million 0.09% of portfolio
172,020
Q2 2025 Added 18.23%
$0
$3.55 Million 0.09% of portfolio
145,154
Q2 2025 Reduced 18.66%
$0
$3.76 Million 0.09% of portfolio
76,718
Q2 2025 Added 1.27%
$0
$3.72 Million 0.09% of portfolio
20,363
Q2 2025 Reduced 12.33%
$0
$3.5 Million 0.09% of portfolio
75,646
Q2 2025 Reduced 25.58%
$142B
$3.59 Million 0.09% of portfolio
7,065
Q2 2025 Added 7.81%
$0
$3.62 Million 0.09% of portfolio
79,696
Q2 2025 Added 1,608.38%
$0
$3.7 Million 0.09% of portfolio
79,007
Q2 2025 Added 324.4%
$20.5B
$3.72 Million 0.09% of portfolio
16,706
Q2 2025 Added 7.55%
$0
$3.7 Million 0.09% of portfolio
97,422
Q2 2025 Added 42.82%
$0
$3.77 Million 0.09% of portfolio
95,540
Q2 2025 Reduced 20.73%
$0
$3.33 Million 0.08% of portfolio
36,526
Q2 2025 Added 22.83%
$63.6B
$3.4 Million 0.08% of portfolio
13,265
Q2 2025 Added 0.23%
$3.05B
$3.3 Million 0.08% of portfolio
8,160
Q2 2025 Added 0.18%
$50B
$3.38 Million 0.08% of portfolio
59,868
Q2 2025 Added 1.65%
$84.9B
$3.34 Million 0.08% of portfolio
49,516
Q2 2025 Added 2.37%
$0
$3.16 Million 0.08% of portfolio
50,504
Q2 2025 Reduced 33.31%
$0
$3.38 Million 0.08% of portfolio
18,584
Q2 2025 Reduced 58.38%
$0
$3.23 Million 0.08% of portfolio
36,196
Q2 2025 Reduced 2.52%
$0
$3.22 Million 0.08% of portfolio
100,663
Q2 2025 Reduced 30.09%
$85.9B
$3.21 Million 0.08% of portfolio
15,074
Q2 2025 Added 56.56%
$0
$3.36 Million 0.08% of portfolio
41,918
Q2 2025 Added 17.68%
$0
$3.38 Million 0.08% of portfolio
79,675
Q2 2025 Added 35.27%
$68.3B
$3.24 Million 0.08% of portfolio
99,225
Q2 2025 Added 0.53%
$170B
$3.34 Million 0.08% of portfolio
9,541
Q2 2025 Reduced 10.35%
$323B
$3.26 Million 0.08% of portfolio
4,070
Q2 2025 Added 31.25%
$101B
$3.13 Million 0.08% of portfolio
14,308
Q2 2025 Reduced 9.19%
$48.9B
$3.18 Million 0.08% of portfolio
24,054
Q2 2025 Added 12.13%
$14.8B
$3.26 Million 0.08% of portfolio
19,779
Q2 2025 Added 5.06%

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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email