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
$3.68 Million 0.08% of portfolio
41,261
Q3 2025 Reduced 1.57%
$0
$3.75 Million 0.08% of portfolio
40,339
Q3 2025 Added 11.45%
$194B
$3.54 Million 0.08% of portfolio
7,911
Q3 2025 Reduced 28.19%
$0
$3.42 Million 0.07% of portfolio
58,799
Q3 2025 Added 5.49%
$81B
$3.03 Million 0.07% of portfolio
14,271
Q3 2025 Reduced 5.33%
$4.9B
$3.09 Million 0.07% of portfolio
82,919
Q3 2025 Reduced 0.02%
$161B
$3.13 Million 0.07% of portfolio
15,772
Q3 2025 Added 17.49%
$0
$3.16 Million 0.07% of portfolio
30,549
Q3 2025 New
$0
$3.1 Million 0.07% of portfolio
76,340
Q3 2025 Reduced 7.68%
$90.7B
$3.27 Million 0.07% of portfolio
16,231
Q3 2025 Added 13.44%
$0
$3.09 Million 0.07% of portfolio
4,137
Q3 2025 Reduced 0.51%
$0
$3.03 Million 0.07% of portfolio
40,390
Q3 2025 Added 7.75%
$0
$3.02 Million 0.07% of portfolio
115,706
Q3 2025 Reduced 48.96%
$144B
$3.27 Million 0.07% of portfolio
7,155
Q3 2025 Added 1.27%
$400B
$3.38 Million 0.07% of portfolio
3,491
Q3 2025 Reduced 14.23%
$0
$3.14 Million 0.07% of portfolio
71,388
Q3 2025 Reduced 10.4%
$0
$3.18 Million 0.07% of portfolio
84,129
Q1 2025 New
$24.1B
$3.07 Million 0.07% of portfolio
72,490
Q3 2025 Added 33.64%
$0
$3.4 Million 0.07% of portfolio
47,077
Q3 2025 Added 9.78%
$0
$3.24 Million 0.07% of portfolio
17,085
Q3 2025 Reduced 8.07%
$1.34B
$3.2 Million 0.07% of portfolio
84,016
Q3 2025 Added 1.11%
$55.4B
$3.13 Million 0.07% of portfolio
10,239
Q3 2025 Added 19.6%
$48.7B
$3.03 Million 0.07% of portfolio
24,976
Q3 2025 Added 3.83%
$0
$2.71 Million 0.06% of portfolio
26,315
Q3 2025 Reduced 8.24%
$0
$2.69 Million 0.06% of portfolio
13,189
Q3 2025 Added 2.86%
$0
$2.55 Million 0.06% of portfolio
46,567
Q3 2025 Added 244.61%
$0
$2.92 Million 0.06% of portfolio
29,182
Q3 2025 Added 48.08%
$146B
$2.78 Million 0.06% of portfolio
82,720
Q3 2025 Added 7.55%
$0
$2.69 Million 0.06% of portfolio
52,692
Q3 2025 Reduced 3.46%
$61.4B
$2.81 Million 0.06% of portfolio
13,794
Q3 2025 Added 87.16%
$92.7B
$2.62 Million 0.06% of portfolio
10,066
Q3 2025 Added 2.48%
$77.9B
$2.61 Million 0.06% of portfolio
41,851
Q3 2025 Reduced 15.48%
$74.9B
$2.68 Million 0.06% of portfolio
10,264
Q3 2025 Reduced 1.95%
$0
$2.65 Million 0.06% of portfolio
26,347
Q3 2025 Added 28.48%
$0
$2.63 Million 0.06% of portfolio
97,608
Q3 2025 Added 177.91%
$1.87B
$2.97 Million 0.06% of portfolio
9,216
Q3 2025 Added 12.94%
$0
$2.84 Million 0.06% of portfolio
60,130
Q3 2025 Added 6.43%
$0
$2.74 Million 0.06% of portfolio
47,683
Q3 2025 Added 11.08%
$94.5B
$2.75 Million 0.06% of portfolio
8,066
Q3 2025 Added 9.76%
$0
$2.6 Million 0.06% of portfolio
33,013
Q3 2025 Added 16.41%
$0
$2.62 Million 0.06% of portfolio
63,513
Q3 2025 Added 19.11%
$0
$2.85 Million 0.06% of portfolio
15,625
Q3 2025 Added 0.68%
$89.3B
$2.63 Million 0.06% of portfolio
24,152
Q3 2025 Added 27.61%
$26.3B
$2.72 Million 0.06% of portfolio
14,534
Q3 2025 Reduced 17.56%
$85.9B
$2.88 Million 0.06% of portfolio
13,039
Q3 2025 Reduced 2.67%
$177B
$2.66 Million 0.06% of portfolio
13,683
Q3 2025 Reduced 0.34%
$0
$2.42 Million 0.05% of portfolio
28,727
Q3 2025 Added 59.31%
$0
$2.37 Million 0.05% of portfolio
69,970
Q3 2025 Reduced 6.89%
$268B
$2.12 Million 0.05% of portfolio
12,680
Q3 2025 Added 24.96%

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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