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
$89.5B
$3.07 Million 0.08% of portfolio
13,397
Q2 2025 Added 3.85%
$0
$3.32 Million 0.08% of portfolio
82,690
Q2 2025 Reduced 4.62%
$0
$3.02 Million 0.07% of portfolio
52,215
Q2 2025 Added 11.47%
$0
$2.75 Million 0.07% of portfolio
24,924
Q2 2025 Added 3.38%
$86.5B
$2.68 Million 0.07% of portfolio
9,822
Q2 2025 Reduced 1.09%
$96.1B
$2.71 Million 0.07% of portfolio
28,910
Q2 2025 Added 67.72%
$27.2B
$2.93 Million 0.07% of portfolio
17,630
Q2 2025 Reduced 7.99%
$0
$2.78 Million 0.07% of portfolio
54,578
Q2 2025 Reduced 19.32%
$0
$2.89 Million 0.07% of portfolio
28,677
Q2 2025 Added 0.99%
$0
$2.94 Million 0.07% of portfolio
157,319
Q2 2025 Reduced 3.03%
$0
$3.01 Million 0.07% of portfolio
36,971
Q2 2025 Added 21.12%
$0
$2.88 Million 0.07% of portfolio
220,654
Q2 2025 Reduced 9.51%
$1.19B
$2.72 Million 0.07% of portfolio
83,097
Q2 2025 Reduced 14.51%
$243B
$3.03 Million 0.07% of portfolio
11,094
Q2 2025 Added 9.61%
$0
$2.95 Million 0.07% of portfolio
115,359
Q2 2025 Added 140.93%
$0
$2.76 Million 0.07% of portfolio
4,158
Q2 2025 Added 7.41%
$148B
$2.92 Million 0.07% of portfolio
10,466
Q2 2025 Reduced 11.24%
$0
$3.01 Million 0.07% of portfolio
55,741
Q2 2025 Reduced 2.42%
$0
$2.66 Million 0.07% of portfolio
56,498
Q2 2025 Added 0.31%
$0
$2.83 Million 0.07% of portfolio
15,520
Q2 2025 Added 0.84%
$82.8B
$2.64 Million 0.07% of portfolio
18,613
Q2 2025 Added 0.83%
$0
$2.99 Million 0.07% of portfolio
84,129
Q1 2025 New
$98.2B
$3.04 Million 0.07% of portfolio
65,766
Q2 2025 Added 1.29%
$5.04B
$3.02 Million 0.07% of portfolio
82,934
Q2 2025 Reduced 1.08%
$0
$2.77 Million 0.07% of portfolio
57,773
Q2 2025 Added 46.26%
$177B
$2.67 Million 0.07% of portfolio
13,730
Q2 2025 Added 14.21%
$138B
$2.65 Million 0.07% of portfolio
13,424
Q2 2025 Added 3.87%
$0
$2.28 Million 0.06% of portfolio
53,477
Q2 2025 Added 84.66%
$76.9B
$2.35 Million 0.06% of portfolio
6,583
Q2 2025 Reduced 8.31%
$145B
$2.29 Million 0.06% of portfolio
5,793
Q2 2025 Added 10.91%
$0
$2.36 Million 0.06% of portfolio
32,426
Q2 2025 Added 57.85%
$80.9B
$2.59 Million 0.06% of portfolio
10,468
Q2 2025 Added 2.43%
$0
$2.33 Million 0.06% of portfolio
24,299
Q2 2025 Reduced 88.31%
$0
$2.5 Million 0.06% of portfolio
85,278
Q2 2025 Reduced 11.0%
$53.4B
$2.25 Million 0.06% of portfolio
30,255
Q2 2025 Added 1.01%
$0
$2.32 Million 0.06% of portfolio
28,464
Q2 2025 Added 2.86%
$0
$2.41 Million 0.06% of portfolio
17,796
Q2 2025 Reduced 8.0%
$104B
$2.6 Million 0.06% of portfolio
8,058
Q2 2025 Added 43.84%
$93.7B
$2.24 Million 0.06% of portfolio
4,392
Q2 2025 Added 16.68%
$0
$2.61 Million 0.06% of portfolio
51,862
Q2 2025 Added 12.29%
$39.9B
$2.57 Million 0.06% of portfolio
15,307
Q2 2025 Added 47.91%
$0
$2.56 Million 0.06% of portfolio
25,256
Q2 2025 Added 29.69%
$124B
$2.27 Million 0.06% of portfolio
4,902
Q2 2025 Added 10.58%
$0
$2.57 Million 0.06% of portfolio
37,485
Q2 2025 Added 7.48%
$0
$2.49 Million 0.06% of portfolio
12,822
Q2 2025 Added 11.48%
$0
$2.52 Million 0.06% of portfolio
75,147
Q2 2025 Added 27.22%
$0
$2.58 Million 0.06% of portfolio
86,888
Q2 2025 Reduced 2.23%
$0
$2.3 Million 0.06% of portfolio
42,928
Q2 2025 Added 9.19%
$69.2B
$2.4 Million 0.06% of portfolio
20,082
Q2 2025 Added 4.37%

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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