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
$2.31 Million 0.05% of portfolio
46,855
Q3 2025 Added 68.76%
$84.4B
$2.11 Million 0.05% of portfolio
10,732
Q3 2025 Reduced 1.0%
$0
$2.08 Million 0.05% of portfolio
70,106
Q3 2025 Added 0.49%
$0
$2.19 Million 0.05% of portfolio
24,549
Q3 2025 Added 30.21%
$0
$2.15 Million 0.05% of portfolio
29,310
Q3 2025 New
$453B
$2.26 Million 0.05% of portfolio
3
Q1 2025 New
$61.6B
$2.27 Million 0.05% of portfolio
80,317
Q3 2025 Added 7.18%
$237B
$2.44 Million 0.05% of portfolio
10,303
Q3 2025 Reduced 7.13%
$255B
$2.26 Million 0.05% of portfolio
6,793
Q3 2025 Added 30.76%
$0
$2.26 Million 0.05% of portfolio
20,436
Q3 2025 Reduced 18.01%
$0
$2.49 Million 0.05% of portfolio
185,092
Q3 2025 Reduced 16.12%
$104B
$2.33 Million 0.05% of portfolio
35,264
Q3 2025 Reduced 1.08%
$123B
$2.28 Million 0.05% of portfolio
3,268
Q3 2025 Added 16.55%
$0
$2.3 Million 0.05% of portfolio
5,703
Q3 2025 Added 0.12%
$62.7B
$2.16 Million 0.05% of portfolio
26,260
Q3 2025 Added 13.47%
$72.4B
$2.35 Million 0.05% of portfolio
6,581
Q3 2025 Reduced 0.03%
$64.7B
$2.43 Million 0.05% of portfolio
21,666
Q3 2025 Added 7.89%
$79.1B
$2.46 Million 0.05% of portfolio
13,755
Q3 2025 Added 33.49%
$47.4B
$2.08 Million 0.05% of portfolio
30,765
Q3 2025 Added 1.69%
$55.8B
$2.52 Million 0.05% of portfolio
18,179
Q3 2025 Added 78.09%
$0
$2.33 Million 0.05% of portfolio
46,044
Q3 2025 Added 13.55%
$1.63B
$2.14 Million 0.05% of portfolio
11,128
Q3 2025 Added 13.46%
$78.4B
$2.47 Million 0.05% of portfolio
18,557
Q3 2025 Reduced 0.3%
$96.7B
$2.51 Million 0.05% of portfolio
49,827
Q3 2025 Added 3.06%
$0
$2.25 Million 0.05% of portfolio
23,193
Q2 2025 Added 0.01%
$0
$2.5 Million 0.05% of portfolio
78,043
Q3 2025 Reduced 10.18%
$4.38B
$1.72 Million 0.04% of portfolio
11,160
Q3 2025 Added 15.18%
$17.1B
$2.03 Million 0.04% of portfolio
6,296
Q3 2025 New
$16.1B
$2.04 Million 0.04% of portfolio
88,833
Q3 2025 Added 13.56%
$19.9B
$2.03 Million 0.04% of portfolio
26,073
Q3 2025 Reduced 2.38%
$53.8B
$1.91 Million 0.04% of portfolio
12,141
Q3 2025 Reduced 20.68%
$6.2B
$1.9 Million 0.04% of portfolio
17,630
Q3 2025 Added 8.51%
$607M
$2.05 Million 0.04% of portfolio
45,964
Q3 2025 Added 42.48%
$0
$1.88 Million 0.04% of portfolio
37,253
Q3 2025 Added 8.81%
$0
$1.83 Million 0.04% of portfolio
37,397
Q3 2025 Added 10.42%
$0
$1.94 Million 0.04% of portfolio
19,758
Q3 2025 Reduced 53.21%
$0
$1.7 Million 0.04% of portfolio
4,654
Q3 2025 Reduced 2.31%
$74.3B
$1.65 Million 0.04% of portfolio
8,187
Q3 2025 Added 13.69%
$79.5B
$1.77 Million 0.04% of portfolio
14,149
Q3 2025 Reduced 7.98%
$0
$1.96 Million 0.04% of portfolio
61,347
Q3 2025 Added 32.72%
$0
$1.88 Million 0.04% of portfolio
195,605
Q3 2025 Added 86.86%
$0
$1.9 Million 0.04% of portfolio
30,716
Q3 2025 Added 10.34%
$0
$2.04 Million 0.04% of portfolio
23,338
Q3 2025 Reduced 18.01%
$0
$1.97 Million 0.04% of portfolio
28,999
Q3 2025 Added 362.06%
$74.3B
$1.89 Million 0.04% of portfolio
29,791
Q3 2025 Reduced 12.74%
$0
$1.77 Million 0.04% of portfolio
40,000
Q2 2025 Added 14.29%
$277B
$1.81 Million 0.04% of portfolio
23,530
Q3 2025 Added 17.71%
$0
$1.86 Million 0.04% of portfolio
59,128
Q3 2025 Reduced 30.66%
$0
$1.72 Million 0.04% of portfolio
29,980
Q3 2025 Added 20.45%

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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