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
$171B
$2.18 Million 0.05% of portfolio
18,890
Q2 2025 Added 22.76%
$134B
$2.15 Million 0.05% of portfolio
2,804
Q2 2025 Reduced 17.75%
$89.5B
$2.14 Million 0.05% of portfolio
7,349
Q2 2025 Added 7.5%
$301B
$1.84 Million 0.05% of portfolio
7,716
Q2 2025 Reduced 5.9%
$0
$1.89 Million 0.05% of portfolio
69,761
Q2 2025 Reduced 78.41%
$62.5B
$2.23 Million 0.05% of portfolio
6,967
Q2 2025 Reduced 6.75%
$119B
$2.09 Million 0.05% of portfolio
35,648
Q2 2025 Reduced 5.89%
$15.6B
$2.04 Million 0.05% of portfolio
40,458
Q2 2025 Added 21.58%
$124B
$2.06 Million 0.05% of portfolio
29,840
Q2 2025 Added 2.68%
$45.8B
$2.1 Million 0.05% of portfolio
5,990
Q2 2025 Added 34.91%
$38.4B
$2 Million 0.05% of portfolio
10,823
Q2 2025 Reduced 3.09%
$77.2B
$2.02 Million 0.05% of portfolio
10,840
Q2 2025 Added 32.92%
$0
$2.06 Million 0.05% of portfolio
20,506
Q2 2025 Added 48.4%
$71.7B
$2.14 Million 0.05% of portfolio
34,140
Q2 2025 Reduced 18.78%
$0
$1.99 Million 0.05% of portfolio
14,735
Q2 2025 Added 21.59%
$64.5B
$1.86 Million 0.05% of portfolio
23,143
Q2 2025 Reduced 6.68%
$0
$2.05 Million 0.05% of portfolio
40,548
Q2 2025 Reduced 82.17%
$99.4B
$2.19 Million 0.05% of portfolio
48,347
Q2 2025 Reduced 0.39%
$444B
$2.19 Million 0.05% of portfolio
3
Q1 2025 New
$0
$2.04 Million 0.05% of portfolio
27,259
Q2 2025 Reduced 0.34%
$79.5B
$1.93 Million 0.05% of portfolio
15,376
Q2 2025 Reduced 7.08%
$0
$2.19 Million 0.05% of portfolio
22,991
Q2 2025 Added 67.51%
$0
$2.09 Million 0.05% of portfolio
5,696
Q2 2025 Added 11.8%
$0
$2.12 Million 0.05% of portfolio
26,343
Q2 2025 Added 167.01%
$62B
$2.2 Million 0.05% of portfolio
74,934
Q2 2025 Added 6.47%
$0
$2 Million 0.05% of portfolio
42,007
Q2 2025 Added 85.03%
$0
$2.11 Million 0.05% of portfolio
27,792
Q2 2025 Added 0.09%
$0
$2.1 Million 0.05% of portfolio
28,359
Q2 2025 Added 29.49%
$17.6B
$2.07 Million 0.05% of portfolio
78,228
Q2 2025 Reduced 1.73%
$0
$1.9 Million 0.05% of portfolio
20,259
Q2 2025 Added 21.06%
$0
$2.2 Million 0.05% of portfolio
23,193
Q2 2025 Added 0.01%
$0
$1.83 Million 0.05% of portfolio
19,372
Q2 2025 Added 551.6%
$38.7B
$1.83 Million 0.05% of portfolio
26,710
Q2 2025 Reduced 10.59%
$53.4B
$2.15 Million 0.05% of portfolio
8,561
Q2 2025 Added 72.18%
$29.6B
$2.22 Million 0.05% of portfolio
1,136
Q2 2025 Added 0.09%
$0
$2.19 Million 0.05% of portfolio
53,322
Q2 2025 Added 6.16%
$628M
$1.48 Million 0.04% of portfolio
32,261
Q2 2025 New
$1.65B
$1.49 Million 0.04% of portfolio
9,808
Q2 2025 Added 2.24%
$0
$1.59 Million 0.04% of portfolio
33,868
Q2 2025 Added 197.19%
$162B
$1.7 Million 0.04% of portfolio
4,398
Q2 2025 Added 17.0%
$58.7B
$1.51 Million 0.04% of portfolio
7,370
Q2 2025 Added 18.3%
$6.75B
$1.46 Million 0.04% of portfolio
16,248
Q2 2025 Added 1,085.12%
$0
$1.62 Million 0.04% of portfolio
4,764
Q2 2025 Added 23.55%
$74.1B
$1.57 Million 0.04% of portfolio
14,823
Q2 2025 Reduced 1.27%
$32.7B
$1.62 Million 0.04% of portfolio
18,666
Q2 2025 Added 80.4%
$32.6B
$1.6 Million 0.04% of portfolio
19,655
Q2 2025 Reduced 3.83%
$146B
$1.44 Million 0.04% of portfolio
4,027
Q2 2025 Added 106.2%
$0
$1.57 Million 0.04% of portfolio
20,242
Q2 2025 Added 15.14%
$0
$1.52 Million 0.04% of portfolio
17,866
Q2 2025 Reduced 2.71%

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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