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
$1.43 Million 0.04% of portfolio
30,830
Q2 2025 Added 2.55%
$26.4B
$1.74 Million 0.04% of portfolio
871
Q2 2025 Reduced 0.8%
$190B
$1.48 Million 0.04% of portfolio
15,870
Q2 2025 Added 0.23%
$86.1B
$1.72 Million 0.04% of portfolio
18,927
Q2 2025 Reduced 52.74%
$98.9B
$1.72 Million 0.04% of portfolio
76,910
Q2 2025 Added 1.13%
$0
$1.72 Million 0.04% of portfolio
34,236
Q2 2025 Added 568.67%
$0
$1.5 Million 0.04% of portfolio
18,032
Q2 2025 Added 11.15%
$243B
$1.66 Million 0.04% of portfolio
5,195
Q2 2025 Added 41.98%
$20.1B
$1.78 Million 0.04% of portfolio
54,242
Q2 2025 Reduced 25.67%
$88.6B
$1.52 Million 0.04% of portfolio
3,040
Q2 2025 Added 1.3%
$0
$1.73 Million 0.04% of portfolio
11,532
Q2 2025 Added 447.32%
$18.7B
$1.8 Million 0.04% of portfolio
23,607
Q2 2025 Added 2.18%
$53.3B
$1.59 Million 0.04% of portfolio
9,252
Q2 2025 Added 10.1%
$94.5B
$1.73 Million 0.04% of portfolio
18,859
Q2 2025 Added 0.4%
$65.1B
$1.77 Million 0.04% of portfolio
3,445
Q2 2025 Added 8.98%
$0
$1.6 Million 0.04% of portfolio
18,854
Q2 2025 Added 18.44%
$54.7B
$1.52 Million 0.04% of portfolio
4,010
Q2 2025 Added 15.1%
$110B
$1.65 Million 0.04% of portfolio
10,304
Q2 2025 Added 39.83%
$0
$1.62 Million 0.04% of portfolio
25,395
Q1 2025 New
$0
$1.45 Million 0.04% of portfolio
23,213
Q2 2025 Reduced 12.95%
$0
$1.8 Million 0.04% of portfolio
41,972
Q2 2025 Reduced 1.3%
$0
$1.71 Million 0.04% of portfolio
56,760
Q2 2025 Added 7.85%
$6.73B
$1.51 Million 0.04% of portfolio
28,706
Q2 2025 Reduced 6.36%
$188B
$1.53 Million 0.04% of portfolio
1,488
Q2 2025 Added 98.4%
$100B
$1.67 Million 0.04% of portfolio
18,222
Q2 2025 Reduced 4.12%
$0
$1.26 Million 0.03% of portfolio
14,113
Q2 2025 Reduced 17.33%
$0
$1.21 Million 0.03% of portfolio
30,981
Q2 2025 Reduced 1.2%
$72.2B
$1.2 Million 0.03% of portfolio
4,864
Q2 2025 Added 0.33%
$89.9B
$1.1 Million 0.03% of portfolio
6,593
Q2 2025 Added 4.63%
$16.6B
$1.07 Million 0.03% of portfolio
16,562
Q2 2025 Reduced 13.9%
$0
$1.17 Million 0.03% of portfolio
23,782
Q2 2025 Added 7.56%
$0
$1.32 Million 0.03% of portfolio
14,484
Q2 2025 Added 0.7%
$0
$1.02 Million 0.03% of portfolio
7,687
Q2 2025 Added 13.93%
$170B
$1.35 Million 0.03% of portfolio
14,833
Q2 2025 Reduced 0.21%
$118B
$1.19 Million 0.03% of portfolio
454
Q2 2025 New
$0
$1.04 Million 0.03% of portfolio
7,687
Q2 2025 Reduced 1.6%
$17.3B
$1.3 Million 0.03% of portfolio
17,130
Q2 2025 Reduced 4.53%
$0
$1.3 Million 0.03% of portfolio
24,889
Q2 2025 Added 56.5%
$46.1B
$1.03 Million 0.03% of portfolio
94,715
Q2 2025 Reduced 16.32%
$0
$1.38 Million 0.03% of portfolio
24,511
Q2 2025 Added 25.52%
$72.7B
$1.07 Million 0.03% of portfolio
10,208
Q2 2025 Reduced 11.25%
$28.3B
$1.04 Million 0.03% of portfolio
18,419
Q2 2025 Reduced 22.23%
$28.1B
$1.14 Million 0.03% of portfolio
11,090
Q2 2025 Reduced 0.88%
$125B
$1.02 Million 0.03% of portfolio
11,667
Q2 2025 Reduced 2.09%
$247B
$1.4 Million 0.03% of portfolio
19,989
Q2 2025 Reduced 7.52%
$53.7B
$1.33 Million 0.03% of portfolio
1,602
Q2 2025 Added 31.96%
$0
$1.32 Million 0.03% of portfolio
12,021
Q2 2025 Reduced 27.35%
$0
$1.16 Million 0.03% of portfolio
4,663
Q2 2025 Added 1.68%
$0
$1.29 Million 0.03% of portfolio
24,613
Q2 2025 Reduced 44.61%

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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