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
$2.01 Million 0.04% of portfolio
43,523
Q3 2025 Added 3.7%
$0
$1.75 Million 0.04% of portfolio
25,540
Q3 2025 Added 0.57%
$38.4B
$1.83 Million 0.04% of portfolio
9,868
Q3 2025 Reduced 8.82%
$115B
$2.03 Million 0.04% of portfolio
4,139
Q3 2025 Reduced 5.76%
$407B
$1.62 Million 0.04% of portfolio
9,091
Q3 2025 New
$269B
$1.91 Million 0.04% of portfolio
7,994
Q3 2025 Added 3.6%
$81.8B
$1.63 Million 0.04% of portfolio
14,783
Q3 2025 Reduced 0.27%
$137B
$1.77 Million 0.04% of portfolio
4,793
Q3 2025 Reduced 17.26%
$0
$2.06 Million 0.04% of portfolio
14,145
Q3 2025 Reduced 20.52%
$174B
$1.99 Million 0.04% of portfolio
13,360
Q3 2025 Reduced 29.27%
$99.7B
$1.82 Million 0.04% of portfolio
9,441
Q3 2025 Added 43.2%
$0
$1.88 Million 0.04% of portfolio
19,718
Q3 2025 Reduced 59.55%
$0
$1.92 Million 0.04% of portfolio
57,636
Q3 2025 Added 1.54%
$55.1B
$1.64 Million 0.04% of portfolio
8,781
Q3 2025 Reduced 5.09%
$0
$1.69 Million 0.04% of portfolio
35,928
Q3 2025 Added 16.54%
$26.8B
$1.86 Million 0.04% of portfolio
6,669
Q3 2025 Added 44.51%
$8.79B
$1.98 Million 0.04% of portfolio
18,226
Q3 2025 Reduced 7.85%
$0
$1.84 Million 0.04% of portfolio
19,389
Q3 2025 Reduced 4.29%
$0
$2.05 Million 0.04% of portfolio
25,416
Q3 2025 Reduced 6.76%
$27.7B
$2.03 Million 0.04% of portfolio
1,136
Q2 2025 Added 0.09%
$50.1B
$1.7 Million 0.04% of portfolio
14,123
Q3 2025 New
$181B
$1.77 Million 0.04% of portfolio
18,095
Q3 2025 Added 14.02%
$27.9B
$1.67 Million 0.04% of portfolio
873
Q3 2025 Added 0.23%
$0
$1.95 Million 0.04% of portfolio
13,417
Q3 2025 Reduced 8.94%
$61.4B
$1.65 Million 0.04% of portfolio
3,980
Q3 2025 Reduced 0.75%
$0
$1.81 Million 0.04% of portfolio
14,971
Q3 2025 Added 24.54%
$40.3B
$1.7 Million 0.04% of portfolio
5,034
Q3 2025 Reduced 15.96%
$54.4B
$1.43 Million 0.03% of portfolio
4,610
Q3 2025 Reduced 33.83%
$0
$1.38 Million 0.03% of portfolio
29,412
Q3 2025 Added 4.63%
$0
$1.6 Million 0.03% of portfolio
25,560
Q3 2025 Added 10.11%
$0
$1.44 Million 0.03% of portfolio
17,418
Q3 2025 Added 2.22%
$0
$1.25 Million 0.03% of portfolio
13,005
Q3 2025 Reduced 46.48%
$0
$1.51 Million 0.03% of portfolio
30,578
Q3 2025 Added 32.65%
$72.9B
$1.2 Million 0.03% of portfolio
4,612
Q3 2025 Reduced 1.24%
$28.9B
$1.16 Million 0.03% of portfolio
12,935
Q3 2025 Reduced 11.93%
$13.7B
$1.16 Million 0.03% of portfolio
16,431
Q3 2025 Reduced 0.79%
$85.9B
$1.53 Million 0.03% of portfolio
2,512
Q3 2025 Reduced 17.37%
$0
$1.55 Million 0.03% of portfolio
34,309
Q3 2025 Added 8.68%
$39.8B
$1.15 Million 0.03% of portfolio
24,346
Q3 2025 Added 0.23%
$97.3B
$1.57 Million 0.03% of portfolio
18,558
Q3 2025 Reduced 1.6%
$0
$1.17 Million 0.03% of portfolio
10,968
Q3 2025 Added 136.84%
$0
$1.52 Million 0.03% of portfolio
2,549
Q3 2025 Added 1.55%
$69.6B
$1.22 Million 0.03% of portfolio
5,176
Q3 2025 Reduced 3.13%
$22.7B
$1.25 Million 0.03% of portfolio
72,191
Q3 2025 Reduced 0.02%
$172B
$1.43 Million 0.03% of portfolio
14,981
Q3 2025 Added 1.0%
$0
$1.24 Million 0.03% of portfolio
4,768
Q3 2025 Added 2.25%
$12.8B
$1.3 Million 0.03% of portfolio
10,576
Q3 2025 Reduced 2.61%
$32.7B
$1.51 Million 0.03% of portfolio
17,447
Q3 2025 Reduced 6.53%
$98.7B
$1.6 Million 0.03% of portfolio
16,886
Q3 2025 Reduced 7.33%

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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