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
$1.41 Million 0.03% of portfolio
9,557
Q2 2025 Reduced 32.05%
$26.4B
$1.11 Million 0.03% of portfolio
14,687
Q2 2025 Reduced 1.31%
$0
$1.3 Million 0.03% of portfolio
31,569
Q2 2025 Added 13.28%
$0
$1.37 Million 0.03% of portfolio
28,111
Q2 2025 Added 24.73%
$87.3B
$1.18 Million 0.03% of portfolio
6,098
Q2 2025 Reduced 24.97%
$34.3B
$1.27 Million 0.03% of portfolio
6,053
Q2 2025 Reduced 2.58%
$78.4B
$1.03 Million 0.03% of portfolio
6,713
Q2 2025 Added 2.27%
$0
$1.42 Million 0.03% of portfolio
2,510
Q2 2025 Added 5.11%
$0
$1.37 Million 0.03% of portfolio
17,039
Q2 2025 Reduced 2.46%
$30.3B
$1.33 Million 0.03% of portfolio
4,615
Q2 2025 New
$26.5B
$1.2 Million 0.03% of portfolio
9,086
Q2 2025 Reduced 0.44%
$0
$1.42 Million 0.03% of portfolio
13,094
Q2 2025 Added 515.9%
$0
$1.2 Million 0.03% of portfolio
7,044
Q2 2025 Reduced 23.95%
$0
$1.13 Million 0.03% of portfolio
49,915
Q2 2025 Added 7.0%
$0
$1.35 Million 0.03% of portfolio
46,224
Q2 2025 Added 110.59%
$0
$1.08 Million 0.03% of portfolio
104,680
Q2 2025 Reduced 1.62%
$59.7B
$1.21 Million 0.03% of portfolio
5,343
Q2 2025 Added 11.73%
$24.3B
$1.16 Million 0.03% of portfolio
6,317
Q2 2025 Added 0.05%
$147B
$1.06 Million 0.03% of portfolio
9,871
Q2 2025 Reduced 3.49%
$0
$1.22 Million 0.03% of portfolio
13,634
Q2 2025 Added 194.85%
$8.4B
$1.1 Million 0.03% of portfolio
12,441
Q2 2025 Reduced 2.8%
$6.29B
$1.23 Million 0.03% of portfolio
9,689
Q2 2025 New
$0
$1.07 Million 0.03% of portfolio
48,113
Q2 2025 Reduced 2.6%
$159B
$1.05 Million 0.03% of portfolio
17,153
Q2 2025 Reduced 5.39%
$24.1B
$1.31 Million 0.03% of portfolio
35,596
Q2 2025 New
$0
$1.05 Million 0.03% of portfolio
20,657
Q2 2025 Reduced 33.17%
$25.6B
$1.21 Million 0.03% of portfolio
72,206
Q2 2025 Reduced 0.96%
$50.7B
$1.34 Million 0.03% of portfolio
1,288
Q2 2025 Added 2.63%
$15.2B
$1.3 Million 0.03% of portfolio
10,859
Q2 2025 Reduced 12.84%
$2.93B
$1.36 Million 0.03% of portfolio
42,652
Q2 2025 Reduced 0.74%
$81.6B
$1.34 Million 0.03% of portfolio
7,201
Q2 2025 Added 12.83%
$42.5B
$1.02 Million 0.03% of portfolio
24,290
Q2 2025 Added 48.25%
$92.9B
$1.13 Million 0.03% of portfolio
2,581
Q2 2025 Added 2.42%
$144B
$1.16 Million 0.03% of portfolio
10,418
Q2 2025 Reduced 13.08%
$0
$1.21 Million 0.03% of portfolio
27,765
Q2 2025 Added 1.81%
$0
$1.07 Million 0.03% of portfolio
49,320
Q2 2025 Reduced 1.71%
$36.3B
$1.1 Million 0.03% of portfolio
8,482
Q1 2025 Reduced 1.86%
$0
$1.28 Million 0.03% of portfolio
48,531
Q2 2025 Reduced 1.14%
$74.3B
$1.24 Million 0.03% of portfolio
4,670
Q2 2025 Added 46.44%
$48.7B
$1.18 Million 0.03% of portfolio
8,108
Q2 2025 Reduced 18.08%
$63.9B
$1.06 Million 0.03% of portfolio
24,461
Q2 2025 Added 6.17%
$62.6B
$1.02 Million 0.03% of portfolio
5,203
Q2 2025 Added 145.66%
$171B
$1.25 Million 0.03% of portfolio
10,147
Q2 2025 Added 35.08%
$3B
$1.3 Million 0.03% of portfolio
8,430
Q2 2025 New
$0
$1.27 Million 0.03% of portfolio
14,849
Q2 2025 Added 0.01%
$53.4B
$1.13 Million 0.03% of portfolio
2,111
Q2 2025 Reduced 20.73%
$0
$1.1 Million 0.03% of portfolio
23,052
Q2 2025 Added 60.03%
$0
$909,000 0.02% of portfolio
10,864
Q2 2025 Reduced 0.59%
$145B
$691,000 0.02% of portfolio
2,591
Q2 2025 Added 83.63%

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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