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
$26.7B
$1.38 Million 0.03% of portfolio
9,784
Q3 2025 Added 7.68%
$0
$1.22 Million 0.03% of portfolio
24,429
Q3 2025 Added 2.72%
$24.9B
$1.54 Million 0.03% of portfolio
39,776
Q3 2025 Added 11.74%
$0
$1.29 Million 0.03% of portfolio
16,968
Q3 2025 Reduced 38.95%
$0
$1.46 Million 0.03% of portfolio
15,559
Q3 2025 Added 7.42%
$0
$1.21 Million 0.03% of portfolio
23,843
Q3 2025 Reduced 7.54%
$0
$1.27 Million 0.03% of portfolio
14,809
Q3 2025 Reduced 0.27%
$0
$1.38 Million 0.03% of portfolio
24,196
Q3 2025 Reduced 1.29%
$37.2B
$1.24 Million 0.03% of portfolio
6,178
Q3 2025 Added 2.07%
$96.1B
$1.23 Million 0.03% of portfolio
2,904
Q3 2025 Added 12.51%
$0
$1.28 Million 0.03% of portfolio
8,278
Q3 2025 Reduced 13.38%
$128B
$1.31 Million 0.03% of portfolio
13,762
Q3 2025 Added 17.96%
$43.8B
$1.57 Million 0.03% of portfolio
4,479
Q3 2025 Added 199.8%
$0
$1.44 Million 0.03% of portfolio
14,387
Q3 2025 Reduced 25.73%
$157B
$1.48 Million 0.03% of portfolio
13,371
Q3 2025 Added 28.35%
$0
$1.29 Million 0.03% of portfolio
9,274
Q3 2025 Added 120.02%
$0
$1.36 Million 0.03% of portfolio
15,195
Q3 2025 Reduced 14.95%
$153B
$1.31 Million 0.03% of portfolio
22,041
Q3 2025 Added 28.5%
$0
$1.34 Million 0.03% of portfolio
24,919
Q3 2025 Added 1.24%
$0
$1.31 Million 0.03% of portfolio
14,286
Q3 2025 Added 1.23%
$6.24B
$1.39 Million 0.03% of portfolio
24,415
Q3 2025 Reduced 14.95%
$0
$1.51 Million 0.03% of portfolio
9,192
Q3 2025 Reduced 20.29%
$74.7B
$1.32 Million 0.03% of portfolio
4,812
Q3 2025 Added 202.07%
$40.7B
$1.26 Million 0.03% of portfolio
1,754
Q3 2025 Added 9.49%
$0
$1.48 Million 0.03% of portfolio
28,345
Q3 2025 New
$0
$1.3 Million 0.03% of portfolio
47,413
Q3 2025 Reduced 2.3%
$172B
$1.59 Million 0.03% of portfolio
1,726
Q3 2025 Added 15.99%
$71.2B
$1.24 Million 0.03% of portfolio
14,690
Q3 2025 Added 91.98%
$30.5B
$1.22 Million 0.03% of portfolio
1,879
Q3 2025 Added 50.56%
$150B
$1.2 Million 0.03% of portfolio
12,279
Q3 2025 Added 24.39%
$0
$1.32 Million 0.03% of portfolio
7,018
Q3 2025 Reduced 0.37%
$0
$1.38 Million 0.03% of portfolio
14,808
Q3 2025 Added 8.61%
$16.6B
$782,000 0.02% of portfolio
11,698
Q3 2025 Reduced 31.71%
$0
$825,000 0.02% of portfolio
33,329
Q3 2025 Added 1.91%
$0
$748,000 0.02% of portfolio
17,511
Q3 2025 New
$67.2B
$714,000 0.02% of portfolio
2,207
Q3 2025 Reduced 19.39%
$392M
$778,000 0.02% of portfolio
111,035
Q4 2024 Reduced 18.38%
$0
$940,000 0.02% of portfolio
16,440
Q3 2025 Reduced 8.62%
$31.8B
$759,000 0.02% of portfolio
619
Q3 2025 Reduced 14.62%
$17.8B
$994,000 0.02% of portfolio
5,396
Q3 2025 Added 44.05%
$0
$890,000 0.02% of portfolio
35,360
Q3 2025 Reduced 7.81%
$1.61B
$693,000 0.02% of portfolio
40,000
Q3 2025 Added 48.15%
$7.94B
$890,000 0.02% of portfolio
8,796
Q3 2025 Reduced 29.3%
$0
$807,000 0.02% of portfolio
14,310
Q3 2025 Added 0.6%
$37B
$720,000 0.02% of portfolio
2,631
Q3 2025 Reduced 27.66%
$28.4B
$896,000 0.02% of portfolio
15,265
Q3 2025 Reduced 17.12%
$2.6B
$852,000 0.02% of portfolio
15,298
Q4 2021 New
$0
$885,000 0.02% of portfolio
9,886
Q3 2025 New
$58.4B
$793,000 0.02% of portfolio
1,242
Q3 2025 Reduced 41.17%

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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