Axis Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Axis Wealth Partners, Llc disclosed 180 stock positions valued at approximately $208.34M as of quarter-end June 30, 2026. The largest holdings include FIDELITY MERRIMACK STR TR, VANGUARD INDEX FDS, and WISDOMTREE TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 180
- Portfolio Value
- $208.34M
Holdings by Sector
Axis Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.44% | 157,655 | +10,580 | +7.19% | $7,171,707 |
| VANGUARD INDEX FDS | VOO | Other | 3.32% | 10,078 | -581 | -5.45% | $6,921,585 |
| WISDOMTREE TR | DGRW | Other | 3.29% | 71,749 | -413 | -0.57% | $6,860,643 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.25% | 68,886 | -2,226 | -3.13% | $6,764,589 |
| SLIDE INS HLDGS INC | SLDE | Other | 2.40% | 257,809 | +54,307 | +26.69% | $4,993,760 |
| VANGUARD INDEX FDS | VUG | Other | 2.33% | 56,464 | +47,278 | +514.67% | $4,863,777 |
| NVIDIA CORPORATION | NVDA | Technology | 2.25% | 23,406 | +17,311 | +284.02% | $4,683,287 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.20% | 144,587 | -1,392 | -0.95% | $4,584,869 |
| VICTORY PORTFOLIOS II | UITB | Other | 1.96% | 86,970 | +9,589 | +12.39% | $4,073,515 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 1.94% | 67,048 | -462 | -0.68% | $4,042,316 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.93% | 73,177 | -4,713 | -6.05% | $4,025,493 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.83% | 16,079 | -11 | -0.07% | $3,804,530 |
| APPLE INC | AAPL | Technology | 1.81% | 13,044 | -2,312 | -15.06% | $3,774,388 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.80% | 90,664 | -4,492 | -4.72% | $3,739,895 |
| SPDR SERIES TRUST | SPYV | Other | 1.65% | 56,555 | +1,563 | +2.84% | $3,437,953 |
| VICTORY PORTFOLIOS II | VFLO | Other | 1.55% | 70,569 | -4,383 | -5.85% | $3,228,511 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 1.43% | 28,101 | +309 | +1.11% | $2,987,398 |
| WISDOMTREE TR | DEM | Other | 1.42% | 54,925 | -3,100 | -5.34% | $2,954,425 |
| ISHARES TR | IJJ | Other | 1.36% | 19,233 | +197 | +1.03% | $2,841,352 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.29% | 3,604 | -771 | -17.62% | $2,691,053 |
| ISHARES TR | IVW | Other | 1.27% | 19,172 | -941 | -4.68% | $2,636,749 |
| ISHARES TR | SGOV | Other | 1.21% | 25,049 | +8,083 | +47.64% | $2,521,709 |
| ISHARES TR | IJH | Other | 1.15% | 30,969 | -748 | -2.36% | $2,388,008 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.14% | 18,516 | +52 | +0.28% | $2,366,571 |
| ISHARES TR | IVE | Other | 1.12% | 10,313 | -177 | -1.69% | $2,341,557 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.12% | 14,715 | -339 | -2.25% | $2,325,378 |
| ISHARES TR | IJK | Other | 1.11% | 19,743 | -414 | -2.05% | $2,319,764 |
| ISHARES TR | AGG | Other | 1.06% | 22,337 | -831 | -3.59% | $2,210,932 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.00% | 46,967 | -11,340 | -19.45% | $2,083,473 |
| ISHARES TR | EFG | Other | 0.95% | 15,875 | -638 | -3.86% | $1,975,212 |
Showing 30 of 180 holdings in the latest reporting period.