DOSSIER · 13F-HR · Q2 2026

Axis Wealth Partners, LLC

$208M in tracked AUM across 214 positions as of Q2 2026.

AW
CIK 0002052531 · last filed Jun 30, 2026
Total AUM
$208M
as of Q2 2026
Holdings
214
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Axis Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$7M158K3.4%
02
VOO
VANGUARD INDEX FDS
$7M10K3.3%
03
DGRW
WISDOMTREE TR
$7M72K3.3%
04
VYMI
VANGUARD WHITEHALL FDS
$7M69K3.2%
05
SLDE
SLIDE INS HLDGS INC
$5M258K2.4%
06
VUG
VANGUARD INDEX FDS
$5M56K2.3%
07
NVDA
NVIDIA CORPORATION
$5M23K2.2%
08
SCHD
SCHWAB STRATEGIC TR
$5M145K2.2%
09
UITB
VICTORY PORTFOLIOS II
$4M87K2.0%
10
FDVV
FIDELITY COVINGTON TRUST
$4M67K1.9%

Filing history

2026Q2Jun 30
$208M 10.8%
214 positionsView →
2026Q1Mar 31
$188M 3.9%
207 positionsView →
2025Q4Dec 31
$181M 135.2%
167 positionsView →
2025Q3Sep 30
$77M 49.4%
97 positionsView →
2025Q2Jun 30
$152M 12.5%
147 positionsLocked
2025Q1Mar 31
$135M 14.0%
140 positionsLocked
2024Q4Dec 31
$119M
130 positionsLocked