DOSSIER · 13F-HR · Q2 2026
Axos Invest Inc.
$137M in tracked AUM across 20 positions as of Q2 2026.
AI
CIK 0002042928 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
The most striking feature of Axos Invest Inc.’s Q4 2025 13F filing is the massive expansion in portfolio size. The total assets under management (AUM) surged by 645.5%, growing from $18.25 million in the previous quarter to $136.04 million. This indicates a significant influx of capital, likely driven by client inflows or a strategic reallocation of internal capital rather than market appreciation alone.
The portfolio is highly concentrated, consisting of ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.