13F Insight
DOSSIER · 13F-HR · Q2 2026

AXXCESS WEALTH MANAGEMENT, LLC

$6.3B in tracked AUM across 1,051 positions as of Q2 2026.

AW
CIK 0001911056 · last filed Jun 30, 2026
Total AUM
$6.3B
as of Q2 2026
Holdings
1,051
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AXXCESS WEALTH MANAGEMENT, 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
VV
VANGUARD INDEX FDS
$349M1.0M5.6%02
AGG
ISHARES TR
$183M1.9M2.9%03
AAPL
APPLE INC
$159M562K2.5%04
IDEV
ISHARES TR
$114M1.3M1.8%05
SPDW
SPDR INDEX SHS FDS
$109M2.2M1.7%06
NVDA
NVIDIA CORPORATION
$108M540K1.7%07
JPST
J P MORGAN EXCHANGE TRADED F
$97M1.9M1.5%08
MSFT
MICROSOFT CORP
$93M252K1.5%09
VO
VANGUARD INDEX FDS
$87M1.1M1.4%10
IJH
ISHARES TR
$84M1.1M1.3%

Filing history

2026Q2Jun 30
$6.3B▲ 101.4%
1,051 positionsView →2026Q1Mar 31
$3.1B▼ 46.0%
373 positionsView →2025Q4Dec 31
$5.8B▲ 22.2%
1,043 positionsView →2025Q3Sep 30
$4.7B▲ 10.6%
924 positionsView →2025Q2Jun 30
$4.3B▲ 13.4%
881 positionsLocked2025Q1Mar 31
$3.8B▼ 9.5%
845 positionsLocked2024Q4Dec 31
$4.2B▲ 2.2%
851 positionsLocked2024Q3Sep 30
$4.1B▲ 7.8%
886 positionsLocked2024Q2Jun 30
$3.8B▲ 3.4%
842 positionsLocked2024Q1Mar 31
$3.7B▲ 6.1%
866 positionsLocked2023Q4Dec 31
$3.4B▲ 17.4%
834 positionsLocked2023Q3Sep 30
$2.9B▲ 112.4%
799 positionsLocked
Showing 12 of 19