13F Insight
DOSSIER · 13F-HR · Q3 2026

AXXCESS WEALTH MANAGEMENT, LLC

$2.4B in tracked AUM across 983 positions as of Q3 2026.

AW
CIK 0001911056 · last filed Sep 30, 2026
Total AUM
$2.4B
as of Q3 2026
Holdings
983
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

AXXCESS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$91M284K3.7%02
MSFT
MICROSOFT CORP
$61M121K2.5%03
NVDA
NVIDIA CORPORATION
$58M255K2.4%04
GSLC
GOLDMAN SACHS ETF TR
$52M357K2.1%05
VOO
VANGUARD INDEX FDS
$42M60K1.7%06
AMZN
AMAZON COM INC
$41M164K1.7%07
AVGO
BROADCOM INC
$39M112K1.6%08
SPY
STATE STR SPDR S&P 500 ETF T
$34M45K1.4%09
QQQ
INVESCO QQQ TR
$34M46K1.4%10
GOOGL
ALPHABET INC
$33M101K1.4%

Filing history

2026Q3Sep 30
$2.4B▼ 61.2%
983 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20