13F Insight
DOSSIER · 13F-HR · Q1 2026

AXXCESS WEALTH MANAGEMENT, LLC

$3.1B in tracked AUM across 373 positions as of Q1 2026.

AW
CIK 0001911056 · last filed Mar 31, 2026
Total AUM
$3.1B
as of Q1 2026
Holdings
373
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

AXXCESS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$178M1.8M5.7%02
AAPL
APPLE INC
$136M553K4.4%03
JPST
J P MORGAN EXCHANGE TRADED F
$117M2.3M3.8%04
SPDW
SPDR INDEX SHS FDS
$94M2.1M3.0%05
NVDA
NVIDIA CORPORATION
$88M510K2.8%06
MSFT
MICROSOFT CORP
$86M235K2.8%07
BIL
SPDR SERIES TRUST
$76M833K2.4%08
GSY
INVESCO ACTIVELY MANAGED EXC
$72M1.4M2.3%09
IJH
ISHARES TR
$71M1.0M2.3%10
VOO
VANGUARD INDEX FDS
$70M117K2.2%

Filing history

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 positionsLocked2023Q2Jun 30
$1.4B▲ 4.5%
587 positionsLocked
Showing 12 of 18