Axis Wealth Partners, LLC
Axis Wealth Partners, LLC reported 183 positions worth $208.3M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: FBND (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $7.2M | 3.44% | 157,655 | — | — | |
| ▸ 2 | VOO | SH | $6.9M | 3.32% | 10,078 | — | — | |
| ▸ 3 | DGRW | SH | $6.9M | 3.29% | 71,749 | — | — | |
| ▸ 4 | VYMI | SH | $6.8M | 3.25% | 68,886 | — | — | |
| ▸ 5 | SLDE | SH | $5.0M | 2.40% | 257,809 | — | — | |
| ▸ 6 | VUG | SH | $4.9M | 2.33% | 56,464 | — | — | |
| ▸ 7 | NVDA | SH | $4.7M | 2.25% | 23,406 | — | — | |
| ▸ 8 | SCHD | SH | $4.6M | 2.20% | 144,587 | — | — | |
| ▸ 9 | UITB | SH | $4.1M | 1.96% | 86,970 | — | — | |
| ▸ 10 | FDVV | SH | $4.0M | 1.94% | 67,048 | — | — |
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Frequently Asked Questions
What stocks does Axis Wealth Partners, LLC hold as of Q2 2026?
Axis Wealth Partners, LLC reported 183 positions worth $208.3M in its Q2 2026 13F filing. Largest positions: FBND (3.4%), VOO (3.3%), DGRW (3.3%), VYMI (3.2%) and SLDE (2.4%).
What did Axis Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Axis Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.