Axis Wealth Partners, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$152.2B
Holdings
147
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 67,973 | $5.7B | 3.74% | |
| 2 | VOOVANGUARD INDEX FDS | 9,867 | $5.6B | 3.68% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 121,820 | $5.6B | 3.66% | |
| 4 | VYMIVANGUARD WHITEHALL FDS | 66,977 | $5.4B | 3.52% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 145,472 | $3.9B | 2.53% | |
| 6 | IVEISHARES TR | 19,142 | $3.7B | 2.46% | |
| 7 | FDVVFIDELITY COVINGTON TRUST | 66,590 | $3.5B | 2.28% | |
| 8 | VUGVANGUARD INDEX FDS | 7,765 | $3.4B | 2.24% | |
| 9 | IVWISHARES TR | 30,094 | $3.3B | 2.18% | |
| 10 | IJHISHARES TR | 52,665 | $3.3B | 2.15% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 15,471 | $3.2B | 2.08% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 87,907 | $3.0B | 2.00% | |
| 13 | SPYSPDR S&P 500 ETF TR | 4,747 | $2.9B | 1.93% | |
| 14 | DFUVDIMENSIONAL ETF TRUST | 69,277 | $2.9B | 1.92% | |
| 15 | UITBVICTORY PORTFOLIOS II | 60,704 | $2.9B | 1.88% | |
| 16 | IWRISHARES TR | 28,702 | $2.6B | 1.73% | |
| 17 | SGOVISHARES TR | 25,449 | $2.6B | 1.68% | |
| 18 | SPYVSPDR SERIES TRUST | 47,775 | $2.5B | 1.64% | |
| 19 | DEMWISDOMTREE TR | 52,236 | $2.4B | 1.55% | |
| 20 | AAPLAPPLE INC | 10,910 | $2.2B | 1.47% | |
| 21 | AGGISHARES TR | 21,107 | $2.1B | 1.38% | |
| 22 | VYMVANGUARD WHITEHALL FDS | 14,791 | $2.0B | 1.30% | |
| 23 | EFGISHARES TR | 16,171 | $1.8B | 1.19% | |
| 24 | DFACDIMENSIONAL ETF TRUST | 46,933 | $1.7B | 1.11% | |
| 25 | AMZNAMAZON COM INC | 7,640 | $1.7B | 1.10% | |
| 26 | VOOGVANGUARD ADMIRAL FDS INC | 3,881 | $1.5B | 1.01% | |
| 27 | RSPINVESCO EXCHANGE TRADED FD T | 8,286 | $1.5B | 0.99% | |
| 28 | IJJISHARES TR | 11,598 | $1.4B | 0.94% | |
| 29 | PEYINVESCO EXCHANGE TRADED FD T | 66,248 | $1.4B | 0.89% | |
| 30 | EFVISHARES TR | 20,633 | $1.3B | 0.86% | |
| 31 | SDYSPDR SERIES TRUST | 9,623 | $1.3B | 0.86% | |
| 32 | VEAVANGUARD TAX-MANAGED FDS | 22,001 | $1.3B | 0.82% | |
| 33 | IJKISHARES TR | 13,778 | $1.3B | 0.82% | |
| 34 | VONGVANGUARD SCOTTSDALE FDS | 11,310 | $1.2B | 0.81% | |
| 35 | DHSWISDOMTREE TR | 13,808 | $1.2B | 0.81% | |
| 36 | RECSCOLUMBIA ETF TR I | 33,241 | $1.2B | 0.80% | |
| 37 | VCSHVANGUARD SCOTTSDALE FDS | 15,072 | $1.2B | 0.79% | |
| 38 | IDV*ISHARES TR | 34,570 | $1.2B | 0.78% | |
| 39 | BACVERIZON COMMUNICATIONS INC | 27,195 | $1.2B | 0.77% | |
| 40 | IJRISHARES TR | 10,481 | $1.1B | 0.75% | |
| 41 | SHYISHARES TR | 13,444 | $1.1B | 0.73% | |
| 42 | DFASDIMENSIONAL ETF TRUST | 17,275 | $1.1B | 0.72% | |
| 43 | JGROJ P MORGAN EXCHANGE TRADED F | 12,742 | $1.1B | 0.72% | |
| 44 | NDQINVESCO QQQ TR | 1,946 | $1.1B | 0.71% | |
| 45 | ANGLVANECK ETF TRUST | 36,640 | $1.1B | 0.70% | |
| 46 | EFAISHARES TR | 11,899 | $1.1B | 0.70% | |
| 47 | IUSGISHARES TR | 7,039 | $1.1B | 0.70% | |
| 48 | IEFISHARES TR | 10,734 | $1.0B | 0.68% | |
| 49 | ESGUISHARES TR | 7,412 | $1.0B | 0.66% | |
| 50 | IWFISHARES TR | 2,321 | $985.5M | 0.65% | |
| 51 | MSFTMICROSOFT CORP | 1,980 | $984.9M | 0.65% | |
| 52 | DFCFDIMENSIONAL ETF TRUST | 23,034 | $973.4M | 0.64% | |
| 53 | HYGISHARES TR | 10,775 | $869.0M | 0.57% | |
| 54 | CDCVICTORY PORTFOLIOS II | 13,063 | $832.2M | 0.55% | |
| 55 | SPSMSPDR SERIES TRUST | 18,986 | $808.8M | 0.53% | |
| 56 | IGIBISHARES TR | 14,502 | $772.8M | 0.51% | |
| 57 | JEPIJ P MORGAN EXCHANGE TRADED F | 13,142 | $747.1M | 0.49% | |
| 58 | DFATDIMENSIONAL ETF TRUST | 13,822 | $745.9M | 0.49% | |
| 59 | LVHILEGG MASON ETF INVT | 21,792 | $709.3M | 0.47% | |
| 60 | NVDANVIDIA CORPORATION | 4,260 | $673.1M | 0.44% | |
| 61 | AVSCAMERICAN CENTY ETF TR | 12,892 | $664.8M | 0.44% | |
| 62 | MOALTRIA GROUP INC | 11,330 | $664.3M | 0.44% | |
| 63 | VONVVANGUARD SCOTTSDALE FDS | 7,733 | $658.9M | 0.43% | |
| 64 | JCPBJ P MORGAN EXCHANGE TRADED F | 13,492 | $634.9M | 0.42% | |
| 65 | VGITVANGUARD SCOTTSDALE FDS | 10,585 | $633.1M | 0.42% | |
| 66 | JPIEJ P MORGAN EXCHANGE TRADED F | 13,557 | $627.9M | 0.41% | |
| 67 | BUFRFIRST TR EXCHNG TRADED FD VI | 19,571 | $622.4M | 0.41% | |
| 68 | JPMJPMORGAN CHASE & CO. | 2,122 | $615.2M | 0.40% | |
| 69 | VTCVANGUARD SCOTTSDALE FDS | 7,601 | $587.8M | 0.39% | |
| 70 | VBRVANGUARD INDEX FDS | 3,011 | $587.1M | 0.39% | |
| 71 | VCITVANGUARD SCOTTSDALE FDS | 7,005 | $580.8M | 0.38% | |
| 72 | IWDISHARES TR | 2,971 | $577.1M | 0.38% | |
| 73 | GSLCGOLDMAN SACHS ETF TR | 4,727 | $573.7M | 0.38% | |
| 74 | DUHPDIMENSIONAL ETF TRUST | 16,121 | $573.3M | 0.38% | |
| 75 | IEMGISHARES INC | 9,497 | $570.1M | 0.37% | |
| 76 | TAT&T INC | 19,475 | $563.6M | 0.37% | |
| 77 | VXUSVANGUARD STAR FDS | 7,997 | $552.5M | 0.36% | |
| 78 | XOMEXXON MOBIL CORP | 5,056 | $545.0M | 0.36% | |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 10,999 | $544.0M | 0.36% | |
| 80 | DFAUDIMENSIONAL ETF TRUST | 12,840 | $543.9M | 0.36% | |
| 81 | OMFLINVESCO EXCH TRD SLF IDX FD | 9,338 | $539.5M | 0.35% | |
| 82 | VTVVANGUARD INDEX FDS | 3,017 | $533.2M | 0.35% | |
| 83 | WFCWELLS FARGO CO NEW | 6,555 | $525.2M | 0.35% | |
| 84 | METAMETA PLATFORMS INC | 695 | $512.9M | 0.34% | |
| 85 | LQDISHARES TR | 4,679 | $512.9M | 0.34% | |
| 86 | GOOGLALPHABET INC | 2,902 | $511.3M | 0.34% | |
| 87 | UNHUNITEDHEALTH GROUP INC | 1,603 | $500.0M | 0.33% | |
| 88 | TXNTEXAS INSTRS INC | 2,392 | $496.6M | 0.33% | |
| 89 | VBKVANGUARD INDEX FDS | 1,777 | $492.0M | 0.32% | |
| 90 | XLUSELECT SECTOR SPDR TR | 5,968 | $487.4M | 0.32% | |
| 91 | QCOMQUALCOMM INC | 3,005 | $478.7M | 0.31% | |
| 92 | WPCWP CAREY INC | 7,666 | $478.2M | 0.31% | |
| 93 | IJSISHARES TR | 4,717 | $469.3M | 0.31% | |
| 94 | HELOJ P MORGAN EXCHANGE TRADED F | 7,481 | $468.2M | 0.31% | |
| 95 | IVVISHARES TR | 753 | $467.7M | 0.31% | |
| 96 | BNDVANGUARD BD INDEX FDS | 5,995 | $441.4M | 0.29% | |
| 97 | BACBANK AMERICA CORP | 9,260 | $438.2M | 0.29% | |
| 98 | FENIFIDELITY COVINGTON TRUST | 13,061 | $434.4M | 0.29% | |
| 99 | BNDXVANGUARD CHARLOTTE FDS | 8,341 | $412.9M | 0.27% | |
| 100 | IRMIRON MTN INC DEL | 4,025 | $412.9M | 0.27% |
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