Axis Wealth Partners, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$181.0M
Holdings
166
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (166 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 10,353 | $6.5M | 3.59% | |
| 2 | DGRWWISDOMTREE TR | 71,842 | $6.4M | 3.55% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 138,260 | $6.4M | 3.52% | |
| 4 | VYMIVANGUARD WHITEHALL FDS | 69,940 | $6.3M | 3.48% | |
| 5 | VUGVANGUARD INDEX FDS | 8,383 | $4.1M | 2.26% | |
| 6 | AAPLAPPLE INC | 14,972 | $4.1M | 2.25% | |
| 7 | SCHDSCHWAB STRATEGIC TR | 145,872 | $4.0M | 2.21% | |
| 8 | FDVVFIDELITY COVINGTON TRUST | 67,075 | $3.8M | 2.10% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 16,100 | $3.5M | 1.95% | |
| 10 | DFUVDIMENSIONAL ETF TRUST | 75,855 | $3.5M | 1.95% | |
| 11 | DFAIDIMENSIONAL ETF TRUST | 92,556 | $3.5M | 1.95% | |
| 12 | UITBVICTORY PORTFOLIOS II | 69,150 | $3.3M | 1.81% | |
| 13 | SPYSPDR S&P 500 ETF TR | 4,735 | $3.2M | 1.78% | |
| 14 | SPYVSPDR SERIES TRUST | 51,996 | $3.0M | 1.63% | |
| 15 | VFLOVICTORY PORTFOLIOS II | 70,826 | $2.8M | 1.54% | |
| 16 | DEMWISDOMTREE TR | 56,641 | $2.6M | 1.46% | |
| 17 | IJJISHARES TR | 19,414 | $2.6M | 1.41% | |
| 18 | XYLXYLEM INC | 18,706 | $2.5M | 1.41% | |
| 19 | IVWISHARES TR | 20,487 | $2.5M | 1.39% | |
| 20 | VONVVANGUARD SCOTTSDALE FDS | 26,717 | $2.5M | 1.36% | |
| 21 | IVEISHARES TR | 11,462 | $2.4M | 1.34% | |
| 22 | AGGISHARES TR | 22,870 | $2.3M | 1.26% | |
| 23 | DFACDIMENSIONAL ETF TRUST | 56,969 | $2.3M | 1.25% | |
| 24 | VONGVANGUARD SCOTTSDALE FDS | 17,630 | $2.1M | 1.19% | |
| 25 | VYMVANGUARD WHITEHALL FDS | 14,864 | $2.1M | 1.18% | |
| 26 | IJHISHARES TR | 31,995 | $2.1M | 1.17% | |
| 27 | IJKISHARES TR | 20,926 | $2.0M | 1.12% | |
| 28 | SLDESLIDE INS HLDGS INC | 101,751 | $2.0M | 1.09% | |
| 29 | EFGISHARES TR | 17,156 | $2.0M | 1.08% | |
| 30 | AMZNAMAZON COM INC | 7,899 | $1.8M | 1.01% | |
| 31 | VOOGVANGUARD ADMIRAL FDS INC | 3,936 | $1.8M | 0.97% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 8,984 | $1.7M | 0.95% | |
| 33 | EFVISHARES TR | 21,404 | $1.5M | 0.84% | |
| 34 | RECSCOLUMBIA ETF TR I | 37,158 | $1.5M | 0.84% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 24,191 | $1.5M | 0.83% | |
| 36 | IDV*ISHARES TR | 34,516 | $1.4M | 0.75% | |
| 37 | SDYSPDR SERIES TRUST | 9,464 | $1.3M | 0.73% | |
| 38 | DHSWISDOMTREE TR | 12,980 | $1.3M | 0.72% | |
| 39 | PEYINVESCO EXCHANGE TRADED FD T | 62,823 | $1.3M | 0.71% | |
| 40 | DFASDIMENSIONAL ETF TRUST | 18,326 | $1.3M | 0.70% | |
| 41 | JGROJ P MORGAN EXCHANGE TRADED F | 13,748 | $1.3M | 0.70% | |
| 42 | VCSHVANGUARD SCOTTSDALE FDS | 15,980 | $1.3M | 0.70% | |
| 43 | DFCFDIMENSIONAL ETF TRUST | 28,874 | $1.2M | 0.68% | |
| 44 | EQINCOLUMBIA ETF TR I | 25,602 | $1.2M | 0.67% | |
| 45 | NDQINVESCO QQQ TR | 1,949 | $1.2M | 0.66% | |
| 46 | ESGUISHARES TR | 7,831 | $1.2M | 0.64% | |
| 47 | ANGLVANECK ETF TRUST | 39,320 | $1.2M | 0.64% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 26,901 | $1.1M | 0.60% | |
| 49 | SGOVISHARES TR | 10,686 | $1.1M | 0.59% | |
| 50 | IWFISHARES TR | 2,255 | $1.1M | 0.59% | |
| 51 | USTBVICTORY PORTFOLIOS II | 20,943 | $1.1M | 0.59% | |
| 52 | NVDANVIDIA CORPORATION | 5,655 | $1.1M | 0.58% | |
| 53 | IJRISHARES TR | 8,771 | $1.1M | 0.58% | |
| 54 | MSFTMICROSOFT CORP | 2,157 | $1.0M | 0.58% | |
| 55 | IUSGISHARES TR | 6,181 | $1.0M | 0.57% | |
| 56 | DFATDIMENSIONAL ETF TRUST | 17,004 | $1.0M | 0.56% | |
| 57 | IJSISHARES TR | 8,454 | $961K | 0.53% | |
| 58 | LVHILEGG MASON ETF INVT | 25,978 | $956K | 0.53% | |
| 59 | GOOGLALPHABET INC | 3,034 | $949K | 0.52% | |
| 60 | SPSMSPDR SERIES TRUST | 19,117 | $895K | 0.49% | |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 15,486 | $886K | 0.49% | |
| 62 | DUHPDIMENSIONAL ETF TRUST | 22,439 | $853K | 0.47% | |
| 63 | AVSCAMERICAN CENTY ETF TR | 13,012 | $764K | 0.42% | |
| 64 | EFAISHARES TR | 7,953 | $763K | 0.42% | |
| 65 | SHYISHARES TR | 9,175 | $759K | 0.42% | |
| 66 | CDCVICTORY PORTFOLIOS II | 11,302 | $744K | 0.41% | |
| 67 | JPIEJ P MORGAN EXCHANGE TRADED F | 15,790 | $730K | 0.40% | |
| 68 | BUFRFIRST TR EXCHNG TRADED FD VI | 20,502 | $702K | 0.39% | |
| 69 | JPMJPMORGAN CHASE & CO. | 2,176 | $701K | 0.39% | |
| 70 | JCPBJ P MORGAN EXCHANGE TRADED F | 14,717 | $696K | 0.38% | |
| 71 | VGITVANGUARD SCOTTSDALE FDS | 11,545 | $691K | 0.38% | |
| 72 | VTCVANGUARD SCOTTSDALE FDS | 8,594 | $667K | 0.37% | |
| 73 | MOALTRIA GROUP INC | 11,338 | $653K | 0.36% | |
| 74 | IJTISHARES TR | 4,487 | $633K | 0.35% | |
| 75 | VWOVANGUARD INTL EQUITY INDEX F | 11,592 | $623K | 0.34% | |
| 76 | GSLCGOLDMAN SACHS ETF TR | 4,691 | $620K | 0.34% | |
| 77 | VTVVANGUARD INDEX FDS | 3,250 | $620K | 0.34% | |
| 78 | IWDISHARES TR | 2,949 | $620K | 0.34% | |
| 79 | DFAUDIMENSIONAL ETF TRUST | 13,188 | $617K | 0.34% | |
| 80 | WFCWELLS FARGO CO NEW | 6,513 | $606K | 0.33% | |
| 81 | VBRVANGUARD INDEX FDS | 2,861 | $605K | 0.33% | |
| 82 | HELOJ P MORGAN EXCHANGE TRADED F | 9,114 | $605K | 0.33% | |
| 83 | OMFLINVESCO EXCH TRD SLF IDX FD | 9,885 | $604K | 0.33% | |
| 84 | IWRISHARES TR | 6,174 | $594K | 0.33% | |
| 85 | WTMFWISDOMTREE TR | 15,486 | $588K | 0.32% | |
| 86 | XOMEXXON MOBIL CORP | 4,845 | $583K | 0.32% | |
| 87 | FENIFIDELITY COVINGTON TRUST | 15,926 | $582K | 0.32% | |
| 88 | VXUSVANGUARD STAR FDS | 7,468 | $563K | 0.31% | |
| 89 | VCITVANGUARD SCOTTSDALE FDS | 6,610 | $553K | 0.31% | |
| 90 | QCOMQUALCOMM INC | 3,225 | $551K | 0.30% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 1,622 | $535K | 0.30% | |
| 92 | BACBANK AMERICA CORP | 9,615 | $528K | 0.29% | |
| 93 | BSCUINVESCO EXCH TRD SLF IDX FD | 30,948 | $523K | 0.29% | |
| 94 | BSCTINVESCO EXCH TRD SLF IDX FD | 27,771 | $523K | 0.29% | |
| 95 | BSCSINVESCO EXCH TRD SLF IDX FD | 25,376 | $522K | 0.29% | |
| 96 | BSCRINVESCO EXCH TRD SLF IDX FD | 26,484 | $522K | 0.29% | |
| 97 | VBKVANGUARD INDEX FDS | 1,726 | $521K | 0.29% | |
| 98 | BSCQINVESCO EXCH TRD SLF IDX FD | 26,666 | $521K | 0.29% | |
| 99 | SBNDCOLUMBIA ETF TR I | 26,982 | $510K | 0.28% | |
| 100 | IVVISHARES TR | 745 | $509K | 0.28% |
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