AXXCESS WEALTH MANAGEMENT, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$4.7T

Holdings

924

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (924 positions)

#StockSharesValue% PortfolioType
1
VVVANGUARD INDEX FDS
1,048,626$322.8B6.83%
2
AGGISHARES TR
1,859,432$186.4B3.94%
3
AAPLAPPLE INC
551,749$135.2B2.86%
4
MSFTMICROSOFT CORP
211,625$109.1B2.31%
5
NVDANVIDIA CORPORATION
560,664$104.3B2.21%
6
IDEVISHARES TR
1,280,246$102.6B2.17%
7
SPDWSPDR INDEX SHS FDS
2,018,916$86.4B1.83%
8
BILSPDR SERIES TRUST
910,579$83.5B1.77%
9
VOVANGUARD INDEX FDS
253,769$74.5B1.58%
10
SGOVISHARES TR
679,337$68.4B1.45%
11
TFLOISHARES TR
1,341,427$67.9B1.44%
12
AMZNAMAZON COM INC
296,588$65.1B1.38%
13
IAU*ISHARES GOLD TR
850,881$61.9B1.31%
14
AVGOBROADCOM INC
185,809$61.3B1.30%
15
IJHISHARES TR
927,418$60.5B1.28%
16
JPSTJ P MORGAN EXCHANGE TRADED F
1,164,122$59.1B1.25%
17
VTCVANGUARD SCOTTSDALE FDS
726,238$56.9B1.20%
18
COWZPACER FDS TR
952,207$54.7B1.16%
19
PPAINVESCO EXCHANGE TRADED FD T
333,553$51.9B1.10%
20
CIBRFIRST TR EXCHANGE TRADED FD
682,151$51.9B1.10%
21
GSYINVESCO ACTIVELY MANAGED EXC
954,108$47.9B1.01%
22
BCCCGLOBAL X FDS
989,652$47.1B1.00%
23
GOOGLALPHABET INC
198,757$46.7B0.99%
24
DDWMWISDOMTREE TR
1,111,227$46.4B0.98%
25
IJRISHARES TR
390,472$46.4B0.98%
26
METAMETA PLATFORMS INC
58,342$42.8B0.91%
27
PBUSINVESCO EXCH TRADED FD TR II
633,908$42.5B0.90%
28
JPMJPMORGAN CHASE & CO.
133,252$42.0B0.89%
29
VWOVANGUARD INTL EQUITY INDEX F
730,643$39.6B0.84%
30
VBVANGUARD INDEX FDS
144,311$36.7B0.78%
31
GSLCGOLDMAN SACHS ETF TR
266,949$34.8B0.74%
32
USHYISHARES TR
913,369$34.5B0.73%
33
SPEMSPDR INDEX SHS FDS
701,649$32.8B0.69%
34
NFLXNETFLIX INC
25,651$30.8B0.65%
35
TSLATESLA INC
64,883$28.5B0.60%
36
SPYSPDR S&P 500 ETF TR
50,470$28.3B0.60%
37
WMTWALMART INC
261,907$27.0B0.57%
38
CGDGCAPITAL GROUP DIVIDEND VALUE
641,292$27.0B0.57%
39
VOOVANGUARD INDEX FDS
43,814$26.8B0.57%
40
NDQINVESCO QQQ TR
42,655$23.6B0.50%
41
UPROPROSHARES TR
207,520$23.1B0.49%
42
GOOGALPHABET INC
99,933$22.6B0.48%
43
MUBISHARES TR
204,320$21.8B0.46%
44
BNDVANGUARD BD INDEX FDS
281,456$20.9B0.44%
45
BUFDFIRST TR EXCHNG TRADED FD VI
719,991$19.9B0.42%
46
ORCLORACLE CORP
69,222$19.5B0.41%
47
HDHOME DEPOT INC
47,018$19.1B0.40%
48
ABTABBOTT LABS
139,998$18.8B0.40%
49
PLTRPALANTIR TECHNOLOGIES INC
101,900$18.6B0.39%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
36,521$18.4B0.39%
51
VVISA INC
53,570$18.3B0.39%
52
KLMNINVESCO EXCH TRADED FD TR II
150,833$18.3B0.39%
53
SCHDSCHWAB STRATEGIC TR
666,972$18.2B0.39%
54
VEAVANGUARD TAX-MANAGED FDS
297,212$17.8B0.38%
55
ABBVABBVIE INC
74,706$17.3B0.37%
56
VGSHVANGUARD SCOTTSDALE FDS
292,883$17.2B0.36%
57
IVVISHARES TR
25,253$16.9B0.36%
58
XOMEXXON MOBIL CORP
147,087$16.6B0.35%
59
SSOPROSHARES TR
145,116$16.3B0.34%
60
BUFBINNOVATOR ETFS TRUST
452,850$16.2B0.34%
61
JNJJOHNSON & JOHNSON
86,996$16.1B0.34%
62
VTIVANGUARD INDEX FDS
48,984$16.1B0.34%
63
CGGRCAPITAL GROUP GROWTH ETF
365,785$16.1B0.34%
64
LLYELI LILLY & CO
20,940$16.0B0.34%
65
QQQMINVESCO EXCH TRADED FD TR II
62,750$15.5B0.33%
66
JMSTJ P MORGAN EXCHANGE TRADED F
284,297$14.5B0.31%
67
HYMBSPDR SERIES TRUST
579,128$14.4B0.31%
68
GQ9SPDR GOLD TR
40,086$14.2B0.30%
69
PGPROCTER AND GAMBLE CO
92,604$14.2B0.30%
70
COSTCOSTCO WHSL CORP NEW
15,185$14.1B0.30%
71
USFRWISDOMTREE TR
278,020$14.0B0.30%
72
CHCOCITY HLDG CO
108,615$13.5B0.28%
73
TMOTHERMO FISHER SCIENTIFIC INC
27,191$13.2B0.28%
74
IBMINTERNATIONAL BUSINESS MACHS
42,359$12.0B0.25%
75
BACBANK AMERICA CORP
224,711$11.6B0.25%
76
DBMFLITMAN GREGORY FDS TR
420,468$11.5B0.24%
77
WULFTERAWULF INC
1,000,000$11.4B0.24%
78
GSGOLDMAN SACHS GROUP INC
14,136$11.3B0.24%
79
WTVWISDOMTREE TR
122,314$11.1B0.24%
80
RWLINVESCO EXCH TRADED FD TR II
99,754$11.0B0.23%
81
AQLTISHARES TR
125,801$11.0B0.23%
82
SPYVSPDR SERIES TRUST
191,881$10.6B0.22%
83
TLTISHARES TR
117,994$10.5B0.22%
84
CATCATERPILLAR INC
21,816$10.4B0.22%
85
FBNDFIDELITY MERRIMACK STR TR
223,222$10.3B0.22%
86
AVUSAMERICAN CENTY ETF TR
93,638$10.2B0.22%
87
CVXCHEVRON CORP NEW
64,964$10.1B0.21%
88
NEARISHARES U S ETF TR
193,863$9.9B0.21%
89
DWDMORGAN STANLEY
62,047$9.9B0.21%
90
PEPPEPSICO INC
69,574$9.8B0.21%
91
ADPAUTOMATIC DATA PROCESSING IN
33,053$9.7B0.21%
92
IEIISHARES TR
80,200$9.6B0.20%
93
BXBLACKSTONE INC
55,794$9.5B0.20%
94
AVIGAMERICAN CENTY ETF TR
226,151$9.5B0.20%
95
VTVVANGUARD INDEX FDS
50,939$9.5B0.20%
96
IBITISHARES BITCOIN TRUST ETF
142,480$9.3B0.20%
97
CSCOCISCO SYS INC
134,978$9.2B0.20%
98
RTXRTX CORPORATION
55,016$9.2B0.19%
99
SHPROSHARES TR
248,066$9.2B0.19%
100
JEPIJ P MORGAN EXCHANGE TRADED F
159,788$9.1B0.19%
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