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Axis Wealth Partners, LLC

CIK 2052531 · latest 13F filed 28 July 2026 · Read the filing on EDGAR

Axis Wealth Partners, LLC reported 183 US-listed holdings worth $208.3 million in its 13F for the quarter ended 30 June 2026, filed 28 July 2026. Its largest: Fidelity Merrimack STR Trust (3.4%), Vanguard S&P 500 (3.3%) and Wisdomtree Trust (3.3%). Against the quarter before, it opened 23 positions, added to 58, trimmed 91 and sold out of 14.

Reported holdings$208.3M+10.8% on Q1 2026
Positions183+9 on Q1 2026
The largest ten26.4%of its reported holdings
Latest 13FQ2 2026filed 28 July 2026
Where the money is
Added toHeldTrimmed
FBND3.4%VOO3.3%DGRW3.3%VYMI3.2%SLDE2.4%VUG2.3%NVDA2.2%SCHD2.2%UITB2.0%FDVV1.9%DFUV1.9%VIG1.8%AAPL1.8%DFAI1.8%169 more66.3%

The 14 largest of its 183 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $118.7 million in 130 positions$119MQ4 24Q1 2025: $135.3 million in 140 positions$135MQ1 25Q2 2025: $152.2 million in 147 positions$152MQ2 25Q3 2025: $170.9 million in 161 positions$171MQ3 25Q4 2025: $181.0 million in 166 positions$181MQ4 25Q1 2026: $188.1 million in 174 positions$188MQ1 26Q2 2026: $208.3 million in 183 positions$208MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +21.6% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +21.6%S&P 500 +27.4%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 23Added 58Held 11Trimmed 91Sold out 14
Opened: 23Added: 58Held: 11Trimmed: 91Sold out: 14

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 23

  1. Fidelity Blue Chip Growth ETF FBCG$901,577
  2. American Century ETF Trust AVDE$657,738
  3. Putnam ETF Trust PVAL$316,533
  4. Vanguard Intermed Term Bond ETF BIV$302,470
  5. American Centy ETF Trust AVLV$296,524
  6. PIMCO ETF Trust PYLD$279,900
  7. Vanguard BD Index FDS BLV$262,405
  8. Delta Air Lines, Inc. DAL$255,898

and 15 more in the table below

Added to 58

  1. NVIDIA Corp. NVDA+17,311 shares · +284%
  2. Slide Ins Hldgs Inc. SLDE+54,307 shares · +27%
  3. iShares Trust SGOV+8,083 shares · +48%
  4. Fidelity Merrimack STR Trust FBND+10,580 shares · +7%
  5. Victory Portfolios II UITB+9,589 shares · +12%
  6. Fidelity Covington Trust FENI+11,161 shares · +40%
  7. American Century ETF Trust AVEM+2,541 shares · +63%
  8. Legg Mason ETF Invt LVHI+5,809 shares · +19%

and 50 more in the table below

Trimmed 91

  1. Apple Inc. AAPL-2,312 shares · -15%
  2. SPDR S&P 500 SPY-771 shares · -18%
  3. Dimensional ETF Trust DFAC-11,340 shares · -19%
  4. Vanguard S&P 500 VOO-581 shares · -5%
  5. JPMorgan Chase & Co. JPM-1,072 shares · -42%
  6. Amazon.com Inc. AMZN-1,439 shares · -17%
  7. Dimensional ETF Trust DFUV-4,713 shares · -6%
  8. ExxonMobil Holdings Corp. XOM-1,715 shares · -35%

and 83 more in the table below

Sold out of 14

  1. Vanguard Total Bond Market ETF BND$487,985 last quarter
  2. Caterpillar Inc. CAT$392,559 last quarter
  3. Palantir Technologies Inc. PLTR$356,606 last quarter
  4. Berkshire Hathaway Inc. Class B BRKB$344,344 last quarter
  5. iShares Trust MTUM$341,962 last quarter
  6. Dimensional ETF Trust DFIC$303,568 last quarter
  7. iShares Core Total USD Bond Market ETF IUSB$297,286 last quarter
  8. Dimensional ETF Trust DFGP$281,936 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Fidelity Merrimack STR Trust FBND157.7K$7.2 million3.44%+10.6K
Vanguard S&P 500 VOO10.1K$6.9 million3.32%-581
Wisdomtree Trust DGRW71.7K$6.9 million3.29%-413
Vanguard ETF VYMI68.9K$6.8 million3.25%-2.2K
Slide Ins Hldgs Inc. SLDE257.8K$5.0 million2.40%+54.3K
Vanguard Growth ETF VUG56.5K$4.9 million2.33%+1.3K
NVIDIA Corp. NVDA23.4K$4.7 million2.25%+17.3K
Schwab Strategic Trust SCHD144.6K$4.6 million2.20%-1.4K
Victory Portfolios II UITB87.0K$4.1 million1.96%+9.6K
Fidelity Covington Trust FDVV67.0K$4.0 million1.94%-462
Dimensional ETF Trust DFUV73.2K$4.0 million1.93%-4.7K
Vanguard Specialized Funds VIG16.1K$3.8 million1.83%-11
Apple Inc. AAPL13.0K$3.8 million1.81%-2.3K
Dimensional ETF Trust DFAI90.7K$3.7 million1.80%-4.5K
SPDR Ser Trust SPYV56.6K$3.4 million1.65%+1.6K
Victory Portfolios II VFLO70.6K$3.2 million1.55%-4.4K
Vanguard Scottsdale FDS VONV28.1K$3.0 million1.43%+309
Wisdomtree Trust DEM54.9K$3.0 million1.42%-3.1K
iShares S&P Midcap 400 Value in IJJ19.2K$2.8 million1.36%+197
SPDR S&P 500 SPY3.6K$2.7 million1.29%-771
iShares S&P Growth Index FD IVW19.2K$2.6 million1.27%-941
iShares Trust SGOV25.0K$2.5 million1.21%+8.1K
iShares Core S&P Mid-Cap ETF IJH31.0K$2.4 million1.15%-748
Vanguard Scottsdale FDS VONG18.5K$2.4 million1.14%+52
iShares S&P 500 Value ETF IVE10.3K$2.3 million1.12%-177
Vanguard Whitehall FDS VYM14.7K$2.3 million1.12%-339
iShares Trust IJK19.7K$2.3 million1.11%-414
iShares Trust AGG22.3K$2.2 million1.06%-831
Dimensional ETF Trust DFAC47.0K$2.1 million1.00%-11.3K
iShares Trust EFG15.9K$2.0 million0.95%-638
Vanguard Ftse Developed Markets VEA27.4K$2.0 million0.94%+1.9K
Invesco Exchange Traded FD T RSP8.9K$1.9 million0.90%-580
Vanguard S&P 500 Growth ETF VOOG22.7K$1.9 million0.90%-571
Amazon.com Inc. AMZN6.9K$1.6 million0.78%-1.4K
Xylem Inc. XYL13.6K$1.6 million0.77%no change
Fidelity Covington Trust FENI39.4K$1.6 million0.76%+11.2K
Dimensional ETF Trust DFAS18.8K$1.5 million0.74%-590
Columbia ETF Trust I RECS35.1K$1.5 million0.73%-1.4K
Wisdomtree Trust DHS13.1K$1.5 million0.71%-316
Legg Mason ETF Invt LVHI36.0K$1.5 million0.70%+5.8K
iShares Trust IDV34.5K$1.4 million0.69%+147
SPDR S&P Dividend ETF SDY9.4K$1.4 million0.69%-345
iShares Trust EFV18.5K$1.4 million0.68%-845
JPMorgan Active Growth ETF JGRO14.1K$1.4 million0.67%-868
Dimensional ETF Trust DFCF33.0K$1.4 million0.67%+126
Invesco QQQ Trust QQQ1.9K$1.4 million0.67%-49
Invesco Exchange Traded FD T PEY59.5K$1.4 million0.66%-2.6K
Columbia ETF Trust I EQIN26.0K$1.3 million0.64%-105
iShares Core S&P Small-Cap ETF IJR8.9K$1.3 million0.63%+2
Fidelity Enhanced Large Cap Core ETF FELC31.4K$1.3 million0.63%+5.4K
iShares Trust ESGU7.9K$1.3 million0.62%+12
Vanguard Short-Term Corp. BD Idx VCSH16.4K$1.3 million0.62%+311
Victory Portfolios II USTB25.6K$1.3 million0.62%-514
Vaneck ETF Trust ANGL41.0K$1.2 million0.58%+465
iShares Trust IJS8.7K$1.2 million0.57%+219
Dimensional ETF Trust DFAT16.7K$1.2 million0.56%-802
SPDR Portfolio Small Cap ETF SPSM18.9K$1.1 million0.52%-268
iShares Trust IUSG5.7K$1.1 million0.52%-158
J P Morgan Exchange Traded F JEPI18.9K$1.1 million0.51%+1.6K
iShares Trust IWF8.4K$1.0 million0.50%-403
American Centy ETF Trust AVSC13.7K$1.0 million0.48%-558
Verizon Communications Inc. VZ22.7K$962,4570.46%-1.9K
Alphabet Inc. GOOGL2.6K$944,8220.45%-543
Fidelity Blue Chip Growth ETF FBCG14.5K$901,5770.43%new
Dimensional ETF Trust DUHP20.7K$863,9780.41%-3.5K
J P Morgan Exchange Traded F JCPB17.3K$813,0800.39%+134
iShares Trust IJT4.5K$808,6630.39%+39
Altria Group, Inc. MO11.2K$804,7570.39%-96
First Trust Exchng Traded FD Vi BUFR21.6K$789,0050.38%-445
Victoryshares US Eq Income Enhanced Volatility WTD ETF CDC10.2K$761,6850.37%-653
JP Morgan ETFs JPIE16.2K$746,1700.36%-159
Microsoft Corp. MSFT2.0K$745,8710.36%-375
Vanguard Scottsdale FDS VGIT12.5K$736,0410.35%+592
iShares Russell 1000 Value Inde IWD3.0K$719,4870.35%+9
Vanguard Value ETF VTV3.3K$717,6380.34%-286
Texas Instruments Inc. TXN2.4K$714,7670.34%+1
iShares Trust IWR6.4K$711,0790.34%+164
J P Morgan Exchange Traded F HELO10.5K$709,1320.34%-16
Vanguard Ftse Emerging Markets VWO11.7K$698,1460.34%-308
Vanguard Scottsdale FDS VTC9.1K$697,8520.33%+451
iShares Trust SHY8.5K$696,8530.33%-491
iShares Trust EFA6.7K$694,3810.33%-1
Invesco ETFs OMFL10.1K$688,8470.33%-328
Dimensional ETF Trust DFAU12.9K$664,9620.32%+6
Goldman Sachs ActiveBeta US LgC GSLC4.7K$662,1220.32%+180
American Century ETF Trust AVDE7.4K$657,7380.32%new
Wisdomtree Trust WTMF15.9K$649,1440.31%-454
American Century ETF Trust AVEM6.6K$633,5610.30%+2.5K
Vanguard Small Cap Growth ETF VBK1.7K$632,8670.30%-7
UnitedHealth Group Inc. UNH1.5K$622,4370.30%-54
Vanguard Small Cap Value ETF VBR2.5K$610,4720.29%-115
Vanguard Star FDS VXUS7.1K$604,5210.29%-137
Qualcomm Inc. QCOM3.2K$600,4970.29%+4
iShares Trust IGIB11.2K$597,9090.29%-25
Columbia ETF Trust I SBND30.4K$571,9800.27%+2.9K
Invesco ETFs BSCR27.5K$538,8240.26%+1.1K
Invesco Exch TRD SLF Idx FD BSCS26.3K$536,2100.26%+1.0K
Vanguard Intermediate-Term Corp. VCIT6.5K$536,1720.26%-96
Invesco Exch TRD SLF Idx FD BSCT28.8K$535,1460.26%+1.1K
Invesco Exch TRD SLF Idx FD BSCQ27.4K$534,3410.26%+790
Invesco Exch TRD SLF Idx FD BSCU32.1K$534,3210.26%+1.3K
Select Sector SPDR Trust XLU11.7K$531,4860.26%-85
Iron Mountain Inc. IRM4.0K$511,4120.25%+2
Invesco Exch TRD SLF Idx FD BSCV31.2K$510,9990.25%+1.3K
iShares Core S&P 500 ETF IVV672$503,0690.24%-40
Wells Fargo & Company WFC6.1K$502,5220.24%-586
J P Morgan Exchange Traded F JMUB9.5K$482,4250.23%+570
JPMorgan Chase & Co. JPM1.5K$480,5620.23%-1.1K
iShares Trust ITA1.9K$461,8260.22%-9
AbbVie Inc. ABBV1.8K$460,9060.22%+11
Vanguard BD Index FDS BSV5.8K$452,1060.22%+2.7K
Vanguard Charlotte FDS BNDX9.3K$449,0920.22%-193
ExxonMobil Holdings Corp. XOM3.2K$442,4460.21%-1.7K
W. P. Carey Inc. WPC6.1K$435,6310.21%-105
Wisdomtree Trust WTV4.3K$432,5320.21%+1.3K
iShares Trust LQD4.0K$432,0960.21%-149
Bank of America Corp. BAC7.4K$423,7940.20%-2.3K
iShares Trust IEF4.5K$423,0250.20%-281
VG Totl STK Vprs VTI1.1K$419,1230.20%-144
Fidelity Enhanced Small Cap ETF FESM8.4K$407,1030.20%+1.4K
iShares Trust MUB3.6K$391,2710.19%+452
Schwab Strategic Trust SCHG11.5K$389,5640.19%-13
Vanguard Mun BD FDS VTEB7.6K$382,8260.18%+1.7K
McDonald's Corp. MCD1.4K$380,6830.18%-249
First Trust Exchng Traded FD Vi UCON15.2K$377,8420.18%+165
Taiwan Semiconductor Manufacturing Company Limited TSM782$373,3320.18%-380
AT&T Inc. T17.8K$368,2230.18%-502
AstraZeneca PLC AZN1.9K$367,1950.18%-34
Columbia Trust I INEQ9.5K$366,8590.18%+3.7K
iShares Trust HYG4.4K$355,1150.17%-401
iShares Core MSCI Emerging Mark IEMG4.3K$354,5530.17%+203
Wisdomtree Trust DES8.5K$346,8630.17%+2.2K
Vaneck ETF Trust SMH528$346,4700.17%no change
Vanguard Index FDS VOT1.1K$332,7020.16%+241
Royal Bank of Canada RY1.6K$331,7730.16%no change
Tesla, Inc. TSLA789$331,7150.16%-192
Meta Platforms, Inc. META585$329,7400.16%-144
Putnam ETF Trust PVAL6.2K$316,5330.15%new
WisdomTree ETFs DTH5.8K$313,1560.15%-273
Vanguard Intermed Term Bond ETF BIV3.9K$302,4700.15%new
iShares Trust SUSA2.0K$301,7220.14%+3
Digital Realty Trust, Inc. DLR1.7K$300,7930.14%+3
SPDR Ser Trust BIL3.2K$297,0060.14%+99
American Centy ETF Trust AVLV3.3K$296,5240.14%new
Vanguard Real Estate ETF VNQ3.0K$288,4840.14%-78
Wisdomtree Trust IQDG6.6K$282,2270.14%+677
PIMCO ETF Trust PYLD10.6K$279,9000.13%new
Vanguard Mid Cap Index ETF VO3.3K$268,9060.13%+66
iShares Russell 2000 ETF IWM887$266,3880.13%-6
J P Morgan Exchange Traded F JQUA3.6K$262,5890.13%+140
Vanguard BD Index FDS BLV3.8K$262,4050.13%new
Delta Air Lines, Inc. DAL2.7K$255,8980.12%new
iShares Trust ITOT1.5K$251,6600.12%-702
Applied Materials Inc. AMAT348$251,3030.12%new
Vanguard Scottsdale FDS VMBS5.4K$250,8290.12%new
Advanced Micro Devices Inc. AMD430$249,5370.12%new
Fidelity Magellan ETF FMAG6.7K$245,5820.12%new
iShares Trust GOVT10.7K$243,2810.12%+35
Invesco Exchange Traded FD T XMHQ2.1K$242,3280.12%-960
Chevron Corp. CVX1.4K$240,2040.12%-227
Aflac Inc. AFL2.0K$240,1330.12%new
Schwab Strategic Trust SCYB9.1K$238,0550.11%+424
Ssga Active ETF Trust SRLN5.9K$238,0330.11%-176
SPDR Ser Trust JNK2.4K$235,6310.11%-368
Philip Morris International Inc. PM1.3K$229,7040.11%+8
Alphabet Inc. GOOG646$228,2340.11%-437
Global X Infrastr Development ETF (pave) PAVE3.8K$224,9130.11%new
Vanguard Mid Cap Value ETF VOE1.1K$224,0990.11%new
Walmart Inc. WMT2.0K$222,3880.11%-57
Global X FDS QYLD12.0K$221,1600.11%no change
Corning Inc. GLW860$219,7600.11%new
Welltower Inc. WELL967$219,5450.11%new
iShares Trust PFF7.2K$218,5640.10%-267
Victory Portfolios II UBND10.0K$216,5550.10%new
iShares Trust SUB2.0K$214,0020.10%new
Franklin Templeton ETF Trust FLQM3.6K$209,2940.10%-1.7K
iShares Trust IWB504$206,4130.10%new
Metlife Inc. MET2.4K$206,1050.10%-425
AeroVironment Inc. AVAV1.2K$202,6520.10%new
iShares Core MSCI Eafe ETF IEFA2.1K$202,3170.10%new
Johnson & Johnson JNJ795$201,9020.10%-324
iShares Russell Mid-Cap Growth ETF IWP1.4K$200,4100.10%new
Ceragon Networks Ltd CRNT10.7K$27,8270.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 14 it sold out of are in the box above.