Holders — by stockHoldings — by fund
Axis Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002052531
$208.3M
disclosed book value
183
positions
3.4%
largest position share
Positions, as of 2026-06-30
top 100 of 183 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FBNDFIDELITY MERRIMACK STR TR | 157,655 | $7.2M | 3.4% |
| 2 | VOOVANGUARD INDEX FDS | 10,078 | $6.9M | 3.3% |
| 3 | DGRWWISDOMTREE TR | 71,749 | $6.9M | 3.3% |
| 4 | VYMIVANGUARD WHITEHALL FDS | 68,886 | $6.8M | 3.2% |
| 5 | SLDESLIDE INS HLDGS INC | 257,809 | $5.0M | 2.4% |
| 6 | VUGVANGUARD INDEX FDS | 56,464 | $4.9M | 2.3% |
| 7 | NVDANVIDIA CORPORATION | 23,406 | $4.7M | 2.2% |
| 8 | SCHDSCHWAB STRATEGIC TR | 144,587 | $4.6M | 2.2% |
| 9 | UITBVICTORY PORTFOLIOS II | 86,970 | $4.1M | 2% |
| 10 | FDVVFIDELITY COVINGTON TRUST | 67,048 | $4.0M | 1.9% |
| 11 | DFUVDIMENSIONAL ETF TRUST | 73,177 | $4.0M | 1.9% |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 16,079 | $3.8M | 1.8% |
| 13 | AAPLAPPLE INC | 13,044 | $3.8M | 1.8% |
| 14 | DFAIDIMENSIONAL ETF TRUST | 90,664 | $3.7M | 1.8% |
| 15 | SPYVSPDR SERIES TRUST | 56,555 | $3.4M | 1.7% |
| 16 | VFLOVICTORY PORTFOLIOS II | 70,569 | $3.2M | 1.5% |
| 17 | VONVVANGUARD SCOTTSDALE FDS | 28,101 | $3.0M | 1.4% |
| 18 | DEMWISDOMTREE TR | 54,925 | $3.0M | 1.4% |
| 19 | IJJISHARES TR | 19,233 | $2.8M | 1.4% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 3,604 | $2.7M | 1.3% |
| 21 | IVWISHARES TR | 19,172 | $2.6M | 1.3% |
| 22 | SGOVISHARES TR | 25,049 | $2.5M | 1.2% |
| 23 | IJHISHARES TR | 30,969 | $2.4M | 1.1% |
| 24 | VONGVANGUARD SCOTTSDALE FDS | 18,516 | $2.4M | 1.1% |
| 25 | IVEISHARES TR | 10,313 | $2.3M | 1.1% |
| 26 | VYMVANGUARD WHITEHALL FDS | 14,715 | $2.3M | 1.1% |
| 27 | IJKISHARES TR | 19,743 | $2.3M | 1.1% |
| 28 | AGGISHARES TR | 22,337 | $2.2M | 1.1% |
| 29 | DFACDIMENSIONAL ETF TRUST | 46,967 | $2.1M | 1% |
| 30 | EFGISHARES TR | 15,875 | $2.0M | 0.9% |
| 31 | VEAVANGUARD TAX-MANAGED FDS | 27,443 | $2.0M | 0.9% |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 8,855 | $1.9M | 0.9% |
| 33 | VOOGVANGUARD ADMIRAL FDS INC | 22,673 | $1.9M | 0.9% |
| 34 | AMZNAMAZON COM INC | 6,859 | $1.6M | 0.8% |
| 35 | XYLXYLEM INC | 13,555 | $1.6M | 0.8% |
| 36 | FENIFIDELITY COVINGTON TRUST | 39,413 | $1.6M | 0.8% |
| 37 | DFASDIMENSIONAL ETF TRUST | 18,808 | $1.5M | 0.7% |
| 38 | RECSCOLUMBIA ETF TR I | 35,103 | $1.5M | 0.7% |
| 39 | DHSWISDOMTREE TR | 13,052 | $1.5M | 0.7% |
| 40 | LVHILEGG MASON ETF INVT | 35,969 | $1.5M | 0.7% |
| 41 | IDVISHARES TR | 34,550 | $1.4M | 0.7% |
| 42 | SDYSPDR SERIES TRUST | 9,402 | $1.4M | 0.7% |
| 43 | EFVISHARES TR | 18,465 | $1.4M | 0.7% |
| 44 | JGROJ P MORGAN EXCHANGE TRADED F | 14,129 | $1.4M | 0.7% |
| 45 | DFCFDIMENSIONAL ETF TRUST | 32,960 | $1.4M | 0.7% |
| 46 | QQQINVESCO QQQ TR | 1,889 | $1.4M | 0.7% |
| 47 | PEYINVESCO EXCHANGE TRADED FD T | 59,533 | $1.4M | 0.7% |
| 48 | EQINCOLUMBIA ETF TR I | 25,986 | $1.3M | 0.6% |
| 49 | IJRISHARES TR | 8,894 | $1.3M | 0.6% |
| 50 | FELCFIDELITY COVINGTON TRUST | 31,368 | $1.3M | 0.6% |
| 51 | ESGUISHARES TR | 7,919 | $1.3M | 0.6% |
| 52 | VCSHVANGUARD SCOTTSDALE FDS | 16,388 | $1.3M | 0.6% |
| 53 | USTBVICTORY PORTFOLIOS II | 25,568 | $1.3M | 0.6% |
| 54 | ANGLVANECK ETF TRUST | 41,049 | $1.2M | 0.6% |
| 55 | IJSISHARES TR | 8,673 | $1.2M | 0.6% |
| 56 | DFATDIMENSIONAL ETF TRUST | 16,699 | $1.2M | 0.6% |
| 57 | SPSMSPDR SERIES TRUST | 18,930 | $1.1M | 0.5% |
| 58 | IUSGISHARES TR | 5,717 | $1.1M | 0.5% |
| 59 | JEPIJ P MORGAN EXCHANGE TRADED F | 18,851 | $1.1M | 0.5% |
| 60 | IWFISHARES TR | 8,433 | $1.0M | 0.5% |
| 61 | AVSCAMERICAN CENTY ETF TR | 13,737 | $1.0M | 0.5% |
| 62 | VZVERIZON COMMUNICATIONS INC | 22,732 | $962,457 | 0.5% |
| 63 | GOOGLALPHABET INC | 2,644 | $944,822 | 0.5% |
| 64 | FBCGFIDELITY COVINGTON TRUST | 14,516 | $901,577 | 0.4% |
| 65 | DUHPDIMENSIONAL ETF TRUST | 20,704 | $863,978 | 0.4% |
| 66 | JCPBJ P MORGAN EXCHANGE TRADED F | 17,322 | $813,080 | 0.4% |
| 67 | IJTISHARES TR | 4,528 | $808,663 | 0.4% |
| 68 | MOALTRIA GROUP INC | 11,185 | $804,757 | 0.4% |
| 69 | BUFRFIRST TR EXCHNG TRADED FD VI | 21,599 | $789,005 | 0.4% |
| 70 | CDCVICTORY PORTFOLIOS II | 10,242 | $761,685 | 0.4% |
| 71 | JPIEJ P MORGAN EXCHANGE TRADED F | 16,203 | $746,170 | 0.4% |
| 72 | MSFTMICROSOFT CORP | 2,000 | $745,871 | 0.4% |
| 73 | VGITVANGUARD SCOTTSDALE FDS | 12,479 | $736,041 | 0.4% |
| 74 | IWDISHARES TR | 2,968 | $719,487 | 0.3% |
| 75 | VTVVANGUARD INDEX FDS | 3,293 | $717,638 | 0.3% |
| 76 | TXNTEXAS INSTRS INC | 2,398 | $714,767 | 0.3% |
| 77 | IWRISHARES TR | 6,446 | $711,079 | 0.3% |
| 78 | HELOJ P MORGAN EXCHANGE TRADED F | 10,493 | $709,132 | 0.3% |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 11,696 | $698,146 | 0.3% |
| 80 | VTCVANGUARD SCOTTSDALE FDS | 9,087 | $697,852 | 0.3% |
| 81 | SHYISHARES TR | 8,487 | $696,853 | 0.3% |
| 82 | EFAISHARES TR | 6,684 | $694,381 | 0.3% |
| 83 | OMFLINVESCO EXCH TRD SLF IDX FD | 10,050 | $688,847 | 0.3% |
| 84 | DFAUDIMENSIONAL ETF TRUST | 12,864 | $664,962 | 0.3% |
| 85 | GSLCGOLDMAN SACHS ETF TR | 4,666 | $662,122 | 0.3% |
| 86 | AVDEAMERICAN CENTY ETF TR | 7,374 | $657,738 | 0.3% |
| 87 | WTMFWISDOMTREE TR | 15,891 | $649,144 | 0.3% |
| 88 | AVEMAMERICAN CENTY ETF TR | 6,566 | $633,561 | 0.3% |
| 89 | VBKVANGUARD INDEX FDS | 1,731 | $632,867 | 0.3% |
| 90 | UNHUNITEDHEALTH GROUP INC | 1,498 | $622,437 | 0.3% |
| 91 | VBRVANGUARD INDEX FDS | 2,512 | $610,472 | 0.3% |
| 92 | VXUSVANGUARD STAR FDS | 7,071 | $604,521 | 0.3% |
| 93 | QCOMQUALCOMM INC | 3,250 | $600,497 | 0.3% |
| 94 | IGIBISHARES TR | 11,245 | $597,909 | 0.3% |
| 95 | SBNDCOLUMBIA ETF TR I | 30,432 | $571,980 | 0.3% |
| 96 | BSCRINVESCO EXCH TRD SLF IDX FD | 27,470 | $538,824 | 0.3% |
| 97 | BSCSINVESCO EXCH TRD SLF IDX FD | 26,330 | $536,210 | 0.3% |
| 98 | VCITVANGUARD SCOTTSDALE FDS | 6,487 | $536,172 | 0.3% |
| 99 | BSCTINVESCO EXCH TRD SLF IDX FD | 28,810 | $535,146 | 0.3% |
| 100 | BSCQINVESCO EXCH TRD SLF IDX FD | 27,367 | $534,341 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.