Axis Wealth Partners, LLC — 13F holdings

Axis Wealth Partners, LLC reported 214 holdings worth $208M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. FBND FIDELITY MERRIMACK STR TR — $7.17M (3.4%)
  2. VOO VANGUARD INDEX FDS — $6.92M (3.3%)
  3. DGRW WISDOMTREE TR — $6.86M (3.3%)
  4. VYMI VANGUARD WHITEHALL FDS — $6.76M (3.2%)
  5. SLDE SLIDE INS HLDGS INC — $4.99M (2.4%)
  6. VUG VANGUARD INDEX FDS — $4.86M (2.3%)
  7. NVDA NVIDIA CORPORATION — $4.68M (2.2%)
  8. SCHD SCHWAB STRATEGIC TR — $4.58M (2.2%)
  9. UITB VICTORY PORTFOLIOS II — $4.07M (2.0%)
  10. FDVV FIDELITY COVINGTON TRUST — $4.04M (1.9%)