StockDriftsStockDriftsTop 50 Axis Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 3.44% | 157.7K | $7.2M | +7.19%(+10.58K) | $45.76(-1.82%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.32% | 10.1K | $6.9M | -5.45%(-581) | $537.95(+32.18%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 3.29% | 71.7K | $6.9M | -0.57%(-413) | $82.40(+21.72%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.25% | 68.9K | $6.8M | -3.13%(-2.23K) | $71.72(+46.19%) | 2026-06-30 | |
| SLDE | SLIDE INS HLDGS INC | 2.4% | 257.8K | $5.0M | +26.69%(+54.31K) | $18.29(+12.52%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.33% | 56.5K | $4.9M | +2.45%(+1.35K) | $68.33(+30.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.25% | 23.4K | $4.7M | +284.02%(+17.31K) | $172.20(+28.03%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.2% | 144.6K | $4.6M | -0.95%(-1.39K) | $27.72(+23.69%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 1.96% | 87.0K | $4.1M | +12.39%(+9.59K) | $47.03(-1.96%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 1.94% | 67.0K | $4.0M | -0.68%(-462) | $50.40(+26.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.46% |
Axis Wealth Partners, LLC reports $208.34M in US-listed equity holdings across 183 positions in its most recent 13F filing. Its largest disclosed positions are FBND (3.4%), VOO (3.3%) and DGRW (3.3%). The top 20 holdings account for 42.45% of reported assets. Its disclosed equity book has returned +21.97% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Axis Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052531). View Axis Wealth Partners, LLC’s 13F filings on SEC