StockDriftsStockDriftsTop 50 Axxcess Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 5.55% | 1.01M | $348.8M | new | $201.07(+77.31%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.91% | 1.85M | $183.2M | +3.42%(+61.24K) | $97.51(-0.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.53% | 561.6K | $159.0M | +1.58%(+8.73K) | $234.95(+29.98%) | 2026-06-30 | |
| IDEV | ISHARES TR | 1.82% | 1.28M | $114.1M | new | $84.18(+10.95%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.73% | 2.16M | $108.9M | +5.15%(+105.90K) | $34.92(+49.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.72% | 539.7K | $107.9M | +5.78%(+29.47K) | $73.18(+208.91%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.55% | 1.92M | $97.2M | -17.12%(-397.24K) | $50.47(+0.06%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.49% | 251.6K | $93.4M | +6.88%(+16.19K) | $356.10(+36.50%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.39% | 1.08M | $87.1M | new | $55.66(+51.52%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.34% | 1.09M | $84.2M | +4.16%(+43.59K) | $55.49(+41.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.42% | +45.91% | — | — | +26.88% |
| Top 20 Holdings Unweighted | +13.68% | +46.92% | — | — | +28.67% |
Axxcess Wealth Management LLC reports $6.28B in US-listed equity holdings across 1,051 positions in its most recent 13F filing. Its largest disclosed positions are VV (5.5%), AGG (2.9%) and AAPL (2.5%). The top 20 holdings account for 33.49% of reported assets. Its disclosed equity book has returned +45.91% on a three-year cumulative basis. 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 Axxcess Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911056). View Axxcess Wealth Management LLC’s 13F filings on SEC