account_balance

Investment manager · 13F filer · SEC CIK 2052531

Axis Wealth Partners, LLC

Reported value$211Mas of Sep 30, 2026
Positions186 13 new, 10 sold out
Top 10 weight26.5%FBND alone is 3%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 3.4% Added +4%
DGRW Wisdomtree Tr 3.3% Held
VOO Vanguard Index FDS 3.0% Trimmed −11%
VYMI Vanguard Whitehall FDS 3.0% Trimmed −10%
SLDE Slide Insurance Holdings, Inc. 2.7% HeldNVDA NVIDIA Corp 2.5% Held
VUG Vanguard Index FDS 2.4% Held
SCHD Schwab Strategic Tr 2.2% Held
AAPL Apple Inc. 2.1% Added +3%
UITB Victory Portfolios II 2.0% Added +7%
FDVV Fidelity Covington Trust 2.0% Held
VONV Vanguard Scottsdale FDS 1.8% Added +22%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • CDL $379K
  • AVIG $359K
  • JPST $356K
  • BSCW $347K
arrow_upwardAdded
  • FMAG +151%
  • AVDE +115%
  • AVLV +109%
  • FBCG +106%
arrow_downwardTrimmed
  • IJR −28%
  • EFA −26%
  • IJH −25%
  • IVE −22%
remove_circleSold out
  • DUHP $864K
  • IEMG $355K
  • AMAT $251K
  • GOVT $243K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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