Axis Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2052531 · latest 13F-HR filed 2026-04-24
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$188.1M
Long-equity book
Holdings
207
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+11 / −3 / ↑60 / ↓38
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SLIDE INS HLDGS INC$1.7M +84.8%
- ISHARES TR$635.1K +59.2%
- SCHWAB STRATEGIC TR$477.4K +11.9%
- FIDELITY COVINGTON TRUST$468.4K +80.4%
- FIDELITY COVINGTON TRUST$451.1K +92.1%
Top Trims
- XYLEM INC-$927.6K -36.4%
- STATE STR SPDR S&P 500 ETF T-$383.7K -11.9%
- ISHARES TR-$250.3K -9.9%
- ISHARES TR-$215.8K -8.9%
- VANGUARD ADMIRAL FDS INC-$170.7K -9.8%
New Positions
- ASTRAZENECA PLC$388.6K
- AMERICAN CENTY ETF TR$324.4K
- SPDR SERIES TRUST$287.9K
- WISDOMTREE TR$278.9K
- FIDELITY COVINGTON TRUST$266.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $6.7M | 3.57% | 147,075 | SH |
| 2 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $6.7M | 3.56% | 71,112 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $6.4M | 3.39% | 10,659 | SH |
| 4 | WISDOMTREE TR | DGRW | 97717X669 | $6.3M | 3.37% | 72,162 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.5M | 2.38% | 145,979 | SH |
| 6 | VANGUARD INDEX FDS | VUG | 922908736 | $4.0M | 2.13% | 9,186 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $3.8M | 2.04% | 15,109 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $3.8M | 2.01% | 77,890 | SH |
| 9 | FIDELITY COVINGTON TRUST | FDVV | 316092840 | $3.7M | 1.98% | 67,510 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $3.7M | 1.97% | 95,156 | SH |
| 11 | SLIDE INS HLDGS INC | SLDE | 831349105 | $3.7M | 1.95% | 203,502 | SH |
| 12 | VICTORY PORTFOLIOS II | UITB | 92647N527 | $3.5M | 1.88% | 75,290 | SH |
| 13 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $3.5M | 1.84% | 16,090 | SH |
| 14 | SPDR SERIES TRUST | SPYV | 78464A508 | $3.1M | 1.65% | 54,992 | SH |
| 15 | VICTORY PORTFOLIOS II | VFLO | 92647X830 | $3.0M | 1.57% | 74,952 | SH |
| 16 | WISDOMTREE TR | DEM | 97717W315 | $2.9M | 1.53% | 58,025 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.8M | 1.51% | 4,375 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $2.6M | 1.39% | 27,792 | SH |
| 19 | ISHARES TR | IJJ | 464287705 | $2.5M | 1.34% | 19,036 | SH |
| 20 | ISHARES TR | AGG | 464287226 | $2.3M | 1.22% | 23,168 | SH |
| 21 | ISHARES TR | IVW | 464287309 | $2.3M | 1.21% | 20,113 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.3M | 1.20% | 58,307 | SH |
| 23 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.2M | 1.19% | 15,054 | SH |
| 24 | ISHARES TR | IVE | 464287408 | $2.2M | 1.18% | 10,490 | SH |
| 25 | ISHARES TR | IJH | 464287507 | $2.1M | 1.14% | 31,717 | SH |
| 26 | ISHARES TR | IJK | 464287606 | $2.0M | 1.08% | 20,157 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $2.0M | 1.08% | 18,464 | SH |
| 28 | ISHARES TR | EFG | 464288885 | $1.8M | 0.98% | 16,513 | SH |
| 29 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $1.8M | 0.96% | 9,435 | SH |
| 30 | ISHARES TR | SGOV | 46436E718 | $1.7M | 0.91% | 16,966 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 0.90% | 8,151 | SH |
| 32 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.6M | 0.87% | 25,547 | SH |
| 33 | XYLEM INC | XYL | 98419M100 | $1.6M | 0.86% | 13,555 | SH |
| 34 | VANGUARD ADMIRAL FDS INC | VOOG | 921932505 | $1.6M | 0.84% | 3,874 | SH |
| 35 | ISHARES TR | IDV | 464288448 | $1.5M | 0.78% | 34,403 | SH |
| 36 | ISHARES TR | EFV | 464288877 | $1.4M | 0.76% | 19,310 | SH |
| 37 | SPDR SERIES TRUST | SDY | 78464A763 | $1.4M | 0.76% | 9,747 | SH |
| 38 | COLUMBIA ETF TR I | RECS | 19761L706 | $1.4M | 0.76% | 36,466 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.4M | 0.74% | 32,834 | SH |
| 40 | WISDOMTREE TR | DHS | 97717W208 | $1.4M | 0.74% | 13,368 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $1.4M | 0.73% | 19,398 | SH |
| 42 | INVESCO EXCHANGE TRADED FD T | PEY | 46137V563 | $1.3M | 0.71% | 62,180 | SH |
| 43 | COLUMBIA ETF TR I | EQIN | 19761L854 | $1.3M | 0.68% | 26,091 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.3M | 0.68% | 16,077 | SH |
| 45 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $1.3M | 0.67% | 14,997 | SH |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.2M | 0.66% | 24,609 | SH |
| 47 | LEGG MASON ETF INVT | LVHI | 52468L505 | $1.2M | 0.65% | 30,160 | SH |
| 48 | VANECK ETF TRUST | ANGL | 92189F437 | $1.2M | 0.62% | 40,584 | SH |
| 49 | VICTORY PORTFOLIOS II | USTB | 92647N535 | $1.1M | 0.60% | 22,158 | SH |
| 50 | INVESCO QQQ TR | QQQ | 46090E103 | $1.1M | 0.59% | 1,938 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $188.1M | 207 | 0002063364-26-000120 |
| 2025-12-31 | 2026-01-30 | $181.0M | 167 | 0002063364-26-000048 |