Q2 2026 13F · SEC CIK 2052531

Axis Wealth Partners, LLC

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $208.3M
Reported positions: 183
Holdings vs S&P 500, 3 yrs: —
Assets under management: $377.4M

Axis Wealth Partners, LLC is a wealth manager that reported 183 positions worth $208.3M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Fidelity Merrimack Str Tr (FBND, 3.4%), Vanguard Index Fds (VOO, 3.3%), Wisdomtree Tr (DGRW, 3.3%).

Axis Wealth Partners, LLC holdings largest 50 of 183 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Axis Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FBNDFidelity Merrimack Str Tr	3.4%	3.6%	157,655	+7.2%	$7.2M
VOOVanguard Index Fds	3.3%	3.4%	10,078	-5.5%	$6.9M
DGRWWisdomtree Tr	3.3%	3.4%	71,749	-0.6%	$6.9M
VYMIVanguard Whitehall Fds	3.2%	3.6%	68,886	-3.1%	$6.8M
SLDESlide Ins Hldgs Inc	2.4%	1.9%	257,809	+26.7%	$5.0M
VUGVanguard Index Fds	2.3%	2.1%	56,464	+514.7%	$4.9M
NVDANvidia Corporation	2.2%	—	23,406	—	$4.7M
SCHDSchwab Strategic Tr	2.2%	2.4%	144,587	-1.0%	$4.6M
UITBVictory Portfolios II	2.0%	1.9%	86,970	+12.4%	$4.1M
FDVVFidelity Covington Trust	1.9%	2.0%	67,048	-0.7%	$4.0M
DFUVDimensional ETF Trust	1.9%	2.0%	73,177	-6.1%	$4.0M
VIGVanguard Specialized Funds	1.8%	1.8%	16,079	-0.1%	$3.8M
AAPLApple Inc	1.8%	2.1%	13,044	-15.1%	$3.8M
DFAIDimensional ETF Trust	1.8%	2.0%	90,664	-4.7%	$3.7M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.6%	1.7%	56,555	+2.8%	$3.4M
VFLOVictory Portfolios II Victoryshares Free	1.6%	1.6%	70,569	-5.8%	$3.2M
VONVVanguard Scottsdale Fds	1.4%	1.4%	28,101	+1.1%	$3.0M
DEMWisdomtree Tr	1.4%	1.5%	54,925	-5.3%	$3.0M
IJJIshares Tr	1.4%	1.3%	19,233	+1.0%	$2.8M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.5%	3,604	-17.6%	$2.7M
IVWIshares Tr	1.3%	1.2%	19,172	-4.7%	$2.6M
SGOVIshares Tr	1.2%	0.9%	25,049	+47.6%	$2.5M
IJHIshares Tr	1.1%	1.1%	30,969	-2.4%	$2.4M
VONGVanguard Scottsdale Fds	1.1%	1.1%	18,516	+0.3%	$2.4M
IVEIshares Tr	1.1%	1.2%	10,313	-1.7%	$2.3M
VYMVanguard Whitehall Fds	1.1%	1.2%	14,715	-2.3%	$2.3M
IJKIshares S&p Mid Cap 400 Growth	1.1%	1.1%	19,743	-2.1%	$2.3M
AGGIshares Tr	1.1%	1.2%	22,337	-3.6%	$2.2M
DFACDimensional ETF Trust	1.0%	1.2%	46,967	-19.4%	$2.1M
EFGIshares Tr	0.9%	1.0%	15,875	-3.9%	$2.0M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	27,443	+7.4%	$2.0M
RSPInvesco Exchange Traded Fd T	0.9%	1.0%	8,855	-6.1%	$1.9M
VOOGVanguard Admiral Fds Inc	0.9%	0.8%	22,673	+485.3%	$1.9M
AMZNAmazon Com Inc	0.8%	0.9%	6,859	-17.3%	$1.6M
XYLXylem Inc	0.8%	0.9%	13,555	+0.0%	$1.6M
FENIFidelity Covington Trust	0.8%	—	39,413	—	$1.6M
DFASDimensional ETF Trust	0.7%	0.7%	18,808	-3.0%	$1.5M
RECSColumbia ETF Tr I	0.7%	0.8%	35,103	-3.7%	$1.5M
DHSWisdomtree Tr	0.7%	0.7%	13,052	-2.4%	$1.5M
LVHILegg Mason ETF Invt	0.7%	0.7%	35,969	+19.3%	$1.5M
IDVIshares Tr	0.7%	0.8%	34,550	+0.4%	$1.4M
SDYSpdr Ser Tr	0.7%	0.8%	9,402	-3.5%	$1.4M
EFVIshares Tr	0.7%	0.8%	18,465	-4.4%	$1.4M
JGROJ P Morgan Exchange Traded F	0.7%	0.7%	14,129	-5.8%	$1.4M
DFCFDimensional ETF Trust	0.7%	0.7%	32,960	+0.4%	$1.4M
QQQInvesco Qqq Tr	0.7%	0.6%	1,889	-2.5%	$1.4M
PEYInvesco High Yield Equity Dividend Achie	0.7%	0.7%	59,533	-4.3%	$1.4M
EQINColumbia ETF Tr I	0.6%	0.7%	25,986	-0.4%	$1.3M
IJRIshares Tr	0.6%	—	8,894	—	$1.3M
FELCFidelity Covington Trust	0.6%	—	31,368	—	$1.3M

What Axis Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+514.7% shares
VOOG Vanguard Admiral Fds Inc+485.3% shares
SGOV Ishares Tr+47.6% shares
SLDE Slide Ins Hldgs Inc+26.7% shares
LVHI Legg Mason ETF Invt+19.3% shares
UITB Victory Portfolios II+12.4% shares
VEA Vanguard Ftse Developed Markets Index Fu+7.4% shares
FBND Fidelity Merrimack Str Tr+7.2% shares

Reduced

DFAC Dimensional ETF Trust-19.4% shares
SPY State Str Spdr S&p 500 ETF T-17.6% shares
AMZN Amazon Com Inc-17.3% shares
AAPL Apple Inc-15.1% shares
RSP Invesco Exchange Traded Fd T-6.1% shares
DFUV Dimensional ETF Trust-6.1% shares
VFLO Victory Portfolios II Victoryshares Free-5.8% shares
JGRO J P Morgan Exchange Traded F-5.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$208.3M	183
Q1 2026	$188.1M	174
Q4 2025	$181.0M	166
Q3 2025	$170.9M	161
Q2 2025	$152.2M	147
Q1 2025	$135.3M	140
Q4 2024	$118.7M	130

Questions about Axis Wealth Partners, LLC's portfolio

What stocks does Axis Wealth Partners, LLC own?

Axis Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 183 positions worth $208.3M. The largest are Fidelity Merrimack Str Tr (FBND) at 3.4%, Vanguard Index Fds (VOO) at 3.3%, Wisdomtree Tr (DGRW) at 3.3%, Vanguard Whitehall Fds (VYMI) at 3.2% and Slide Ins Hldgs Inc (SLDE) at 2.4%.

What did Axis Wealth Partners, LLC buy last quarter?

In Q2 2026, Axis Wealth Partners, LLC added Vanguard Index Fds (VUG) (+514.7% shares), Vanguard Admiral Fds Inc (VOOG) (+485.3% shares) and Ishares Tr (SGOV) (+47.6% shares), compared with its Q1 2026 filing.

What did Axis Wealth Partners, LLC sell last quarter?

In Q2 2026, Axis Wealth Partners, LLC cut from its top 50 Victoryshares Short (USTB), cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Vaneck ETF Trust (ANGL), Dimensional ETF Trust (DFAC) (-19.4% shares), State Str Spdr S&p 500 ETF T (SPY) (-17.6% shares) and Amazon Com Inc (AMZN) (-17.3% shares), compared with its Q1 2026 filing.

When is Axis Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Axis Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Axis Wealth Partners, LLC manage?

Axis Wealth Partners, LLC reported $377.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $208.3M.