§ 13F · FUND PROFILE
Axis Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.2T (13F)Positions · 147Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 10K | $6.5T | 3.6% | ±0% |
| 2 | DGRW | WISDOMTREE TR | 72K | $6.4T | 3.5% | +1% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 138K | $6.4T | 3.5% | +3% |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 70K | $6.3T | 3.5% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 8K | $4.1T | 2.3% | +4% |
| 6 | AAPL | APPLE INC | 15K | $4.1T | 2.2% | −1% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 146K | $4.0T | 2.2% | −1% |
| 8 | FDVV | FIDELITY COVINGTON TRUST | 67K | $3.8T | 2.1% | −1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 16K | $3.5T | 2.0% | ±0% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 76K | $3.5T | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXIS SIGNAL
AC read
Axis Wealth Partners, LLC is a Other fund managing $152221.1 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed