§ 13F · FUND PROFILE
Axis Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171M (13F)Positions · 192Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 147K | $7M | 3.6% | +6% |
| 2 | VYMI | VANGUARD WHITEHALL FDS | 71K | $7M | 3.6% | +2% |
| 3 | VOO | VANGUARD INDEX FDS | 11K | $6M | 3.4% | +3% |
| 4 | DGRW | WISDOMTREE TR | 72K | $6M | 3.4% | ±0% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 146K | $4M | 2.4% | ±0% |
| 6 | VUG | VANGUARD INDEX FDS | 9K | $4M | 2.1% | +10% |
| 7 | AAPL | APPLE INC | 15K | $4M | 2.0% | +3% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 78K | $4M | 2.0% | +3% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 68K | $4M | 2.0% | +1% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 95K | $4M | 2.0% | +3% |
§ 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 $171 million in assets. The fund runs a portfolio of 192 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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