§ 13F · FUND PROFILE
Axis Wealth Partners, LLC.
AUM · $208M (13F)Positions · 214Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 158K | $7M | 3.4% | +7% |
| 2 | VOO | VANGUARD INDEX FDS | 10K | $7M | 3.3% | −5% |
| 3 | DGRW | WISDOMTREE TR | 72K | $7M | 3.3% | −1% |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 69K | $7M | 3.2% | −3% |
| 5 | SLDE | SLIDE INS HLDGS INC | 258K | $5M | 2.4% | +27% |
| 6 | VUG | VANGUARD INDEX FDS | 56K | $5M | 2.3% | +515% |
| 7 | NVDA | NVIDIA CORPORATION | 23K | $5M | 2.2% | +284% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 145K | $5M | 2.2% | −1% |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 67K | $4M | 1.9% | −1% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 73K | $4M | 1.9% | −6% |
§ 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 $208 million in assets. The fund runs a broad portfolio of 214 positions.
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