§ 13F · FUND PROFILE
AXXCESS WEALTH MANAGEMENT, LLC.
AUM · $6.3B (13F)Positions · 1051Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2.7B 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 | VV | VANGUARD INDEX FDS | 1.01M | $349M | 5.6% | NEW |
| 2 | AGG | ISHARES TR | 1.85M | $183M | 2.9% | +3% |
| 3 | AAPL | APPLE INC | 562K | $159M | 2.5% | +2% |
| 4 | IDEV | ISHARES TR | 1.28M | $114M | 1.8% | NEW |
| 5 | SPDW | SPDR INDEX SHS FDS | 2.16M | $109M | 1.7% | +5% |
| 6 | NVDA | NVIDIA CORPORATION | 540K | $108M | 1.7% | +6% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 1.92M | $97M | 1.5% | −17% |
| 8 | MSFT | MICROSOFT CORP | 252K | $93M | 1.5% | +7% |
| 9 | VO | VANGUARD INDEX FDS | 1.08M | $87M | 1.4% | NEW |
| 10 | IJH | ISHARES TR | 1.09M | $84M | 1.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AXXCESS SIGNAL
AC read
AXXCESS WEALTH MANAGEMENT, LLC is a Other fund managing $6.3 billion in assets. The fund runs a massive portfolio of 1,051 positions.
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