Axis Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002052531

Type: FundHoldings: 140Value: $135.3MLatest: 2025Q1

Axis Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 140 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  null,
  "VONG",
  "GOOGL",
  "T",
  null,
  null,
  "AZN",
  "MCD",
  null,
  null,
  "QCOM",
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "EFG",
  "IWD",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "IRM",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  null,
  null,
  "VZ",
  null,
  "IEFA",
  null,
  null,
  null,
  "TXN",
  "VNQ",
  "VO",
  "MET",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  "IEF",
  "VYM",
  null,
  "SDY",
  "F",
  "IWP",
  "IWR",
  "GSLC",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  null,
  null,
  "WFC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHG",
  null,
  null,
  null,
  "MTUM",
  null,
  "SPYV",
  "ESGU",
  "BAC",
  "BRK-B",
  "CVX",
  null,
  null,
  null,
  "DFAC",
  "DLR",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "XOM",
  "TSLA",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 140
Total Value: 135321334
Accession Number: 0002063364-25-000049
Form Type: 13F-HR
CIK: axis-wealth-partners
Manager Name: Axis-Wealth-Partners

Data Enrichment

58% identified

81 identified59 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $135.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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316188309

Shares:114.8K

Value:$5.2M

% of Portfolio:3.9% ($5.2M/$135.3M)

97717X669

Shares:64.0K

Value:$5.1M

% of Portfolio:3.8% ($5.1M/$135.3M)

921946794

VYMI|921946794

Shares:65.7K

Value:$4.8M

% of Portfolio:3.6% ($4.8M/$135.3M)

922908363

VOO|922908363

Shares:9.3K

Value:$4.8M

% of Portfolio:3.5% ($4.8M/$135.3M)

808524797

SCHD|808524797

Shares:142.2K

Value:$4.0M

% of Portfolio:2.9% ($4.0M/$135.3M)

464287408

IVE|464287408

Shares:19.4K

Value:$3.7M

% of Portfolio:2.7% ($3.7M/$135.3M)

464287507

IJH|464287507

Shares:55.5K

Value:$3.2M

% of Portfolio:2.4% ($3.2M/$135.3M)

921908844

VIG|921908844

Shares:15.9K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$135.3M)

316092840

Shares:62.0K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$135.3M)

464287309

IVW|464287309

Shares:32.3K

Value:$3.0M

% of Portfolio:2.2% ($3.0M/$135.3M)

464287226

Shares:28.1K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$135.3M)

25434V724

Shares:67.0K

Value:$2.8M

% of Portfolio:2.0% ($2.8M/$135.3M)

25434V203

Shares:87.3K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$135.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.8K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$135.3M)

922908736

VUG|922908736

Shares:6.7K

Value:$2.5M

% of Portfolio:1.8% ($2.5M/$135.3M)

92647N527

Shares:50.8K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$135.3M)

464287499

IWR|464287499

Shares:27.7K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$135.3M)

Apple Inc.

AAPL|037833100

Shares:10.4K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$135.3M)

97717W315

Shares:51.0K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$135.3M)

78464A508

SPYV|78464A508

Shares:38.2K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$135.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	114.8K	QoQ +12.17% (+12.5K) YoY-	All Managers (Combined)	$5.2M	3.9% ($5.2M/$135.3M)	QoQ +14.12% (+$649.0K) YoY-
(cusip97717X669)✕	64.0K	QoQ +7.76% (+4.6K) YoY-	All Managers (Combined)	$5.1M	3.8% ($5.1M/$135.3M)	QoQ +6.33% (+$304.8K) YoY-
(VYMIcusip921946794)	65.7K	QoQ +7.43% (+4.5K) YoY-	All Managers (Combined)	$4.8M	3.6% ($4.8M/$135.3M)	QoQ +16.62% (+$690.4K) YoY-
(VOOcusip922908363)	9.3K	QoQ +11.08% (+933) YoY-	All Managers (Combined)	$4.8M	3.5% ($4.8M/$135.3M)	QoQ +5.96% (+$270.3K) YoY-
(SCHDcusip808524797)	142.2K	QoQ +0.91% (+1.3K) YoY-	All Managers (Combined)	$4.0M	2.9% ($4.0M/$135.3M)	QoQ +3.27% (+$126.2K) YoY-
(IVEcusip464287408)	19.4K	QoQ +204.24% (+13.0K) YoY-	All Managers (Combined)	$3.7M	2.7% ($3.7M/$135.3M)	QoQ +203.75% (+$2.5M) YoY-
(IJHcusip464287507)	55.5K	QoQ +187.26% (+36.2K) YoY-	All Managers (Combined)	$3.2M	2.4% ($3.2M/$135.3M)	QoQ +169.01% (+$2.0M) YoY-
(VIGcusip921908844)	15.9K	QoQ +6.69% (+997) YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$135.3M)	QoQ +5.69% (+$166.0K) YoY-
(cusip316092840)✕	62.0K	QoQ +2.02% (+1.2K) YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$135.3M)	QoQ +1.33% (+$40.4K) YoY-
(IVWcusip464287309)	32.3K	QoQ +59.72% (+12.1K) YoY-	All Managers (Combined)	$3.0M	2.2% ($3.0M/$135.3M)	QoQ +46.03% (+$946.5K) YoY-
(cusip464287226)✕	28.1K	QoQ +6.68% (+1.8K) YoY-	All Managers (Combined)	$2.8M	2.1% ($2.8M/$135.3M)	QoQ +8.90% (+$227.1K) YoY-
(cusip25434V724)✕	67.0K	QoQ +11.81% (+7.1K) YoY-	All Managers (Combined)	$2.8M	2.0% ($2.8M/$135.3M)	QoQ +12.60% (+$309.2K) YoY-
(cusip25434V203)✕	87.3K	QoQ +7.79% (+6.3K) YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$135.3M)	QoQ +15.28% (+$361.5K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.8K	QoQ +2.46% (-115) YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$135.3M)	QoQ -2.20% (-$60.4K) YoY-
(VUGcusip922908736)	6.7K	QoQ +1.85% (-122) YoY-	All Managers (Combined)	$2.5M	1.8% ($2.5M/$135.3M)	QoQ -7.98% (-$215.7K) YoY-
(cusip92647N527)✕	50.8K	QoQ +13.04% (+5.9K) YoY-	All Managers (Combined)	$2.4M	1.8% ($2.4M/$135.3M)	QoQ +15.45% (+$319.4K) YoY-
(IWRcusip464287499)	27.7K	QoQ +14.18% (+3.4K) YoY-	All Managers (Combined)	$2.4M	1.7% ($2.4M/$135.3M)	QoQ +9.88% (+$212.0K) YoY-
Apple Inc.(AAPLcusip037833100)	10.4K	QoQ -0.20% (-21) YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$135.3M)	QoQ -11.47% (-$298.4K) YoY-
(cusip97717W315)✕	51.0K	QoQ +12.44% (+5.6K) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$135.3M)	QoQ +16.85% (+$309.7K) YoY-
(SPYVcusip78464A508)	38.2K	QoQ +5.21% (+1.9K) YoY-	All Managers (Combined)	$2.0M	1.4% ($2.0M/$135.3M)	QoQ +5.06% (+$94.2K) YoY-