Axis Wealth Partners, LLC holds a diversified book of 183 stocks worth $208.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Blue Chip Grow ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Fidelity Total Bond ETF at 3% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052531/holdings"
Use Arkolith to show Axis Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Axis Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Axis Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $394.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $322.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $112.9B |
| LPL Financial LLC | 80 / 80 | $88.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $86.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $99.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $51.5B |
Ranked by how many of Axis Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack STR TR TOTAL BD ETF | $7.2M | 157.7K | 3.4% | ▲+7.2% Added · +11K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $6.9M | 10.1K | 3.3% | ▼−5.5% Reduced · −581 sh | |
| 3 | Wisdomtree TR US QTLY DIV GRT | $6.9M | 71.7K | 3.3% | ▼−0.6% Reduced · −413 sh | |
| 4 | Vanguard Whitehall FDS INTL HIGH ETF | $6.8M | 68.9K | 3.2% | ▼−3.1% Reduced · −2K sh | |
| 5 | Slide Ins Hldgs Inc COM | $5.0M | 257.8K | 2.4% | ▲+27% Added · +54K sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $4.9M | 56.5K | 2.3% | ▲+515% Added · +47K sh | |
| 7 | Nvidia Corporation COM | $4.7M | 23.4K | 2.2% | ▲+284% Added · +17K sh | |
| 8 | Schwab Strategic TR US DIVIDEND EQ | $4.6M | 144.6K | 2.2% | ▼−0.9% Reduced · −1K sh | |
| 9 | Victory Portfolios II CORE BD ETF | $4.1M | 87.0K | 2.0% | ▲+12% Added · +10K sh | |
| 10 | Fidelity Covington Trust HIGH DIVID ETF | $4.0M | 67.0K | 1.9% | ▼−0.7% Reduced · −462 sh | |
| 11 | Dimensional ETF Trust US MKTWIDE VALUE | $4.0M | 73.2K | 1.9% | ▼−6.0% Reduced · −5K sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $3.8M | 16.1K | 1.8% | ▼−0.1% Reduced · −11 sh | |
| 13 | Apple Inc COM | $3.8M | 13.0K | 1.8% | ▼−15% Reduced · −2K sh | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $3.7M | 90.7K | 1.8% | ▼−4.7% Reduced · −4K sh | |
| 15 | SPDR Series Trust ST STR P500VAL | $3.4M | 56.6K | 1.7% | ▲+2.8% Added · +2K sh | |
| 16 | Victory Portfolios II SHS FR CA FL ETF | $3.2M | 70.6K | 1.5% | ▼−5.8% Reduced · −4K sh | |
| 17 | Vanguard Scottsdale FDS VNG RUS1000VAL | $3.0M | 28.1K | 1.4% | ▲+1.1% Added · +309 sh | |
| 18 | Wisdomtree TR EMER MKT HIGH FD | $3.0M | 54.9K | 1.4% | ▼−5.3% Reduced · −3K sh | |
| 19 | Ishares TR S&P MC 400VL ETF | $2.8M | 19.2K | 1.4% | ▲+1.0% Added · +197 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.6K | 1.3% | ▼−18% Reduced · −771 sh | |
| 21 | Ishares TR S&P 500 GRWT ETF | $2.6M | 19.2K | 1.3% | ▼−4.7% Reduced · −941 sh | |
| 22 | Ishares TR 0-3 MTH TREASURY | $2.5M | 25.0K | 1.2% | ▲+48% Added · +8K sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $2.4M | 31.0K | 1.1% | ▼−2.4% Reduced · −748 sh | |
| 24 | Vanguard Scottsdale FDS VNG RUS1000GRW | $2.4M | 18.5K | 1.1% | ▲+0.3% Added · +52 sh | |
| 25 | Ishares TR S&P 500 VAL ETF | $2.3M | 10.3K | 1.1% | ▼−1.7% Reduced · −177 sh | |
| 26 | Vanguard Whitehall FDS HIGH DIV YLD | $2.3M | 14.7K | 1.1% | ▼−2.3% Reduced · −339 sh | |
| 27 | Ishares TR S&P MC 400GR ETF | $2.3M | 19.7K | 1.1% | ▼−2.0% Reduced · −414 sh | |
| 28 | Ishares TR CORE US AGGBD ET | $2.2M | 22.3K | 1.1% | ▼−3.6% Reduced · −831 sh | |
| 29 | Dimensional ETF Trust US COR EQU 2 ETF | $2.1M | 47.0K | 1.0% | ▼−19% Reduced · −11K sh | |
| 30 | Ishares TR EAFE GRWTH ETF | $2.0M | 15.9K | 0.9% | ▼−3.9% Reduced · −638 sh | |
| 31 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.0M | 27.4K | 0.9% | ▲+7.4% Added · +2K sh | |
| 32 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.9M | 8.9K | 0.9% | ▼−6.1% Reduced · −580 sh | |
| 33 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $1.9M | 22.7K | 0.9% | ▲+485% Added · +19K sh | |
| 34 | Amazon Com Inc COM | $1.6M | 6.9K | 0.8% | ▼−17% Reduced · −1K sh | |
| 35 | Xylem Inc COM | $1.6M | 13.6K | 0.8% | —Held | |
| 36 | Fidelity Covington Trust ENHANCED INTL | $1.6M | 39.4K | 0.8% | ▲+40% Added · +11K sh | |
| 37 | Dimensional ETF Trust US SMALL CAP ETF | $1.5M | 18.8K | 0.7% | ▼−3.0% Reduced · −590 sh | |
| 38 | Columbia ETF TR I RESH ENHNC COR | $1.5M | 35.1K | 0.7% | ▼−3.7% Reduced · −1K sh | |
| 39 | Wisdomtree TR US HIGH DIVIDEND | $1.5M | 13.1K | 0.7% | ▼−2.4% Reduced · −316 sh | |
| 40 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.5M | 36.0K | 0.7% | ▲+19% Added · +6K sh | |
| 41 | Ishares TR INTL SEL DIV ETF | $1.4M | 34.5K | 0.7% | ▲+0.4% Added · +147 sh | |
| 42 | SPDR Series Trust ST STR SP DIV | $1.4M | 9.4K | 0.7% | ▼−3.5% Reduced · −345 sh | |
| 43 | Ishares TR EAFE VALUE ETF | $1.4M | 18.5K | 0.7% | ▼−4.4% Reduced · −845 sh | |
| 44 | J P Morgan Exchange Traded F ACTIVE GROWTH | $1.4M | 14.1K | 0.7% | ▼−5.8% Reduced · −868 sh | |
| 45 | Dimensional ETF Trust CORE FIXE IN ETF | $1.4M | 33.0K | 0.7% | ▲+0.4% Added · +126 sh | |
| 46 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.7% | ▼−2.5% Reduced · −49 sh | |
| 47 | Invesco Exchange Traded FD T HIG YLD EQ DIV | $1.4M | 59.5K | 0.7% | ▼−4.3% Reduced · −3K sh | |
| 48 | Columbia ETF TR I US EQUI INCO ETF | $1.3M | 26.0K | 0.6% | ▼−0.4% Reduced · −105 sh | |
| 49 | Ishares TR CORE S&P SCP ETF | $1.3M | 8.9K | 0.6% | ▲~0% Added · +2 sh | |
| 50 | Fidelity Covington Trust ENHANCED LARGE | $1.3M | 31.4K | 0.6% | ▲+21% Added · +5K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.