Arkolith/Funds/Axos Invest Inc.

Axos Invest Inc.

CIK 2042928
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Axos Invest Inc. holds a concentrated book of 20 stocks worth $136.6M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard S&P 500 ETF at 30% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1
bought for the first time
Added to
5
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.7%
+14.5%/yr · since Nov '24
Their reported book
+26.8%
held from quarter-end
S&P 500
+31.6%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Apr '26Aug '26
Axos Invest Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Axos Invest Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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.

Concentration

Top-heavy: concentrated book

Top 5 holdings
80%
Top 10 holdings
94%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Axos Invest Inc.

Manager / fundShared namesTheir $ in those
UBS Group AG20 / 20$24.0B
Bank of New York Mellon Corp20 / 20$6.4B
GOLDMAN SACHS GROUP INC19 / 20$40.9B
MAI Capital Management19 / 20$1.9B
Advisory Services Network, LLC19 / 20$363.4M
BANK OF AMERICA CORP /DE/18 / 20$116.7B
MORGAN STANLEY18 / 20$74.4B
JPMORGAN CHASE & CO18 / 20$67.1B

Ranked by how many of Axos Invest Inc.'s top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$40.3M57.9K
29.5%
+9.9%
Added · +5K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$33.3M468.1K
24.4%
−11%
Reduced · −55K sh
3Vanguard Index FDS
TOTAL STK MKT
$22.2M59.9K
16.2%
−26%
Reduced · −21K sh
4Spinnaker ETF Series
GENTER CAP TAXAB
$7.4M726.2K
5.4%
−0.6%
Reduced · −5K sh
5Vanguard Scottsdale FDS
INTER TERM TREAS
$6.2M105.4K
4.6%
−7.8%
Reduced · −9K sh
6Ishares TR
TIPS BD ETF
$5.4M49.7K
4.0%
−6.2%
Reduced · −3K sh
7SPDR Index SHS FDS
PORTFOLIO EMG MK
$5.0M96.5K
3.7%
+10.0%
Added · +9K sh
8SPDR Ser TR
BLOOMBERG SHT TE
$2.8M112.9K
2.1%
−5.2%
Reduced · −6K sh
9Vanguard Index FDS
REAL ESTATE ETF
$2.7M28.4K
2.0%
−2.8%
Reduced · −830 sh
10Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.7M34.0K
2.0%
−6.4%
Reduced · −2K sh
11Schwab Strategic TR
INTL EQTY ETF
$1.9M69.1K
1.4%
−13%
Reduced · −10K sh
12Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.8M30.9K
1.4%
−31%
Reduced · −14K sh
13Schwab Strategic TR
US BRD MKT ETF
$1.4M49.2K
1.0%
−30%
Reduced · −21K sh
14Spinnaker ETF Series
GENTER CAP MUNIC
$686K66.7K
0.5%
+2.1%
Added · +1K sh
15Ishares Inc
CORE MSCI EMKT
$620K7.5K
0.5%
−13%
Reduced · −1K sh
16SPDR Ser TR
TECHNOLOGY
$615K3.2K
0.5%
New
New position
17Vanguard Scottsdale FDS
INT-TERM CORP
$364K4.4K
0.3%
−21%
Reduced · −1K sh
18Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$334K2.1K
0.2%
+1.9%
Added · +38 sh
19Vanguard World FD
INF TECH ETF
$319K2.7K
0.2%
+680%
Added · +2K sh
20SPDR S&P 500 ETF TR
TR UNIT
$291K390
0.2%
−9.3%
Reduced · −40 sh
Showing all 20 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202620$136.6M13F-HR
Q1 2026Mar 31, 2026May 12, 202619$132.3M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202622$136.0M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202522$133.5M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202522$132.5M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202522$129.0M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202524$137.3M13F-HR
Q3 2024Sep 30, 2024Nov 8, 202424$146.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.