Question 1

How many stocks does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

As of Q4 2025, AXXCESS WEALTH MANAGEMENT, LLC holds 1,030 positions in their 13F portfolio.

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's largest holding?

Accepted Answer

AAPL at 11.8% of portfolio, worth $3.1B.

Question 3

What is AXXCESS WEALTH MANAGEMENT, LLC's total portfolio value?

Accepted Answer

$5.6B as of Q4 2025, tracked across 1,030 holdings.

Question 4

Is AXXCESS WEALTH MANAGEMENT, LLC a hedge fund?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

Question 5

How often does AXXCESS WEALTH MANAGEMENT, LLC report?

Accepted Answer

13F filings are due quarterly, approximately 45 days after each quarter end.

Question 6

How has AXXCESS WEALTH MANAGEMENT, LLC's portfolio changed in Q4 2025?

Accepted Answer

View AXXCESS WEALTH MANAGEMENT, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

Question 7

What is AXXCESS WEALTH MANAGEMENT, LLC's investment strategy?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC is classified as a Momentum Trader fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	11.8M	$3.1B	11.8%	—	$253.95	+7.43%	1 qtr	Exited 0
MSFT MICROSOFT CORP	4.8M	$2.3B	8.9%	—	$359.31	+35.67%	17 qtrssince 2021-Q4	Increased 59
NVDA NVIDIA CORP	9.5M	$1.8B	6.8%	—	$121.53	+54.32%	17 qtrssince 2021-Q4	Increased 51
AMZN AMAZON COM INC	5.4M	$1.2B	4.7%	—	$152.85	+52.13%	17 qtrssince 2021-Q4	Increased 54
GOOGL ALPHABET INC	3M	$892.4M	3.4%	—	$130.91	+131.90%	17 qtrssince 2021-Q4	Increased 48
AVGO BROADCOM INC	2.2M	$770.7M	3.0%	—	$160.84	+117.51%	17 qtrssince 2021-Q4	Decreased 0
VOOETF VANGUARD INDEX FDS	944,680	$592.4M	2.3%	—	$590.77	+5.92%	17 qtrssince 2021-Q4	Increased 75
IVVETF ISHARES TR	777,170	$532.3M	2.1%	—	$599.84	+15.02%	17 qtrssince 2021-Q4	Increased 66
GOOG ALPHABET INC	1.8M	$512.7M	2.0%	—	$157.55	+99.65%	17 qtrssince 2021-Q4	Increased 48
JPM JPMORGAN CHASE & CO	1.4M	$447.2M	1.7%	—	$160.41	+100.72%	17 qtrssince 2021-Q4	Increased 45
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