How many stocks does AXXCESS WEALTH MANAGEMENT, LLC own?

As of Q1 2026, AXXCESS WEALTH MANAGEMENT, LLC holds 372 positions in their 13F portfolio.

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

AGG at 5.7% of portfolio, worth $177.6M.

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

$3.1B as of Q1 2026, tracked across 372 holdings.

Is AXXCESS WEALTH MANAGEMENT, LLC a hedge fund?

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.

How often does AXXCESS WEALTH MANAGEMENT, LLC report?

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

How has AXXCESS WEALTH MANAGEMENT, LLC's portfolio changed in Q1 2026?

View AXXCESS WEALTH MANAGEMENT, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

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

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

AXXCESS WEALTH MANAGEMENT, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

AXXCESS WEALTH MANAGEMENT, LLC

Institutional investor · Portfolio as of Q1 2026

Weak(1.0 / 5.0)

$3.1B

AUM

372

Positions

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

AXXCESS WEALTH MANAGEMENT, LLC manages $3.1B across 372 positions as of Q1 2026. Top holdings: AGG (5.7%), AAPL (4.4%), JPST (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.

Q1 2026 Summary

Active quarter - 25 new positions, 683 exits, 155 increased. Top move: AAPL (NEW, conviction 84). Portfolio: $3.1B across 372 positions.

Portfolio Allocation

Top holdings by portfolio weight

AGG5.69%

AAPL4.36%

JPST3.76%

SPDW3.01%

NVDA2.83%

MSFT2.76%

BIL2.45%

GSY2.31%

IJH2.27%

VOO2.24%

Other2.18%

Similar Funds

Funds with similar investing DNA

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

WULF12Q held

TERAWULF INC

Avg $1.36 · $21M est. P&L

Est. P&L

+1537.32%

MU10Q held

MICRON TECHNOLOGY INC

Avg $160.71 · $7.6M est. P&L

Est. P&L

+362.57%

GEV8Q held

GE VERNOVA INC

Avg $338.85 · $5M est. P&L

Est. P&L

+209.64%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings373 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AGG ETF ISHARES TR	1.8M	$177.6M	5.7%	—	$88.66	+10.56%	18 qtrssince 2021-Q4	Decreased 0
AAPL APPLE INC	552,896	$136.2M	4.4%	—	$263.75	+13.83%	1 qtr	New 84
JPST ETF J P MORGAN EXCHANGE TRADED F	2.3M	$117.4M	3.8%	—	$47.91	+5.40%	18 qtrssince 2021-Q4	Increased 66
SPDW ETF SPDR INDEX SHS FDS	2.1M	$93.8M	3.0%	—	$32.13	+53.05%	18 qtrssince 2021-Q4	Increased 55
NVDA NVIDIA CORPORATION	510,231	$88.4M	2.8%	—	$121.53	+89.40%	18 qtrssince 2021-Q4	Decreased 0
MSFT MICROSOFT CORP	235,388	$86.2M	2.8%	—	$359.31	+18.91%	18 qtrssince 2021-Q4	Decreased 0
BIL ETF SPDR SERIES TRUST	833,469	$76.4M	2.4%	—	$84.08	+8.86%	18 qtrssince 2021-Q4	Increased 57
GSY ETF INVESCO ACTIVELY MANAGED EXC	1.4M	$72M	2.3%	—	$47.73	+5.21%	18 qtrssince 2021-Q4	Increased 54
IJH ETF ISHARES TR	1M	$70.8M	2.3%	—	$59.37	+21.65%	18 qtrssince 2021-Q4	Decreased 0
VOO ETF VANGUARD INDEX FDS	116,749	$69.8M	2.2%	—	$591.34	+14.90%	18 qtrssince 2021-Q4	Increased 52
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