AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings373 positions
ISHARES TR | 1.8M | $177.6M | 5.7% | $86.89 | +12.33% | 18 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 552,896 | $136.2M | 4.4% | $253.34 | 0.00% | 1 qtr | New 84 |
J P MORGAN EXCHANGE TRADED F | 2.3M | $117.4M | 3.8% | $46.98 | +5.90% | 18 qtrssince 2021-Q4 | Increased 66 |
SPDR INDEX SHS FDS | 2.1M | $93.8M | 3.0% | $31.66 | +42.19% | 18 qtrssince 2021-Q4 | Increased 55 |
NVIDIA CORPORATION | 510,231 | $88.4M | 2.8% | $68.94 | +152.38% | 18 qtrssince 2021-Q4 | Decreased 0 |
MICROSOFT CORP | 235,388 | $86.2M | 2.8% | $355.55 | +3.69% | 18 qtrssince 2021-Q4 | Decreased 0 |
SPDR SERIES TRUST | 833,469 | $76.4M | 2.4% | $82.19 | +9.22% | 18 qtrssince 2021-Q4 | Increased 57 |
INVESCO ACTIVELY MANAGED EXC | 1.4M | $72M | 2.3% | $46.78 | +5.69% | 18 qtrssince 2021-Q4 | Increased 54 |
ISHARES TR | 1M | $70.8M | 2.3% | $53.41 | +25.73% | 18 qtrssince 2021-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 116,749 | $69.8M | 2.2% | $583.76 | +1.80% | 18 qtrssince 2021-Q4 | Increased 52 |
AMAZON COM INC | 327,700 | $67.9M | 2.2% | $166.56 | +25.04% | 18 qtrssince 2021-Q4 | Decreased 0 |
ISHARES GOLD TR | 671,507 | $59.2M | 1.9% | $37.26 | +157.42% | 18 qtrssince 2021-Q4 | Decreased 0 |
ISHARES TR | 457,070 | $56.8M | 1.8% | $100.35 | +23.06% | 18 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 177,070 | $54.8M | 1.8% | $72.84 | +323.46% | 18 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 197,338 | $54.8M | 1.8% | $147.14 | +95.20% | 18 qtrssince 2021-Q4 | Decreased 0 |
GLOBAL X FDS | 1M | $51.7M | 1.7% | $40.92 | +32.59% | 18 qtrssince 2021-Q4 | Decreased 0 |
ISHARES TR | 61,936 | $40.5M | 1.3% | $591.91 | +9.74% | 18 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 130,075 | $38.3M | 1.2% | $158.74 | +83.53% | 18 qtrssince 2021-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 64,281 | $37.1M | 1.2% | $582.37 | +11.11% | 8 qtrssince 2024-Q2 | Increased 49 |
GOLDMAN SACHS ETF TR | 280,056 | $35M | 1.1% | $95.53 | +30.25% | 18 qtrssince 2021-Q4 | Increased 47 |
AXXCESS WEALTH MANAGEMENT, LLC manages $3.1B across 373 positions as of Q1 2026. Top holdings: AGG (5.7%), AAPL (4.4%), JPST (3.8%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 25 new positions, 683 exits, 155 increased. Top move: AAPL (NEW, conviction 84). Portfolio: $3.1B across 373 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR