AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,042 positions
VANGUARD INDEX FDS | 1.1M | $333.3M | 5.8% | $191.14 | +63.34% | 10 qtrssince 2023-Q3 | Increased 61 |
ISHARES TR | 1.9M | $191.4M | 3.3% | $86.89 | +12.30% | 17 qtrssince 2021-Q4 | Increased 58 |
| 604,189 | $158.5M | 2.7% | — | — | — | New — | |
MICROSOFT CORP | 242,458 | $116.4M | 2.0% | $355.55 | +35.16% | 17 qtrssince 2021-Q4 | Increased 59 |
NVIDIA CORPORATION | 600,270 | $111.6M | 1.9% | $68.94 | +169.88% | 17 qtrssince 2021-Q4 | Increased 51 |
ISHARES TR | 1.3M | $107.6M | 1.9% | $54.96 | +50.84% | 10 qtrssince 2023-Q3 | Increased 48 |
J P MORGAN EXCHANGE TRADED F | 1.9M | $97.4M | 1.7% | $46.41 | +6.45% | 17 qtrssince 2021-Q4 | Increased 69 |
SPDR INDEX SHS FDS | 2.1M | $91.2M | 1.6% | $31.65 | +38.35% | 17 qtrssince 2021-Q4 | Increased 48 |
AMAZON COM INC | 346,718 | $79.6M | 1.4% | $166.56 | +38.58% | 17 qtrssince 2021-Q4 | Increased 54 |
VANGUARD INDEX FDS | 263,042 | $76.3M | 1.3% | $51.87 | +38.93% | 17 qtrssince 2021-Q4 | Increased 49 |
VANGUARD INDEX FDS | 114,824 | $72M | 1.2% | $583.58 | +6.54% | 17 qtrssince 2021-Q4 | Increased 75 |
ISHARES CORE S&P MID-CAP ETF | 1M | $69.3M | 1.2% | $53.41 | +22.60% | 17 qtrssince 2021-Q4 | Increased 53 |
SPDR SERIES TRUST | 750,239 | $68.6M | 1.2% | $81.35 | +9.42% | 17 qtrssince 2021-Q4 | Decreased 0 |
INVESCO ACTIVELY MANAGED EXC | 1.4M | $67.9M | 1.2% | $46.61 | +5.22% | 17 qtrssince 2021-Q4 | Increased 62 |
ISHARES TR | 651,213 | $65.4M | 1.1% | $91.92 | +6.98% | 12 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 183,452 | $63.5M | 1.1% | $72.84 | +372.53% | 17 qtrssince 2021-Q4 | Decreased 0 |
ISHARES GOLD TR | 776,549 | $63M | 1.1% | $37.26 | +119.28% | 17 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 204,733 | $61.7M | 1.1% | $147.14 | +112.32% | 17 qtrssince 2021-Q4 | Increased 48 |
INVESCO EXCH TRADED FD TR II | 897,822 | $61.5M | 1.1% | $57.24 | +18.62% | 10 qtrssince 2023-Q3 | Increased 62 |
VANGUARD TOTAL CORPORATE BOND FUND | 772,526 | $60M | 1.0% | $64.78 | +16.45% | 10 qtrssince 2023-Q3 | Increased 49 |
AXXCESS WEALTH MANAGEMENT, LLC manages $5.8B across 1042 positions as of Q4 2025. Top holdings: VV (5.8%), AGG (3.3%), APPLE INC puts (2.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 175 new positions, 69 exits, 498 increased. Top move: VOO (INCREASED, conviction 75). Portfolio: $5.8B across 1042 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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