Axis Wealth Partners, LLC
- SEC CIK
- 0002052531
- Latest filing
- Jul 28, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only.
- Positions
- 130
- No filing for Q3 2024
- Portfolio value
- $118.7M
- No filing for Q3 2024
Axis Wealth Partners, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 59,408 | $4.81M | 4.1% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 102,379 | $4.59M | 3.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,413 | $4.53M | 3.8% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 61,179 | $4.15M | 3.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 140,945 | $3.85M | 3.2% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 60,778 | $3.04M | 2.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,892 | $2.92M | 2.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,666 | $2.73M | 2.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,583 | $2.70M | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 10,381 | $2.60M | 2.2% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,317 | $2.55M | 2.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 59,966 | $2.45M | 2.1% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 80,976 | $2.36M | 2.0% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 24,252 | $2.14M | 1.8% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 44,968 | $2.07M | 1.7% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,251 | $2.06M | 1.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,120 | $1.93M | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 36,337 | $1.86M | 1.6% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 45,384 | $1.84M | 1.5% | – | – | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 75,185 | $1.60M | 1.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 14,680 | $1.42M | 1.2% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 15,387 | $1.35M | 1.1% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 38,085 | $1.32M | 1.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,531 | $1.29M | 1.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,383 | $1.22M | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,315 | $1.20M | 1.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,136 | $1.20M | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 30,002 | $1.20M | 1.0% | – | – | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 11,784 | $1.18M | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,602 | $1.16M | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,224 | $1.11M | 0.9% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,103 | $1.07M | 0.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 7,484 | $1.04M | 0.9% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,799 | $1.04M | 0.9% | – | – | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 28,784 | $996.5K | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,523 | $992.4K | 0.8% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 35,894 | $982.8K | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,414 | $969.3K | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,851 | $946.1K | 0.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,091 | $917.0K | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,064 | $869.9K | 0.7% | – | – | History |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 13,560 | $848.6K | 0.7% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,467 | $833.1K | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,608 | $813.6K | 0.7% | – | – | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 18,110 | $813.5K | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,621 | $787.3K | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 9,365 | $758.9K | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 6,881 | $735.2K | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,881 | $734.9K | 0.6% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 25,183 | $722.0K | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,930 | $721.0K | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,819 | $646.5K | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,246 | $643.4K | 0.5% | – | – | – |
| MOAltria Group, Inc. | Stock | 11,336 | $592.7K | 0.5% | – | – | History |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 10,591 | $575.8K | 0.5% | – | – | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 16,601 | $567.9K | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,065 | $567.4K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 13,833 | $560.1K | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 4,773 | $549.7K | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 17,995 | $548.3K | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 11,824 | $544.7K | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 925 | $544.7K | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,942 | $544.0K | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,228 | $534.2K | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,873 | $524.2K | 0.4% | – | – | History |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 11,487 | $524.0K | 0.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,459 | $518.4K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,921 | $517.4K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,252 | $505.6K | 0.4% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,764 | $505.4K | 0.4% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,411 | $495.7K | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,187 | $492.7K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 6,467 | $489.6K | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 21,144 | $481.4K | 0.4% | – | – | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,527 | $474.6K | 0.4% | – | – | – |
| WPCW. P. Carey Inc. | COM | 8,597 | $468.4K | 0.4% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,503 | $467.6K | 0.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 2,994 | $459.9K | 0.4% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,560 | $457.9K | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,404 | $455.7K | 0.4% | – | – | – |
| WFCWells Fargo & Company | Stock | 6,467 | $454.3K | 0.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,389 | $448.0K | 0.4% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,870 | $444.3K | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,467 | $425.1K | 0.4% | – | – | – |
| IRMIron Mountain Inc | COM | 4,017 | $422.2K | 0.4% | – | – | History |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 13,789 | $420.8K | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,413 | $409.6K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 12,046 | $407.1K | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,263 | $405.3K | 0.3% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,779 | $391.8K | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,954 | $369.9K | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 8,413 | $369.7K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 608 | $355.7K | 0.3% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 12,518 | $348.9K | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 5,605 | $347.7K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 762 | $345.2K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,790 | $333.1K | 0.3% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,116 | $323.7K | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,176 | $315.7K | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,771 | $314.7K | 0.3% | – | – | History |