AXXCESS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19110562026Q2
| Positions | 1,051 |
|---|---|
| Reported value | $6.3bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VV VANGUARD INDEX FDS | 1,014,136 | $348.8m | 5.6% |
| AGG ISHARES TR | 1,850,416 | $183.2m | 2.9% |
| AAPL APPLE INC | 561,622 | $159.0m | 2.5% |
| VGK ISHARES TR | 1,282,419 | $114.1m | 1.8% |
| EWU SPDR INDEX SHS FDS | 2,161,356 | $108.9m | 1.7% |
| NVDA NVIDIA CORPORATION | 539,701 | $107.9m | 1.7% |
| JPST J P MORGAN EXCHANGE TRADED F | 1,922,804 | $97.2m | 1.5% |
| MSFT MICROSOFT CORP | 251,579 | $93.4m | 1.5% |
| VO VANGUARD INDEX FDS | 1,080,918 | $87.1m | 1.4% |
| IJH ISHARES TR | 1,092,516 | $84.2m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911056")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.