Axis Wealth Partners, LLC: 13F holdings
CIK 20525312026Q2
| Positions | 183 |
|---|---|
| Reported value | $208.1m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FBND FIDELITY MERRIMACK STR TR | 157,655 | $7.2m | 3.4% |
| VOO VANGUARD INDEX FDS | 10,078 | $6.9m | 3.3% |
| DGRW WISDOMTREE TR | 71,749 | $6.9m | 3.3% |
| VYMI VANGUARD WHITEHALL FDS | 68,886 | $6.8m | 3.3% |
| SLIDE INS HLDGS INC | 257,809 | $5.0m | 2.4% |
| VUG VANGUARD INDEX FDS | 56,464 | $4.9m | 2.3% |
| NVDA NVIDIA CORPORATION | 23,406 | $4.7m | 2.3% |
| SCHD SCHWAB STRATEGIC TR | 144,587 | $4.6m | 2.2% |
| UITB VICTORY PORTFOLIOS II | 86,970 | $4.1m | 2.0% |
| FDVV FIDELITY COVINGTON TRUST | 67,048 | $4.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052531")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.