Institutions / Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
CIK 1911056 · Institution · as of Dec 31, 2025
Portfolio value
$5.61B
Positions
1,030
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,030 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $333.28M | 5.9% |
| iShares Tr | $191.44M | 3.4% |
| Microsoft Corp | $116.40M | 2.1% |
| NVIDIA Corp | $111.58M | 2.0% |
| iShares MSCI UAE ETF | $107.63M | 1.9% |
| J P Morgan Exchange Traded F | $97.39M | 1.7% |
| SPDR Index Shs Fds | $91.24M | 1.6% |
| Amazon.com Inc | $79.56M | 1.4% |
| Vanguard Index Fds | $76.34M | 1.4% |
| Vanguard Index Fds | $72.01M | 1.3% |
| iShares Tr | $69.29M | 1.2% |
| SPDR Series Trust | $68.56M | 1.2% |
| Invesco Actively Managed Exc | $67.95M | 1.2% |
| iShares Tr | $65.37M | 1.2% |
| Broadcom Inc. | $63.49M | 1.1% |
| iShares Gold Tr | $63.03M | 1.1% |
| Alphabet Inc. | $61.72M | 1.1% |
| Invesco Exch Traded Fd Tr II | $61.46M | 1.1% |
| Vanguard Scottsdale Fds | $59.98M | 1.1% |
| Pacer Fds Tr | $58.25M | 1.0% |
| iShares Tr | $56.58M | 1.0% |
| Invesco Exchange Traded Fd T | $52.90M | 0.9% |
| First Tr Exchange Traded Fd | $52.13M | 0.9% |
| iShares Tr | $50.39M | 0.9% |
| WisdomTree Tr | $50.38M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.