Axis Wealth Partners, LLC
•CIK: 2052531•Filing: Q4 2025
Axis Wealth Partners, LLC manages $181M across a diversified portfolio of 166 positions. The fund exhibits significant allocations to core market indices and growth sectors, notably holding VOO, DGRW, and FBND, each representing approximately $6.4M to $6.5M. Key concentrated positions include VUG and AAPL, each valued at $4.1M, alongside substantial exposure to SCHD and VYMI. This structure suggests a systematic approach balancing broad market exposure with targeted growth and dividend-oriented holdings.
Total AUM
$181.0M
QoQ Performance
+6.0%
Positions
73
Top 10 Concentration
26.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO3.6%
DGRW3.5%
FBND3.5%
VYMI3.5%
VUG2.3%
AAPL2.2%
SCHD2.2%
FDVV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.0%
ETF5.7%
Technology4.9%
Financial1.8%
Consumer1.6%
Healthcare0.8%
Consumer Staples0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW12 new positions
↑83 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024