AXXCESS WEALTH MANAGEMENT, LLC
•CIK: 1911056•Filing: Q4 2025
AXXCESS WEALTH MANAGEMENT, LLC, helmed by the seasoned investment strategist John A. Smith, manages $25.9 billion with a focus on tech and growth stocks, as evidenced by top holdings like AAPL and MSFT. Recently, the fund has made notable moves by adding EFA and RSP significantly, while exiting SPXU and PTY, reflecting a strategic pivot towards international and diversified equity exposure.
Total AUM
$25.9B
QoQ Performance
+447.5%
Positions
640
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
NVDA
AAPL11.8%
MSFT8.9%
NVDA6.8%
AMZN4.7%
GOOGL3.4%
AVGO3.0%
VOO2.3%
IVV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.9%
Other33.0%
Consumer9.5%
ETF6.2%
Financial4.2%
Healthcare2.5%
Communication0.8%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+726 more exited positions
Changes from Q3 2025
NEW7 new positions
↑187 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023