Axxcess Wealth Management
$6.3B 13F equity value
1,066 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Axxcess Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 1,014,136 | $349M | 5.6% |
| AGG | ISHARES TR | 1,850,416 | $183M | 2.9% |
| AAPL | APPLE INC | 561,622 | $159M | 2.5% |
| IDEV | ISHARES TR | 1,282,419 | $114M | 1.8% |
| SPDW | SPDR INDEX SHS FDS | 2,161,356 | $109M | 1.7% |
| NVDA | NVIDIA CORPORATION | 539,701 | $108M | 1.7% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,922,804 | $97M | 1.5% |
| MSFT | MICROSOFT CORP | 251,579 | $93M | 1.5% |
| VO | VANGUARD INDEX FDS | 1,080,918 | $87M | 1.4% |
| IJH | ISHARES TR | 1,092,516 | $84M | 1.3% |
Track Axxcess Wealth Management's 13F portfolio: $6.3B in reported holdings, 1,066 positions. Top holdings and quarterly changes on SentiSense.
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