Axxcess Wealth Management
$3.1B Assets Reported
1,066 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AGG | ISHARES TR | 1,789,175 | $178M | 5.7% |
| AAPL | APPLE INC | 552,896 | $136M | 4.4% |
| JPST | J P MORGAN EXCHANGE TRADED F | 2,320,042 | $117M | 3.8% |
| SPDW | SPDR INDEX SHS FDS | 2,055,459 | $94M | 3.0% |
| NVDA | NVIDIA CORPORATION | 510,231 | $88M | 2.8% |
| MSFT | MICROSOFT CORP | 235,388 | $86M | 2.8% |
| BIL | SPDR SERIES TRUST | 833,469 | $76M | 2.4% |
| GSY | INVESCO ACTIVELY MANAGED EXC | 1,435,698 | $72M | 2.3% |
| IJH | ISHARES TR | 1,048,923 | $71M | 2.3% |
| VOO | VANGUARD INDEX FDS | 116,749 | $70M | 2.2% |
Track Axxcess Wealth Management's 13F portfolio: $3.1B in reported holdings, 1,066 positions. Top holdings, AUM, and quarterly changes on SentiSense.