Axis Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
East Providence, RI
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$188,086
Net value change ($000)
+7,045 (3.9%)
New positions
11
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SLDE 1,681 84.8%
SGOV 635 59.2%
SCHD 478 11.9%
FENI 468 80.3%
FELC 451 92.0%
VYMI 407 6.5%
AZN 389 NEW
UITB 363 11.1%
FBND 345 5.4%
AVEM 324 NEW
Top Reduces (Value $000, Stocks/ETFs)
XYL -927 -36.4%
SPY -384 -11.9%
AZN -371 -100.0%
IVW -250 -9.9%
IWP -222 -100.0%
IVE -216 -8.9%
IWB -208 -100.0%
AAPL -173 -4.3%
VOOG -171 -9.8%
MSFT -164 -15.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type