Axis Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
East Providence, RI
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$208,335
Net value change ($000)
+20,249 (10.8%)
New positions
22
Sold out positions
14
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NVDA 3,620 340.5%
SLDE 1,331 36.3%
FBCG 902 NEW
VUG 852 21.2%
SGOV 814 47.7%
AVDE 658 NEW
VOO 553 8.7%
FENI 531 50.5%
DGRW 522 8.2%
FBND 462 6.9%
Top Reduces (Value $000, Stocks/ETFs)
BND -488 -100.0%
XOM -398 -47.4%
CAT -393 -100.0%
PLTR -357 -100.0%
BRK-B -344 -100.0%
MTUM -342 -100.0%
DFIC -304 -100.0%
IUSB -297 -100.0%
DFGP -282 -100.0%
VZ -276 -22.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type