Axis Wealth Partners, LLC
All 13F Filings
- Location
- East Providence, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,335
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 183 | 208,335 | 13F-HR | Axis Wealth Partners, LLC |
| Q1 2026 | 4/24/2026 | 174 | 188,086 | 13F-HR | Axis Wealth Partners, LLC |
| Q4 2025 | 1/30/2026 | 166 | 181,041 | 13F-HR | Axis Wealth Partners, LLC |
| Q3 2025 | 10/24/2025 | 161 | 170,859 | 13F-HR | Axis Wealth Partners, LLC |
| Q2 2025 | 7/15/2025 | 147 | 152,221 | 13F-HR | Axis Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.66 K | 23.8% | 0 | 1.132 K | -1.132 K |
| ETFs | 158 K | 75.8% | 20.91 K | 0 | 20.91 K |
| Debt | 714 | 0.3% | 473 | 0 | 473 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
208,335
Holdings
183
QoQ value change ($000)
20,249
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.