Axos Invest Inc. - Portfolio overview

Axos Invest Inc. has 24 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

  1. VEA - VANGUARD TAX-MANAGED FDS, 23.75%
  2. VOO - VANGUARD INDEX FDS, 22.29%
  3. VTI - VANGUARD INDEX FDS, 18.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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