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
- VEA - VANGUARD TAX-MANAGED FDS, 23.75%
- VOO - VANGUARD INDEX FDS, 22.29%
- 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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