Axis Wealth Partners, LLC - Portfolio overview

Axis Wealth Partners, LLC has 182 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 3.75%
2. VYMI - VANGUARD WHITEHALL FDS, 3.75%
3. VOO - VANGUARD INDEX FDS, 3.56%

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

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