Axis Wealth Partners, LLC
Axis Wealth Partners, LLC reported 214 holdings worth US$208M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Axis Wealth Partners, LLC reported 214 holdings worth US$208M as of Jun 30, 2026. Largest: Slide Insurance Holdings, Inc., Nvidia Corporation and Apple Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 214
- Value as reported
- US$208M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Slide Insurance Holdings, Inc. | 258K | US$4.99M | 2.4% |
| Nvidia Corporation | 23,406 | US$4.68M | 2.2% |
| Apple Inc | 13,044 | US$3.77M | 1.8% |
| Amazon.com, Inc. | 6,859 | US$1.63M | 0.78% |
| Xylem Inc. | 13,555 | US$1.6M | 0.77% |
| Alphabet Inc (google) Class C | 3,283 | US$1.17M | 0.56% |
| Verizon Communications Inc. | 22,732 | US$962K | 0.46% |
| Altria Group, Inc. | 11,185 | US$805K | 0.39% |
| Microsoft Corp. | 2,000 | US$746K | 0.36% |
| Texas Instruments Incorporated | 2,398 | US$715K | 0.34% |
| Unitedhealth Group Incorporated | 1,498 | US$622K | 0.30% |
| Qualcomm Incorporated | 3,250 | US$600K | 0.29% |
| Iron Mountain Incorporated (delaware) | 4,049 | US$511K | 0.25% |
| Wells Fargo & Company | 6,081 | US$503K | 0.24% |
| Jp Morgan Chase & Co. | 1,468 | US$481K | 0.23% |
| Abbvie Inc. | 1,832 | US$461K | 0.22% |
| Exxon Mobil Corporation | 3,236 | US$442K | 0.21% |
| W. P. Carey Inc. Reit | 6,093 | US$436K | 0.21% |
| Bank Of America Corporation | 7,438 | US$424K | 0.20% |
| Mcdonald's Corporation | 1,408 | US$381K | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 782 | US$373K | 0.18% |
| At&t Inc. | 17,789 | US$368K | 0.18% |
| Royal Bank Of Canada | 1,603 | US$332K | 0.16% |
| Tesla, Inc. | 789 | US$332K | 0.16% |
| Meta Platforms, Inc. | 585 | US$330K | 0.16% |
| Digital Realty Trust, Inc. | 1,675 | US$301K | 0.14% |
| Delta Air Lines, Inc. | 2,732 | US$256K | 0.12% |
| Applied Materials, Inc. | 348 | US$251K | 0.12% |
| Advanced Micro Devices Inc | 430 | US$250K | 0.12% |
| Chevron Corporation | 1,449 | US$240K | 0.12% |
| Aflac Incorporated | 2,048 | US$240K | 0.12% |
| Philip Morris International Inc | 1,270 | US$230K | 0.11% |
| Walmart Inc. | 1,964 | US$222K | 0.11% |
| Corning Incorporated | 860 | US$220K | 0.11% |
| Welltower Inc. | 967 | US$220K | 0.11% |
| Metlife, Inc. | 2,436 | US$206K | 0.10% |
| Aerovironment, Inc. | 1,228 | US$203K | 0.10% |
| Johnson & Johnson | 795 | US$202K | 0.10% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
Source
View original at SEC
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