Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC reported 1,051 holdings worth US$6.28B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Axxcess Wealth Management, LLC reported 1,051 holdings worth US$6.28B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 1,051
- Value as reported
- US$6.28B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 562K | US$159M | 2.5% |
| Nvidia Corporation | 540K | US$108M | 1.7% |
| Alphabet Inc (google) Class C | 305K | US$106M | 1.7% |
| Microsoft Corp. | 252K | US$93.4M | 1.5% |
| Amazon.com, Inc. | 342K | US$81.2M | 1.3% |
| Broadcom Inc. | 182K | US$68.6M | 1.1% |
| Jp Morgan Chase & Co. | 137K | US$44.7M | 0.71% |
| Meta Platforms, Inc. | 54,120 | US$30.5M | 0.49% |
| Tesla, Inc. | 69,230 | US$29.1M | 0.46% |
| Walmart Inc. | 242K | US$27.4M | 0.44% |
| Eli Lilly And Company | 21,821 | US$26.2M | 0.42% |
| Berkshire Hathaway Inc. | 49,648 | US$24.8M | 0.40% |
| Terawulf Inc. | 1M | US$24.7M | 0.39% |
| Caterpillar, Inc. | 21,818 | US$23.2M | 0.37% |
| Johnson & Johnson | 90,046 | US$22.9M | 0.36% |
| Abbvie Inc. | 87,916 | US$22.1M | 0.35% |
| Applied Materials, Inc. | 29,325 | US$21.2M | 0.34% |
| Visa Inc. | 60,408 | US$20.7M | 0.33% |
| Advanced Micro Devices Inc | 34,822 | US$20M | 0.32% |
| Cisco Systems, Inc. | 168K | US$19.7M | 0.31% |
| Netflix, Inc. | 264K | US$18.8M | 0.30% |
| Home Depot, Inc. (the) | 50,578 | US$17.8M | 0.28% |
| Exxon Mobil Corporation | 130K | US$17.7M | 0.28% |
| Costco Wholesale Corporation | 17,626 | US$16.5M | 0.26% |
| Morgan Stanley | 77,827 | US$16.3M | 0.26% |
| Micron Technology, Inc. | 13,809 | US$15.4M | 0.25% |
| International Business Machines Corporation | 52,210 | US$14.7M | 0.23% |
| Coca-cola Company (the) | 180K | US$14.6M | 0.23% |
| Bank Of America Corporation | 251K | US$14.3M | 0.23% |
| City Holding Company | 107K | US$14.2M | 0.23% |
| Rtx Corporation | 71,822 | US$13.6M | 0.22% |
| Verizon Communications Inc. | 319K | US$13.5M | 0.22% |
| Thermo Fisher Scientific Inc | 26,210 | US$13.1M | 0.21% |
| Goldman Sachs Group, Inc. (the) | 13,250 | US$12.9M | 0.21% |
| Chevron Corporation | 77,644 | US$12.9M | 0.20% |
| Procter & Gamble Company (the) | 87,719 | US$12.9M | 0.20% |
| Amphenol Corporation | 72,625 | US$12.8M | 0.20% |
| Crowdstrike Holdings, Inc. | 16,107 | US$12.3M | 0.20% |
| Cummins Inc. | 16,896 | US$12.1M | 0.19% |
| Lam Research Corporation | 27,030 | US$11.7M | 0.19% |
| Intel Corporation | 77,389 | US$10.8M | 0.17% |
| Pepsico, Inc. | 73,888 | US$10M | 0.16% |
| Coherent Corp. | 24,708 | US$9.75M | 0.16% |
| Nextera Energy, Inc. | 104K | US$9.17M | 0.15% |
| Abbott Laboratories | 95,207 | US$8.64M | 0.14% |
| Ge Aerospace | 21,722 | US$8.12M | 0.13% |
| Palantir Technologies Inc. | 69,497 | US$8.08M | 0.13% |
| Merck & Company, Inc. | 62,830 | US$8.07M | 0.13% |
| Mastercard Incorporated | 15,631 | US$8.03M | 0.13% |
| Oracle Corporation | 53,526 | US$7.84M | 0.12% |
| Walt Disney Company (the) | 79,868 | US$7.69M | 0.12% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 15,998 | US$7.64M | 0.12% |
| Citigroup, Inc. | 54,356 | US$7.61M | 0.12% |
| Ge Vernova Inc. | 6,427 | US$7.55M | 0.12% |
| Vertiv Holdings, Llc | 22,179 | US$7.43M | 0.12% |
| Lumentum Holdings Inc. | 7,992 | US$6.86M | 0.11% |
| Evercore Inc. | 19,500 | US$6.66M | 0.11% |
| Asml Holding Nv | 3,297 | US$6.56M | 0.10% |
| Citizens Financial Group, Inc. | 92,489 | US$6.48M | 0.10% |
| American Electric Power Company, Inc. | 46,134 | US$6.31M | 0.10% |
| Deere & Company | 9,158 | US$5.81M | 0.09% |
| Dollar General Corporation | 50,288 | US$5.79M | 0.09% |
| Mcdonald's Corporation | 21,406 | US$5.79M | 0.09% |
| Emerson Electric Company | 39,228 | US$5.62M | 0.09% |
| Roper Technologies, Inc. | 16,543 | US$5.6M | 0.09% |
| Lowe's Companies, Inc. | 24,961 | US$5.5M | 0.09% |
| C.h. Robinson Worldwide, Inc. | 28,659 | US$5.4M | 0.09% |
| Amgen Inc. | 14,656 | US$5.31M | 0.08% |
| Analog Devices, Inc. | 13,089 | US$5.2M | 0.08% |
| Qualcomm Incorporated | 28,119 | US$5.2M | 0.08% |
| Howmet Aerospace Inc. | 18,769 | US$5.05M | 0.08% |
| Csx Corporation | 105K | US$4.97M | 0.08% |
| Philip Morris International Inc | 27,297 | US$4.94M | 0.08% |
| Pfizer, Inc. | 203K | US$4.88M | 0.08% |
| Comcast Corporation | 199K | US$4.88M | 0.08% |
| Wells Fargo & Company | 57,863 | US$4.78M | 0.08% |
| Cintas Corporation | 27,942 | US$4.75M | 0.08% |
| Union Pacific Corporation | 17,363 | US$4.72M | 0.08% |
| Cardinal Health, Inc. | 19,426 | US$4.61M | 0.07% |
| Texas Instruments Incorporated | 15,310 | US$4.56M | 0.07% |
| Dell Technologies Inc. | 10,530 | US$4.54M | 0.07% |
| Synopsys, Inc. | 9,997 | US$4.46M | 0.07% |
| Boeing Company (the) | 20,589 | US$4.46M | 0.07% |
| Unitedhealth Group Incorporated | 10,461 | US$4.35M | 0.07% |
| Tjx Companies, Inc. (the) | 28,223 | US$4.28M | 0.07% |
| Blackrock, Inc. | 4,420 | US$4.25M | 0.07% |
| Hubbell Inc | 7,993 | US$4.18M | 0.07% |
| Colgate-palmolive Company | 44,796 | US$4.11M | 0.07% |
| Lockheed Martin Corporation | 8,005 | US$4.08M | 0.06% |
| Airbnb, Inc. | 28,493 | US$4.08M | 0.06% |
| Allstate Corporation (the) | 16,822 | US$4M | 0.06% |
| Truist Financial Corporation | 80,076 | US$3.99M | 0.06% |
| Norfolk Southern Corporation | 12,623 | US$3.97M | 0.06% |
| Intuitive Surgical, Inc. | 9,709 | US$3.86M | 0.06% |
| United Bankshares, Inc. | 83,608 | US$3.83M | 0.06% |
| Sitime Corporation | 5,053 | US$3.77M | 0.06% |
| Marriott International | 10,063 | US$3.73M | 0.06% |
| Heico Corporation | 14,352 | US$3.7M | 0.06% |
| Bristol-myers Squibb Company | 64,132 | US$3.7M | 0.06% |
| Duke Energy Corporation (holding Company) | 28,964 | US$3.67M | 0.06% |
Every holding of Axxcess Wealth Management, LLC
Source
View original at SEC
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