Axxcess Wealth Management, LLC

13F filer · CIK 0001911056

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$6.28BU.S. long equity reported on 13F

Positions574383 new · 9 closed

Net flow last quarter+$730MBuys minus sells

Top 10 positions weight13.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026574 positions
AAPLApple Inc.	$159M	2.53%	0.00%	+1.6%	Q1 2022
IDEVEndo Pharmaceuticals Solutions Inc.	$114M	1.82%	Not reported	Not reported	Q3 2023
NVDANvidia Corp	$108M	1.72%	0.00%	+5.8%	Q4 2021
MSFTMicrosoft Corp	$93.4M	1.49%	0.00%	+6.9%	Q4 2021
AMZNAmazon Com Inc	$81.2M	1.29%	0.00%	+4.5%	Q4 2021
GOOGLAlphabet Inc.	$70M	1.11%	0.00%	+1.3%	Q4 2021
AVGOBroadcom Inc.	$68.6M	1.09%	0.00%	+2.6%	Q4 2021
IAUIshares Gold Trust	$52.8M	0.84%	0.08%	+4.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$45.9M	0.73%	Not reported	-4.4%	Q4 2021
JPMJPMorgan Chase & Co	$44.7M	0.71%	0.01%	+5.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$38M	0.61%	Not reported	+6.2%	Q4 2021
GOOGAlphabet Inc.	$35.6M	0.57%	Not reported	+1.5%	Q4 2021
METAMeta Platforms, Inc.	$30.5M	0.49%	Not reported	+7.2%	Q4 2021
TSLATesla, Inc.	$29.1M	0.46%	0.00%	-0.5%	Q3 2022
WMTWalmart Inc.	$27.4M	0.44%	0.00%	+1.7%	Q4 2021
LLYELI LILLY & Co	$26.2M	0.42%	0.00%	+7.1%	Q4 2021
WULFTerawulf Inc.	$24.7M	0.39%	0.20%	0.0%	Q2 2023
CATCaterpillar Inc	$23.2M	0.37%	0.00%	+8.2%	Q4 2021
JNJJohnson & Johnson	$22.9M	0.36%	0.00%	+9.8%	Q4 2021
BALTBaltic Trading Ltd	$22.3M	0.36%	Not reported	+45.4%	Q3 2022
ABBVAbbVie Inc.	$22.1M	0.35%	0.01%	+21.4%	Q4 2021
AMATApplied Materials Inc	$21.2M	0.34%	0.00%	Not reported	Q4 2021
VVisa Inc.	$20.7M	0.33%	0.00%	+12.6%	Q4 2021
AMDAdvanced Micro Devices Inc	$20M	0.32%	0.00%	-21.9%	Q4 2021
CSCOCisco Systems, Inc.	$19.7M	0.31%	0.00%	-8.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$19.6M	0.31%	Not reported	-6.8%	Q4 2021
NFLXNetflix Inc	$18.8M	0.30%	0.01%	+1.5%	Q4 2021
HDHome Depot, Inc.	$17.8M	0.28%	0.01%	+14.3%	Q4 2021
XOMExxonMobil Holdings Corp	$17.7M	0.28%	0.00%	+1.7%	Q4 2021
EMXCEmax Holdings Corp	$17.3M	0.28%	Not reported	Not reported	Q2 2022
GLDSPDR Gold Trust	$16.6M	0.26%	0.01%	-1.8%	Q4 2021
COSTCostco Wholesale Corp	$16.5M	0.26%	0.00%	-2.9%	Q4 2021
MSMorgan Stanley	$16.3M	0.26%	0.01%	Not reported	Q4 2021
MUMicron Technology Inc	$15.4M	0.25%	0.00%	+5.8%	Q4 2021
IBMInternational Business Machines Corp	$14.7M	0.23%	0.01%	+17.8%	Q4 2021
KOCoca Cola Co	$14.6M	0.23%	0.00%	+7.2%	Q4 2021
BACBank of America Corp	$14.3M	0.23%	0.00%	Not reported	Q4 2021
CHCOCity Holding Co	$14.2M	0.23%	0.76%	Not reported	Q4 2021
RTXRTX Corp	$13.6M	0.22%	0.01%	+14.1%	Q4 2021
VZVerizon Communications Inc	$13.5M	0.22%	0.01%	+82.4%	Q4 2021
TMOThermo Fisher Scientific Inc.	$13.1M	0.21%	0.01%	Not reported	Q4 2021
GSGoldman Sachs Group Inc	$12.9M	0.21%	0.00%	-0.6%	Q4 2021
CVXChevron Corp	$12.9M	0.20%	0.00%	+6.0%	Q4 2021
PGPROCTER & GAMBLE Co	$12.9M	0.20%	0.00%	+4.6%	Q4 2021
APHAmphenol Corp	$12.8M	0.20%	0.01%	+14.2%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$12.3M	0.20%	0.01%	Not reported	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12.1M	0.19%	Not reported	-0.8%	Q4 2021
CMICummins Inc	$12.1M	0.19%	0.01%	+1.6%	Q2 2024
LRCXLam Research Corp	$11.7M	0.19%	0.00%	+0.6%	Q4 2021
INTCIntel Corp	$10.8M	0.17%	0.00%	-11.9%	Q4 2021

Q1 2026Reported Apr 29, 2026199 positions
AAPLApple Inc.	$136M	4.36%	0.00%	Not reported	Q1 2022
NVDANvidia Corp	$88.4M	2.83%	0.00%	-15.0%	Q4 2021
MSFTMicrosoft Corp	$86.2M	2.76%	0.00%	-2.9%	Q4 2021
AMZNAmazon Com Inc	$67.9M	2.18%	0.00%	-5.5%	Q4 2021
IAUIshares Gold Trust	$59.2M	1.90%	0.08%	-13.5%	Q4 2021
AVGOBroadcom Inc.	$54.8M	1.76%	0.00%	-3.5%	Q4 2021
GOOGLAlphabet Inc.	$54.8M	1.76%	0.00%	-3.6%	Q4 2021
JPMJPMorgan Chase & Co	$38.3M	1.23%	0.00%	-10.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$37.1M	1.19%	Not reported	+8.1%	Q4 2021
WMTWalmart Inc.	$29.6M	0.95%	0.00%	-14.0%	Q4 2021
METAMeta Platforms, Inc.	$28.8M	0.92%	Not reported	-20.8%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$28.1M	0.90%	Not reported	-7.8%	Q4 2021
GOOGAlphabet Inc.	$27.9M	0.89%	Not reported	-12.4%	Q4 2021
TSLATesla, Inc.	$24.9M	0.80%	0.00%	-9.2%	Q3 2022
NFLXNetflix Inc	$24.9M	0.80%	0.01%	+1.1%	Q4 2021
XOMExxonMobil Holdings Corp	$21.6M	0.69%	0.00%	-15.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$20.1M	0.65%	Not reported	+5.1%	Q4 2021
JNJJohnson & Johnson	$20M	0.64%	0.00%	-5.7%	Q4 2021
GLDSPDR Gold Trust	$19.8M	0.63%	0.01%	-2.4%	Q4 2021
LLYELI LILLY & Co	$18.7M	0.60%	0.00%	-8.9%	Q4 2021
COSTCostco Wholesale Corp	$18.1M	0.58%	0.00%	+4.1%	Q4 2021
VVisa Inc.	$16.2M	0.52%	0.00%	-13.0%	Q4 2021
ABBVAbbVie Inc.	$15.8M	0.50%	0.00%	-3.7%	Q4 2021
CVXChevron Corp	$15.1M	0.48%	0.00%	+4.1%	Q4 2021
BALTBaltic Trading Ltd	$15M	0.48%	Not reported	+157.8%	Q3 2022
HDHome Depot, Inc.	$14.6M	0.47%	0.00%	-18.2%	Q4 2021
WULFTerawulf Inc.	$14.4M	0.46%	0.24%	0.0%	Q2 2023
CSCOCisco Systems, Inc.	$14.3M	0.46%	0.00%	+11.1%	Q4 2021
CATCaterpillar Inc	$14.3M	0.46%	0.00%	-10.1%	Q4 2021
ABTAbbott Laboratories	$13.6M	0.44%	0.01%	-5.8%	Q4 2021
KOCoca Cola Co	$12.8M	0.41%	0.00%	-3.2%	Q4 2021
PGPROCTER & GAMBLE Co	$12.1M	0.39%	0.00%	-4.9%	Q4 2021
RTXRTX Corp	$12M	0.39%	0.00%	+2.0%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.5M	0.37%	Not reported	+1.1%	Q4 2021
GSGoldman Sachs Group Inc	$10.9M	0.35%	0.00%	-10.6%	Q4 2021
PEPPepsico Inc	$10.8M	0.35%	0.01%	+3.3%	Q4 2021
IBMInternational Business Machines Corp	$10.7M	0.34%	0.00%	-6.1%	Q4 2021
PLTRPalantir Technologies Inc.	$10.6M	0.34%	0.00%	-38.1%	Q4 2021
GLTRabrdn Precious Metals Basket ETF Trust	$9.97M	0.32%	0.34%	+7.9%	Q4 2024
NEENextera Energy Inc	$9.73M	0.31%	0.01%	-9.3%	Q4 2021
LINLinde PLC	$9.45M	0.30%	0.00%	+1.9%	Q4 2021
AMDAdvanced Micro Devices Inc	$9.07M	0.29%	0.00%	+2.0%	Q4 2021
CMICummins Inc	$8.95M	0.29%	0.01%	-4.9%	Q2 2024
VZVerizon Communications Inc	$8.79M	0.28%	0.00%	-27.9%	Q4 2021
APHAmphenol Corp	$8.04M	0.26%	0.01%	+0.8%	Q3 2023
ADPAutomatic Data Processing Inc	$7.47M	0.24%	0.01%	+2.7%	Q4 2021
MAMastercard Inc	$7.4M	0.24%	0.00%	-10.9%	Q4 2021
DISWalt Disney Co	$7.23M	0.23%	0.00%	+11.2%	Q4 2021
MCDMcdonalds Corp	$6.96M	0.22%	0.00%	-7.0%	Q4 2021
SLViShares Silver Trust	$6.66M	0.21%	0.02%	+12.9%	Q4 2021

Q4 2025Reported Feb 19, 2026562 positions
MSFTMicrosoft Corp	$116M	2.01%	0.00%	+14.6%	Q4 2021
NVDANvidia Corp	$112M	1.93%	0.00%	+7.1%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$108M	1.86%	Not reported	+1.9%	Q3 2023
AMZNAmazon Com Inc	$79.6M	1.38%	0.00%	+16.9%	Q4 2021
AVGOBroadcom Inc.	$63.5M	1.10%	0.00%	-1.3%	Q4 2021
IAUIshares Gold Trust	$63M	1.09%	0.09%	-8.7%	Q4 2021
GOOGLAlphabet Inc.	$61.7M	1.07%	0.00%	+3.0%	Q4 2021
JPMJPMorgan Chase & Co	$46.8M	0.81%	0.01%	+9.1%	Q4 2021
METAMeta Platforms, Inc.	$42.1M	0.73%	Not reported	+9.2%	Q4 2021
GOOGAlphabet Inc.	$35.3M	0.61%	Not reported	+19.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$34.1M	0.59%	Not reported	+17.8%	Q4 2021
TSLATesla, Inc.	$33.4M	0.58%	0.00%	+18.1%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$32.4M	0.56%	Not reported	+23.7%	Q4 2021
WMTWalmart Inc.	$30.9M	0.53%	0.00%	+5.8%	Q4 2021
NFLXNetflix Inc	$24.1M	0.42%	0.01%	+0.3%	Q4 2021
LLYELI LILLY & Co	$23.5M	0.41%	0.00%	+6.7%	Q4 2021
VVisa Inc.	$21.6M	0.37%	0.00%	+15.1%	Q4 2021
PLTRPalantir Technologies Inc.	$21M	0.36%	0.00%	+16.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$20.1M	0.35%	Not reported	+9.6%	Q4 2021
GLDSPDR Gold Trust	$18.7M	0.32%	0.01%	+17.7%	Q4 2021
HDHome Depot, Inc.	$18.6M	0.32%	0.01%	+15.1%	Q4 2021
XOMExxonMobil Holdings Corp	$18.1M	0.31%	0.00%	+2.4%	Q4 2021
JNJJohnson & Johnson	$18M	0.31%	0.00%	-0.1%	Q4 2021
ABTAbbott Laboratories	$17.6M	0.31%	0.01%	+0.5%	Q4 2021
ABBVAbbVie Inc.	$17.2M	0.30%	0.00%	+0.7%	Q4 2021
TMOThermo Fisher Scientific Inc.	$15.6M	0.27%	0.01%	-1.1%	Q4 2021
COSTCostco Wholesale Corp	$15M	0.26%	0.00%	+14.8%	Q4 2021
EMXCEmax Holdings Corp	$14.4M	0.25%	Not reported	Not reported	Q2 2022
MSMorgan Stanley	$14M	0.24%	0.01%	+26.9%	Q4 2021
IBMInternational Business Machines Corp	$14M	0.24%	0.01%	+11.3%	Q4 2021
GSGoldman Sachs Group Inc	$13.1M	0.23%	0.01%	+5.4%	Q4 2021
CHCOCity Holding Co	$12.9M	0.22%	0.75%	-0.3%	Q4 2021
CATCaterpillar Inc	$12.8M	0.22%	0.00%	+2.8%	Q4 2021
BACBank of America Corp	$12.8M	0.22%	0.00%	+3.9%	Q4 2021
CSCOCisco Systems, Inc.	$12.8M	0.22%	0.00%	+22.8%	Q4 2021
PGPROCTER & GAMBLE Co	$12.6M	0.22%	0.00%	-4.7%	Q4 2021
KOCoca Cola Co	$12.1M	0.21%	0.00%	+29.2%	Q4 2021
WULFTerawulf Inc.	$11.5M	0.20%	0.24%	Not reported	Q2 2023
RTXRTX Corp	$11.3M	0.20%	0.00%	+12.2%	Q4 2021
IBITiShares Bitcoin Trust ETF	$11.1M	0.19%	0.02%	+56.5%	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11M	0.19%	Not reported	+886.3%	Q4 2021
FTGCSynergetics, Inc.	$10.8M	0.19%	Not reported	+68.0%	Q4 2023
CVXChevron Corp	$10.7M	0.19%	0.00%	+8.4%	Q4 2021
VZVerizon Communications Inc	$9.9M	0.17%	0.01%	+37.8%	Q4 2021
PEPPepsico Inc	$9.65M	0.17%	0.00%	-3.3%	Q4 2021
MAMastercard Inc	$9.49M	0.16%	0.00%	+22.5%	Q4 2021
AMDAdvanced Micro Devices Inc	$9.37M	0.16%	0.00%	+44.5%	Q4 2021
BXBlackstone Inc.	$9.29M	0.16%	0.01%	+8.1%	Q4 2021
NEENextera Energy Inc	$9.27M	0.16%	0.01%	+8.8%	Q4 2021
ADPAutomatic Data Processing Inc	$9.21M	0.16%	0.01%	+8.3%	Q4 2021

Q3 2025Reported Nov 7, 2025538 positions
AAPLApple Inc.	$135M	2.86%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$109M	2.31%	0.00%	+1.6%	Q4 2021
NVDANvidia Corp	$104M	2.21%	0.00%	-0.6%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$103M	2.17%	Not reported	+1.7%	Q3 2023
AMZNAmazon Com Inc	$65.1M	1.38%	0.00%	+6.1%	Q4 2021
IAUIshares Gold Trust	$61.9M	1.31%	0.11%	-8.7%	Q4 2021
AVGOBroadcom Inc.	$61.3M	1.30%	0.00%	-2.3%	Q4 2021
GOOGLAlphabet Inc.	$46.7M	0.99%	0.00%	+1.4%	Q4 2021
METAMeta Platforms, Inc.	$42.8M	0.91%	Not reported	+11.2%	Q4 2021
JPMJPMorgan Chase & Co	$42M	0.89%	0.00%	+0.9%	Q4 2021
NFLXNetflix Inc	$30.8M	0.65%	0.01%	-4.2%	Q4 2021
TSLATesla, Inc.	$28.5M	0.60%	0.00%	+0.9%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$28.3M	0.60%	Not reported	+2.3%	Q4 2021
WMTWalmart Inc.	$27M	0.57%	0.00%	+0.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$23.6M	0.50%	Not reported	+1.6%	Q4 2021
GOOGAlphabet Inc.	$22.6M	0.48%	Not reported	-15.8%	Q4 2021
ORCLOracle Corp	$19.5M	0.41%	0.00%	+17.7%	Q4 2021
HDHome Depot, Inc.	$19.1M	0.40%	0.00%	+6.8%	Q4 2021
ABTAbbott Laboratories	$18.8M	0.40%	0.01%	+7.1%	Q4 2021
PLTRPalantir Technologies Inc.	$18.6M	0.39%	0.00%	+6.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$18.4M	0.39%	Not reported	+10.7%	Q4 2021
VVisa Inc.	$18.3M	0.39%	0.00%	-1.2%	Q4 2021
ABBVAbbVie Inc.	$17.3M	0.37%	0.00%	+5.1%	Q4 2021
XOMExxonMobil Holdings Corp	$16.6M	0.35%	0.00%	-7.5%	Q4 2021
JNJJohnson & Johnson	$16.1M	0.34%	0.00%	-1.3%	Q4 2021
LLYELI LILLY & Co	$16M	0.34%	0.00%	+1.0%	Q4 2021
GLDSPDR Gold Trust	$14.2M	0.30%	0.01%	-0.1%	Q4 2021
PGPROCTER & GAMBLE Co	$14.2M	0.30%	0.00%	+2.2%	Q4 2021
COSTCostco Wholesale Corp	$14.1M	0.30%	0.00%	+3.5%	Q4 2021
CHCOCity Holding Co	$13.5M	0.28%	0.75%	-1.0%	Q4 2021
TMOThermo Fisher Scientific Inc.	$13.2M	0.28%	0.01%	+9.6%	Q4 2021
IBMInternational Business Machines Corp	$12M	0.25%	0.00%	-0.7%	Q4 2021
BACBank of America Corp	$11.6M	0.25%	0.00%	+6.8%	Q4 2021
WULFTerawulf Inc.	$11.4M	0.24%	0.23%	Not reported	Q2 2023
GSGoldman Sachs Group Inc	$11.3M	0.24%	0.00%	+7.0%	Q4 2021
CATCaterpillar Inc	$10.4M	0.22%	0.00%	+9.2%	Q4 2021
CVXChevron Corp	$10.1M	0.21%	0.00%	+1.8%	Q4 2021
MSMorgan Stanley	$9.86M	0.21%	0.00%	+5.8%	Q4 2021
PEPPepsico Inc	$9.77M	0.21%	0.01%	+0.8%	Q4 2021
ADPAutomatic Data Processing Inc	$9.7M	0.21%	0.01%	-4.3%	Q4 2021
BXBlackstone Inc.	$9.53M	0.20%	0.01%	-2.4%	Q4 2021
IBITiShares Bitcoin Trust ETF	$9.26M	0.20%	0.01%	+2.5%	Q1 2024
CSCOCisco Systems, Inc.	$9.24M	0.20%	0.00%	+4.4%	Q4 2021
RTXRTX Corp	$9.21M	0.19%	0.00%	+3.3%	Q4 2021
KOCoca Cola Co	$8.91M	0.19%	0.00%	-4.7%	Q4 2021
APPAppLovin Corp	$8.27M	0.17%	0.00%	+20.7%	Q3 2024
NEENextera Energy Inc	$8.01M	0.17%	0.01%	-1.3%	Q4 2021
VZVerizon Communications Inc	$7.76M	0.16%	0.00%	+24.7%	Q4 2021
MAMastercard Inc	$7.72M	0.16%	0.00%	-2.1%	Q4 2021
DISWalt Disney Co	$7.7M	0.16%	0.00%	-0.8%	Q4 2021

Premium opens every quarter this fund has filed