Axis Wealth Partners, LLC
Net buyer this quarter
$208M
48
+$359K
12.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SLDE | $4.99M | 2.40% | 0.22% | +26.7% | Q4 2025 |
 NVDA | $4.68M | 2.25% | 0.00% | +284.0% | Q4 2024 |
 AAPL | $3.77M | 1.81% | 0.00% | -15.1% | Q4 2024 |
 SPY | $2.69M | 1.29% | Not reported | -17.6% | Q4 2024 |
 VYM | $2.33M | 1.12% | Not reported | -2.3% | Q4 2024 |
 AMZN | $1.63M | 0.78% | 0.00% | -17.3% | Q4 2024 |
 XYL | $1.6M | 0.77% | 0.01% | Not reported | Q4 2025 |
 QQQ | $1.39M | 0.67% | Not reported | -2.5% | Q4 2024 |
 VZ | $962K | 0.46% | 0.00% | -7.8% | Q4 2024 |
 GOOGL | $945K | 0.45% | 0.00% | -17.0% | Q4 2024 |
 MO | $805K | 0.39% | 0.00% | -0.9% | Q4 2024 |
 MSFT | $746K | 0.36% | 0.00% | -15.8% | Q4 2024 |
 TXN | $715K | 0.34% | 0.00% | 0.0% | Q4 2024 |
 UNH | $622K | 0.30% | 0.00% | -3.5% | Q4 2024 |
 QCOM | $600K | 0.29% | 0.00% | +0.1% | Q4 2024 |
 IRM | $511K | 0.25% | 0.00% | +0.1% | Q4 2024 |
 WFC | $503K | 0.24% | 0.00% | -8.8% | Q4 2024 |
 JPM | $481K | 0.23% | 0.00% | -42.2% | Q4 2024 |
 ABBV | $461K | 0.22% | 0.00% | +0.6% | Q4 2024 |
 BSVN | $452K | 0.22% | 0.06% | +88.7% | Q4 2025 |
 XOM | $442K | 0.21% | 0.00% | -34.6% | Q4 2024 |
 WPC | $436K | 0.21% | 0.00% | -1.7% | Q4 2024 |
 BAC | $424K | 0.20% | 0.00% | -24.0% | Q4 2024 |
 MCD | $381K | 0.18% | 0.00% | -15.0% | Q4 2024 |
 TSM | $373K | 0.18% | 0.00% | -32.7% | Q2 2025 |
 T | $368K | 0.18% | 0.00% | -2.7% | Q4 2024 |
 AZN | $367K | 0.18% | Not reported | -1.7% | Q4 2024 |
 SMH | $346K | 0.17% | Not reported | Not reported | Q1 2026 |
| VOT | $333K | 0.16% | Not reported | +28.5% | Q1 2026 |
 RY | $332K | 0.16% | 0.00% | Not reported | Q2 2025 |
 TSLA | $332K | 0.16% | 0.00% | -19.6% | Q4 2024 |
 META | $330K | 0.16% | Not reported | -19.8% | Q4 2024 |
 SUSA | $302K | 0.14% | Not reported | +0.2% | Q4 2024 |
 DLR | $301K | 0.14% | 0.00% | +0.2% | Q4 2024 |
 DAL | $256K | 0.12% | 0.00% | New | Q2 2026 |
 AMAT | $251K | 0.12% | 0.00% | New | Q2 2026 |
 AMD | $250K | 0.12% | 0.00% | New | Q2 2026 |
 CVX | $240K | 0.12% | 0.00% | -13.5% | Q4 2024 |
 AFL | $240K | 0.12% | 0.00% | New | Q2 2026 |
 PM | $230K | 0.11% | 0.00% | +0.6% | Q2 2025 |
| GOOG | $228K | 0.11% | Not reported | -40.4% | Q3 2025 |
 WMT | $222K | 0.11% | 0.00% | -2.8% | Q3 2025 |
 GLW | $220K | 0.11% | 0.00% | New | Q2 2026 |
 WELL | $220K | 0.11% | 0.00% | New | Q2 2026 |
 MET | $206K | 0.10% | 0.00% | -14.9% | Q4 2024 |
 AVAV | $203K | 0.10% | 0.00% | Not reported | Q2 2025 |
 JNJ | $202K | 0.10% | 0.00% | -29.0% | Q4 2025 |
 CRNT | $27.8K | 0.01% | 0.01% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| AAPL | $3.9M | 2.07% | 0.00% | +2.6% | Q4 2024 |
| SLDE | $3.66M | 1.95% | 0.17% | +100.0% | Q4 2025 |
| SPY | $2.85M | 1.51% | Not reported | -7.6% | Q4 2024 |
| VYM | $2.23M | 1.19% | Not reported | +1.3% | Q4 2024 |
| AMZN | $1.73M | 0.92% | 0.00% | +5.1% | Q4 2024 |
| XYL | $1.62M | 0.86% | 0.01% | -27.5% | Q4 2025 |
| VZ | $1.24M | 0.66% | 0.00% | -8.3% | Q4 2024 |
| QQQ | $1.12M | 0.59% | Not reported | -0.6% | Q4 2024 |
| NVDA | $1.06M | 0.57% | 0.00% | +7.8% | Q4 2024 |
| GOOGL | $917K | 0.49% | 0.00% | +5.0% | Q4 2024 |
| MSFT | $879K | 0.47% | 0.00% | +10.1% | Q4 2024 |
| XOM | $840K | 0.45% | 0.00% | +2.2% | Q4 2024 |
| JPM | $747K | 0.40% | 0.00% | +16.7% | Q4 2024 |
| MO | $744K | 0.40% | 0.00% | -0.5% | Q4 2024 |
| WFC | $531K | 0.28% | 0.00% | +2.4% | Q4 2024 |
| T | $530K | 0.28% | 0.00% | -3.9% | Q4 2024 |
| MCD | $515K | 0.27% | 0.00% | +1.2% | Q4 2024 |
| BAC | $477K | 0.25% | 0.00% | +1.7% | Q4 2024 |
| TXN | $465K | 0.25% | 0.00% | +0.4% | Q4 2024 |
| WPC | $421K | 0.22% | 0.00% | -11.8% | Q4 2024 |
| UNH | $420K | 0.22% | 0.00% | -4.3% | Q4 2024 |
| QCOM | $418K | 0.22% | 0.00% | +0.7% | Q4 2024 |
| META | $417K | 0.22% | Not reported | +0.3% | Q4 2024 |
| IRM | $413K | 0.22% | 0.00% | +0.4% | Q4 2024 |
| ABBV | $396K | 0.21% | 0.00% | +2.5% | Q4 2024 |
| TSM | $393K | 0.21% | 0.00% | Not reported | Q2 2025 |
 CAT | $393K | 0.21% | 0.00% | +3.4% | Q2 2025 |
| AZN | $389K | 0.21% | Not reported | -2.3% | Q4 2024 |
| TSLA | $365K | 0.19% | 0.00% | -2.6% | Q4 2024 |
 PLTR | $357K | 0.19% | 0.00% | +5.0% | Q2 2025 |
| CVX | $347K | 0.18% | 0.00% | +9.9% | Q4 2024 |
 BRK.B | $344K | 0.18% | Not reported | +8.0% | Q4 2024 |
| GOOG | $311K | 0.17% | Not reported | +10.2% | Q3 2025 |
| DLR | $301K | 0.16% | 0.00% | +3.9% | Q4 2024 |
| JNJ | $274K | 0.15% | 0.00% | +5.7% | Q4 2025 |
 KO | $263K | 0.14% | 0.00% | +1.4% | Q2 2025 |
| RY | $259K | 0.14% | 0.00% | Not reported | Q2 2025 |
| SUSA | $258K | 0.14% | Not reported | -8.0% | Q4 2024 |
| WMT | $251K | 0.13% | 0.00% | +8.0% | Q3 2025 |
 BP | $244K | 0.13% | Not reported | New | Q1 2026 |
| BSVN | $241K | 0.13% | 0.03% | +6.1% | Q4 2025 |
| GLD | $231K | 0.12% | 0.00% | New | Q1 2026 |
 PFE | $227K | 0.12% | 0.00% | -21.9% | Q4 2024 |
 MS | $224K | 0.12% | 0.00% | +2.8% | Q3 2025 |
| VOT | $218K | 0.12% | Not reported | New | Q1 2026 |
| PM | $209K | 0.11% | 0.00% | Not reported | Q2 2025 |
| SMH | $203K | 0.11% | Not reported | New | Q1 2026 |
| MET | $202K | 0.11% | 0.00% | +0.2% | Q4 2024 |
| CRNT | $23.2K | 0.01% | 0.01% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $4.07M | 2.25% | 0.00% | -2.7% | Q4 2024 |
| SPY | $3.23M | 1.78% | Not reported | -0.4% | Q4 2024 |
| XYL | $2.55M | 1.41% | 0.01% | New | Q4 2025 |
| VYM | $2.13M | 1.18% | Not reported | +0.2% | Q4 2024 |
| SLDE | $1.98M | 1.09% | 0.08% | New | Q4 2025 |
| AMZN | $1.82M | 1.01% | 0.00% | +0.6% | Q4 2024 |
| QQQ | $1.2M | 0.66% | Not reported | +0.1% | Q4 2024 |
| VZ | $1.1M | 0.61% | 0.00% | -0.8% | Q4 2024 |
| NVDA | $1.05M | 0.58% | 0.00% | +9.1% | Q4 2024 |
| MSFT | $1.04M | 0.58% | 0.00% | +1.8% | Q4 2024 |
| GOOGL | $950K | 0.52% | 0.00% | +0.7% | Q4 2024 |
| JPM | $701K | 0.39% | 0.00% | -1.5% | Q4 2024 |
| MO | $654K | 0.36% | 0.00% | -0.1% | Q4 2024 |
| WFC | $607K | 0.34% | 0.00% | -1.9% | Q4 2024 |
| XOM | $583K | 0.32% | 0.00% | -6.7% | Q4 2024 |
| QCOM | $552K | 0.30% | 0.00% | +5.7% | Q4 2024 |
| UNH | $536K | 0.30% | 0.00% | -0.6% | Q4 2024 |
| BAC | $529K | 0.29% | 0.00% | +9.6% | Q4 2024 |
| MCD | $500K | 0.28% | 0.00% | +24.3% | Q4 2024 |
| META | $480K | 0.27% | Not reported | -4.6% | Q4 2024 |
| T | $473K | 0.26% | 0.00% | -1.2% | Q4 2024 |
| TSLA | $453K | 0.25% | 0.00% | -16.9% | Q4 2024 |
| WPC | $452K | 0.25% | 0.00% | -5.1% | Q4 2024 |
| TXN | $414K | 0.23% | 0.00% | -1.0% | Q4 2024 |
| PLTR | $413K | 0.23% | 0.00% | -2.3% | Q2 2025 |
| ABBV | $406K | 0.22% | 0.00% | -2.2% | Q4 2024 |
| AZN | $371K | 0.20% | Not reported | +0.8% | Q4 2024 |
| TSM | $353K | 0.20% | 0.00% | +1.8% | Q2 2025 |
| IRM | $334K | 0.18% | 0.00% | -0.2% | Q4 2024 |
| BRK.B | $334K | 0.18% | Not reported | -4.5% | Q4 2024 |
| GOOG | $308K | 0.17% | Not reported | -10.5% | Q3 2025 |
| CAT | $307K | 0.17% | 0.00% | -1.7% | Q2 2025 |
| SUSA | $296K | 0.16% | Not reported | +0.2% | Q4 2024 |
| RY | $273K | 0.15% | 0.00% | Not reported | Q2 2025 |
| PFE | $258K | 0.14% | 0.00% | +2.5% | Q4 2024 |
| DLR | $249K | 0.14% | 0.00% | +3.3% | Q4 2024 |
| KO | $239K | 0.13% | 0.00% | Not reported | Q2 2025 |
| MS | $235K | 0.13% | 0.00% | -1.9% | Q3 2025 |
| CVX | $232K | 0.13% | 0.00% | -1.1% | Q4 2024 |
| BSVN | $228K | 0.13% | 0.03% | New | Q4 2025 |
| MET | $225K | 0.12% | 0.00% | +1.4% | Q4 2024 |
| JNJ | $219K | 0.12% | 0.00% | New | Q4 2025 |
| WMT | $208K | 0.12% | 0.00% | -5.8% | Q3 2025 |
| CRNT | $22.6K | 0.01% | 0.01% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| AAPL | $3.92M | 2.29% | 0.00% | +41.0% | Q4 2024 |
| SPY | $3.17M | 1.85% | Not reported | +0.1% | Q4 2024 |
| VYM | $2.09M | 1.22% | Not reported | +0.3% | Q4 2024 |
| AMZN | $1.72M | 1.01% | 0.00% | +2.7% | Q4 2024 |
| VZ | $1.19M | 0.70% | 0.00% | -0.3% | Q4 2024 |
| QQQ | $1.17M | 0.68% | Not reported | +0.1% | Q4 2024 |
| MSFT | $1.1M | 0.64% | 0.00% | +7.0% | Q4 2024 |
| NVDA | $967K | 0.57% | 0.00% | +21.7% | Q4 2024 |
| MO | $749K | 0.44% | 0.00% | +0.1% | Q4 2024 |
| GOOGL | $732K | 0.43% | 0.00% | +3.8% | Q4 2024 |
| JPM | $697K | 0.41% | 0.00% | +4.1% | Q4 2024 |
| XOM | $586K | 0.34% | 0.00% | +2.7% | Q4 2024 |
| UNH | $563K | 0.33% | 0.00% | +1.8% | Q4 2024 |
| META | $560K | 0.33% | Not reported | +9.6% | Q4 2024 |
| WFC | $556K | 0.33% | 0.00% | +1.3% | Q4 2024 |
| T | $544K | 0.32% | 0.00% | -1.0% | Q4 2024 |
| TSLA | $539K | 0.32% | 0.00% | +5.4% | Q4 2024 |
| QCOM | $507K | 0.30% | 0.00% | +1.5% | Q4 2024 |
| WPC | $500K | 0.29% | 0.00% | -3.4% | Q4 2024 |
| BAC | $453K | 0.26% | 0.00% | -5.2% | Q4 2024 |
| TXN | $443K | 0.26% | 0.00% | +0.8% | Q4 2024 |
| PLTR | $434K | 0.25% | 0.00% | +3.1% | Q2 2025 |
| ABBV | $420K | 0.25% | 0.00% | +7.6% | Q4 2024 |
| IRM | $412K | 0.24% | 0.00% | +0.3% | Q4 2024 |
| MCD | $400K | 0.23% | 0.00% | +1.9% | Q4 2024 |
| BRK.B | $350K | 0.20% | Not reported | +8.8% | Q4 2024 |
| TSM | $319K | 0.19% | 0.00% | +5.3% | Q2 2025 |
| AZN | $307K | 0.18% | Not reported | -1.6% | Q4 2024 |
| SUSA | $287K | 0.17% | Not reported | -2.5% | Q4 2024 |
| DLR | $270K | 0.16% | 0.00% | +0.2% | Q4 2024 |
| GOOG | $267K | 0.16% | Not reported | New | Q3 2025 |
| CAT | $260K | 0.15% | 0.00% | +2.1% | Q2 2025 |
| PFE | $258K | 0.15% | 0.00% | -12.5% | Q4 2024 |
| CVX | $239K | 0.14% | 0.00% | +4.5% | Q4 2024 |
| RY | $236K | 0.14% | 0.00% | Not reported | Q2 2025 |
| MET | $232K | 0.14% | 0.00% | +0.6% | Q4 2024 |
| AVAV | $228K | 0.13% | 0.00% | Not reported | Q2 2025 |
 HD | $219K | 0.13% | 0.00% | New | Q3 2025 |
| MS | $215K | 0.13% | 0.00% | New | Q3 2025 |
| WMT | $205K | 0.12% | 0.00% | New | Q3 2025 |
| PM | $201K | 0.12% | 0.00% | +3.8% | Q2 2025 |
| CRNT | $25K | 0.01% | 0.01% | Not reported | Q2 2025 |