Axis Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$964K |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
+$671K |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$629K |
| 4 |
Amazon
AMZN
|
+$628K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$482K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$683K |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$296K |
| 3 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$291K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$223K |
| 5 |
Paychex
PAYX
|
+$204K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.59% |
| 2 | Communication Services | 1.82% |
| 3 | Consumer Discretionary | 1.59% |
| 4 | Financials | 1.53% |
| 5 | Healthcare | 0.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| – | – |
-2,800
| Closed | -$296K |
|
|
FFAIW
152
Faraday Future Intelligent Electric Warrant
FFAIW
$252K
| – | – |
-12,099
| Closed | -$544 |
|
Similar funds
Axis Wealth Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Axis Wealth Partners held 152 positions worth $152M, up 12% from $135M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Axis Wealth Partners deployed $8.73M of net new capital in Q2 2025, opening 12 new positions and adding to 78 existing holdings. Its largest new stake was Vanguard Russell 1000 Value ETF: 7,733 shares worth $659K.
By sector, the portfolio is most concentrated in Technology at 3.6% of assets, up from 3.4% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $683K trimmed.
- Axis Wealth Partners's largest Q2 2025 buy was Vanguard Russell 1000 Value ETF: 7,733 shares worth $659K.
- Axis Wealth Partners added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $964K increase.
- Axis Wealth Partners's biggest Q2 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $683K.
- Axis Wealth Partners fully exited iShares Short-Term National Muni Bond ETF in Q2 2025, selling an estimated $296K.
- Axis Wealth Partners's ten largest holdings make up 28% of its $152M portfolio in Q2 2025.
- Axis Wealth Partners opened 12 new positions and closed 5 in Q2 2025.
- Axis Wealth Partners's portfolio value rose 12% quarter-over-quarter to $152M.
Based on Axis Wealth Partners's 13F filing for Q2 2025, filed 15 Jul 2025.