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AWP

Axis Wealth Partners Portfolio holdings

AUM $208M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
+9.99%
1 Year Est. Return
+18.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$208M
AUM Growth
+$20.2M
Cap. Flow
+$3.52M
Cap. Flow %
1.69%
Top 10 Hldgs %
26.38%
Holding
197
New
23
Increased
62
Reduced
93
Closed
14

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.56M
2
SLDE
Slide Insurance Holdings
SLDE
+$983K
3
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$862K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$813K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$661K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$661K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$559K
3
BND icon
Vanguard Total Bond Market
BND
+$488K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$485K
5
CAT icon
Caterpillar
CAT
+$393K

Sector Composition

Rank Sector Weight
1 Miscellaneous 85.06%
2 Technology 5.59%
3 Financials 3.45%
4 Communication Services 1.36%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLQM icon
176
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.55B
$209K 0.1%
3,616
-1,741
-32% -$98.8K
IWB icon
177
iShares Russell 1000 ETF
IWB
$49B
$206K 0.1%
+504
New +$200K
MET icon
178
MetLife
MET
$62B
$206K 0.1%
2,436
-425
-15% -$34.3K
AVAV icon
179
AeroVironment
AVAV
$7.35B
$203K 0.1%
+1,228
New +$220K
IEFA icon
180
iShares Core MSCI EAFE ETF
IEFA
$196B
$202K 0.1%
+2,095
New +$201K
JNJ icon
181
Johnson & Johnson
JNJ
$663B
$202K 0.1%
795
-324
-29% -$75.5K
IWP icon
182
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$200K 0.1%
+1,369
New +$189K
CRNT icon
183
Ceragon Networks
CRNT
$192M
$27.8K 0.01%
10,744
– –
AVUV icon
184
Avantis US Small Cap Value ETF
AVUV
$31.7B
– –
-1,856
Closed -$205K
BND icon
185
Vanguard Total Bond Market
BND
$160B
– –
-6,627
Closed -$488K
BP icon
186
BP
BP
$113B
– –
-5,184
Closed -$244K
BRK.B icon
187
Berkshire Hathaway Class B
BRK.B
$1.08T
– –
-718
Closed -$344K
CAT icon
188
Caterpillar
CAT
$374B
– –
-554
Closed -$393K
DFGP icon
189
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.51B
– –
-5,222
Closed -$282K
DFIC icon
190
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
– –
-8,544
Closed -$304K
GLD icon
191
SPDR Gold Trust
GLD
$149B
– –
-537
Closed -$231K
IUSB icon
192
iShares Core Universal USD Bond ETF
IUSB
$43.5B
– –
-6,436
Closed -$297K
KO icon
193
Coca-Cola
KO
$379B
– –
-3,459
Closed -$263K
MS icon
194
Morgan Stanley
MS
$342B
– –
-1,360
Closed -$224K
MTUM icon
195
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
– –
-1,425
Closed -$342K
PFE icon
196
Pfizer
PFE
$162B
– –
-8,097
Closed -$227K
PLTR icon
197
Palantir
PLTR
$419B
– –
-2,438
Closed -$357K
4 5 6 7
8

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Axis Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Axis Wealth Partners held 197 positions worth $208M, up 11% from $188M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Axis Wealth Partners's Q2 2026 filing shows 23 new, 62 increased, 93 reduced and 14 closed positions. Its largest new stake was Fidelity Blue Chip Growth ETF: 14,516 shares worth $902K. The largest sale was Apple, an estimated $661K.

By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, down from 85% a quarter earlier, followed by Technology and Financials.

  • Axis Wealth Partners's largest Q2 2026 buy was Fidelity Blue Chip Growth ETF: 14,516 shares worth $902K.
  • Axis Wealth Partners added most to NVIDIA in Q2 2026, an estimated $3.56M increase.
  • Axis Wealth Partners's biggest Q2 2026 reduction was Apple, cutting an estimated $661K.
  • Axis Wealth Partners fully exited Vanguard Total Bond Market in Q2 2026, selling an estimated $488K.
  • Axis Wealth Partners's ten largest holdings make up 26% of its $208M portfolio in Q2 2026.
  • Axis Wealth Partners opened 23 new positions and closed 14 in Q2 2026.
  • Axis Wealth Partners's portfolio value rose 11% quarter-over-quarter to $208M.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.