Axxcess Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$338M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$114M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$83.8M |
| 4 |
Invesco MSCI USA ETF
PBUS
|
+$74.5M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$60.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$20.1M |
| 2 |
Vanguard Morningstar Mid-Cap Value ETF
VOE
|
+$10.1M |
| 3 |
Automatic Data Processing
ADP
|
+$5.61M |
| 4 |
Advanced Micro Devices
AMD
|
+$4M |
| 5 |
Abbott
ABT
|
+$3.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.37% |
| 2 | Financials | 4.52% |
| 3 | Industrials | 3.39% |
| 4 | Communication Services | 3.05% |
| 5 | Consumer Discretionary | 2.77% |
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Axxcess Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Axxcess Wealth Management held 1,065 positions worth $6.28B, up 101% from $3.12B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Axxcess Wealth Management deployed $2.76B of net new capital in Q2 2026, opening 692 new positions and adding to 193 existing holdings. Its largest new stake was Vanguard Morningstar Large-Cap ETF: 1,014,136 shares worth $349M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 15% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was JPMorgan Ultra-Short Income ETF, an estimated $20.1M trimmed.
- Axxcess Wealth Management's largest Q2 2026 buy was Vanguard Morningstar Large-Cap ETF: 1,014,136 shares worth $349M.
- Axxcess Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $20M increase.
- Axxcess Wealth Management's biggest Q2 2026 reduction was JPMorgan Ultra-Short Income ETF, cutting an estimated $20.1M.
- Axxcess Wealth Management fully exited Vanguard Morningstar Mid-Cap Value ETF in Q2 2026, selling an estimated $10.1M.
- Axxcess Wealth Management's ten largest holdings make up 22% of its $6.28B portfolio in Q2 2026.
- Axxcess Wealth Management opened 692 new positions and closed 13 in Q2 2026.
- Axxcess Wealth Management's portfolio value rose 101% quarter-over-quarter to $6.28B.
Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.