AXXCESS WEALTH MANAGEMENT, LLC
CIK 1911056
13F filing for Q2 2026・No. 776
- Holdings
- US$6.28B
- Quarter change
- +US$3.16B
- Entries
- 1,051
- Net bought (estimate)
- +US$2.84B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 693
- Sold out 14
- Cut 151
- Added 191
- Corporate actions 2
- Unchanged 16
Largest holdings
1,051 stocks worth US$6.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSLARGE CAP ETF | New | 1,014,136 | US$348.77M | 5.55% |
| ISHARES TRCORE US AGGBD ET | Added | 1,850,416 | US$183.15M | 2.91% |
| AAPLAppleCOM | Added | 561,622 | US$159M | 2.53% |
| ISHARES TRCORE MSCI INTL | New | 1,282,419 | US$114.15M | 1.82% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 2,161,356 | US$108.91M | 1.73% |
| NVDANvidiaCOM | Added | 539,701 | US$107.91M | 1.72% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Cut | 1,922,804 | US$97.24M | 1.55% |
| MSFTMicrosoftCOM | Added | 251,579 | US$93.44M | 1.49% |
| VANGUARD INDEX FDSMID CAP ETF | New | 1,080,918 | US$87.09M | 1.39% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,092,516 | US$84.24M | 1.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.