Axis Wealth Partners, LLC
175 holdingsFiling period: 2026-03-31Current AUM: $207.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 147.1K | $6.7M | $6.6M | 3.18% | +8.8K | 2026-03-31 |
| 2 | VYMI | VANGUARD WHITEHALL FDS | 71.1K | $6.7M | $7.4M | 3.56% | +1.2K | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 10.7K | $6.4M | $7.3M | 3.53% | +306 | 2026-03-31 |
| 4 | DGRW | WISDOMTREE TR | 72.2K | $6.3M | $7.0M | 3.36% | +320 | 2026-03-31 |
| 5 | SCHD | SCHWAB STRATEGIC TR | 146.0K | $4.5M | $4.9M | 2.36% | +107 | 2026-03-31 |
| 6 | VUG | VANGUARD INDEX FDS | 9.2K | $4.0M | $4.7M | 2.27% | +803 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 15.4K | $3.9M | $4.7M | 2.29% | +384 | 2026-03-31 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 77.9K | $3.8M | $4.3M | 2.09% | +2.0K | 2026-03-31 |
| 9 | FDVV | FIDELITY COVINGTON TRUST | 67.5K | $3.7M | $4.2M | 2.04% | +435 | 2026-03-31 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 95.2K | $3.7M | $4.0M | 1.93% | +2.6K | 2026-03-31 |
| 11 | SLDE | SLIDE INS HLDGS INC | 203.5K | $3.7M | $4.1M | 1.96% | +101.8K | 2026-03-31 |
| 12 | UITB | VICTORY PORTFOLIOS II | 77.4K | $3.6M | $3.6M | 1.72% | +8.2K | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 16.1K | $3.5M | $3.8M | 1.86% | -10 | 2026-03-31 |
| 14 | SPYV | SPDR SERIES TRUST | 55.0K | $3.1M | $3.4M | 1.65% | +3.0K | 2026-03-31 |
| 15 | VFLO | VICTORY PORTFOLIOS II | 75.0K | $3.0M | $3.7M | 1.80% | +4.1K | 2026-03-31 |
| 16 | DEM | WISDOMTREE TR | 58.0K | $2.9M | $3.1M | 1.50% | +1.4K | 2026-03-31 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | 4.4K | $2.8M | $3.3M | 1.58% | -360 | 2026-03-31 |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | 27.8K | $2.6M | $3.1M | 1.48% | +1.1K | 2026-03-31 |
| 19 | IJJ | ISHARES TR | 19.0K | $2.5M | $2.8M | 1.36% | -378 | 2026-03-31 |
| 20 | AGG | ISHARES TR | 23.2K | $2.3M | $2.3M | 1.09% | +298 | 2026-03-31 |
| 21 | IVW | ISHARES TR | 20.1K | $2.3M | $2.7M | 1.31% | -374 | 2026-03-31 |
| 22 | DFAC | DIMENSIONAL ETF TRUST | 58.3K | $2.3M | $2.6M | 1.25% | +1.3K | 2026-03-31 |
| 23 | VYM | VANGUARD WHITEHALL FDS | 15.1K | $2.2M | $2.4M | 1.18% | +190 | 2026-03-31 |
| 24 | IVE | ISHARES TR | 10.5K | $2.2M | $2.4M | 1.17% | -972 | 2026-03-31 |
| 25 | IJH | ISHARES TR | 31.7K | $2.1M | $2.4M | 1.15% | -278 | 2026-03-31 |
← Scroll →
Page 1 of 7