AI Portfolio Summary
In 2026 Q1, Axis Wealth Partners, LLC maintained a portfolio of 177 distinct positions. They heavily accumulated shares in FIDELITY MERRIMACK S, increasing their position by 6.4%. The fund also reduced its exposure to XYLEM INC by 27.5%.
Total Positions
177
Quarter
2026 Q1
Top Holding
FBND (3.6%)
Top 10 Concentration
26.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 177
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FBND
FIDELITY MERRIM...
|
ETF | 3.57% | 3.52% |
#1
2
Prev: #3
|
5.4 | 8,815 | 6.4% |
P
S
|
147,075 | $6,709,567 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 3.56% | 3.48% |
#2
2
Prev: #4
|
3.4 | 1,172 | 1.7% |
P
S
|
71,112 | $6,701,552 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.39% | 3.59% |
#3
2
Prev: #1
|
2.9 | 306 | 3.0% |
P
S
|
10,659 | $6,369,088 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 3.37% | 3.55% |
#4
2
Prev: #2
|
2.3 | 320 | 0.4% |
P
S
|
72,162 | $6,338,695 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.38% | 2.21% |
#5
2
Prev: #7
|
2.0 | 107 | 0.1% |
P
S
|
145,979 | $4,478,648 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.13% | 2.26% |
#6
1
Prev: #5
|
2.9 | 803 | 9.6% |
P
S
|
9,186 | $4,012,395 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 2.07% | 2.25% |
#7
1
Prev: #6
|
1.3 | 384 | 2.6% |
P
S
|
15,356 | $3,897,218 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 2.01% | 1.95% |
#8
2
Prev: #10
|
1.3 | 2,035 | 2.7% |
P
S
|
77,890 | $3,774,566 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FDVV
FIDELITY COVING...
|
ETF | 1.98% | 2.10% |
#9
1
Prev: #8
|
1.3 | 435 | 0.6% |
P
S
|
67,510 | $3,729,241 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.97% | 1.95% |
#10
1
Prev: #11
|
1.3 | 2,600 | 2.8% |
P
S
|
95,156 | $3,707,295 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SLDE
SLIDE INS HLDGS...
|
Financial Services | 1.95% | 1.09% |
#11
17
Prev: #28
|
3.8 | 101,751 | 100.0% |
P
S
|
203,502 | $3,663,036 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UITB
VICTORY PORTFOL...
|
Bond/Debt | 1.93% | 1.81% |
#12
Prev: #12
|
2.8 | 8,231 | 11.9% |
P
S
|
77,381 | $3,638,211 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.84% | 1.95% |
#13
4
Prev: #9
|
1.2 | -10 | -0.1% |
P
S
|
16,090 | $3,460,241 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 1.65% | 1.63% |
#14
Prev: #14
|
2.7 | 2,996 | 5.8% |
P
S
|
54,992 | $3,111,435 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VFLO
VICTORY PORTFOL...
|
Unknown | 1.57% | 1.54% |
#15
Prev: #15
|
2.6 | 4,126 | 5.8% |
P
S
|
74,952 | $2,959,103 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DEM
WISDOMTREE TR
|
ETF | 1.53% | 1.46% |
#16
Prev: #16
|
1.1 | 1,384 | 2.4% |
P
S
|
58,025 | $2,883,249 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.51% | 1.78% |
#17
4
Prev: #13
|
1.1 | -360 | -7.6% |
P
S
|
4,375 | $2,845,206 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VONV
VANGUARD SCOTTS...
|
ETF | 1.39% | 1.36% |
#18
2
Prev: #20
|
1.1 | 1,075 | 4.0% |
P
S
|
27,792 | $2,605,205 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJJ
ISHARES TR
|
ETF | 1.34% | 1.41% |
#19
2
Prev: #17
|
1.0 | -378 | -1.9% |
P
S
|
19,036 | $2,522,267 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AGG
ISHARES TR
|
ETF | 1.22% | 1.26% |
#20
2
Prev: #22
|
1.0 | 298 | 1.3% |
P
S
|
23,168 | $2,299,915 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVW
ISHARES TR
|
Warrant | 1.21% | 1.39% |
#21
2
Prev: #19
|
1.0 | -374 | -1.8% |
P
S
|
20,113 | $2,274,963 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.20% | 1.25% |
#22
1
Prev: #23
|
1.0 | 1,338 | 2.3% |
P
S
|
58,307 | $2,265,822 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.19% | 1.18% |
#23
2
Prev: #25
|
1.0 | 190 | 1.3% |
P
S
|
15,054 | $2,229,515 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVE
ISHARES TR
|
ETF | 1.18% | 1.34% |
#24
3
Prev: #21
|
1.0 | -972 | -8.5% |
P
S
|
10,490 | $2,214,865 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJH
ISHARES TR
|
ETF | 1.14% | 1.17% |
#25
1
Prev: #26
|
1.0 | -278 | -0.9% |
P
S
|
31,717 | $2,141,852 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJK
ISHARES TR
|
ETF | 1.08% | 1.12% |
#26
1
Prev: #27
|
0.9 | -769 | -3.7% |
P
S
|
20,157 | $2,028,184 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 1.08% | 1.19% |
#27
3
Prev: #24
|
0.9 | 834 | 4.7% |
P
S
|
18,464 | $2,025,309 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFG
ISHARES TR
|
Warrant | 0.98% | 1.08% |
#28
1
Prev: #29
|
0.9 | -643 | -3.7% |
P
S
|
16,513 | $1,839,037 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.96% | 0.95% |
#29
3
Prev: #32
|
2.4 | 451 | 5.0% |
P
S
|
9,435 | $1,810,723 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.92% | 1.01% |
#30
Prev: #30
|
2.4 | 399 | 5.1% |
P
S
|
8,298 | $1,728,125 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.91% | 0.59% |
#31
18
Prev: #49
|
3.4 | 6,280 | 58.8% |
P
S
|
16,966 | $1,707,821 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.87% | 0.83% |
#32
3
Prev: #35
|
2.3 | 1,356 | 5.6% |
P
S
|
25,547 | $1,637,048 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XYL
XYLEM INC
|
Industrials | 0.86% | 1.41% |
#33
15
Prev: #18
|
0.3 | -5,151 | -27.5% |
P
S
|
13,555 | $1,619,823 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOOG
VANGUARD ADMIRA...
|
ETF | 0.84% | 0.97% |
#34
3
Prev: #31
|
0.8 | -62 | -1.6% |
P
S
|
3,874 | $1,579,324 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 0.78% | 0.75% |
#35
1
Prev: #36
|
0.8 | -113 | -0.3% |
P
S
|
34,403 | $1,464,176 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFV
ISHARES TR
|
ETF | 0.76% | 0.84% |
#36
3
Prev: #33
|
0.8 | -2,094 | -9.8% |
P
S
|
19,310 | $1,435,674 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.76% | 0.73% |
#37
Prev: #37
|
0.8 | 283 | 3.0% |
P
S
|
9,747 | $1,422,451 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
RECS
COLUMBIA ETF TR...
|
ETF | 0.76% | 0.84% |
#38
4
Prev: #34
|
0.8 | -692 | -1.9% |
P
S
|
36,466 | $1,421,463 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.74% | 0.68% |
#39
4
Prev: #43
|
2.3 | 3,960 | 13.7% |
P
S
|
32,834 | $1,386,244 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DHS
WISDOMTREE TR
|
Unknown | 0.74% | 0.72% |
#40
2
Prev: #38
|
0.8 | 388 | 3.0% |
P
S
|
13,368 | $1,383,926 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.73% | 0.71% |
#41
1
Prev: #40
|
2.3 | 1,072 | 5.8% |
P
S
|
19,398 | $1,379,812 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PEY
INVESCO EXCHANG...
|
ETF | 0.71% | 0.71% |
#42
3
Prev: #39
|
0.8 | -643 | -1.0% |
P
S
|
62,180 | $1,331,828 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
USTB
VICTORY PORTFOL...
|
ETF | 0.70% | 0.59% |
#43
8
Prev: #51
|
2.8 | 5,139 | 24.5% |
P
S
|
26,082 | $1,319,224 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EQIN
COLUMBIA ETF TR...
|
ETF | 0.68% | 0.67% |
#44
Prev: #44
|
0.8 | 489 | 1.9% |
P
S
|
26,091 | $1,282,357 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.68% | 0.70% |
#45
3
Prev: #42
|
0.8 | 97 | 0.6% |
P
S
|
16,077 | $1,274,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JGRO
J P MORGAN EXCH...
|
Warrant | 0.67% | 0.70% |
#46
5
Prev: #41
|
2.3 | 1,249 | 9.1% |
P
S
|
14,997 | $1,267,546 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.66% | 0.61% |
#47
1
Prev: #48
|
0.8 | -2,236 | -8.3% |
P
S
|
24,665 | $1,238,182 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LVHI
LEGG MASON ETF ...
|
Bond/Debt | 0.65% | 0.53% |
#48
10
Prev: #58
|
2.3 | 4,182 | 16.1% |
P
S
|
30,160 | $1,222,698 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 0.62% | 0.64% |
#49
2
Prev: #47
|
0.7 | 1,264 | 3.2% |
P
S
|
40,584 | $1,165,569 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.59% | 0.66% |
#50
5
Prev: #45
|
0.7 | -11 | -0.6% |
P
S
|
1,938 | $1,118,355 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 177 holdings