Axis Wealth Partners, LLC
CIK
2052531
Location
EAST PROVIDENCE, RI
Portfolio Value
Micro
$34,975,293
Diversification
Diversified
Filing Date
Global Rank
#7,343
/ 8,517
▲ 281
Top Industry
Semiconductors
21.4%
3Y Alpha vs SPY
-1.5%
Period ended 46 days ago
Filed Jul 28, 2026 · 18d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+25.1%
SPY
+27.3%
Annualised alpha
-1.4%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.3%
+4.1 pts
Top 5
50.8%
+10.1 pts
Top 10
67.1%
+8.6 pts
HHI
678
Diversified+204
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $11,641,438 |
| Financial Services | 20.5% | $7,178,637 |
| Unclassified | 11.7% | $4,082,418 |
| Communication Services | 7.4% | $2,605,113 |
| Consumer Cyclical | 6.7% | $2,347,222 |
| Industrials | 5.9% | $2,060,920 |
| Healthcare | 4.7% | $1,652,625 |
| Real Estate | 4.2% | $1,467,353 |
| Consumer Defensive | 3.6% | $1,256,957 |
| Energy | 2.0% | $682,610 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLDE | Slide Insurance Holdings, Inc. | +54,307 | 257,809 | $4,993,760 | |
| NVDA | Nvidia Corp | +17,311 | 23,406 | $4,683,305 | |
| ABBV | AbbVie Inc. | +11 | 1,832 | $461,003 | |
| PM | Philip Morris International Inc. | +8 | 1,270 | $229,755 | |
| QCOM | Qualcomm Inc/De | +4 | 3,250 | $600,566 | |
| DLR | Digital Realty Trust, Inc. | +3 | 1,675 | $300,796 | |
| IRM | Iron Mountain Inc | +2 | 4,049 | $511,429 | |
| TXN | Texas Instruments Inc | +1 | 2,398 | $714,770 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −2,343 | 7,438 | $423,816 | |
| AAPL | Apple Inc. | −2,312 | 13,044 | $3,774,410 | |
| VZ | Verizon Communications Inc | −1,933 | 22,732 | $962,472 | |
| XOM | ExxonMobil Holdings Corp | −1,715 | 3,236 | $442,425 | |
| GOOGL | Alphabet Inc. | −1,626 | 2,644 | $944,886 | |
| AMZN | Amazon Com Inc | −1,439 | 6,859 | $1,634,773 | |
| JPM | Jpmorgan Chase & Co | −1,072 | 1,468 | $480,520 | |
| SPY | Spdr S&P 500 ETF Trust | −771 | 3,604 | $2,691,359 | |
| WFC | Wells Fargo & Company/Mn | −586 | 6,081 | $502,533 | |
| T | At&T Inc. | −502 | 17,789 | $368,231 | |
| MET | Metlife Inc | −425 | 2,436 | $206,109 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −380 | 782 | $373,459 | |
| MSFT | Microsoft Corp | −375 | 2,000 | $746,039 | |
| JNJ | Johnson & Johnson | −324 | 795 | $201,905 | |
| MCD | Mcdonalds Corp | −249 | 1,408 | $380,596 | |
| CVX | Chevron Corp | −227 | 1,449 | $240,185 | |
| TSLA | Tesla, Inc. | −192 | 789 | $331,853 | |
| META | Meta Platforms, Inc. | −144 | 585 | $329,524 | |
| WPC | W. P. Carey Inc. | −105 | 6,093 | $435,649 | |
| MO | Altria Group, Inc. | −96 | 11,185 | $804,760 | |
| WMT | Walmart Inc. | −57 | 1,964 | $222,442 | |
| UNH | Unitedhealth Group Inc | −54 | 1,498 | $622,613 | |
| QQQ | Invesco Qqq Trust, Series 1 | −49 | 1,889 | $1,391,059 | |
| AZN | Astrazeneca PLC | −34 | 1,936 | $367,104 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DAL | Delta Air Lines, Inc. | 2,732 | $255,879 | |
| AMAT | Applied Materials Inc /De | 348 | $251,604 | |
| AMD | Advanced Micro Devices Inc | 430 | $249,790 | |
| AFL | Aflac Inc | 2,048 | $240,127 | |
| GLW | Corning Inc /Ny | 860 | $219,669 | |
| WELL | Welltower Inc. | 967 | $219,479 | |
| AVAV | AeroVironment Inc | 1,228 | $202,705 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 16,090 | $3,460,315 | |
| VEA | Vanguard FTSE Developed Markets ETF | 25,547 | $1,637,051 | |
| VXUS | Vanguard Total International Stock ETF | 7,208 | $555,808 | |
| BNDX | Vanguard Total International Bond ETF | 9,466 | $454,841 | |
| CAT | Caterpillar Inc | 554 | $392,486 | |
| PLTR | Palantir Technologies Inc. | 2,438 | $356,630 | |
| BRK-B | Berkshire Hathaway Inc | 718 | $344,065 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 3,142 | $287,932 | |
| KO | Coca Cola Co | 3,459 | $263,056 | |
| BP | Bp PLC | 5,184 | $243,648 | |
| GLD | Spdr Gold Trust | 537 | $231,065 | |
| PFE | Pfizer Inc | 8,097 | $227,363 | |
| MS | Morgan Stanley | 1,360 | $223,814 | |
| No positions match the current search. | ||||
42 tracked positions ·
$34,975,293 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SLDE |
Slide Insurance Holdings, Inc.
Financial Services
|
Added | 257,809 | $4,993,760 | 14.28% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 23,406 | $4,683,305 | 13.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,044 | $3,774,410 | 10.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,604 | $2,691,359 | 7.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,859 | $1,634,773 | 4.67% | |
| XYL |
Xylem Inc.
Industrials
|
Held | 13,555 | $1,602,336 | 4.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,889 | $1,391,059 | 3.98% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 22,732 | $962,472 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,644 | $944,886 | 2.70% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 11,185 | $804,760 | 2.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,000 | $746,039 | 2.13% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 2,398 | $714,770 | 2.04% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,498 | $622,613 | 1.78% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,250 | $600,566 | 1.72% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 4,049 | $511,429 | 1.46% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 6,081 | $502,533 | 1.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,468 | $480,520 | 1.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,832 | $461,003 | 1.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,236 | $442,425 | 1.26% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 6,093 | $435,649 | 1.25% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 7,438 | $423,816 | 1.21% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,408 | $380,596 | 1.09% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 782 | $373,459 | 1.07% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 17,789 | $368,231 | 1.05% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Reduced | 1,936 | $367,104 | 1.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 789 | $331,853 | 0.95% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 1,603 | $331,772 | 0.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 585 | $329,524 | 0.94% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 1,675 | $300,796 | 0.86% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
NEW | 2,732 | $255,879 | 0.73% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 348 | $251,604 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 430 | $249,790 | 0.71% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,449 | $240,185 | 0.69% | |
| AFL |
Aflac Inc
Financial Services
|
NEW | 2,048 | $240,127 | 0.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,270 | $229,755 | 0.66% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,964 | $222,442 | 0.64% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 860 | $219,669 | 0.63% | |
| WELL |
Welltower Inc.
Real Estate
|
NEW | 967 | $219,479 | 0.63% | |
| MET |
Metlife Inc
Financial Services
|
Reduced | 2,436 | $206,109 | 0.59% | |
| AVAV |
AeroVironment Inc
Industrials
|
NEW | 1,228 | $202,705 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 795 | $201,905 | 0.58% | |
| CRNT |
Ceragon Networks Ltd
Technology
|
Held | 10,744 | $27,826 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.