Axis Wealth Partners, LLC

CIK

2052531

Location

EAST PROVIDENCE, RI

Portfolio Value

Micro $31,598,608

Diversification

Diversified

Filing Date

Global Rank

#7,377 / 8,603 ▲ 146 · as of Mar 2026

Top Industry

Consumer Electronics 14.2%

3Y Alpha vs SPY

-1.0%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.7%

SPY

+24.0%

Annualised alpha

-0.9%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

−1.1 pts

Top 5

43.5%

−1.6 pts

Top 10

60.0%

−2.8 pts

HHI

537

Diversified−27

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.7%	$7,495,225	8
Financial Services	20.4%	$6,447,324	8
Unclassified	13.3%	$4,194,876	3
Communication Services	9.8%	$3,101,972	4
Consumer Cyclical	8.3%	$2,607,887	3
Industrials	6.4%	$2,012,308	2
Healthcare	5.4%	$1,705,417	5
Consumer Defensive	4.6%	$1,467,315	4
Energy	4.5%	$1,430,398	3
Real Estate	3.6%	$1,135,886	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	+101,751	203,502	$3,663,036
NVDA	Nvidia Corp	+440	6,095	$1,062,968
AMZN	Amazon Com Inc	+399	8,298	$1,728,223
AAPL	Apple Inc.	+384	15,356	$3,897,199
JPM	Jpmorgan Chase & Co	+364	2,540	$747,165
MSFT	Microsoft Corp	+218	2,375	$879,153
BAC	Bank Of America Corp /De/	+166	9,781	$476,823
WFC	Wells Fargo & Company/Mn	+154	6,667	$530,759
GOOGL	Alphabet Inc.	+153	3,187	$916,453
CVX	Chevron Corp	+151	1,676	$346,764
WMT	Walmart Inc.	+150	2,021	$251,169
PLTR	Palantir Technologies Inc.	+115	2,438	$356,630
XOM	ExxonMobil Holdings Corp	+106	4,951	$839,986
DLR	Digital Realty Trust, Inc.	+62	1,672	$301,311
JNJ	Johnson & Johnson	+60	1,119	$273,527
BRK-B	Berkshire Hathaway Inc	+53	718	$344,065
KO	Coca Cola Co	+46	3,459	$263,056
ABBV	AbbVie Inc.	+45	1,821	$396,049
MS	Morgan Stanley	+37	1,360	$223,814
QCOM	Qualcomm Inc/De	+21	3,246	$418,019
MCD	Mcdonalds Corp	+20	1,657	$514,978
CAT	Caterpillar Inc	+18	554	$392,486
IRM	Iron Mountain Inc	+16	4,047	$413,359
TXN	Texas Instruments Inc	+10	2,397	$465,352
MET	Metlife Inc	+5	2,861	$202,329
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
XYL	Xylem Inc.	−5,151	13,555	$1,619,822
PFE	Pfizer Inc	−2,269	8,097	$227,363
VZ	Verizon Communications Inc	−2,236	24,665	$1,238,182
WPC	W. P. Carey Inc.	−832	6,198	$421,216
T	At&T Inc.	−751	18,291	$530,255
SPY	Spdr S&P 500 ETF Trust	−360	4,375	$2,845,237
UNH	Unitedhealth Group Inc	−70	1,552	$419,955
MO	Altria Group, Inc.	−57	11,281	$744,432
TSLA	Tesla, Inc.	−26	981	$364,686
QQQ	Invesco Qqq Trust, Series 1	−11	1,938	$1,118,574
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,970	$388,523
BP	Bp PLC	5,184	$243,648
GLD	Spdr Gold Trust	537	$231,065
PM	Philip Morris International Inc.	1,262	$208,658
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $31,598,608 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	15,356	+384	$3,897,199	−4.3%	12.33%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Added	203,502	+101,751	$3,663,036	+84.8%	11.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,375	-360	$2,845,237	−11.9%	9.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,298	+399	$1,728,223	−5.2%	5.47%
XYL	Xylem Inc. Industrials	Reduced	13,555	-5,151	$1,619,822	−36.4%	5.13%
VZ	Verizon Communications Inc Communication Services	Reduced	24,665	-2,236	$1,238,182	+13.0%	3.92%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,938	-11	$1,118,574	−6.6%	3.54%
NVDA	Nvidia Corp Technology	Added	6,095	+440	$1,062,968	+0.8%	3.36%
GOOGL	Alphabet Inc. Communication Services	Added	3,187	+153	$916,453	−3.5%	2.90%
MSFT	Microsoft Corp Technology	Added	2,375	+218	$879,153	−15.7%	2.78%
XOM	ExxonMobil Holdings Corp Energy	Added	4,951	+106	$839,986	+44.1%	2.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,540	+364	$747,165	+6.6%	2.36%
MO	Altria Group, Inc. Consumer Defensive	Reduced	11,281	-57	$744,432	+13.9%	2.36%
WFC	Wells Fargo & Company/Mn Financial Services	Added	6,667	+154	$530,759	−12.6%	1.68%
T	At&T Inc. Communication Services	Reduced	18,291	-751	$530,255	+12.1%	1.68%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,657	+20	$514,978	+2.9%	1.63%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,781	+166	$476,823	−9.8%	1.51%
TXN	Texas Instruments Inc Technology	Added	2,397	+10	$465,352	+12.4%	1.47%
WPC	W. P. Carey Inc. Real Estate	Reduced	6,198	-832	$421,216	−6.9%	1.33%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,552	-70	$419,955	−21.6%	1.33%
QCOM	Qualcomm Inc/De Technology	Added	3,246	+21	$418,019	−24.2%	1.32%
META	Meta Platforms, Inc. Communication Services	Added	729	+2	$417,082	−13.1%	1.32%
IRM	Iron Mountain Inc Real Estate	Added	4,047	+16	$413,359	+23.6%	1.31%
ABBV	AbbVie Inc. Healthcare	Added	1,821	+45	$396,049	−2.4%	1.25%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,162	0	$392,697	+11.2%	1.24%
CAT	Caterpillar Inc Industrials	Added	554	+18	$392,486	+27.8%	1.24%
AZN	Astrazeneca PLC Healthcare	NEW	1,970	NEW	$388,523	NEW	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	981	-26	$364,686	−19.5%	1.15%
PLTR	Palantir Technologies Inc. Technology	Added	2,438	+115	$356,630	−13.6%	1.13%
CVX	Chevron Corp Energy	Added	1,676	+151	$346,764	+49.2%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	718	+53	$344,065	+2.9%	1.09%
DLR	Digital Realty Trust, Inc. Real Estate	Added	1,672	+62	$301,311	+21.0%	0.95%
JNJ	Johnson & Johnson Healthcare	Added	1,119	+60	$273,527	+24.8%	0.87%
KO	Coca Cola Co Consumer Defensive	Added	3,459	+46	$263,056	+10.2%	0.83%
RY	Royal Bank Of Canada Financial Services	Held	1,603	0	$259,333	−5.1%	0.82%
WMT	Walmart Inc. Consumer Defensive	Added	2,021	+150	$251,169	+20.5%	0.79%
BP	Bp PLC Energy	NEW	5,184	NEW	$243,648	NEW	0.77%
GLD	Spdr Gold Trust	NEW	537	NEW	$231,065	NEW	0.73%
PFE	Pfizer Inc Healthcare	Reduced	8,097	-2,269	$227,363	−11.9%	0.72%
MS	Morgan Stanley Financial Services	Added	1,360	+37	$223,814	−4.7%	0.71%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,262	NEW	$208,658	NEW	0.66%
MET	Metlife Inc Financial Services	Added	2,861	+5	$202,329	−10.3%	0.64%
CRNT	Ceragon Networks Ltd Technology	Held	10,744	0	$23,207	+2.9%	0.07%