Axis Wealth Partners, LLC

Registered adviser

CIK

2052531

Location

EAST PROVIDENCE, RI

Portfolio Value

Small $207,371,865

Diversification

Diversified

Filing Date

Global Rank

#6,421 / 8,818 ▼ 157

Top Industry

Semiconductors 21.3%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 167122

Roster of Oct 1, 2026

Regulatory AUM

$377,380,633

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$377,380,633	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$289,667,386	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$242,084,505	Individuals and high net worth (100%)
May 2023 to Feb 2024	$172,662,630	Individuals and high net worth (100%)
Apr 2023	$172,662,630	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$178,383,314	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.7% of the book (60%+)

Turnover

Low turnover

15.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.9%; sector active share 72.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

182 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.7%

+0.1 pts

Top 5

44.8%

−0.9 pts

Top 10

63.7%

−0.5 pts

HHI

621

Diversified−7

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.0%	$176,250,740	141
Technology	5.6%	$11,641,438	10
Financial Services	3.5%	$7,178,637	7
Communication Services	1.4%	$2,833,363	5
Consumer Cyclical	1.1%	$2,347,222	3
Industrials	1.0%	$2,060,920	3
Healthcare	0.8%	$1,652,625	4
Real Estate	0.7%	$1,467,353	4
Consumer Defensive	0.6%	$1,256,957	3
Energy	0.3%	$682,610	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	+54,307	257,809	$4,993,760
VUG	VANGUARD GROWTH INDEX FUND	+47,278	56,464	$4,863,808
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+18,799	22,673	$1,873,243
NVDA	Nvidia Corp	+17,311	23,406	$4,683,305
FENI	Fidelity Enhanced International ETF	+11,161	39,413	$1,581,643
FBND	Fidelity Total Bond ETF	+10,580	157,655	$7,171,725
UITB	VictoryShares Core Intermediate Bond ETF	+9,589	86,970	$4,073,500
SGOV	iShares 0-3 Month Treasury Bond ETF	+8,083	25,049	$2,521,682
IWF	iShares Russell 1000 Growth ETF	+6,224	8,433	$1,047,125
LVHI	Franklin International Low Volatility High Dividend Index ETF	+5,809	35,969	$1,459,801
FELC	Fidelity Enhanced Large Cap Core ETF	+5,427	31,368	$1,314,632
INEQ	Columbia International Equity Income ETF	+3,712	9,521	$366,872
SBND	Columbia Short Duration Bond ETF	+2,891	30,432	$571,968
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,727	5,803	$452,111
AVEM	Avantis Emerging Markets Equity ETF	+2,541	6,566	$633,553
VO	VANGUARD MID-CAP INDEX FUND	+2,520	3,338	$268,942
DES	WisdomTree U.S. SmallCap Dividend Fund	+2,172	8,527	$346,878
VEA	Vanguard FTSE Developed Markets ETF	+1,896	27,443	$1,955,313
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+1,743	7,569	$382,840
JEPI	JPMorgan Equity Premium Income ETF	+1,650	18,851	$1,064,704
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+1,563	56,555	$3,437,978
FESM	Fidelity Enhanced Small Cap Core ETF	+1,425	8,430	$407,084
WTV	WisdomTree U.S. Value Fund	+1,308	4,252	$432,513
BSCV		+1,264	31,187	$510,998
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+1,257	32,101	$534,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−11,340	46,967	$2,083,456
DFUV	Dimensional U.S. Marketwide Value ETF	−4,713	73,177	$4,025,466
DFAI	Dimensional International Core Equity Market ETF	−4,492	90,664	$3,739,890
VFLO	VictoryShares Free Cash Flow ETF	−4,383	70,569	$3,228,531
DUHP	Dimensional US High Profitability ETF	−3,517	20,704	$863,977
DEM	WisdomTree Emerging Markets High Dividend Fund	−3,100	54,925	$2,954,415
PEY	Victory Portfolios II	−2,647	59,533	$1,379,974
BAC	Bank Of America Corp	−2,343	7,438	$423,816
AAPL	Apple Inc.	−2,312	13,044	$3,774,410
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	−2,226	68,886	$6,764,605
VZ	Verizon Communications Inc	−1,933	22,732	$962,472
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	−1,741	3,616	$209,312
XOM	ExxonMobil Holdings Corp	−1,715	3,236	$442,425
AMZN	Amazon Com Inc	−1,439	6,859	$1,634,773
SCHD	Schwab U.S. Dividend Equity ETF	−1,392	144,587	$4,584,853
RECS	Columbia Research Enhanced Core ETF	−1,363	35,103	$1,519,257
JPM	Jpmorgan Chase & Co	−1,072	1,468	$480,520
XMHQ	Victory Portfolios II	−960	2,147	$242,353
IVW	iShares S&P 500 Growth ETF	−941	19,172	$2,636,725
JGRO	JPMorgan Active Growth ETF	−868	14,129	$1,392,978
EFV	iShares MSCI EAFE Value ETF	−845	18,465	$1,413,495
AGG	iShares Core U.S. Aggregate Bond ETF	−831	22,337	$2,210,916
DFAT	Dimensional U.S. Targeted Value ETF	−802	16,699	$1,167,260
SPY	Spdr S&P 500 ETF Trust	−771	3,604	$2,691,359
IJH	iShares Core S&P Mid-Cap ETF	−748	30,969	$2,388,019
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Covington Trust	14,516	$901,588
AVDE	Avantis International Equity ETF	7,374	$657,760
BIV	Vanguard Bond Index Funds	3,944	$302,504
AVLV	Avantis U.S. Large Cap Value ETF	3,251	$296,523
PYLD		10,554	$279,892
BLV	VANGUARD LONG-TERM BOND INDEX FUND	3,807	$262,416
DAL	Delta Air Lines, Inc.	2,732	$255,879
AMAT	Applied Materials Inc	348	$251,604
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	5,358	$250,807
AMD	Advanced Micro Devices Inc	430	$249,790
FMAG	Fidelity Magellan ETF	6,678	$245,563
AFL	Aflac Inc	2,048	$240,127
PAVE	Global X U.S. Infrastructure Development ETF	3,817	$224,897
VOE	VANGUARD MID-CAP VALUE INDEX FUND	1,134	$224,078
GLW	Corning Inc	860	$219,669
WELL	Welltower Inc.	967	$219,479
UBND	VictoryShares Core Plus Bond ETF	9,968	$216,554
SUB	iShares Short-Term National Muni Bond ETF	2,010	$214,004
IWB	iShares Russell 1000 ETF	504	$206,388
AVAV	AeroVironment Inc	1,228	$202,705
IEFA	iShares Core MSCI EAFE ETF	2,095	$202,335
—		1,369	$200,435
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	6,627	$488,012
CAT	Caterpillar Inc	554	$392,486
PLTR	Palantir Technologies Inc.	2,438	$356,630
BRK-B	Berkshire Hathaway Inc	718	$344,065
MTUM	iShares MSCI USA Momentum Factor ETF	1,425	$341,985
DFIC	Dimensional International Core Equity 2 ETF	8,544	$303,568
IUSB	iShares Core Universal USD Bond ETF	6,436	$297,278
DFGP	Dimensional Global Core Plus Fixed Income ETF	5,222	$281,935
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
AVUV	Avantis U.S. Small Cap Value ETF	1,856	$205,032
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

182 tracked positions · $207,371,865 total · filing declares 214 positions · $208,335,445 · as of Jun 30, 2026

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

Showing 1–50 of 182 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
FBND	Fidelity Total Bond ETF	Added	157,655	+10,580	$7,171,725	+6.9%	7	before history	3.46%
VOO	VANGUARD 500 INDEX FUND	Reduced	10,078	-581	$6,921,671	+8.7%	7	before history	3.34%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	71,749	-413	$6,860,639	+8.2%	7	before history	3.31%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Reduced	68,886	-2,226	$6,764,605	+0.9%	7	before history	3.26%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Added	257,809	+54,307	$4,993,760	+36.3%	3	$17.30	2.41%
VUG	VANGUARD GROWTH INDEX FUND	Added	56,464	+47,278	$4,863,808	+21.2%	7	before history	2.35%
NVDA	Nvidia Corp Technology	Added	23,406	+17,311	$4,683,305	+340.6%	7	before history	2.26%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	144,587	-1,392	$4,584,853	+2.4%	7	before history	2.21%
UITB	VictoryShares Core Intermediate Bond ETF	Added	86,970	+9,589	$4,073,500	+12.0%	7	before history	1.96%
FDVV	Fidelity High Dividend ETF	Reduced	67,048	-462	$4,042,323	+8.4%	7	before history	1.95%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	73,177	-4,713	$4,025,466	+6.6%	7	before history	1.94%
VIG	Vanguard Specialized Funds	Reduced	16,079	-11	$3,804,612	+9.9%	7	before history	1.83%
AAPL	Apple Inc. Technology	Reduced	13,044	-2,312	$3,774,410	−3.2%	7	before history	1.82%
DFAI	Dimensional International Core Equity Market ETF	Reduced	90,664	-4,492	$3,739,890	+0.9%	7	before history	1.80%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	56,555	+1,563	$3,437,978	+10.5%	7	before history	1.66%
VFLO	VictoryShares Free Cash Flow ETF	Reduced	70,569	-4,383	$3,228,531	+9.1%	4	$36.57	1.56%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	28,101	+309	$2,987,417	+14.7%	5	$87.43	1.44%
DEM	WisdomTree Emerging Markets High Dividend Fund	Reduced	54,925	-3,100	$2,954,415	+2.5%	7	before history	1.42%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	19,233	+197	$2,841,291	+12.6%	7	before history	1.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,604	-771	$2,691,359	−5.4%	7	before history	1.30%
IVW	iShares S&P 500 Growth ETF	Reduced	19,172	-941	$2,636,725	+15.9%	7	before history	1.27%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	25,049	+8,083	$2,521,682	+47.7%	7	before history	1.22%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	30,969	-748	$2,388,019	+11.5%	7	before history	1.15%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	18,516	+52	$2,366,529	+16.8%	7	before history	1.14%
IVE	iShares S&P 500 Value ETF	Reduced	10,313	-177	$2,341,669	+5.7%	7	before history	1.13%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	14,715	-339	$2,325,411	+4.3%	7	before history	1.12%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Reduced	19,743	-414	$2,319,802	+14.4%	7	before history	1.12%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	22,337	-831	$2,210,916	−3.9%	7	before history	1.07%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	46,967	-11,340	$2,083,456	−8.0%	7	before history	1.00%
EFG	iShares MSCI EAFE Growth ETF	Reduced	15,875	-638	$1,975,167	+7.4%	7	before history	0.95%
VEA	Vanguard FTSE Developed Markets ETF	Added	27,443	+1,896	$1,955,313	+19.4%	7	before history	0.94%
RSP	Victory Portfolios II	Reduced	8,855	-580	$1,884,078	+4.0%	7	before history	0.91%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	22,673	+18,799	$1,873,243	+18.6%	7	before history	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,859	-1,439	$1,634,773	−5.4%	7	before history	0.79%
XYL	Xylem Inc. Industrials	Held	13,555	0	$1,602,336	−1.1%	3	$143.83	0.77%
FENI	Fidelity Enhanced International ETF	Added	39,413	+11,161	$1,581,643	+50.5%	6	$35.61	0.76%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	18,808	-590	$1,548,650	+12.2%	7	before history	0.75%
RECS	Columbia Research Enhanced Core ETF	Reduced	35,103	-1,363	$1,519,257	+6.9%	7	before history	0.73%
DHS	WisdomTree U.S. High Dividend Fund	Reduced	13,052	-316	$1,483,751	+1.6%	7	before history	0.72%
LVHI	Franklin International Low Volatility High Dividend Index ETF	Added	35,969	+5,809	$1,459,801	+19.4%	7	before history	0.70%
IDV	iShares International Select Dividend ETF	Added	34,550	+147	$1,431,406	−2.2%	7	before history	0.69%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Reduced	9,402	-345	$1,430,796	+0.6%	7	before history	0.69%
EFV	iShares MSCI EAFE Value ETF	Reduced	18,465	-845	$1,413,495	−1.5%	7	before history	0.68%
JGRO	JPMorgan Active Growth ETF	Reduced	14,129	-868	$1,392,978	+9.9%	7	before history	0.67%
DFCF	Dimensional Core Fixed Income ETF	Added	32,960	+126	$1,391,241	+0.4%	7	before history	0.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,889	-49	$1,391,059	+24.4%	7	before history	0.67%
PEY	Victory Portfolios II	Reduced	59,533	-2,647	$1,379,974	+3.6%	7	before history	0.67%
EQIN	Columbia U.S. Equity Income ETF	Reduced	25,986	-105	$1,333,107	+4.0%	4	$45.71	0.64%
IJR	iShares Core S&P Small-Cap ETF	Added	8,894	+2	$1,319,069	+19.3%	6	unpriced	0.64%
FELC	Fidelity Enhanced Large Cap Core ETF	Added	31,368	+5,427	$1,314,632	+39.7%	5	$36.27	0.63%

Showing the top 50 of 182 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.