AXXCESS WEALTH MANAGEMENT, LLC
Position in ABX — Abacus Global Management, Inc.
CIK 1911056
CARLSBAD, CA
Position in ABX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$122,886
+$24,784 QoQ
Shares Held
11,474
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 147 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABX Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $6,259,598 across 7 Insurance - Life names. ABX ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
28,173 | $2,383,717 | |
| 2 | PRU |
Prudential Financial Inc
|
13,329 | $1,438,598 | |
| 3 | AFL |
Aflac Inc
|
12,117 | $1,420,718 | |
| 4 | LNC |
Lincoln National Corp
|
9,656 | $341,339 | |
| 5 | JXN |
Jackson Financial Inc.
|
2,988 | $305,941 | |
| 6 | GL |
Globe Life Inc.
|
1,379 | $246,399 | |
| 7 | ABX |
Abacus Global Management, Inc.
This page
|
11,474 | $122,886 |
All Filings in ABX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,886 | 11,474 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $98,102 | 11,474 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||