AXXCESS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
186 positions ·
$1,429,693,058 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
552,896 | $140,319,475 | 9.81% |
| NVDA |
Nvidia Corp
Technology
|
510,231 | $88,984,286 | 6.22% |
| MSFT |
Microsoft Corp
Technology
|
235,388 | $87,133,575 | 6.09% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
327,700 | $68,250,079 | 4.77% |
| IAU |
Ishares Gold Trust
|
671,507 | $59,200,057 | 4.14% |
| GOOGL |
Alphabet Inc.
Communication Services
|
197,338 | $56,746,515 | 3.97% |
| AVGO |
Broadcom Inc.
Technology
|
177,070 | $54,804,935 | 3.83% |
| SPY |
Spdr S&P 500 Etf Trust
|
64,281 | $41,804,505 | 2.92% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
130,075 | $38,262,862 | 2.68% |
| WMT |
Walmart Inc.
Consumer Defensive
|
238,240 | $29,608,467 | 2.07% |
Portfolio Trend
Holdings in DBP
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $667,722 | 6,068 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $539,627 | 6,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $455,949 | 6,068 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $433,558 | 6,068 | Shares | Sole | 2025-04-30 | |
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