AXXCESS WEALTH MANAGEMENT, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1911056
CARLSBAD, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,060,147
+$375,027 QoQ
Shares Held
12,180
+19.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#562
of 1,105 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. IBKR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
12,180 | $1,060,147 |
All Filings in IBKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,147 | 12,180 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $685,120 | 10,215 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $447,211 | 6,954 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $738,124 | 10,727 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $440,675 | 7,953 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $378,041 | 2,283 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $434,254 | 2,458 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $349,096 | 2,505 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $310,913 | 2,536 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $307,425 | 2,752 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $255,249 | 3,079 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $272,577 | 3,149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $313,921 | 3,779 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $326,524 | 3,955 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $286,144 | 3,955 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $225,730 | 3,532 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $290,465 | 4,407 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $585,643 | 7,374 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||