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AXXCESS WEALTH MANAGEMENT, LLC

Position in LITE — Lumentum Holdings Inc.

CIK 1911056 CARLSBAD, CA

Position in LITE

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$6,857,615
+$3,188,302 QoQ
Shares Held
7,992
-19.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#394
of 1,305 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LITE Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $27,788,712 across 5 Communication Equipment names. LITE ranks #2 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 LITE
Lumentum Holdings Inc.
This page
7,992 $6,857,615

All Filings in LITE

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,857,615 7,992
2025-12-31 $3,669,313 9,955