AXXCESS WEALTH MANAGEMENT, LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1911056 CARLSBAD, CA

Position in USAR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,298,598

+$957,699 QoQ

Shares Held

60,176

+110.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#117

of 386 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Basic Materials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,338,980 across 3 Other Industrial Metals & Mining names. USAR ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USAR	USA Rare Earth, Inc. This page	60,176	$1,298,598
2	MP	MP Materials Corp. / DE	16,136	$903,777
3	LAC	Lithium Americas Corp.	35,482	$136,605

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,598	60,176	+110.1%	Shares	Sole	2026-07-28
2025-12-31	$340,899	28,647	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.