AXXCESS WEALTH MANAGEMENT, LLC

Position in V — Visa Inc.

CIK 1911056 CARLSBAD, CA

Position in V

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

Position Value

$20,725,380

+$4,514,436 QoQ

Shares Held

60,408

+12.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#891

of 4,501 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $33,778,679 across 5 Credit Services names. V ranks #1 (61.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	60,408	$20,725,380
2	MA	Mastercard Inc	15,631	$8,028,081
3	AXP	American Express Co	7,600	$2,570,700
4	COF	Capital One Financial Corp	6,766	$1,357,394
5	LPRO	Open Lending Corp	352,773	$1,097,124

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,725,380	60,408	+12.6%	Shares	Sole	2026-07-28
2026-03-31	$16,210,944	53,636	-13.0%	Shares	Sole	2026-04-29
2025-12-31	$21,618,465	61,642	+15.1%	Shares	Sole	2026-02-19
2025-09-30	$18,287,726	53,570	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$19,259,332	54,244	-1.8%	Shares	Sole	2025-07-28
2025-03-31	$19,361,863	55,247	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$17,386,308	55,013	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$14,997,697	54,547	+0.6%	Shares	Sole	2024-11-04
2024-06-30	$14,228,498	54,210	-8.5%	Shares	Sole	2024-08-09
2024-03-31	$16,526,559	59,218	+3.4%	Shares	Sole	2024-05-14
2023-12-31	$14,914,670	57,287	+12.5%	Shares	Sole	2024-02-06
2023-09-30	$11,714,639	50,931	+77.4%	Shares	Sole	2023-11-14
2023-06-30	$6,817,575	28,708	-10.3%	Shares	Sole	2023-08-08
2023-03-31	$7,217,876	32,014	-2.0%	Shares	Sole	2023-05-03
2022-12-31	$6,785,026	32,658	+150.4%	Shares	Sole	2023-02-16
2022-09-30	$2,316,556	13,040	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$2,686,760	13,646	+18.9%	Shares	Sole	2022-08-11
2022-03-31	$2,545,476	11,478	+29.5%	Shares	Sole	2022-08-11
2021-12-31	$1,920,484	8,862	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.