Investor
Axis Wealth Partners, LLC
CIK 0002052531 · filed 2026-04-24 · SEC filing
13F book
$188.1M
Positions
174
11 new · 3 sold
Largest name
3.6%
Fidelity Merrimack Str Tr
Est. mark
−$1.27M
Price effect on 163 names still held. Flow $8.32M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr | — | 147.1K | $6.71M | 3.6% | −$58.1K | Added$344.1K |
| Vanguard Whitehall Fds | — | 71.1K | $6.7M | 3.6% | $296.5K | Added$406.9K |
| Vanguard Index Fds | — | 10.7K | $6.37M | 3.4% | −$306.7K | Added−$123.9K |
| Wisdomtree Tr | — | 72.2K | $6.34M | 3.4% | −$114.3K | Added−$86.2K |
| Schwab Strategic Tr | — | 146K | $4.48M | 2.4% | $474.1K | Added$477.4K |
| Vanguard Growth Etf | — | 9.19K | $4.01M | 2.1% | −$428.1K | Added−$77.3K |
| Apple Inc. | AAPL | 15.4K | $3.9M | 2.1% | −$270.6K | Added−$173.1K |
| Dimensional Etf Trust | — | 77.9K | $3.77M | 2.0% | $141.9K | Added$240.5K |
| Fidelity Covington Trust | — | 67.5K | $3.73M | 2.0% | −$97.3K | Added−$73.3K |
| Dimensional Etf Trust | — | 95.2K | $3.71M | 2.0% | $78.7K | Added$180K |
| Slide Ins Hldgs Inc | — | 203.5K | $3.66M | 1.9% | −$150.6K | Added$1.68M |
| Victory Portfolios Ii | — | 77.4K | $3.64M | 1.9% | −$23.4K | Added$363.6K |
| Vanguard Specialized Funds | — | 16.1K | $3.46M | 1.8% | −$76.1K | Cut−$78.3K |
| Spdr Series Trust | — | 55K | $3.11M | 1.7% | −$12K | Added$157.6K |
| Victory Portfolios Ii | — | 75K | $2.96M | 1.6% | $7.08K | Added$170K |
| Wisdomtree Tr | — | 58K | $2.88M | 1.5% | $168.8K | Added$237.6K |
| Spdr S&P 500 Etf Tr | — | 4.38K | $2.85M | 1.5% | −$138.2K | Cut−$383.7K |
| Vanguard Scottsdale Fds | — | 27.8K | $2.61M | 1.4% | $38.5K | Added$139.2K |
| Ishares Tr | — | 19K | $2.52M | 1.3% | $17.3K | Cut−$32.4K |
| Ishares Tr | — | 23.2K | $2.3M | 1.2% | −$13.9K | Added$15.7K |
| Ishares Tr | — | 20.1K | $2.27M | 1.2% | −$204.2K | Cut−$250.3K |
| Dimensional Etf Trust | — | 58.3K | $2.27M | 1.2% | −$41.6K | Added$10.4K |
| Vanguard Whitehall Fds | — | 15.1K | $2.23M | 1.2% | $68K | Added$96.2K |
| Ishares Tr | — | 10.5K | $2.21M | 1.2% | −$9.69K | Cut−$215.8K |
| Ishares Tr | — | 31.7K | $2.14M | 1.1% | $48.6K | Cut$30.2K |
| Ishares Tr | — | 20.2K | $2.03M | 1.1% | $75.3K | Cut$831 |
| Vanguard Scottsdale Fds | — | 18.5K | $2.03M | 1.1% | −$212.6K | Added−$121.1K |
| Ishares Tr | — | 16.5K | $1.84M | 1.0% | −$42.1K | Cut−$115.3K |
| Invesco Exchange Traded Fd T | — | 9.44K | $1.81M | 1.0% | $3.28K | Added$89.8K |
| Amazon Com Inc | AMZN | 8.3K | $1.73M | 0.9% | −$178.3K | Added−$95.2K |
| Ishares 0-3 Month | — | 17K | $1.71M | 0.9% | $2.99K | Added$635.1K |
| Vanguard Tax-Managed Fds | — | 25.5K | $1.64M | 0.9% | $39K | Added$125.8K |
| Xylem Inc. | XYL | 13.6K | $1.62M | 0.9% | −$226.1K | Cut−$927.6K |
| Vanguard Admiral Fds Inc | — | 3.87K | $1.58M | 0.8% | −$143.1K | Cut−$170.7K |
| Ishares Tr | — | 34.4K | $1.46M | 0.8% | $107K | Cut$102.5K |
| Ishares Tr | — | 19.3K | $1.44M | 0.8% | $56.7K | Cut−$92.8K |
| Spdr Series Trust | — | 9.75K | $1.42M | 0.8% | $64.1K | Added$105.4K |
| Columbia Etf Tr I | — | 36.5K | $1.42M | 0.8% | −$67.8K | Cut−$96.1K |
| Dimensional Etf Trust | — | 32.8K | $1.39M | 0.7% | −$9.84K | Added$157.3K |
| Wisdomtree Tr | — | 13.4K | $1.38M | 0.7% | $44.9K | Added$85.1K |
| Dimensional Etf Trust | — | 19.4K | $1.38M | 0.7% | $26.8K | Added$103K |
| Invesco Exchange Traded Fd T | — | 62.2K | $1.33M | 0.7% | $64.3K | Cut$51.1K |
| Victory Portfolios Ii | — | 26.1K | $1.32M | 0.7% | −$5.47K | Added$254.5K |
| Columbia Etf Tr I | — | 26.1K | $1.28M | 0.7% | $42.5K | Added$66.5K |
| Vanguard Scottsdale Fds | — | 16.1K | $1.27M | 0.7% | −$7.38K | Added$307 |
| J P Morgan Exchange Traded F | — | 15K | $1.27M | 0.7% | −$113.8K | Added−$8.27K |
| Verizon Communications Inc | VZ | 24.7K | $1.24M | 0.7% | $233.6K | Cut$142.5K |
| Legg Mason Etf Invt | — | 30.2K | $1.22M | 0.7% | $96.6K | Added$266.2K |
| Vaneck Etf Trust | — | 40.6K | $1.17M | 0.6% | −$25.4K | Added$10.9K |
| Invesco Qqq Tr | — | 1.94K | $1.12M | 0.6% | −$72.1K | Cut−$78.8K |
| Ishares Tr | — | 7.91K | $1.12M | 0.6% | −$59.2K | Added−$48.5K |
| Ishares Tr | — | 8.89K | $1.11M | 0.6% | $36.2K | Added$51.2K |
| Dimensional Etf Trust | — | 17.5K | $1.09M | 0.6% | $49.5K | Added$80.5K |
| Nvidia Corp | NVDA | 6.09K | $1.06M | 0.6% | −$68.4K | Added$8.34K |
| Fidelity Covington Trust | — | 28.3K | $1.05M | 0.6% | $9.87K | Added$468.4K |
| Ishares Tr | — | 8.45K | $1M | 0.5% | $40.1K | Held |
| J P Morgan Exchange Traded F | — | 17.2K | $975K | 0.5% | −$8.69K | Added$88.5K |
| Ishares Tr | — | 2.21K | $941.8K | 0.5% | −$103.8K | Cut−$125.5K |
| Fidelity Covington Trust | — | 25.9K | $940.9K | 0.5% | −$24.4K | Added$451.1K |
| Spdr Series Trust | — | 19.2K | $927.6K | 0.5% | $27.9K | Added$31.8K |
| Alphabet Inc | — | 3.19K | $916.6K | 0.5% | −$76.9K | Added−$32.9K |
| Ishares Tr | — | 5.88K | $911.2K | 0.5% | −$75.3K | Cut−$126.7K |
| American Centy Etf Tr | — | 14.3K | $890.6K | 0.5% | $46.3K | Added$126.3K |
| Dimensional Etf Trust | — | 24.2K | $890.4K | 0.5% | −$28.5K | Added$37K |
| Microsoft Corp | MSFT | 2.38K | $879.3K | 0.5% | −$244.3K | Added−$163.6K |
| Exxon Mobil Corp | — | 4.95K | $840.1K | 0.4% | $239.1K | Added$257.1K |
| J P Morgan Exchange Traded F | — | 17.2K | $809.2K | 0.4% | −$3.95K | Added$112.4K |
| Victory Portfolios Ii | — | 10.9K | $778.2K | 0.4% | $60.4K | Cut$33.6K |
| J P Morgan Exchange Traded F | — | 16.4K | $753.8K | 0.4% | −$3.47K | Added$22.9K |
| Jpmorgan Chase & Co. | — | 2.54K | $747.1K | 0.4% | −$61.1K | Added$45.9K |
| Altria Group, Inc. | MO | 11.3K | $744.4K | 0.4% | $94K | Cut$90.7K |
| First Tr Exchng Traded Fd Vi | — | 22K | $744.4K | 0.4% | −$10K | Added$42K |
| Ishares Tr | — | 8.98K | $741.3K | 0.4% | −$2.23K | Cut−$18.5K |
| Vanguard Scottsdale Fds | — | 11.9K | $707.9K | 0.4% | −$4.41K | Added$16K |
| Vanguard Index Fds | — | 3.58K | $702.1K | 0.4% | $16.9K | Added$81.4K |
| J P Morgan Exchange Traded F | — | 10.5K | $671.6K | 0.4% | −$23K | Added$66.2K |
| Vanguard Scottsdale Fds | — | 8.64K | $663.5K | 0.4% | −$6.94K | Added−$3.72K |
| Ishares Tr | — | 4.49K | $649.5K | 0.3% | $15.8K | Added$16.1K |
| Ishares Tr | — | 6.68K | $649.3K | 0.3% | $7.35K | Cut−$114.4K |
| Vanguard Intl Equity Index F | — | 12K | $648.8K | 0.3% | $3.36K | Added$25.6K |
| Wisdomtree Tr | — | 16.3K | $648.7K | 0.3% | $25.8K | Added$59.9K |
| Ishares Tr | — | 2.96K | $632.1K | 0.3% | $9.76K | Added$11.9K |
| Invesco Exch Trd Slf Idx Fd | — | 10.4K | $623.9K | 0.3% | −$10K | Added$19.6K |
| Ishares Tr | — | 6.28K | $610.8K | 0.3% | $5.92K | Added$16.4K |
| Ishares Tr | — | 11.3K | $599.8K | 0.3% | −$6.17K | Added$99.3K |
| Dimensional Etf Trust | — | 12.9K | $580.2K | 0.3% | −$21.6K | Cut−$37.1K |
| Vanguard Index Fds | — | 2.63K | $570.7K | 0.3% | $14.4K | Cut−$35.2K |
| Goldman Sachs Etf Tr | — | 4.49K | $561.3K | 0.3% | −$32.5K | Cut−$59.6K |
| Vanguard Star Fds | — | 7.21K | $555.8K | 0.3% | $12K | Cut−$7.6K |
| Vanguard Scottsdale Fds | — | 6.58K | $544.8K | 0.3% | −$6.58K | Cut−$8.84K |
| Select Sector Spdr Tr | — | 11.8K | $541.8K | 0.3% | $37.8K | Cut$34K |
| Wells Fargo Co New | — | 6.67K | $530.8K | 0.3% | −$88.5K | Added−$76.2K |
| At&T Inc | — | 18.3K | $530.2K | 0.3% | $75.9K | Cut$57.2K |
| Vanguard Index Fds | — | 1.74K | $525.2K | 0.3% | $273 | Added$3.9K |
| Invesco Exch Trd Slf Idx Fd | — | 26.6K | $519K | 0.3% | −$1.2K | Cut−$2.94K |
| Invesco Exch Trd Slf Idx Fd | — | 26.4K | $518K | 0.3% | −$3.04K | Cut−$4.81K |
| Columbia Etf Tr I | — | 27.5K | $517.4K | 0.3% | −$3.78K | Added$6.72K |
| Invesco Exch Trd Slf Idx Fd | — | 25.3K | $516.5K | 0.3% | −$4.48K | Cut−$6.27K |
| Invesco Exch Trd Slf Idx Fd | — | 27.7K | $516.4K | 0.3% | −$4.83K | Cut−$6.62K |
| Invesco Exch Trd Slf Idx Fd | — | 30.8K | $515.7K | 0.3% | −$6.2K | Cut−$7.96K |
| Mcdonalds Corp | MCD | 1.66K | $514.9K | 0.3% | $8.51K | Added$14.7K |
| Invesco Exch Trd Slf Idx Fd | — | 29.9K | $492.5K | 0.3% | −$7.03K | Cut−$8.8K |
| Vanguard Bd Index Fds | — | 6.63K | $488K | 0.3% | −$2.85K | Added$1.35K |
| Bank America Corp | — | 9.78K | $476.8K | 0.3% | −$60.1K | Added−$52K |
| Texas Instrs Inc | — | 2.4K | $465.3K | 0.2% | $49.2K | Added$51.1K |
| Ishares Tr | — | 712 | $464.9K | 0.2% | −$22.5K | Cut−$45.1K |
| Vanguard Charlotte Fds | — | 9.47K | $454.8K | 0.2% | −$2.58K | Cut−$2.87K |
| Ishares Tr | — | 4.75K | $453.7K | 0.2% | −$3.43K | Cut−$15.3K |
| Ishares Tr | — | 4.11K | $448.1K | 0.2% | −$4.88K | Cut−$5.87K |
| J P Morgan Exchange Traded F | — | 8.95K | $447.6K | 0.2% | −$3.71K | Added$82.8K |
| Wp Carey Inc | — | 6.2K | $421.2K | 0.2% | $22.3K | Cut−$31.3K |
| Unitedhealth Group Inc | UNH | 1.55K | $420K | 0.2% | −$92.4K | Cut−$115.6K |
| Ishares Tr | — | 1.91K | $418.7K | 0.2% | $7.46K | Added$30.4K |
| Qualcomm Inc | — | 3.25K | $418K | 0.2% | −$136.4K | Added−$133.7K |
| Meta Platforms, Inc. | META | 729 | $416.8K | 0.2% | −$64.4K | Added−$63.2K |
| Iron Mtn Inc Del | — | 4.05K | $413.3K | 0.2% | $77.3K | Added$78.9K |
| Vanguard Index Fds | — | 1.28K | $409.7K | 0.2% | −$18.5K | Cut−$46.3K |
| AbbVie Inc. | ABBV | 1.82K | $396.1K | 0.2% | −$19.5K | Added−$9.73K |
| Taiwan Semiconductor Mfg Ltd | — | 1.16K | $392.8K | 0.2% | $39.7K | Held |
| Caterpillar Inc | CAT | 554 | $392.6K | 0.2% | $73K | Added$85.8K |
| Astrazeneca Plc Ord | AZN | 1.97K | $388.6K | 0.2% | — | New |
| Ishares Tr | — | 4.84K | $385.2K | 0.2% | −$5.21K | Cut−$45K |
| First Tr Exchng Traded Fd Vi | — | 15K | $372.1K | 0.2% | −$5.22K | Added$43.4K |
| Tesla, Inc. | TSLA | 981 | $364.6K | 0.2% | −$76.5K | Cut−$88.2K |
| Palantir Technologies Inc. | PLTR | 2.44K | $356.6K | 0.2% | −$73.1K | Added−$56.3K |
| Chevron Corp New | CVX | 1.68K | $346.8K | 0.2% | $83K | Added$114.3K |
| Berkshire Hathaway Inc Del | — | 718 | $344.3K | 0.2% | −$15.1K | Added$10.3K |
| Ishares Tr | — | 1.43K | $342K | 0.2% | −$13.7K | Added$8.86K |
| Ishares Tr | — | 3.18K | $338K | 0.2% | −$2.66K | Added$43.9K |
| Schwab Strategic Tr | — | 11.5K | $335.7K | 0.2% | −$40.2K | Cut−$45K |
| Wisdomtree Tr | — | 6.06K | $327.8K | 0.2% | $15.1K | Cut$660 |
| American Centy Etf Tr | — | 4.03K | $324.4K | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 3.11K | $321.1K | 0.2% | $2.95K | Cut−$77.9K |
| Ishares Tr | — | 2.23K | $318.2K | 0.2% | −$13.9K | Added−$13.7K |
| Alphabet Inc | — | 1.08K | $310.7K | 0.2% | −$26.4K | Added$2.29K |
| Dimensional Etf Trust | — | 8.54K | $303.6K | 0.2% | $8.97K | Added$14.7K |
| Digital Rlty Tr Inc | — | 1.67K | $301.3K | 0.2% | $41K | Added$52.1K |
| Ishares Tr | — | 6.44K | $297.3K | 0.2% | −$2K | Added$31.4K |
| Franklin Templeton Etf Tr | — | 5.36K | $294.2K | 0.2% | −$7.16K | Cut−$66.3K |
| Vanguard Mun Bd Fds | — | 5.83K | $290.6K | 0.2% | −$1.99K | Added$44.9K |
| Spdr Series Trust | — | 3.14K | $287.9K | 0.2% | — | New |
| Ishares Inc | — | 4.08K | $284.4K | 0.2% | $10.3K | Cut−$1.38K |
| Dimensional Etf Trust | — | 5.22K | $281.9K | 0.1% | −$339 | Added$52.8K |
| Wisdomtree Tr | — | 2.94K | $278.9K | 0.1% | — | New |
| Johnson & Johnson | JNJ | 1.12K | $273.6K | 0.1% | $39.8K | Added$54.5K |
| Vanguard Index Fds | — | 3.07K | $272.3K | 0.1% | $648 | Cut−$1.56K |
| Spdr Series Trust | — | 2.81K | $269.3K | 0.1% | −$4.16K | Added−$1.96K |
| Fidelity Covington Trust | — | 7K | $266.2K | 0.1% | — | New |
| Coca Cola Co | KO | 3.46K | $263K | 0.1% | $21K | Added$24.5K |
| Royal Bk Cda | — | 1.6K | $259.3K | 0.1% | −$14K | Held |
| Ishares Tr | — | 1.95K | $257.9K | 0.1% | −$14.1K | Cut−$37.8K |
| Walmart Inc. | WMT | 2.02K | $251.2K | 0.1% | $24.2K | Added$42.8K |
| Ssga Active Etf Tr | — | 6.08K | $244.2K | 0.1% | −$6.77K | Added−$3.08K |
| Ishares Tr | — | 10.6K | $243.9K | 0.1% | −$1.23K | Added−$884 |
| Bp Plc | — | 5.18K | $243.7K | 0.1% | — | New |
| Vanguard Bd Index Fds | — | 3.08K | $241.2K | 0.1% | −$1.19K | Added$12.8K |
| Wisdomtree Tr | — | 5.87K | $235.8K | 0.1% | −$7.78K | Added−$5.09K |
| Vanguard Index Fds | — | 818 | $235K | 0.1% | −$2.44K | Cut−$43.7K |
| Spdr Gold Tr | — | 537 | $231.1K | 0.1% | — | New |
| Wisdomtree Tr | — | 6.36K | $228.4K | 0.1% | $15.7K | Added$18K |
| Pfizer Inc | PFE | 8.1K | $227.4K | 0.1% | $25.7K | Cut−$30.8K |
| Columbia Etf Tr I | — | 5.81K | $226.8K | 0.1% | $9.8K | Added$20.7K |
| Ishares Tr | — | 7.43K | $225.4K | 0.1% | −$4.78K | Added−$4.75K |
| Schwab Strategic Tr | — | 8.67K | $225.4K | 0.1% | −$3.22K | Added$23K |
| Morgan Stanley | — | 1.36K | $223.9K | 0.1% | −$17.2K | Added−$11.1K |
| Ishares Tr | — | 893 | $221.5K | 0.1% | $1.6K | Cut−$69.1K |
| Vanguard Index Fds | — | 845 | $217.5K | 0.1% | — | New |
| J P Morgan Exchange Traded F | — | 3.49K | $214.2K | 0.1% | −$6.17K | Added$3.89K |
| Philip Morris Intl Inc | — | 1.26K | $208.6K | 0.1% | — | New |
| Global X Fds | — | 12K | $205.8K | 0.1% | −$6.24K | Cut−$6.96K |
| American Centy Etf Tr | — | 1.86K | $205K | 0.1% | — | New |
| Vaneck Etf Trust | — | 528 | $202.5K | 0.1% | — | New |
| Metlife Inc | — | 2.86K | $202.3K | 0.1% | −$23.4K | Added−$23.1K |
| Ceragon Networks Ltd | CRNT | 10.7K | $23.2K | 0.0% | $645 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.