Axis Wealth Partners
Axis Wealth Partners reported 183 stocks worth $208M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are FBND (3.4%), VOO (3.3%) and DGRW (3.3%). Compared with Q1 2026, the fund opened new positions in FBCG and AVDE, added to FBND, SLDE and VUG, trimmed VOO, DGRW and VYMI and sold out of BND, CAT and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FBND Fidelity Total Bond ETF | $7.2M | 3.4% | 158K | +11K (+7%) | 7 of 7 | |
| 2 |  VOO Vanguard S&P 500 ETF | $6.9M | 3.3% | 10K | −581 (−5%) | 7 of 7 | |
| 3 |  DGRW Wisdomtree TR | $6.9M | 3.3% | 72K | −413 (−1%) | 7 of 7 | |
| 4 |  VYMI Vanguard Whitehall Fds | $6.8M | 3.3% | 69K | −2,226 (−3%) | 7 of 7 | |
| 5 |  SLDE Slide Ins Hldgs Inc | $5M | 2.4% | 258K | +54K (+27%) | 3 of 7 | |
| 6 |  VUG Vanguard Index Fds | $4.9M | 2.3% | 56K | +47K (+515%) | 7 of 7 | |
| 7 |  NVDA Nvidia Corporation | $4.7M | 2.3% | 23K | +17K (+284%) | 7 of 7 | |
| 8 |  SCHD Schwab US Dividend Equity ETF | $4.6M | 2.2% | 145K | −1,392 (−1%) | 7 of 7 | |
| 9 |  UITB Victoryshares Core | $4.1M | 2.0% | 87K | +9,589 (+12%) | 7 of 7 | |
| 10 |  FDVV Fidelity Covington Trust | $4M | 1.9% | 67K | −462 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BND Vanguard BD Index Fds | $488K | 6,627 |
 CAT Caterpillar Inc | $393K | 554 |
 PLTR Palantir Technologies Inc | $357K | 2,438 |
 BRK.B Berkshire Hathaway Inc Del | $344K | 718 |
 MTUM Ishares Msci USA Momntum | $342K | 1,425 |
🔒 Free account: see all 14.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Axis Wealth Partners 13F FAQ
What does Axis Wealth Partners own?
Axis Wealth Partners reported 183 stocks worth $208M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are FBND (3.4%), VOO (3.3%) and DGRW (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Axis Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 60 added to, 89 trimmed and 14 sold out. New positions include FBCG and AVDE. It sold all of BND, CAT and PLTR.
When will Axis Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Axis Wealth Partners's portfolio worth?
The Q2 2026 filing reports $208M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.