Axxcess Wealth Management
Axxcess Wealth Management reported 982 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (3.7%), MSFT (2.5%) and NVDA (2.4%). Compared with Q2 2026, the fund opened new positions in XOM and DUHP, added to GSLC, DFUS and CRWD, trimmed AAPL, MSFT and NVDA and sold out of VV, IDEV and PBUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $90.6M | 3.7% | 284K | −277K (−49%) | 4 of 8 | |
| 2 |  MSFT Microsoft Corp | $61.3M | 2.5% | 121K | −131K (−52%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $58.3M | 2.4% | 255K | −285K (−53%) | 8 of 8 | |
| 4 |  GSLC Goldman Sachs | $51.8M | 2.1% | 357K | +33K (+10%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $42M | 1.7% | 60K | −62K (−51%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $40.8M | 1.7% | 164K | −179K (−52%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $39.3M | 1.6% | 112K | −70K (−38%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $34.2M | 1.4% | 45K | −17K (−27%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $34M | 1.4% | 46K | −5,730 (−11%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $33.4M | 1.4% | 101K | −99K (−49%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VV Vanguard Large Cap ETF | $349M | 1M |
 IDEV Ishares TR | $114M | 1.3M |
 PBUS Invesco Exch Traded FD TR II | $76.7M | 1M |
 PPA Invesco Aerospace & | $59.5M | 337K |
 DDWM Wisdomtree TR | $57.3M | 1.2M |
🔒 Free account: see all 30.
Reported value
last 8 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Axxcess Wealth Management 13F FAQ
What does Axxcess Wealth Management own?
Axxcess Wealth Management reported 982 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (3.7%), MSFT (2.5%) and NVDA (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did Axxcess Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 226 new positions, 302 added to, 413 trimmed and 295 sold out. New positions include XOM and DUHP. It sold all of VV, IDEV and PBUS.
When will Axxcess Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Axxcess Wealth Management's portfolio worth?
The Q3 2026 filing reports $2.4B 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.