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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $6.3B AUM 1,051 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 185 New 222 Added 556 Reduced 176 Exited
Page 11 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALC ALCON AG Healthcare 4,016.0 $270K 0.00% +105.0 +2.7% $67.11 +9.3%
202 PREF PRINCIPAL EXCHANGE TRADED FD 13,763.0 $262K 0.00% +153.0 +1.1% $19.06 -1.1%
203 AVSD AMERICAN CENTY ETF TR 3,260.0 $260K 0.00% +31.0 +1.0% $79.89 +4.7%
204 EMLC VANECK ETF TRUST 10,167.0 $260K 0.00% +671.0 +7.1% $25.56 +1.4%
205 JOBY JOBY AVIATION INC Industrials 28,929.0 $258K 0.00% +10K +49.1% $8.92 -19.1%
206 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,996.0 $256K 0.00% +356.0 +9.8% $64.00 +15.5%
207 SLF SUN LIFE FINANCIAL INC. Financial Services 3,236.0 $254K 0.00% +20.0 +0.6% $78.42 +2.0%
208 LEIDOS HOLDINGS INC 2,403.0 $247K 0.00% +103.0 +4.5% $102.96
209 FLYX FLYEXCLUSIVE INC Industrials 120,750.0 $242K 0.00% +82K +211.6% $2.00 -35.0%
210 INGR INGREDION INC Consumer Defensive 2,519.0 $239K 0.00% +216.0 +9.4% $94.71 +10.9%
211 JPRE J P MORGAN EXCHANGE TRADED F 4,550.0 $237K 0.00% +220.0 +5.1% $52.18 +3.1%
212 FLTR VANECK ETF TRUST 9,250.0 $237K 0.00% +800.0 +9.5% $25.61 -0.2%
213 LYG LLOYDS BANKING GROUP PLC Financial Services 40,065.0 $234K 0.00% +23K +141.7% $5.83 +4.3%
214 IAI ISHARES TR 1,242.0 $218K 0.00% +7.0 +0.6% $175.29 +12.3%
215 FDLO FIDELITY COVINGTON TRUST 3,108.0 $212K 0.00% +26.0 +0.8% $68.33 +6.8%
216 VGSR MANAGER DIRECTED PORTFOLIOS 16,477.0 $188K 0.00% +6K +58.3% $11.38 +1.9%
217 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 18,111.0 $173K 0.00% +169.0 +0.9% $9.57 +2.4%
218 RITM RITHM CAPITAL CORP Real Estate 18,093.0 $170K 0.00% +533.0 +3.0% $9.39 +8.3%
219 BOE BLACKROCK ENHANCED GLOBAL Financial Services 12,088.0 $146K 0.00% +132.0 +1.1% $12.09 +3.2%
220 RXRX RECURSION PHARMACEUTICALS IN Healthcare 38,768.0 $142K 0.00% +7K +20.5% $3.67 -3.0%
Page 11 of 12  ·  222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 21.8%
Industrials 9.7%
Consumer Cyclical 8.2%
Healthcare 7.7%
Communication Services 7.2%
Consumer Defensive 5.2%
Energy 2.8%
Utilities 2.0%
Basic Materials 1.5%