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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $25.9B AUM 1,042 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 185 New 572 Added 176 Reduced 67 Exited
Page 2 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LITE LUMENTUM HLDGS INC Technology 9,955.0 $3.7M 0.01% NEW $368.59 +161.7%
22 QAI NEW YORK LIFE INVESTMENTS ET 107,449.0 $3.6M 0.01% NEW $33.51 +7.6%
23 IVOO VANGUARD ADMIRAL FDS INC 32,084.0 $3.6M 0.01% NEW $111.80 +10.3%
24 JMEE J P MORGAN EXCHANGE TRADED F 45,017.0 $2.9M 0.01% NEW $64.38 +13.2%
25 TIDAL TRUST I 121,943.0 $2.7M 0.01% NEW $22.55
26 GUESS INC 156,238.0 $2.6M 0.01% NEW $16.75
27 COPX GLOBAL X FDS 36,294.0 $2.6M 0.01% NEW $71.79 +15.6%
28 HYLS FIRST TR EXCHANGE-TRADED FD 62,144.0 $2.6M 0.01% NEW $41.86 -2.8%
29 FIRST TR EXCH TRADED FD III 35,706.0 $2.5M 0.01% NEW $70.99
30 AVMU AMERICAN CENTY ETF TR 53,554.0 $2.5M 0.01% NEW $46.24 -0.7%
31 DY DYCOM INDS INC Industrials 6,901.0 $2.3M 0.01% NEW $337.90 +22.6%
32 AVGE AMERICAN CENTY ETF TR 26,819.0 $2.3M 0.01% NEW $85.91 +13.3%
33 DYN DYNE THERAPEUTICS INC Healthcare 114,231.0 $2.2M 0.01% NEW $19.56 -11.2%
34 ITA ISHARES TR 9,615.0 $2.1M 0.01% NEW $214.68 +3.9%
35 WDAY WORKDAY INC Technology 9,004.0 $1.9M 0.01% NEW $214.78 -41.1%
36 XME SPDR SERIES TRUST 18,637.0 $1.9M 0.01% NEW $103.61 +11.4%
37 PHO INVESCO EXCHANGE TRADED FD T 25,621.0 $1.8M 0.01% NEW $70.41 -7.8%
38 VOE VANGUARD INDEX FDS 10,162.0 $1.8M 0.01% NEW $177.37 +8.6%
39 GLOF ISHARES TR 33,282.0 $1.8M 0.01% NEW $52.78 +10.9%
40 CTA SIMPLIFY EXCHANGE TRADED FUN 63,423.0 $1.7M 0.01% NEW $27.26 +13.5%
Page 2 of 10  ·  185 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 51.2%
Financial Services 12.7%
Communication Services 12.2%
Consumer Cyclical 11.0%
Consumer Defensive 4.2%
Healthcare 4.1%
Industrials 2.5%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.3%