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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 2 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KNRG SIMPLIFY EXCHANGE TRADED FUN 108,377.0 $2.8M 0.04% NEW $25.70 +0.3%
22 IOT SAMSARA INC Technology 85,257.0 $2.8M 0.04% NEW $32.43 +20.7%
23 JBL JABIL INC Technology 7,100.0 $2.7M 0.04% NEW $385.50 -19.9%
24 HONEYWELL AEROSPACE INC 11,757.0 $2.6M 0.04% NEW $221.07
25 SNDK SANDISK CORP Technology 1,141.0 $2.6M 0.04% NEW $2273.73 -34.9%
26 MORN MORNINGSTAR INC Financial Services 16,454.0 $2.6M 0.04% NEW $156.02 +37.8%
27 PKB INVESCO EXCHANGE TRADED FD T 19,675.0 $2.2M 0.04% NEW $112.06 -11.5%
28 RPM RPM INTL INC Basic Materials 15,912.0 $1.8M 0.03% NEW $111.15 -3.9%
29 GLW CORNING INC Technology 6,903.0 $1.8M 0.03% NEW $255.44 -42.4%
30 BOXX EA SERIES TRUST 14,362.0 $1.7M 0.03% NEW $117.09 +0.7%
31 AMBQ AMBIQ MICRO INC Technology 18,928.0 $1.7M 0.03% NEW $88.30 -31.9%
32 VLUE ISHARES TR 7,871.0 $1.6M 0.03% NEW $199.80 +0.7%
33 HODL VANECK BITCOIN ETF 86,092.0 $1.4M 0.02% NEW $16.61 +34.4%
34 SPG SIMON PPTY GROUP INC NEW Real Estate 6,216.0 $1.4M 0.02% NEW $223.64 -2.1%
35 ORKA ORUKA THERAPEUTICS INC Healthcare 14,515.0 $1.4M 0.02% NEW $95.17 +7.0%
36 BFRZ INNOVATOR ETFS TRUST 47,312.0 $1.3M 0.02% NEW $27.03 -0.0%
37 DUPONT DE NEMOURS INC 8,806.0 $1.2M 0.02% NEW $135.64
38 AZN ASTRAZENECA PLC Healthcare 5,892.0 $1.1M 0.02% NEW $189.61 -10.5%
39 TRUST FOR PROFESSIONAL MANAG 43,140.0 $1.1M 0.02% NEW $25.38
40 ASCENDIS PHARMA A/S 3,842.0 $1.0M 0.02% NEW $266.72
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 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%