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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 USAR USA RARE EARTH INC Basic Materials 28,647.0 $341K 0.00% NEW $11.90 +89.7%
122 NVT NVENT ELECTRIC PLC Industrials 3,326.0 $339K 0.00% NEW $101.97 +60.4%
123 OIH VANECK ETF TRUST 1,077.0 $307K 0.00% NEW $284.77 +56.3%
124 FSEP FIRST TR EXCHNG TRADED FD VI 5,769.0 $297K 0.00% NEW $51.56 +5.7%
125 ACWI ISHARES TR 2,095.0 $296K 0.00% NEW $141.49 +10.0%
126 SCHK SCHWAB STRATEGIC TR 8,908.0 $292K 0.00% NEW $32.80 +8.8%
127 BALL BALL CORP Consumer Cyclical 5,339.0 $283K 0.00% NEW $52.97 +6.4%
128 NNN NNN REIT INC Real Estate 6,917.0 $274K 0.00% NEW $39.63 +13.5%
129 SPHB INVESCO EXCH TRADED FD TR II 2,340.0 $274K 0.00% NEW $116.97 +19.7%
130 BLUEROCK PVT REAL ESTATE FD 17,494.0 $262K 0.00% NEW $15.00
131 WINN HARBOR ETF TRUST 8,345.0 $260K 0.00% NEW $31.10 +5.0%
132 VRTX VERTEX PHARMACEUTICALS INC Healthcare 565.0 $256K 0.00% NEW $453.36 -5.1%
133 EMB ISHARES TR 2,656.0 $256K 0.00% NEW $96.28 -1.3%
134 SPGP INVESCO EXCHANGE TRADED FD T 2,230.0 $254K 0.00% NEW $113.84 +3.4%
135 ESGE ISHARES INC 5,655.0 $250K 0.00% NEW $44.17 +19.2%
136 SPMB SPDR SERIES TRUST 10,764.0 $241K 0.00% NEW $22.41 -1.4%
137 STT STATE STR CORP Financial Services 1,857.0 $240K 0.00% NEW $129.01 +19.4%
138 ROST ROSS STORES INC Consumer Cyclical 1,328.0 $239K 0.00% NEW $180.14 +18.1%
139 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,200.0 $238K 0.00% NEW $45.80 +4.7%
140 GOVT ISHARES TR 10,137.0 $233K 0.00% NEW $23.03 -1.7%
Page 7 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%