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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 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WDC WESTERN DIGITAL CORP Technology 12,590.0 $2.2M 0.01% -2K -10.8% $172.27 +166.8%
22 TLN TALEN ENERGY CORP Utilities 5,472.0 $2.1M 0.01% -1K -18.4% $374.84 -8.1%
23 QUIZ ZACKS TRUST 77,137.0 $2.0M 0.01% -3K -3.8% $26.52 +8.1%
24 SMIZ ZACKS TRUST 49,829.0 $1.8M 0.01% -1K -2.1% $36.99 +12.9%
25 SPDN DIREXION SHS ETF TR 180,665.0 $1.7M 0.01% -15K -7.6% $9.43 -7.0%
26 HELO J P MORGAN EXCHANGE TRADED F 23,468.0 $1.6M 0.01% -4K -15.1% $66.43 +2.0%
27 SE SEA LTD Consumer Cyclical 9,225.0 $1.2M 0.01% -5K -32.9% $127.57 -31.6%
28 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,862.0 $1.1M 0.00% -687.0 -26.9% $603.33 +10.3%
29 KLAC KLA CORP Technology 916.0 $1.1M 0.00% -56.0 -5.8% $1215.08 +51.6%
30 IYJ ISHARES TR 7,399.0 $1.1M 0.00% -66.0 -0.9% $148.16 +4.6%
31 ALAB ASTERA LABS INC Technology 6,387.0 $1.1M 0.00% -7K -53.0% $166.36 +79.0%
32 RSG REPUBLIC SVCS INC Industrials 4,708.0 $998K 0.00% -157.0 -3.2% $211.91 +0.1%
33 DYFI ETF OPPORTUNITIES TRUST 40,999.0 $946K 0.00% -18K -31.0% $23.07 -1.3%
34 BIDU BAIDU INC Communication Services 7,000.0 $915K 0.00% -37.0 -0.5% $130.66 +0.4%
35 SLB SLB LIMITED Energy 23,531.0 $903K 0.00% -1K -5.7% $38.38 +49.2%
36 TM TOYOTA MOTOR CORP Consumer Cyclical 4,198.0 $899K 0.00% -100.0 -2.3% $214.08 -11.3%
37 MAS MASCO CORP Industrials 13,395.0 $850K 0.00% -3K -18.5% $63.46 +5.8%
38 ISHARES TR 29,621.0 $835K 0.00% -2K -6.9% $28.19
39 AJG GALLAGHER ARTHUR J & CO Financial Services 3,227.0 $835K 0.00% -1K -30.0% $258.76 -19.8%
40 SPHQ INVESCO EXCHANGE TRADED FD T 10,916.0 $819K 0.00% -2K -12.4% $75.05 +11.5%
Page 2 of 9  ·  176 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%