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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 32 of 53  ·  1,051 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VLO VALERO ENERGY CORP Energy 2,707.0 $705K 0.01% -8K -73.6% $260.46 +32.8%
622 EELV INVESCO EXCH TRADED FD TR II 25,336.0 $704K 0.01% -69K -73.0% $27.80 +4.1%
623 COKE COCA COLA CONS INC Consumer Defensive 3,656.0 $698K 0.01% +930.0 +34.1% $190.92 +1.8%
624 TXT TEXTRON INC Industrials 7,596.0 $697K 0.01% $91.73 -9.7%
625 UNILEVER PLC 11,524.0 $693K 0.01% -985.0 -7.9% $60.12
626 GSC GOLDMAN SACHS ETF TR 10,000.0 $692K 0.01% -450.0 -4.3% $69.23 -3.9%
627 AJG GALLAGHER ARTHUR J & CO Financial Services 2,964.0 $681K 0.01% -263.0 -8.2% $229.63 +13.8%
628 SRE SEMPRA Utilities 7,319.0 $679K 0.01% -9K -54.2% $92.71 -8.9%
629 HLN HALEON PLC Healthcare 72,402.0 $676K 0.01% -53K -42.5% $9.33 +8.1%
630 DVN DEVON ENERGY CORP NEW Energy 16,253.0 $672K 0.01% NEW $41.32 +12.6%
631 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 9,606.0 $670K 0.01% NEW $69.74 -13.1%
632 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,937.0 $666K 0.01% -24K -77.5% $95.98 +20.0%
633 O REALTY INCOME CORP Real Estate 10,736.0 $665K 0.01% NEW $61.96 +0.0%
634 MMM 3M CO Industrials 4,079.0 $660K 0.01% -13K -76.0% $161.92 +10.2%
635 ULTIMUS MANAGERS TR 25,883.0 $659K 0.01% +7K +37.5% $25.45
636 PHDG INVESCO ACTIVELY MANAGED EXC 16,073.0 $658K 0.01% -2K -11.3% $40.94 +1.1%
637 CINF CINCINNATI FINL CORP Financial Services 3,533.0 $654K 0.01% +2K +133.2% $185.14 -7.9%
638 TJUL INNOVATOR ETFS TRUST 21,568.0 $652K 0.01% NEW $30.23 +1.2%
639 MSI MOTOROLA SOLUTIONS INC Technology 1,567.0 $651K 0.01% -2K -50.9% $415.25 +17.7%
640 SPGI S&P GLOBAL INC Financial Services 1,590.0 $647K 0.01% -11K -87.1% $407.18 +7.5%
Page 32 of 53  ·  1,051 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%