Axis Wealth Partners, LLC

Est. AUM

$188.1M

13F long equity, this entity only

Positions

207

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.7M	147075	3.57%	SOLE
2	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.7M	71112	3.56%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.4M	10659	3.39%	SOLE
4	WISDOMTREE TR	US QTLY DIV GRT	$6.3M	72162	3.37%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.5M	145979	2.38%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$4.0M	9186	2.13%	SOLE
7	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.8M	77890	2.01%	SOLE
8	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$3.7M	67510	1.98%	SOLE
9	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.7M	95156	1.97%	SOLE
10	SLIDE INS HLDGS INC	COM	$3.7M	203502	1.95%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	16090	1.84%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	54992	1.65%	SOLE
13	VICTORY PORTFOLIOS II	SHARES FREE CASH	$3.0M	74952	1.57%	SOLE
14	WISDOMTREE TR	EMER MKT HIGH FD	$2.9M	58025	1.53%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4375	1.51%	SOLE
16	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.6M	27792	1.38%	SOLE
17	ISHARES TR	S&P MC 400VL ETF	$2.5M	19036	1.34%	SOLE
18	ISHARES TR	CORE US AGGBD ET	$2.3M	23168	1.22%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$2.3M	20113	1.21%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.3M	58307	1.20%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	15054	1.19%	SOLE
22	ISHARES TR	S&P 500 VAL ETF	$2.2M	10490	1.18%	SOLE
23	ISHARES TR	CORE S&P MCP ETF	$2.1M	31717	1.14%	SOLE
24	ISHARES TR	S&P MC 400GR ETF	$2.0M	20157	1.08%	SOLE
25	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$2.0M	18464	1.08%	SOLE
26	ISHARES TR	EAFE GRWTH ETF	$1.8M	16513	0.98%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.8M	9435	0.96%	SOLE
28	ISHARES TR	0-3 MNTH TREASRY	$1.7M	16966	0.91%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	25547	0.87%	SOLE
30	XYLEM INC	COM	$1.6M	13555	0.86%	SOLE
31	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.6M	3874	0.84%	SOLE
32	ISHARES TR	INTL SEL DIV ETF	$1.5M	34403	0.78%	SOLE
33	ISHARES TR	EAFE VALUE ETF	$1.4M	19310	0.76%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	9747	0.76%	SOLE
35	COLUMBIA ETF TR I	RESH ENHNC COR	$1.4M	36466	0.76%	SOLE
36	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.4M	32834	0.74%	SOLE
37	WISDOMTREE TR	US HIGH DIVIDEND	$1.4M	13368	0.74%	SOLE
38	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.4M	19398	0.73%	SOLE
39	INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$1.3M	62180	0.71%	SOLE
40	COLUMBIA ETF TR I	US EQUITY INCOME	$1.3M	26091	0.68%	SOLE
41	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	16077	0.68%	SOLE
42	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.3M	14997	0.67%	SOLE
43	LEGG MASON ETF INVT	FRANKLIN INTL LW	$1.2M	30160	0.65%	SOLE
44	VANECK ETF TRUST	FALLEN ANGEL HG	$1.2M	40584	0.62%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$1.1M	1938	0.59%	SOLE
46	ISHARES TR	ESG AWR MSCI USA	$1.1M	7907	0.59%	SOLE
47	ISHARES TR	CORE S&P SCP ETF	$1.1M	8892	0.59%	SOLE
48	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.1M	17501	0.58%	SOLE
49	FIDELITY COVINGTON TRUST	ENHANCED INTL	$1.1M	28252	0.56%	SOLE
50	ISHARES TR	SP SMCP600VL ETF	$1.0M	8454	0.53%	SOLE

1–50 of 174

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.