CIK 1911056
AXXCESS WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
1,042
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 1,042
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PCG | PG&E CORP | 32K | $500K+ | SH |
| ICF | ISHARES TR | 9K | $500K+ | SH |
| FIX | COMFORT SYS USA INC | 544 | $500K+ | SH |
| PTLC | PACER FDS TR | 9K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 21K | $100K–$500K | SH |
| DIVB | ISHARES TR | 9K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $100K–$500K | SH |
| IGEB | ISHARES TR | 11K | $100K–$500K | SH |
| TEM | TEMPUS AI INC | 8K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 15K | $100K–$500K | SH |
| IEV | ISHARES TR | 7K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 6K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 34K | $100K–$500K | SH |
| GFL | GFL ENVIRONMENTAL INC | 11K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 11K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 9K | $100K–$500K | SH |
| PPL | PPL CORP | 14K | $100K–$500K | SH |
| EZU | ISHARES INC | 7K | $100K–$500K | SH |
| DWX | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| QTAC | ULTIMUS MANAGERS TR | 19K | $100K–$500K | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| ZROZ | PIMCO ETF TR | 7K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 7K | $100K–$500K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 21K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 20K | $100K–$500K | SH |
| SHYG | ISHARES TR | 11K | $100K–$500K | SH |
| DSI | ISHARES TR | 4K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 5K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 14K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 7K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 20K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 42K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 10K | $100K–$500K | SH |
| CLS | CELESTICA INC | 1K | $100K–$500K | SH |
| R | RYDER SYS INC | 2K | $100K–$500K | SH |
| FLRN | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 5K | $100K–$500K | SH |
| GPIX | GOLDMAN SACHS ETF TR | 8K | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 2K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 21K | $100K–$500K | SH |
| LGLV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ROE | EA SERIES TRUST | 12K | $100K–$500K | SH |
| KRE | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 46K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 125 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |