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 751–800 of 1,042
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BNOV | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| COKE | COCA COLA CONS INC | 3K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 1K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 2K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 5K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| KOCT | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 10K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 19K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 2K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| TPR | TAPESTRY INC | 3K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| SHM | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 15K | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| EXC | EXELON CORP | 9K | $100K–$500K | SH |
| PNBK | PATRIOT NATL BANCORP INC | 213K | $100K–$500K | SH |
| PBE | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 7K | $100K–$500K | SH |
| FDRR | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| MGIC | MAGIC SOFTWARE ENTERPRISES L | 15K | $100K–$500K | SH |
| STZ | CONSTELLATION BRANDS INC | 3K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 4K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 7K | $100K–$500K | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU | 32K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 488 | $100K–$500K | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 14K | $100K–$500K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 8K | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 2K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 30K | $100K–$500K | SH |
| BAR | GRANITESHARES GOLD TR | 9K | $100K–$500K | SH |
| FTCA | PUTNAM ETF TRUST | 50K | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 10K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| FDMO | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| BP | BP PLC | 10K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 16K | $100K–$500K | SH |
| FTI | TECHNIPFMC PLC | 8K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| CNX | CNX RES CORP | 10K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 5K | $100K–$500K | SH |