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 101–150 of 1,042
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | 138K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 232K | $1M+ | SH |
| RTX | RTX CORPORATION | 193K | $1M+ | SH |
| LOW | LOWES COS INC | 145K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 1.3M | $1M+ | SH |
| IEI | ISHARES TR | 287K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 119K | $1M+ | SH |
| MRK | MERCK & CO INC | 329K | $1M+ | SH |
| MS | MORGAN STANLEY | 188K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 831K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 779K | $1M+ | SH |
| GE | GE AEROSPACE | 102K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 806K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 92K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 34K | $1M+ | SH |
| EMXC | ISHARES INC | 401K | $1M+ | SH |
| ETN | EATON CORP PLC | 89K | $1M+ | SH |
| BX | BLACKSTONE INC | 181K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 172K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 712K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 398K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 336K | $1M+ | SH |
| ARKK | ARK ETF TR | 324K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 452K | $1M+ | SH |
| ESGU | ISHARES TR | 165K | $1M+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 870K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 304K | $1M+ | SH |
| BLK | BLACKROCK INC | 22K | $1M+ | SH |
| UPRO | PROSHARES TR | 198K | $1M+ | SH |
| IGSB | ISHARES TR | 426K | $1M+ | SH |
| INTU | INTUIT | 34K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 188K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 127K | $1M+ | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 769K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 401K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 449K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 286K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 256K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 108K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 416K | $1M+ | SH |
| GEV | GE VERNOVA INC | 32K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 407K | $1M+ | SH |
| BA | BOEING CO | 95K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 406K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 70K | $1M+ | SH |
| EEM | ISHARES TR | 333K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 405K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 82K | $1M+ | SH |
| ASML | ASML HOLDING N V | 17K | $1M+ | SH |