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 201–250 of 1,042
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRM | SALESFORCE INC | 41K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 232K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 70K | $1M+ | SH |
| EAGG | ISHARES TR | 227K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 466K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 81K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 92K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 223K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 30K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 178K | $1M+ | SH |
| SH | PROSHARES TR | 284K | $1M+ | SH |
| PFE | PFIZER INC | 409K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 344K | $1M+ | SH |
| UNP | UNION PAC CORP | 44K | $1M+ | SH |
| PSP | INVESCO EXCHANGE TRADED FD T | 149K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 21K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 197K | $1M+ | SH |
| DIS | DISNEY WALT CO | 87K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 110K | $1M+ | SH |
| APLU | ALLSPRING EXCHANGE TRADED FU | 382K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 135K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 77K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 263K | $1M+ | SH |
| SHY | ISHARES TR | 110K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 122K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 357K | $1M+ | SH |
| SSO | PROSHARES TR | 154K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 175K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 36K | $1M+ | SH |
| IWY | ISHARES TR | 32K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 42K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 35K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 341K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 352K | $1M+ | SH |
| QVML | INVESCO EXCH TRADED FD TR II | 208K | $1M+ | SH |
| FLXR | TCW ETF TRUST | 209K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 85K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 39K | $1M+ | SH |
| CLOB | VANECK ETF TRUST | 159K | $1M+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 56K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 71K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 39K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 170K | $1M+ | SH |
| ESGD | ISHARES TR | 83K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 158K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 23K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 81K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 453K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 82K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 234K | $1M+ | SH |