Axis Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Axis Wealth Partners, LLC reported 130 stock positions worth $118.7 million. Its top holding was Wisdomtree U.S. Quality Divi (DGRW) at 4.1% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 3.9%) and Vanguard S&P 500 ETF (VOO, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- EAST PROVIDENCE, RI
- CIK
- 0002052531
- Portfolio Value
- $118.7M (Q4 2024)
- SEC Filing
- 0002052531-25-000002 ↗ filed Feb 7, 2025
Holdings Value
Holdings 130 stocks · $118.7M
| DGRW Wisdomtree U.S. Quality Divi | 4.05% | 59,408 | $4.8M | — |
| FBND Fidelity Total Bond ETF | 3.87% | 102,379 | $4.6M | — |
| VOO Vanguard S&P 500 ETF | 3.82% | 8,413 | $4.5M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 3.50% | 61,179 | $4.2M | — |
| SCHD Schwab US DVD Equity ETF | 3.25% | 140,945 | $3.9M | — |
| FDVV Fidelity High Dividend ETF | 2.56% | 60,778 | $3.0M | — |
| VIG Vanguard Dividend Apprec ETF | 2.46% | 14,892 | $2.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.30% | 4,666 | $2.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.28% | 6,583 | $2.7M | — |
| AAPL Apple Inc. | 2.19% | 10,381 | $2.6M | — |
| AGG iShares Core U.S. Aggregate | 2.15% | 26,317 | $2.6M | — |
| DFUV Dimensional US Marketwide Va | 2.07% | 59,966 | $2.5M | — |
| DFAI Dimensional International Co. | 1.99% | 80,976 | $2.4M | — |
| IWR iShares Russell Mid-Cap ETF | 1.81% | 24,252 | $2.1M | — |
| UITB Victoryshares Core Intermedi | 1.74% | 44,968 | $2.1M | — |
| IVW iShares S&P 500 Growth ETF | 1.73% | 20,251 | $2.1M | — |
| VYM Vanguard High DVD Yield ETF | 1.63% | 15,120 | $1.9M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.57% | 36,337 | $1.9M | — |
| DEM Wisdomtree Emerging Markets | 1.55% | 45,384 | $1.8M | — |
| PEY Invesco High Yield Equity Di | 1.35% | 75,185 | $1.6M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.20% | 14,680 | $1.4M | — |
| DHS Wisdomtree US High Dividend | 1.14% | 15,387 | $1.4M | — |
| DFAC Dimensional US Core Equity 2 | 1.11% | 38,085 | $1.3M | — |
| VOOG Vanguard S&P 500 Growth ETF | 1.09% | 3,531 | $1.3M | — |
| IVE iShares S&P 500 Value ETF | 1.03% | 6,383 | $1.2M | — |
| IJH iShares Core S&P Midcap ETF | 1.01% | 19,315 | $1.2M | — |
| VEA Vanguard Ftse Developed ETF | 1.01% | 25,136 | $1.2M | — |
| VZ Verizon Communications Inc. | 1.01% | 30,002 | $1.2M | — |
| SGOV iShares 0-3 Month Treasury B | 1.00% | 11,784 | $1.2M | — |
| RSP Invesco S&P 500 Equal Weight | 0.97% | 6,602 | $1.2M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.94% | 14,224 | $1.1M | — |
| SDY SS SPDR S&P Dividend ETF | 0.90% | 8,103 | $1.1M | — |
| IUSG iShares Core S&P U.S. Growth | 0.88% | 7,484 | $1.0M | — |
| EFV iShares MSCI Eafe Value ETF | 0.88% | 19,799 | $1.0M | — |
| RECS Columbia Resear Enh Cor ETF | 0.84% | 28,784 | $996K | — |
| AMZN Amazon.com Inc. | 0.84% | 4,523 | $992K | — |
| IDV iShares International Select | 0.83% | 35,894 | $983K | — |
| IWF iShares Russell 1000 Growth | 0.82% | 2,414 | $969K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 1,851 | $946K | — |
| DFAS Dimensional US Small Cap ETF | 0.77% | 14,091 | $917K | — |
| MSFT Microsoft Corp. | 0.73% | 2,064 | $870K | — |
| CDC Victoryshares US Eq Income E | 0.72% | 13,560 | $849K | — |
| ESGU iShares ESG Aware MSCI USA | 0.70% | 6,467 | $833K | — |
| UNH Unitedhealth Group Inc. | 0.69% | 1,608 | $814K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.69% | 18,110 | $814K | — |
| VONG Vanguard Russell 1000 Growth | 0.66% | 7,621 | $787K | — |
| JGRO JPMorgan Active Growth ETF | 0.64% | 9,365 | $759K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.62% | 6,881 | $735K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.62% | 5,881 | $735K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.61% | 25,183 | $722K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.61% | 7,930 | $721K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 3,819 | $647K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.54% | 3,246 | $643K | — |
| MO Altria Group Inc. | 0.50% | 11,336 | $593K | — |
| AVSC Avantis US Small Cap Equity | 0.49% | 10,591 | $576K | — |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.48% | 16,601 | $568K | — |
| IWD iShares Russell 1000 Value E | 0.48% | 3,065 | $567K | — |
| DFAU Dimensional US Core Equity M | 0.47% | 13,833 | $560K | — |
| GSLC Goldman Activebeta US LC ETF | 0.46% | 4,773 | $550K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.46% | 17,995 | $548K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.46% | 11,824 | $545K | — |
| IVV iShares Core S&P 500 ETF | 0.46% | 925 | $545K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.46% | 1,942 | $544K | — |
| JPM JPMorgan Chase & Co. | 0.45% | 2,228 | $534K | — |
| XOM Exxon Mobil Corp. | 0.44% | 4,873 | $524K | — |
| JPIE JPMorgan Income ETF | 0.44% | 11,487 | $524K | — |
| VCIT Vanguard Int-Term Corporate | 0.44% | 6,459 | $518K | — |
| VGIT Vanguard Intermediate-Term T | 0.44% | 8,921 | $517K | — |
| TSLA Tesla Inc. | 0.43% | 1,252 | $506K | — |
| NVDA Nvidia Corp. | 0.43% | 3,764 | $505K | — |
| VXUS Vanguard Total Intl Stock | 0.42% | 8,411 | $496K | — |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 11,187 | $493K | — |
| VTC Vanguard Total Corporate BND | 0.41% | 6,467 | $490K | — |
| T AT&T Inc. | 0.41% | 21,144 | $481K | — |
| DFAT Dimensional US Target Value | 0.40% | 8,527 | $475K | — |
| WPC WP Carey Inc. | 0.39% | 8,597 | $468K | — |
| BND Vanguard Total Bond Market | 0.39% | 6,503 | $468K | — |
| QCOM Qualcomm Inc. | 0.39% | 2,994 | $460K | — |
| ITOT iShares Core S&P Total U.S. | 0.39% | 3,560 | $458K | — |
| OMFL Invesco Russell 1000 DYN M/F | 0.38% | 8,404 | $456K | — |
| WFC Wells Fargo & Co. | 0.38% | 6,467 | $454K | — |
| TXN Texas Instruments Inc. | 0.38% | 2,389 | $448K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.37% | 5,870 | $444K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 1,467 | $425K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.36% | 4,017 | $422K | — |
| LVHI Franklin International Low V | 0.35% | 13,789 | $421K | — |
| MCD McDonald's Corp. | 0.35% | 1,413 | $410K | — |
| DUHP Dimensional US High Profi Et | 0.34% | 12,046 | $407K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.34% | 8,263 | $405K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.33% | 4,779 | $392K | — |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,954 | $370K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 8,413 | $370K | — |
| META Meta Platforms Inc. Class A | 0.30% | 608 | $356K | — |
| SCHG Schwab US Large-Cap Growth | 0.29% | 12,518 | $349K | — |
| HELO JPMorgan Hedged Equity ETF | 0.29% | 5,605 | $348K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 762 | $345K | — |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 5,790 | $333K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.27% | 4,116 | $324K | — |
| EFA iShares MSCI Eafe ETF | 0.27% | 4,176 | $316K | — |
| ABBV Abbvie Inc. | 0.27% | 1,771 | $315K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $208.3M | FBND, VOO, DGRW, VYMI, SLDE |
| Q1 2026 | 174 | $188.1M | FBND, VYMI, VOO, DGRW, SCHD |
| Q4 2025 | 166 | $181.0M | VOO, DGRW, FBND, VYMI, VUG |
| Q3 2025 | 161 | $170.9M | VOO, DGRW, FBND, VYMI, SCHD |
| Q2 2025 | 147 | $152.2M | DGRW, VOO, FBND, VYMI, SCHD |
| Q1 2025 | 139 | $135.3M | FBND, DGRW, VYMI, VOO, SCHD |
| Q4 2024 | 130 | $118.7M | DGRW, FBND, VOO, VYMI, SCHD |