Axis Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Axis Wealth Partners, LLC reported 174 stock positions worth $188.1 million. Its top holding was Fidelity Total Bond ETF (FBND) at 3.6% of the portfolio, followed by Vanguard Int High DVD YLD (VYMI, 3.6%) and Vanguard S&P 500 ETF (VOO, 3.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 2, added to 104 and reduced 56. The biggest buy was Slide Insurance (SLDE, shares +100%) and the biggest sale Xylem (XYL, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- EAST PROVIDENCE, RI
- CIK
- 0002052531
- Portfolio Value
- $188.1M (Q1 2026)
- SEC Filing
- 0002063364-26-000120 ↗ filed Apr 24, 2026
Holdings Value
Holdings 174 stocks · $188.1M
| FBND Fidelity Total Bond ETF | 3.57% | 147,075 | $6.7M | Add +6.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 3.56% | 71,112 | $6.7M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 3.39% | 10,659 | $6.4M | Add +3.0% |
| DGRW Wisdomtree U.S. Quality Divi | 3.37% | 72,162 | $6.3M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 2.38% | 145,979 | $4.5M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.13% | 9,186 | $4.0M | Add +9.6% |
| AAPL Apple Inc. | 2.07% | 15,356 | $3.9M | Add +2.6% |
| DFUV Dimensional US Marketwide Va | 2.01% | 77,890 | $3.8M | Add +2.7% |
| FDVV Fidelity High Dividend ETF | 1.98% | 67,510 | $3.7M | Add +0.7% |
| DFAI Dimensional International Co. | 1.97% | 95,156 | $3.7M | Add +2.8% |
| SLDE Slide Insurance Holdings Inc. | 1.95% | 203,502 | $3.7M | Add +100.0% |
| UITB Victoryshares Core Intermedi | 1.93% | 77,381 | $3.6M | Add +11.9% |
| VIG Vanguard Dividend Apprec ETF | 1.84% | 16,090 | $3.5M | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.65% | 54,992 | $3.1M | Add +5.8% |
| VFLO Victoryshares Free Cash Flow | 1.57% | 74,952 | $3.0M | Add +5.8% |
| DEM Wisdomtree Emerging Markets | 1.53% | 58,025 | $2.9M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 4,375 | $2.8M | Reduce -7.6% |
| VONV Vanguard Russell 1000 Value | 1.39% | 27,792 | $2.6M | Add +4.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.34% | 19,036 | $2.5M | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 1.22% | 23,168 | $2.3M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 1.21% | 20,113 | $2.3M | Reduce -1.8% |
| DFAC Dimensional US Core Equity 2 | 1.20% | 58,307 | $2.3M | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 1.19% | 15,054 | $2.2M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 1.18% | 10,490 | $2.2M | Reduce -8.5% |
| IJH iShares Core S&P Midcap ETF | 1.14% | 31,717 | $2.1M | Reduce -0.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.08% | 20,157 | $2.0M | Reduce -3.7% |
| VONG Vanguard Russell 1000 Growth | 1.08% | 18,464 | $2.0M | Add +4.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.98% | 16,513 | $1.8M | Reduce -3.8% |
| RSP Invesco S&P 500 Equal Weight | 0.96% | 9,435 | $1.8M | Add +5.0% |
| AMZN Amazon.com Inc. | 0.92% | 8,298 | $1.7M | Add +5.0% |
| SGOV iShares 0-3 Month Treasury B | 0.91% | 16,966 | $1.7M | Add +58.8% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 25,547 | $1.6M | Add +5.6% |
| XYL Xylem Inc. | 0.86% | 13,555 | $1.6M | Reduce -27.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.84% | 3,874 | $1.6M | Reduce -1.6% |
| IDV iShares International Select | 0.78% | 34,403 | $1.5M | Reduce -0.3% |
| EFV iShares MSCI Eafe Value ETF | 0.76% | 19,310 | $1.4M | Reduce -9.8% |
| SDY SS SPDR S&P Dividend ETF | 0.76% | 9,747 | $1.4M | Add +3.0% |
| RECS Columbia Resear Enh Cor ETF | 0.76% | 36,466 | $1.4M | Reduce -1.9% |
| DFCF Dimensional Core Fixed Inc. | 0.74% | 32,834 | $1.4M | Add +13.7% |
| DHS Wisdomtree US High Dividend | 0.74% | 13,368 | $1.4M | Add +3.0% |
| DFAS Dimensional US Small Cap ETF | 0.73% | 19,398 | $1.4M | Add +5.8% |
| PEY Invesco High Yield Equity Di | 0.71% | 62,180 | $1.3M | Reduce -1.0% |
| USTB Victoryshares Short-Term Bon | 0.70% | 26,082 | $1.3M | Add +24.5% |
| EQIN Columbia US Eqty Inc. ETF | 0.68% | 26,091 | $1.3M | Add +1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.68% | 16,077 | $1.3M | Add +0.6% |
| JGRO JPMorgan Active Growth ETF | 0.67% | 14,997 | $1.3M | Add +9.1% |
| VZ Verizon Communications Inc. | 0.66% | 24,665 | $1.2M | Reduce -8.3% |
| LVHI Franklin International Low V | 0.65% | 30,160 | $1.2M | Add +16.1% |
| ANGL Vaneck Fallen Angel High YLD | 0.62% | 40,584 | $1.2M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 1,938 | $1.1M | Reduce -0.6% |
| ESGU iShares ESG Aware MSCI USA | 0.59% | 7,907 | $1.1M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 8,892 | $1.1M | Add +1.4% |
| DFAT Dimensional US Target Value | 0.58% | 17,501 | $1.1M | Add +2.9% |
| NVDA Nvidia Corp. | 0.57% | 6,095 | $1.1M | Add +7.8% |
| FENI Fidelity Enhanced Intl ETF | 0.56% | 28,252 | $1.1M | Add +77.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.53% | 8,454 | $1.0M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 17,201 | $975K | Add +11.1% |
| IWF iShares Russell 1000 Growth | 0.50% | 2,209 | $942K | Reduce -2.0% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.50% | 25,941 | $941K | Add +102.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.49% | 19,198 | $928K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.49% | 3,187 | $917K | Add +5.0% |
| IUSG iShares Core S&P U.S. Growth | 0.48% | 5,875 | $911K | Reduce -5.0% |
| AVSC Avantis US Small Cap Equity | 0.47% | 14,295 | $891K | Add +9.9% |
| DUHP Dimensional US High Profi Et | 0.47% | 24,221 | $890K | Add +7.9% |
| MSFT Microsoft Corp. | 0.47% | 2,375 | $879K | Add +10.1% |
| XOM Exxon Mobil Corp. | 0.45% | 4,951 | $840K | Add +2.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.43% | 17,188 | $809K | Add +16.8% |
| CDC Victoryshares US Eq Income E | 0.41% | 10,895 | $778K | Reduce -3.6% |
| JPIE JPMorgan Income ETF | 0.40% | 16,362 | $754K | Add +3.6% |
| JPM JPMorgan Chase & Co. | 0.40% | 2,540 | $747K | Add +16.7% |
| MO Altria Group Inc. | 0.40% | 11,281 | $744K | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.40% | 22,044 | $744K | Add +7.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 8,978 | $741K | Reduce -2.1% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 11,887 | $708K | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 3,579 | $702K | Add +10.1% |
| HELO JPMorgan Hedged Equity ETF | 0.36% | 10,509 | $672K | Add +15.3% |
| VTC Vanguard Total Corporate BND | 0.35% | 8,636 | $664K | Add +0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.35% | 4,489 | $650K | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.35% | 6,685 | $649K | Reduce -15.9% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 12,004 | $649K | Add +3.5% |
| WTMF Wisdomtree MGD Futures Strat | 0.34% | 16,345 | $649K | Add +5.5% |
| IWD iShares Russell 1000 Value E | 0.34% | 2,959 | $632K | Add +0.3% |
| OMFL Invesco Russell 1000 DYN M/F | 0.33% | 10,378 | $624K | Add +5.0% |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 6,282 | $611K | Add +1.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.32% | 11,270 | $600K | Add +21.3% |
| DFAU Dimensional US Core Equity M | 0.31% | 12,858 | $580K | Reduce -2.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 2,627 | $571K | Reduce -8.2% |
| GSLC Goldman Activebeta US LC ETF | 0.30% | 4,486 | $561K | Reduce -4.4% |
| VXUS Vanguard Total Intl Stock | 0.30% | 7,208 | $556K | Reduce -3.5% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 6,583 | $545K | Reduce -0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 11,807 | $542K | Reduce -0.7% |
| WFC Wells Fargo & Co. | 0.28% | 6,667 | $531K | Add +2.4% |
| T AT&T Inc. | 0.28% | 18,291 | $530K | Reduce -3.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 1,738 | $525K | Add +0.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.28% | 26,577 | $519K | Reduce -0.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.28% | 26,394 | $518K | Reduce -0.3% |
| SBND Columbia SHRT Dur BND ETF | 0.28% | 27,541 | $517K | Add +2.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.27% | 25,289 | $516K | Reduce -0.3% |
| BSCT Invesco Bulletshares 2029 CB | 0.27% | 27,676 | $516K | Reduce -0.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.27% | 30,844 | $516K | Reduce -0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| XYL Xylem Inc. | Reduce -27.5% | 0.86% | −0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.6% | 1.51% | −0.27 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.8% | 1.21% | −0.19 |
| IVE iShares S&P 500 Value ETF | Reduce -8.5% | 1.18% | −0.17 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -1.6% | 0.84% | −0.13 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.12 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 1.84% | −0.11 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.8% | 0.98% | −0.10 |
| IUSG iShares Core S&P U.S. Growth | Reduce -5.0% | 0.48% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -2.0% | 0.50% | −0.09 |
| RECS Columbia Resear Enh Cor ETF | Reduce -1.9% | 0.76% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -9.8% | 0.76% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -15.9% | 0.35% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.3% | 0.22% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.9% | 1.34% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.59% | −0.07 |
| TSLA Tesla Inc. | Reduce -2.6% | 0.19% | −0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -20.3% | 0.17% | −0.05 |
| GSLC Goldman Activebeta US LC ETF | Reduce -4.4% | 0.30% | −0.04 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -16.4% | 0.16% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -24.3% | 0.12% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -3.7% | 1.08% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -4.4% | 0.25% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.1% | 0.22% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -9.2% | 0.20% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -2.5% | 0.31% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 0.18% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.2% | 0.30% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -14.8% | 0.12% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 1.14% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -8.0% | 0.14% | −0.03 |
| WPC WP Carey Inc. | Reduce -11.8% | 0.22% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.1% | 0.39% | −0.03 |
| PFE Pfizer Inc. | Reduce -21.9% | 0.12% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -2.5% | 0.24% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.4% | 0.29% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -3.5% | 0.30% | −0.02 |
| BSCV Invesco Bulletshares 2031 CB | Reduce -0.3% | 0.26% | −0.02 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -0.3% | 0.27% | −0.02 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -0.3% | 0.27% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -0.3% | 0.27% | −0.01 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.3% | 0.28% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.2% | 0.24% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -0.3% | 0.28% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.1% | 0.24% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Reduce -0.3% | 0.11% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -4.1% | 0.15% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.14% | −0.01 |
| DTH Wisdomtree International Hig | Reduce -4.4% | 0.17% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SLDE Slide Insurance Holdings Inc. | Add +100.0% | 1.95% | +0.85 |
| SGOV iShares 0-3 Month Treasury B | Add +58.8% | 0.91% | +0.32 |
| FENI Fidelity Enhanced Intl ETF | Add +77.4% | 0.56% | +0.24 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +102.2% | 0.50% | +0.23 |
| AVEM Avantis Emerging Markets Eq | New | 0.17% | +0.17 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 2.38% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.15% | +0.15 |
| WTV Wisdomtree U.S. Value Fund | New | 0.15% | +0.15 |
| FESM Fidelity Enhanced Small Cap | New | 0.14% | +0.14 |
| BP BP PLC-Spons ADR | New | 0.13% | +0.13 |
| UITB Victoryshares Core Intermedi | Add +11.9% | 1.93% | +0.13 |
| XOM Exxon Mobil Corp. | Add +2.2% | 0.45% | +0.12 |
| GLD SPDR Gold Shares | New | 0.12% | +0.12 |
| LVHI Franklin International Low V | Add +16.1% | 0.65% | +0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.12% | +0.12 |
| USTB Victoryshares Short-Term Bon | Add +24.5% | 0.70% | +0.11 |
| PM Philip Morris International | New | 0.11% | +0.11 |
| AVUV Avantis US Small Cap Value | New | 0.11% | +0.11 |
| SMH Vaneck Semiconductor ETF | New | 0.11% | +0.11 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.7% | 3.56% | +0.09 |
| DEM Wisdomtree Emerging Markets | Add +2.4% | 1.53% | +0.07 |
| DFCF Dimensional Core Fixed Inc. | Add +13.7% | 0.74% | +0.06 |
| CVX Chevron Corp. | Add +9.9% | 0.18% | +0.06 |
| DFUV Dimensional US Marketwide Va | Add +2.7% | 2.01% | +0.05 |
| AVSC Avantis US Small Cap Equity | Add +9.9% | 0.47% | +0.05 |
| FBND Fidelity Total Bond ETF | Add +6.4% | 3.57% | +0.05 |
| JCPB JPMorgan Core Plus Bond ETF | Add +16.8% | 0.43% | +0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +21.3% | 0.32% | +0.04 |
| CAT Caterpillar Inc. | Add +3.4% | 0.21% | +0.04 |
| JMUB JPMorgan Municipal ETF | Add +24.0% | 0.24% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 0.87% | +0.04 |
| IRM Iron Mountain Inc. | Add +0.4% | 0.22% | +0.04 |
| VFLO Victoryshares Free Cash Flow | Add +5.8% | 1.57% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.1% | 0.37% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | Add +3.0% | 0.76% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +11.1% | 0.52% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +5.8% | 0.73% | +0.03 |
| JNJ Johnson & Johnson | Add +5.7% | 0.15% | +0.02 |
| DFGP Dimensional GLBL Core PL Fix | Add +23.3% | 0.15% | +0.02 |
| VONV Vanguard Russell 1000 Value | Add +4.0% | 1.39% | +0.02 |
| DFAI Dimensional International Co. | Add +2.8% | 1.97% | +0.02 |
| HELO JPMorgan Hedged Equity ETF | Add +15.3% | 0.36% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.8% | 1.65% | +0.02 |
| DLR Digital Realty Trust Inc. | Add +3.9% | 0.16% | +0.02 |
| DFAT Dimensional US Target Value | Add +2.9% | 0.58% | +0.02 |
| WTMF Wisdomtree MGD Futures Strat | Add +5.5% | 0.34% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.2% | 0.15% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.4% | 0.25% | +0.02 |
| WMT Walmart Inc. | Add +8.0% | 0.13% | +0.02 |
| DHS Wisdomtree US High Dividend | Add +3.0% | 0.74% | +0.02 |
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 |