Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Axos Invest Inc. (CIK 2042928) reported $132.3M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($33.5M, 25.34%), VOO ($31.5M, 23.78%), VTI ($26.0M, 19.63%), GENT ($7.5M, 5.67%), VGIT ($6.8M, 5.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $33.5M | 25.34% | 523,151 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $31.5M | 23.78% | 52,656 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $26.0M | 19.63% | 80,946 | Trimmed |
| 4 | GENT | SPINNAKER ETF SERIES | $7.5M | 5.67% | 730,733 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $6.8M | 5.15% | 114,398 | Trimmed |
| 6 | TIP | ISHARES TR | $5.9M | 4.42% | 53,027 | Trimmed |
| 7 | SPEM | SPDR INDEX SHS FDS | $4.1M | 3.11% | 87,731 | Added |
| 8 | SJNK | SPDR SER TR | $3.0M | 2.25% | 119,117 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $2.9M | 2.18% | 36,338 | Trimmed |
| 10 | VNQ | VANGUARD INDEX FDS | $2.6M | 1.96% | 29,187 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.83% | 44,898 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $2.0M | 1.49% | 79,510 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $1.8M | 1.33% | 69,850 | Trimmed |
| 14 | GENM | SPINNAKER ETF SERIES | $668,608 | 0.51% | 65,294 | Added |
| 15 | IEMG | ISHARES INC | $601,624 | 0.45% | 8,626 | Trimmed |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $462,686 | 0.35% | 5,592 | Trimmed |
| 17 | SPY | SPDR S&P 500 ETF TR | $279,444 | 0.21% | 430 | Trimmed |
| 18 | VGT | VANGUARD WORLD FD | $238,532 | 0.18% | 342 | Trimmed |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $227,191 | 0.17% | 2,027 | Trimmed |
| 20 | IYR | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 21 | HYS | PIMCO ETF TR | $0 | 0.00% | 0 | Exited |
| 22 | XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31