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.
AXXCESS WEALTH MANAGEMENT, LLC (CIK 1911056) reported $3.12B across 371 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($177.6M, 5.69%), AAPL ($136.2M, 4.36%), JPST ($117.4M, 3.76%), SPDW ($93.8M, 3.01%), NVDA ($88.4M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $177.6M | 5.69% | 1.8M | Trimmed |
| 2 | AAPL | APPLE INC | $136.2M | 4.36% | 552,896 | New |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $117.4M | 3.76% | 2.3M | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $93.8M | 3.01% | 2.1M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $88.4M | 2.83% | 510,231 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $86.2M | 2.76% | 235,388 | Trimmed |
| 7 | BIL | SPDR SERIES TRUST | $76.4M | 2.45% | 833,469 | Added |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | $72.0M | 2.31% | 1.4M | Added |
| 9 | IJH | ISHARES TR | $70.8M | 2.27% | 1.0M | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $69.8M | 2.24% | 116,749 | Added |
| 11 | AMZN | AMAZON COM INC | $67.9M | 2.18% | 327,700 | Trimmed |
| 12 | IAU | ISHARES GOLD TR | $59.2M | 1.90% | 671,507 | Trimmed |
| 13 | IJR | ISHARES TR | $56.8M | 1.82% | 457,070 | Trimmed |
| 14 | AVGO | BROADCOM INC | $54.8M | 1.76% | 177,070 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $54.8M | 1.76% | 197,338 | Trimmed |
| 16 | PAVE | GLOBAL X FDS | $51.7M | 1.66% | 1.0M | Trimmed |
| 17 | IVV | ISHARES TR | $40.5M | 1.30% | 61,936 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $38.3M | 1.23% | 130,075 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $37.1M | 1.19% | 64,281 | Added |
| 20 | GSLC | GOLDMAN SACHS ETF TR | $35.0M | 1.12% | 280,056 | Added |
| 21 | SPEM | SPDR INDEX SHS FDS | $34.2M | 1.10% | 728,883 | Added |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $33.7M | 1.08% | 141,616 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $32.7M | 1.05% | 101,807 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $30.9M | 0.99% | 482,740 | Added |
| 25 | WMT | WALMART INC | $29.6M | 0.95% | 238,240 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31