13F HOLDINGS REPORT

Axis Wealth Partners, LLC

Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0002063364-25-000262

Total Value

$170.9M

Positions

192

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (192)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	10,380	$6.4M	3.72%
2	WISDOMTREE TR	WT	70,939	$6.3M	3.69%
3	FIDELITY MERRIMACK STR TR	316188309	134,817	$6.2M	3.65%
4	VANGUARD WHITEHALL FDS	921946794	70,616	$6.0M	3.50%
5	SCHWAB STRATEGIC TR	808524797	147,926	$4.0M	2.36%
6	VANGUARD INDEX FDS	922908736	8,094	$3.9M	2.27%
7	APPLE INC	AAPL	15,139	$3.9M	2.26%
8	FIDELITY COVINGTON TRUST	316092840	67,639	$3.8M	2.21%
9	VANGUARD SPECIALIZED FUNDS	921908844	16,174	$3.5M	2.04%
10	DIMENSIONAL ETF TRUST	25434V203	92,360	$3.4M	1.96%
11	DIMENSIONAL ETF TRUST	25434V724	74,892	$3.3M	1.96%
12	ISHARES TR	464287408	15,514	$3.2M	1.88%
13	SPDR S&P 500 ETF TR	SPY	4,752	$3.2M	1.85%
14	VICTORY PORTFOLIOS II	92647N527	64,743	$3.1M	1.80%
15	ISHARES TR	464287309	25,147	$3.0M	1.78%
16	SPDR SERIES TRUST	78464A508	50,875	$2.8M	1.65%
17	ISHARES TR	464287507	42,857	$2.8M	1.64%
18	WISDOMTREE TR	WT	56,169	$2.6M	1.51%
19	VICTORY PORTFOLIOS II	92647X830	67,528	$2.5M	1.48%
20	ISHARES TR	464287226	22,192	$2.2M	1.30%
21	VANGUARD WHITEHALL FDS	921946406	14,838	$2.1M	1.22%
22	DIMENSIONAL ETF TRUST	25434V708	52,026	$2.0M	1.17%
23	ISHARES TR	464287705	15,411	$2.0M	1.17%
24	ISHARES TR	464288885	16,647	$1.9M	1.11%
25	ISHARES TR	46436E718	17,495	$1.8M	1.03%
26	VANGUARD ADMIRAL FDS INC	921932505	3,955	$1.7M	1.01%
27	VANGUARD SCOTTSDALE FDS	92206C680	14,066	$1.7M	0.99%
28	AMAZON COM INC	AMZN	7,701	$1.7M	0.99%
29	INVESCO EXCHANGE TRADED FD T	IVZ	8,823	$1.7M	0.98%
30	ISHARES TR	464287606	17,437	$1.7M	0.98%
31	COLUMBIA ETF TR I	19761L706	36,482	$1.5M	0.86%
32	VANGUARD SCOTTSDALE FDS	92206C714	16,278	$1.5M	0.85%
33	ISHARES TR	464288877	20,995	$1.4M	0.83%
34	VANGUARD TAX-MANAGED FDS	921943858	23,727	$1.4M	0.83%
35	WISDOMTREE TR	WT	13,557	$1.4M	0.79%
36	SPDR SERIES TRUST	78464A763	9,617	$1.3M	0.79%
37	INVESCO EXCHANGE TRADED FD T	IVZ	63,062	$1.3M	0.78%
38	J P MORGAN EXCHANGE TRADED F	46654Q609	13,953	$1.3M	0.77%
39	VANGUARD SCOTTSDALE FDS	92206C409	15,897	$1.3M	0.74%
40	ISHARES TR	464288448	34,418	$1.3M	0.74%
41	DIMENSIONAL ETF TRUST	25434V500	18,115	$1.2M	0.73%
42	COLUMBIA ETF TR I	19761L854	26,170	$1.2M	0.72%
43	VERIZON COMMUNICATIONS INC	VZ	27,063	$1.2M	0.70%
44	DIMENSIONAL ETF TRUST	25434V872	27,389	$1.2M	0.69%
45	INVESCO QQQ TR	IVZ	1,948	$1.2M	0.68%
46	ISHARES TR	46435G425	7,848	$1.1M	0.67%
47	VANECK ETF TRUST	92189F437	38,356	$1.1M	0.67%
48	ISHARES TR	464287614	2,318	$1.1M	0.64%
49	ISHARES TR	464287671	6,465	$1.1M	0.62%
50	MICROSOFT CORP	MSFT	2,000	$1.0M	0.61%
51	ISHARES TR	464287804	8,439	$1.0M	0.59%
52	DIMENSIONAL ETF TRUST	25434V609	16,681	$970,982	0.57%
53	ISHARES TR	464287465	10,224	$954,609	0.56%
54	ISHARES TR	464287457	11,384	$944,421	0.55%
55	NVIDIA CORPORATION	NVDA	4,836	$902,214	0.53%
56	SPDR SERIES TRUST	78468R853	19,122	$885,738	0.52%
57	J P MORGAN EXCHANGE TRADED F	46641Q332	15,006	$856,822	0.50%
58	ISHARES TR	464287440	8,737	$842,801	0.49%
59	LEGG MASON ETF INVT	52468L505	23,636	$821,334	0.48%
60	VICTORY PORTFOLIOS II	92647N824	11,738	$783,382	0.46%
61	DIMENSIONAL ETF TRUST	25434V831	19,981	$754,664	0.44%
62	ALTRIA GROUP INC	MO	11,328	$748,342	0.44%
63	AMERICAN CENTY ETF TR	025072323	12,860	$736,241	0.43%
64	ISHARES TR	464287879	6,636	$733,829	0.43%
65	ISHARES TR	464288513	8,940	$725,870	0.42%
66	ISHARES TR	464288638	13,174	$712,576	0.42%
67	J P MORGAN EXCHANGE TRADED F	46641Q159	15,333	$711,625	0.42%
68	ALPHABET INC	GOOG	2,913	$708,032	0.41%
69	VANGUARD SCOTTSDALE FDS	92206C706	11,408	$684,802	0.40%
70	JPMORGAN CHASE & CO.	VYLD	2,169	$684,273	0.40%
71	FIRST TR EXCHNG TRADED FD VI	33740F755	20,053	$670,166	0.39%
72	J P MORGAN EXCHANGE TRADED F	46641Q670	14,093	$670,137	0.39%
73	VANGUARD SCOTTSDALE FDS	92206C573	8,476	$664,366	0.39%
74	ISHARES TR	464287499	6,419	$619,736	0.36%
75	GOLDMAN SACHS ETF TR	NVGLF	4,728	$615,933	0.36%
76	VANGUARD INDEX FDS	922908611	2,950	$615,733	0.36%
77	DIMENSIONAL ETF TRUST	25434V104	13,233	$605,553	0.35%
78	ISHARES TR	464287598	2,938	$598,059	0.35%
79	VANGUARD INTL EQUITY INDEX F	922042858	10,832	$586,855	0.34%
80	VANGUARD SCOTTSDALE FDS	92206C870	6,951	$584,641	0.34%
81	INVESCO EXCH TRD SLF IDX FD	IVZ	9,609	$579,009	0.34%
82	EXXON MOBIL CORP	XOM	5,123	$577,609	0.34%
83	VANGUARD INDEX FDS	922908744	3,038	$566,606	0.33%
84	FIDELITY COVINGTON TRUST	31609A404	15,984	$563,899	0.33%
85	WISDOMTREE TR	WT	14,820	$561,444	0.33%
86	VANGUARD STAR FDS	921909768	7,599	$558,193	0.33%
87	UNITEDHEALTH GROUP INC	UNH	1,615	$557,658	0.33%
88	WELLS FARGO CO NEW	949746101	6,598	$553,008	0.32%
89	J P MORGAN EXCHANGE TRADED F	46654Q724	8,458	$549,796	0.32%
90	AT&T INC	T-PC	19,168	$541,307	0.32%
91	META PLATFORMS INC	META	725	$532,483	0.31%
92	VANGUARD INDEX FDS	922908595	1,779	$529,354	0.31%
93	TESLA INC	TSLA	1,167	$518,841	0.30%
94	SELECT SECTOR SPDR TR	81369Y886	5,945	$518,486	0.30%
95	ISHARES TR	464287242	4,628	$515,935	0.30%
96	ISHARES TR	464287200	754	$504,552	0.30%
97	QUALCOMM INC	QCOM	3,021	$502,552	0.29%
98	WP CAREY INC	92936U109	7,406	$500,445	0.29%
99	ISHARES TR	464287887	3,488	$493,577	0.29%
100	VANGUARD BD INDEX FDS	921937835	6,598	$490,717	0.29%
101	FIDELITY COVINGTON TRUST	316092113	12,909	$481,108	0.28%
102	ISHARES INC	46434G103	6,836	$450,633	0.26%
103	BANK AMERICA CORP	060505104	8,680	$447,805	0.26%
104	TEXAS INSTRS INC	882508104	2,401	$441,188	0.26%
105	INVESCO EXCHANGE TRADED FD T	IVZ	4,080	$428,221	0.25%
106	PALANTIR TECHNOLOGIES INC	PLTR	2,338	$426,468	0.25%
107	VANGUARD INDEX FDS	922908769	1,293	$424,448	0.25%
108	VANGUARD CHARLOTTE FDS	92203J407	8,386	$414,782	0.24%
109	ABBVIE INC	ABBV	1,786	$413,565	0.24%
110	IRON MTN INC DEL	46284V101	4,030	$410,790	0.24%
111	MCDONALDS CORP	MCD	1,302	$395,735	0.23%
112	ISHARES TR	464288760	1,809	$378,474	0.22%
113	FRANKLIN TEMPLETON ETF TR	FGDL	6,672	$376,643	0.22%
114	SCHWAB STRATEGIC TR	808524300	11,663	$372,164	0.22%
115	J P MORGAN EXCHANGE TRADED F	46641Q647	7,172	$361,960	0.21%
116	BERKSHIRE HATHAWAY INC DEL	BRK-A	665	$334,113	0.20%
117	WISDOMTREE TR	WT	6,717	$330,153	0.19%
118	ISHARES TR	464287150	2,210	$321,911	0.19%
119	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,142	$319,039	0.19%
120	FIRST TR EXCHNG TRADED FD VI	33740F888	12,557	$316,292	0.19%
121	ASTRAZENECA PLC	AZN	4,002	$307,056	0.18%
122	INVESCO EXCH TRD SLF IDX FD	IVZ	17,573	$296,984	0.17%
123	INVESCO EXCH TRD SLF IDX FD	IVZ	15,747	$296,201	0.17%
124	INVESCO EXCH TRD SLF IDX FD	IVZ	14,376	$295,714	0.17%
125	INVESCO EXCH TRD SLF IDX FD	IVZ	14,964	$294,940	0.17%
126	INVESCO EXCH TRD SLF IDX FD	IVZ	15,053	$294,437	0.17%
127	ISHARES TR	464287655	1,205	$291,530	0.17%
128	INVESCO EXCH TRD SLF IDX FD	IVZ	13,981	$289,267	0.17%
129	ISHARES TR	464288802	2,117	$287,193	0.17%
130	ISHARES TR	464288414	2,672	$284,589	0.17%
131	INVESCO EXCH TRD SLF IDX FD	IVZ	16,472	$274,753	0.16%
132	VANGUARD INDEX FDS	922908553	2,986	$273,009	0.16%
133	ISHARES TR	46432F842	3,089	$269,684	0.16%
134	DIGITAL RLTY TR INC	253868103	1,559	$269,597	0.16%
135	SPDR SERIES TRUST	78468R622	2,743	$268,774	0.16%
136	VICTORY PORTFOLIOS II	92647N535	5,229	$266,627	0.16%
137	ISHARES TR	464287176	2,378	$264,505	0.15%
138	VANGUARD INDEX FDS	922908629	889	$261,184	0.15%
139	ISHARES TR	46429B267	11,171	$258,265	0.15%
140	CATERPILLAR INC	CAT	535	$255,148	0.15%
141	PFIZER INC	PFE	10,003	$254,868	0.15%
142	SSGA ACTIVE ETF TR	78467V608	6,010	$249,896	0.15%
143	ALPHABET INC	GOOG	1,024	$249,326	0.15%
144	VANGUARD MUN BD FDS	922907746	4,833	$241,974	0.14%
145	ISHARES TR	46432F396	940	$241,141	0.14%
146	ISHARES TR	464288687	7,476	$236,394	0.14%
147	ROYAL BK CDA	780087102	1,603	$236,154	0.14%
148	ISHARES TR	464287481	1,653	$235,403	0.14%
149	CHEVRON CORP NEW	CVX	1,512	$234,751	0.14%
150	METLIFE INC	MET-PF	2,804	$230,942	0.14%
151	AEROVIRONMENT INC	AVAV	723	$227,665	0.13%
152	WISDOMTREE TR	WT	5,466	$217,981	0.13%
153	WISDOMTREE TR	WT	6,283	$211,608	0.12%
154	HOME DEPOT INC	HD	520	$210,513	0.12%
155	MORGAN STANLEY	MS-PQ	1,323	$210,383	0.12%
156	GLOBAL X FDS	37954Y483	12,038	$204,766	0.12%
157	SPDR SERIES TRUST	78464A409	1,947	$203,499	0.12%
158	ISHARES TR	464287622	547	$200,018	0.12%
159	PHILIP MORRIS INTL INC	718172109	1,216	$197,239	0.12%
160	WALMART INC	WMT	1,881	$193,829	0.11%
161	NVIDIA CORPORATION	NVDA	348	$64,930	0.04%
162	APPLE INC	AAPL	244	$62,130	0.04%
163	MICROSOFT CORP	MSFT	118	$61,118	0.04%
164	AMAZON COM INC	AMZN	148	$32,496	0.02%
165	META PLATFORMS INC	META	37	$27,172	0.02%
166	CERAGON NETWORKS LTD	CRNT	10,744	$25,034	0.01%
167	ALPHABET INC	GOOG	100	$24,310	0.01%
168	TESLA INC	TSLA	45	$20,012	0.01%
169	ALPHABET INC	GOOG	74	$18,023	0.01%
170	BERKSHIRE HATHAWAY INC DEL	BRK-A	31	$15,585	0.01%
171	JPMORGAN CHASE & CO.	VYLD	40	$12,617	0.01%
172	WALMART INC	WMT	106	$10,924	0.01%
173	HOME DEPOT INC	HD	20	$8,104	0.00%
174	EXXON MOBIL CORP	XOM	70	$7,893	0.00%
175	PALANTIR TECHNOLOGIES INC	PLTR	40	$7,297	0.00%
176	ABBVIE INC	ABBV	29	$6,715	0.00%
177	UNITEDHEALTH GROUP INC	UNH	16	$5,525	0.00%
178	BANK AMERICA CORP	060505104	96	$4,953	0.00%
179	QUALCOMM INC	QCOM	29	$4,824	0.00%
180	CATERPILLAR INC	CAT	10	$4,772	0.00%
181	CHEVRON CORP NEW	CVX	30	$4,659	0.00%
182	MCDONALDS CORP	MCD	15	$4,558	0.00%
183	MORGAN STANLEY	MS-PQ	26	$4,133	0.00%
184	PHILIP MORRIS INTL INC	718172109	24	$3,893	0.00%
185	WELLS FARGO CO NEW	949746101	41	$3,437	0.00%
186	AT&T INC	T-PC	104	$2,937	0.00%
187	PFIZER INC	PFE	106	$2,701	0.00%
188	VERIZON COMMUNICATIONS INC	VZ	52	$2,285	0.00%
189	TEXAS INSTRS INC	882508104	10	$1,837	0.00%
190	METLIFE INC	MET-PF	13	$1,071	0.00%
191	ALTRIA GROUP INC	MO	16	$1,057	0.00%
192	IRON MTN INC DEL	46284V101	8	$816	0.00%