13F HOLDINGS REPORT

Axis Wealth Partners, LLC

Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0002063364-26-000048

Total Value

$181.0M

Positions

167

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (167)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	10,353	$6.5M	3.59%
2	WISDOMTREE TR	WT	71,842	$6.4M	3.55%
3	FIDELITY MERRIMACK STR TR	316188309	138,260	$6.4M	3.52%
4	VANGUARD WHITEHALL FDS	921946794	69,940	$6.3M	3.48%
5	VANGUARD INDEX FDS	922908736	8,383	$4.1M	2.26%
6	APPLE INC	AAPL	14,972	$4.1M	2.25%
7	SCHWAB STRATEGIC TR	808524797	145,872	$4.0M	2.21%
8	FIDELITY COVINGTON TRUST	316092840	67,075	$3.8M	2.10%
9	VANGUARD SPECIALIZED FUNDS	921908844	16,100	$3.5M	1.95%
10	DIMENSIONAL ETF TRUST	25434V724	75,855	$3.5M	1.95%
11	DIMENSIONAL ETF TRUST	25434V203	92,556	$3.5M	1.95%
12	VICTORY PORTFOLIOS II	92647N527	69,150	$3.3M	1.81%
13	SPDR S&P 500 ETF TR	SPY	4,735	$3.2M	1.78%
14	SPDR SERIES TRUST	78464A508	51,996	$3.0M	1.63%
15	VICTORY PORTFOLIOS II	92647X830	70,826	$2.8M	1.54%
16	WISDOMTREE TR	WT	56,641	$2.6M	1.46%
17	ISHARES TR	464287705	19,414	$2.6M	1.41%
18	XYLEM INC	XYL	18,706	$2.5M	1.41%
19	ISHARES TR	464287309	20,487	$2.5M	1.39%
20	VANGUARD SCOTTSDALE FDS	92206C714	26,717	$2.5M	1.36%
21	ISHARES TR	464287408	11,462	$2.4M	1.34%
22	ISHARES TR	464287226	22,870	$2.3M	1.26%
23	DIMENSIONAL ETF TRUST	25434V708	56,969	$2.3M	1.25%
24	VANGUARD SCOTTSDALE FDS	92206C680	17,630	$2.1M	1.19%
25	VANGUARD WHITEHALL FDS	921946406	14,864	$2.1M	1.18%
26	ISHARES TR	464287507	31,995	$2.1M	1.17%
27	ISHARES TR	464287606	20,926	$2.0M	1.12%
28	SLIDE INS HLDGS INC	831349105	101,751	$2.0M	1.09%
29	ISHARES TR	464288885	17,156	$2.0M	1.08%
30	AMAZON COM INC	AMZN	7,899	$1.8M	1.01%
31	VANGUARD ADMIRAL FDS INC	921932505	3,936	$1.8M	0.97%
32	INVESCO EXCHANGE TRADED FD T	IVZ	8,984	$1.7M	0.95%
33	ISHARES TR	464288877	21,404	$1.5M	0.84%
34	COLUMBIA ETF TR I	19761L706	37,158	$1.5M	0.84%
35	VANGUARD TAX-MANAGED FDS	921943858	24,191	$1.5M	0.83%
36	ISHARES TR	464288448	34,516	$1.4M	0.75%
37	SPDR SERIES TRUST	78464A763	9,464	$1.3M	0.73%
38	WISDOMTREE TR	WT	12,980	$1.3M	0.72%
39	INVESCO EXCHANGE TRADED FD T	IVZ	62,823	$1.3M	0.71%
40	DIMENSIONAL ETF TRUST	25434V500	18,326	$1.3M	0.71%
41	J P MORGAN EXCHANGE TRADED F	46654Q609	13,748	$1.3M	0.70%
42	VANGUARD SCOTTSDALE FDS	92206C409	15,980	$1.3M	0.70%
43	DIMENSIONAL ETF TRUST	25434V872	28,874	$1.2M	0.68%
44	COLUMBIA ETF TR I	19761L854	25,602	$1.2M	0.67%
45	INVESCO QQQ TR	IVZ	1,949	$1.2M	0.66%
46	ISHARES TR	46435G425	7,831	$1.2M	0.64%
47	VANECK ETF TRUST	92189F437	39,320	$1.2M	0.64%
48	VERIZON COMMUNICATIONS INC	VZ	26,901	$1.1M	0.61%
49	ISHARES TR	46436E718	10,686	$1.1M	0.59%
50	ISHARES TR	464287614	2,255	$1.1M	0.59%
51	VICTORY PORTFOLIOS II	92647N535	20,943	$1.1M	0.59%
52	NVIDIA CORPORATION	NVDA	5,655	$1.1M	0.58%
53	ISHARES TR	464287804	8,771	$1.1M	0.58%
54	MICROSOFT CORP	MSFT	2,157	$1.0M	0.58%
55	ISHARES TR	464287671	6,181	$1.0M	0.57%
56	DIMENSIONAL ETF TRUST	25434V609	17,004	$1.0M	0.56%
57	ISHARES TR	464287879	8,454	$961,350	0.53%
58	LEGG MASON ETF INVT	52468L505	25,978	$956,510	0.53%
59	ALPHABET INC	GOOG	3,034	$949,520	0.52%
60	SPDR SERIES TRUST	78468R853	19,117	$895,834	0.49%
61	J P MORGAN EXCHANGE TRADED F	46641Q332	15,486	$886,441	0.49%
62	DIMENSIONAL ETF TRUST	25434V831	22,439	$853,355	0.47%
63	AMERICAN CENTY ETF TR	025072323	13,012	$764,298	0.42%
64	ISHARES TR	464287465	7,953	$763,695	0.42%
65	ISHARES TR	464287457	9,175	$759,885	0.42%
66	VICTORY PORTFOLIOS II	92647N824	11,302	$744,675	0.41%
67	J P MORGAN EXCHANGE TRADED F	46641Q159	15,790	$730,904	0.40%
68	FIRST TR EXCHNG TRADED FD VI	33740F755	20,502	$702,393	0.39%
69	JPMORGAN CHASE & CO.	VYLD	2,176	$701,222	0.39%
70	J P MORGAN EXCHANGE TRADED F	46641Q670	14,717	$696,837	0.38%
71	VANGUARD SCOTTSDALE FDS	92206C706	11,545	$691,901	0.38%
72	VANGUARD SCOTTSDALE FDS	92206C573	8,594	$667,231	0.37%
73	ALTRIA GROUP INC	MO	11,338	$653,737	0.36%
74	ISHARES TR	464287887	4,487	$633,444	0.35%
75	VANGUARD INTL EQUITY INDEX F	922042858	11,592	$623,213	0.34%
76	GOLDMAN SACHS ETF TR	NVGLF	4,691	$620,900	0.34%
77	VANGUARD INDEX FDS	922908744	3,250	$620,679	0.34%
78	ISHARES TR	464287598	2,949	$620,248	0.34%
79	DIMENSIONAL ETF TRUST	25434V104	13,188	$617,215	0.34%
80	WELLS FARGO CO NEW	949746101	6,513	$606,971	0.34%
81	VANGUARD INDEX FDS	922908611	2,861	$605,926	0.33%
82	J P MORGAN EXCHANGE TRADED F	46654Q724	9,114	$605,419	0.33%
83	INVESCO EXCH TRD SLF IDX FD	IVZ	9,885	$604,285	0.33%
84	ISHARES TR	464287499	6,174	$594,387	0.33%
85	WISDOMTREE TR	WT	15,486	$588,775	0.33%
86	EXXON MOBIL CORP	XOM	4,845	$583,010	0.32%
87	FIDELITY COVINGTON TRUST	31609A404	15,926	$582,583	0.32%
88	VANGUARD STAR FDS	921909768	7,468	$563,393	0.31%
89	VANGUARD SCOTTSDALE FDS	92206C870	6,610	$553,626	0.31%
90	QUALCOMM INC	QCOM	3,225	$551,660	0.30%
91	UNITEDHEALTH GROUP INC	UNH	1,622	$535,574	0.30%
92	BANK AMERICA CORP	060505104	9,615	$528,810	0.29%
93	INVESCO EXCH TRD SLF IDX FD	IVZ	30,948	$523,640	0.29%
94	INVESCO EXCH TRD SLF IDX FD	IVZ	27,771	$523,067	0.29%
95	INVESCO EXCH TRD SLF IDX FD	IVZ	26,484	$522,794	0.29%
96	INVESCO EXCH TRD SLF IDX FD	IVZ	25,376	$522,746	0.29%
97	INVESCO EXCH TRD SLF IDX FD	IVZ	26,666	$521,987	0.29%
98	VANGUARD INDEX FDS	922908595	1,726	$521,293	0.29%
99	ISHARES TR	464287200	745	$509,944	0.28%
100	SELECT SECTOR SPDR TR	81369Y886	11,895	$507,807	0.28%
101	INVESCO EXCH TRD SLF IDX FD	IVZ	30,029	$501,334	0.28%
102	ISHARES TR	464288638	9,289	$500,507	0.28%
103	MCDONALDS CORP	MCD	1,637	$500,186	0.28%
104	FIDELITY COVINGTON TRUST	316092113	12,831	$489,746	0.27%
105	VANGUARD BD INDEX FDS	921937835	6,570	$486,634	0.27%
106	META PLATFORMS INC	META	727	$480,074	0.27%
107	AT&T INC	T-PC	19,042	$473,010	0.26%
108	ISHARES TR	464287440	4,877	$469,000	0.26%
109	VANGUARD CHARLOTTE FDS	92203J407	9,472	$457,703	0.25%
110	VANGUARD INDEX FDS	922908769	1,360	$456,007	0.25%
111	ISHARES TR	464287242	4,120	$453,980	0.25%
112	TESLA INC	TSLA	1,007	$452,720	0.25%
113	WP CAREY INC	92936U109	7,030	$452,466	0.25%
114	ISHARES TR	464288513	5,335	$430,166	0.24%
115	TEXAS INSTRS INC	882508104	2,387	$414,126	0.23%
116	PALANTIR TECHNOLOGIES INC	PLTR	2,323	$412,884	0.23%
117	ABBVIE INC	ABBV	1,776	$405,800	0.22%
118	INVESCO EXCHANGE TRADED FD T	IVZ	3,896	$398,994	0.22%
119	ISHARES TR	464288760	1,809	$388,294	0.21%
120	SCHWAB STRATEGIC TR	808524300	11,673	$380,776	0.21%
121	ASTRAZENECA PLC	AZN	4,032	$370,689	0.20%
122	J P MORGAN EXCHANGE TRADED F	46641Q647	7,223	$364,780	0.20%
123	FRANKLIN TEMPLETON ETF TR	FGDL	6,408	$360,524	0.20%
124	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,162	$353,044	0.20%
125	IRON MTN INC DEL	46284V101	4,031	$334,411	0.18%
126	BERKSHIRE HATHAWAY INC DEL	BRK-A	665	$334,053	0.18%
127	ISHARES TR	46432F396	1,331	$333,106	0.18%
128	ISHARES TR	464287150	2,233	$331,980	0.18%
129	FIRST TR EXCHNG TRADED FD VI	33740F888	13,058	$328,663	0.18%
130	WISDOMTREE TR	WT	6,339	$327,104	0.18%
131	COLUMBIA ETF TR I	19761L888	16,454	$311,392	0.17%
132	ALPHABET INC	GOOG	983	$308,440	0.17%
133	CATERPILLAR INC	CAT	536	$306,775	0.17%
134	ISHARES TR	464288802	2,122	$295,692	0.16%
135	ISHARES TR	464288414	2,745	$294,043	0.16%
136	ISHARES TR	464287655	1,180	$290,512	0.16%
137	DIMENSIONAL ETF TRUST	25434V799	8,384	$288,913	0.16%
138	ISHARES INC	46434G103	4,251	$285,740	0.16%
139	VANGUARD INDEX FDS	922908629	960	$278,673	0.15%
140	VANGUARD INDEX FDS	922908553	3,095	$273,904	0.15%
141	ROYAL BK CDA	780087102	1,603	$273,295	0.15%
142	SPDR SERIES TRUST	78468R622	2,790	$271,222	0.15%
143	ISHARES TR	46434V613	5,713	$265,886	0.15%
144	PFIZER INC	PFE	10,366	$258,117	0.14%
145	DIGITAL RLTY TR INC	253868103	1,610	$249,152	0.14%
146	SSGA ACTIVE ETF TR	78467V608	5,992	$247,290	0.14%
147	VANGUARD MUN BD FDS	922907746	4,887	$245,788	0.14%
148	ISHARES TR	46429B267	10,630	$244,767	0.14%
149	WISDOMTREE TR	WT	5,807	$240,876	0.13%
150	COCA COLA CO	KO	3,413	$238,572	0.13%
151	MORGAN STANLEY	MS-PQ	1,323	$234,960	0.13%
152	CHEVRON CORP NEW	CVX	1,525	$232,494	0.13%
153	ISHARES TR	464288687	7,434	$230,171	0.13%
154	DIMENSIONAL ETF TRUST	25434V583	4,237	$229,095	0.13%
155	VANGUARD BD INDEX FDS	921937827	2,898	$228,411	0.13%
156	METLIFE INC	MET-PF	2,856	$225,431	0.12%
157	ISHARES TR	464287481	1,618	$221,620	0.12%
158	JOHNSON & JOHNSON	JNJ	1,059	$219,127	0.12%
159	GLOBAL X FDS	37954Y483	12,041	$212,764	0.12%
160	WISDOMTREE TR	WT	6,290	$210,409	0.12%
161	J P MORGAN EXCHANGE TRADED F	46641Q761	3,329	$210,309	0.12%
162	WALMART INC	WMT	1,871	$208,419	0.12%
163	ISHARES TR	464287622	557	$207,852	0.11%
164	COLUMBIA ETF TR I	19761L862	5,530	$206,106	0.11%
165	SCHWAB STRATEGIC TR	808524631	7,662	$202,430	0.11%
166	COLUMBIA ETF TR I	19761L888	10,528	$199,251	0.11%
167	CERAGON NETWORKS LTD	CRNT	10,744	$22,562	0.01%