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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002052531

Axis Wealth Partners, LLC

EAST PROVIDENCE, RI · File #028-24811

Latest AUM
$181.0M
Positions
167
Top-10 Concentration
39.0%
Filings
5

Sector Allocation

Financials
11.1%$20.1M
Technology
4.0%$7.2M
Industrials
1.6%$2.9M
Healthcare
1.0%$1.8M
Energy
0.5%$815,504

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836310,353$6.5M5.21%
2WISDOMTREE TRWT71,842$6.4M5.16%
3FIDELITY MERRIMACK STR TR316188309138,260$6.4M5.11%
4VANGUARD WHITEHALL FDS92194679469,940$6.3M5.05%
5VANGUARD INDEX FDS9229087368,383$4.1M3.28%
6APPLE INCAAPL14,972$4.1M3.27%
7SCHWAB STRATEGIC TR808524797145,872$4.0M3.21%
8FIDELITY COVINGTON TRUST31609284067,075$3.8M3.05%
9VANGUARD SPECIALIZED FUNDS92190884416,100$3.5M2.84%
10DIMENSIONAL ETF TRUST25434V72475,855$3.5M2.84%
11DIMENSIONAL ETF TRUST25434V20392,556$3.5M2.83%
12VICTORY PORTFOLIOS II92647N52769,150$3.3M2.63%
13SPDR S&P 500 ETF TRSPY4,735$3.2M2.59%
14SPDR SERIES TRUST78464A50851,996$3.0M2.37%
15VICTORY PORTFOLIOS II92647X83070,826$2.8M2.24%
16WISDOMTREE TRWT56,641$2.6M2.12%
17ISHARES TR46428770519,414$2.6M2.05%
18XYLEM INCXYL18,706$2.5M2.04%
19ISHARES TR46428730920,487$2.5M2.03%
20VANGUARD SCOTTSDALE FDS92206C71426,717$2.5M1.98%