Axis Wealth Partners, LLC 13F Holdings
CIK 0002052531 · EAST PROVIDENCE, RI
As of Sep 30, 2025, Axis Wealth Partners, LLC reported 161 positions worth
CIK 0002052531 · EAST PROVIDENCE, RI
As of Sep 30, 2025, Axis Wealth Partners, LLC reported 161 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 10,380 | $6.4M | 3.72% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 70,939 | $6.3M | 3.69% |
| FIDELITY TOTAL BOND ETF | FBND | — | 134,817 | $6.2M | 3.65% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 70,616 | $6.0M | 3.50% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 147,926 | $4.0M | 2.36% |
| APPLE INC | AAPL | Technology | 15,383 | $3.9M | 2.29% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 8,094 | $3.9M | 2.27% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 67,639 | $3.8M | 2.21% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 16,174 | $3.5M | 2.04% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 92,360 | $3.4M | 1.96% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 74,892 | $3.3M | 1.96% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 15,514 | $3.2M | 1.88% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,752 | $3.2M | 1.85% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 64,743 | $3.1M | 1.80% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 25,147 | $3.0M | 1.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 50,875 | $2.8M | 1.65% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 42,857 | $2.8M | 1.64% |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | DEM | — | 56,169 | $2.6M | 1.51% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 67,528 | $2.5M | 1.48% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 22,192 | $2.2M | 1.30% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 14,838 | $2.1M | 1.22% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 52,026 | $2.0M | 1.17% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 15,411 | $2.0M | 1.17% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 16,647 | .9M | 1.11% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 17,495 | .8M | 1.03% |