Axis Wealth Partners, LLC

CIK 0002052531 • 6 13F filings • Apr 28, 2025 – Jul 28, 2026

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Filer information

Filed by: Axis Wealth Partners, LLC, Filing Agent
Address: 400 MASSASOIT AVENUE, SUITE 112, EAST PROVIDENCE, RI, 02914
Phone: 401-466-6010
AUM: $181.0M

AUM over time

$208.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $181.0M163 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$406K	0.2%Prev: 0.2%	1,776 SH	Decreased-39 SH
ALPHABET INC	CAP STK CL A	$950K	0.5%Prev: 0.4%	3,034 SH	Increased+21 SH
ALPHABET INC	CAP STK CL C	$308K	0.2%Prev: 0.2%	983 SH	Increased-115 SH
ALTRIA GROUP INC	COM	$654K	0.4%Prev: 0.4%	11,338 SH	Decreased-6 SH
AMAZON COM INC	COM	$1.8M	1.0%Prev: 1.0%	7,899 SH	Increased+50 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$764K	0.4%Prev: 0.4%	13,012 SH	Increased+152 SH
APPLE INC	COM	$4.1M	2.2%Prev: 2.3%	14,972 SH	Increased-411 SH
ASTRAZENECA PLC	SPONSORED ADR	$371K	0.2%Prev: 0.2%	4,032 SH	Increased+30 SH
AT&T INC	COM	$473K	0.3%Prev: 0.3%	19,042 SH	Decreased-230 SH
BANK AMERICA CORP	COM	$529K	0.3%Prev: 0.3%	9,615 SH	Increased+839 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$334K	0.2%Prev: 0.2%	665 SH	Decreased-31 SH
CATERPILLAR INC	COM	$307K	0.2%Prev: 0.2%	536 SH	Increased-9 SH
CERAGON NETWORKS LTD	ORD	$23K	0.0%Prev: 0.0%	10,744 SH	Decreased
CHEVRON CORP NEW	COM	$232K	0.1%Prev: 0.1%	1,525 SH	Decreased-17 SH
COCA COLA CO	COM	$239K	0.1%	3,413 SH	New
COLUMBIA ETF TR I	INTERNATIONAL EQ	$206K	0.1%	5,530 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$1.5M	0.8%Prev: 0.9%	37,158 SH	Increased+676 SH
COLUMBIA ETF TR I	SHORT DURATION	$511K	0.3%	26,982 SH	New
COLUMBIA ETF TR I	US EQUITY INCOME	$1.2M	0.7%Prev: 0.7%	25,602 SH	Decreased-568 SH
DIGITAL RLTY TR INC	COM	$249K	0.1%Prev: 0.2%	1,610 SH	Decreased+51 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.2M	0.7%Prev: 0.7%	28,874 SH	Increased+1,485 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$229K	0.1%	4,237 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.5M	1.9%Prev: 2.0%	92,556 SH	Increased+196 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$289K	0.2%	8,384 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$617K	0.3%Prev: 0.4%	13,188 SH	Increased-45 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.3M	1.2%Prev: 1.2%	56,969 SH	Increased+4,943 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$853K	0.5%Prev: 0.4%	22,439 SH	Increased+2,458 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.5M	2.0%Prev: 2.0%	75,855 SH	Increased+963 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.3M	0.7%Prev: 0.7%	18,326 SH	Increased+211 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.0M	0.6%Prev: 0.6%	17,004 SH	Increased+323 SH
EXXON MOBIL CORP	COM	$583K	0.3%Prev: 0.3%	4,845 SH	Decreased-348 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$583K	0.3%Prev: 0.3%	15,926 SH	Increased-58 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$490K	0.3%Prev: 0.3%	12,831 SH	Increased-78 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$3.8M	2.1%Prev: 2.2%	67,075 SH	Increased-564 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.4M	3.5%Prev: 3.6%	138,260 SH	Increased+3,443 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$702K	0.4%Prev: 0.4%	20,502 SH	Increased+449 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$329K	0.2%Prev: 0.2%	13,058 SH	Increased+501 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$361K	0.2%Prev: 0.2%	6,408 SH	Decreased-264 SH
GLOBAL X FDS	NASDAQ 100 COVER	$213K	0.1%Prev: 0.1%	12,041 SH	Increased+3 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$621K	0.3%Prev: 0.4%	4,691 SH	Increased-37 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$523K	0.3%Prev: 0.2%	27,771 SH	Increased+12,024 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$501K	0.3%Prev: 0.2%	30,029 SH	Increased+13,557 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$522K	0.3%Prev: 0.2%	26,666 SH	Increased+11,613 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$523K	0.3%Prev: 0.2%	26,484 SH	Increased+11,520 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$524K	0.3%Prev: 0.2%	30,948 SH	Increased+13,375 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$523K	0.3%Prev: 0.2%	25,376 SH	Increased+11,000 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$604K	0.3%Prev: 0.3%	9,885 SH	Increased+276 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$1.3M	0.7%Prev: 0.8%	62,823 SH	Decreased-239 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$399K	0.2%Prev: 0.3%	3,896 SH	Decreased-184 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	1.0%Prev: 1.0%	8,984 SH	Increased+161 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.7%Prev: 0.7%	1,949 SH	Increased+1 SH
IRON MTN INC DEL	COM	$334K	0.2%Prev: 0.2%	4,031 SH	Decreased-7 SH
ISHARES INC	CORE MSCI EMKT	$286K	0.2%Prev: 0.3%	4,251 SH	Decreased-2,585 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	0.6%Prev: 1.0%	10,686 SH	Decreased-6,809 SH
ISHARES TR	1 3 YR TREAS BD	$760K	0.4%Prev: 0.6%	9,175 SH	Decreased-2,209 SH
ISHARES TR	7-10 YR TRSY BD	$469K	0.3%Prev: 0.5%	4,877 SH	Decreased-3,860 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	1.2%Prev: 1.6%	31,995 SH	Decreased-10,862 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.6%Prev: 0.6%	8,771 SH	Increased+332 SH
ISHARES TR	CORE S&P TTL STK	$332K	0.2%Prev: 0.2%	2,233 SH	Increased+23 SH
ISHARES TR	CORE S&P US GWT	$1.0M	0.6%Prev: 0.6%	6,181 SH	Decreased-284 SH
ISHARES TR	CORE S&P500 ETF	$510K	0.3%Prev: 0.3%	745 SH	Increased-9 SH
ISHARES TR	CORE UNIVRSL USD	$266K	0.1%	5,713 SH	New
ISHARES TR	CORE US AGGBD ET	$2.3M	1.3%Prev: 1.3%	22,870 SH	Increased+678 SH
ISHARES TR	EAFE GRWTH ETF	$2.0M	1.1%Prev: 1.1%	17,156 SH	Increased+509 SH
ISHARES TR	EAFE VALUE ETF	$1.5M	0.8%Prev: 0.8%	21,404 SH	Increased+409 SH
ISHARES TR	ESG AWR MSCI USA	$1.2M	0.6%Prev: 0.7%	7,831 SH	Increased-17 SH
ISHARES TR	ESG OPTIMIZED	$296K	0.2%Prev: 0.2%	2,122 SH	Increased+5 SH
ISHARES TR	IBOXX HI YD ETF	$430K	0.2%Prev: 0.4%	5,335 SH	Decreased-3,605 SH
ISHARES TR	IBOXX INV CP ETF	$454K	0.3%Prev: 0.3%	4,120 SH	Decreased-508 SH
ISHARES TR	INTL SEL DIV ETF	$1.4M	0.8%Prev: 0.7%	34,516 SH	Increased+98 SH
ISHARES TR	ISHS 5-10YR INVT	$501K	0.3%Prev: 0.4%	9,289 SH	Decreased-3,885 SH
ISHARES TR	MSCI EAFE ETF	$764K	0.4%Prev: 0.6%	7,953 SH	Decreased-2,271 SH
ISHARES TR	MSCI USA MMENTM	$333K	0.2%Prev: 0.1%	1,331 SH	Increased+391 SH
ISHARES TR	NATIONAL MUN ETF	$294K	0.2%Prev: 0.2%	2,745 SH	Increased+73 SH
ISHARES TR	PFD AND INCM SEC	$230K	0.1%Prev: 0.1%	7,434 SH	Decreased-42 SH
ISHARES TR	RUS 1000 ETF	$208K	0.1%Prev: 0.1%	557 SH	Increased+10 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.6%Prev: 0.6%	2,255 SH	Decreased-63 SH
ISHARES TR	RUS 1000 VAL ETF	$620K	0.3%Prev: 0.4%	2,949 SH	Increased+11 SH
ISHARES TR	RUS MD CP GR ETF	$222K	0.1%Prev: 0.1%	1,618 SH	Decreased-35 SH
ISHARES TR	RUS MID CAP ETF	$594K	0.3%Prev: 0.4%	6,174 SH	Decreased-245 SH
ISHARES TR	RUSSELL 2000 ETF	$291K	0.2%Prev: 0.2%	1,180 SH	Decreased-25 SH
ISHARES TR	S&P 500 GRWT ETF	$2.5M	1.4%Prev: 1.8%	20,487 SH	Decreased-4,660 SH
ISHARES TR	S&P 500 VAL ETF	$2.4M	1.3%Prev: 1.9%	11,462 SH	Decreased-4,052 SH
ISHARES TR	S&P MC 400GR ETF	$2.0M	1.1%Prev: 1.0%	20,926 SH	Increased+3,489 SH
ISHARES TR	S&P MC 400VL ETF	$2.6M	1.4%Prev: 1.2%	19,414 SH	Increased+4,003 SH
ISHARES TR	S&P SML 600 GWT	$633K	0.3%Prev: 0.3%	4,487 SH	Increased+999 SH
ISHARES TR	SP SMCP600VL ETF	$961K	0.5%Prev: 0.4%	8,454 SH	Increased+1,818 SH
ISHARES TR	US AER DEF ETF	$388K	0.2%Prev: 0.2%	1,809 SH	Increased
ISHARES TR	US TREAS BD ETF	$245K	0.1%Prev: 0.2%	10,630 SH	Decreased-541 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.3M	0.7%Prev: 0.8%	13,748 SH	Decreased-205 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$697K	0.4%Prev: 0.4%	14,717 SH	Increased+624 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$886K	0.5%Prev: 0.5%	15,486 SH	Increased+480 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$605K	0.3%Prev: 0.3%	9,114 SH	Increased+656 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$731K	0.4%Prev: 0.4%	15,790 SH	Increased+457 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$365K	0.2%Prev: 0.2%	7,223 SH	Increased+51 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$210K	0.1%	3,329 SH	New
JOHNSON & JOHNSON	COM	$219K	0.1%	1,059 SH	New
JPMORGAN CHASE & CO.	COM	$701K	0.4%Prev: 0.4%	2,176 SH	Increased-33 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$957K	0.5%Prev: 0.5%	25,978 SH	Increased+2,342 SH
MCDONALDS CORP	COM	$500K	0.3%Prev: 0.2%	1,637 SH	Increased+320 SH
META PLATFORMS INC	CL A	$480K	0.3%Prev: 0.3%	727 SH	Decreased-35 SH
METLIFE INC	COM	$225K	0.1%Prev: 0.1%	2,856 SH	Decreased+39 SH
MICROSOFT CORP	COM	$1.0M	0.6%Prev: 0.6%	2,157 SH	Decreased+39 SH
MORGAN STANLEY	COM NEW	$235K	0.1%Prev: 0.1%	1,323 SH	Increased-26 SH
NVIDIA CORPORATION	COM	$1.1M	0.6%Prev: 0.6%	5,655 SH	Increased+471 SH
PALANTIR TECHNOLOGIES INC	CL A	$413K	0.2%Prev: 0.3%	2,323 SH	Decreased-55 SH
PFIZER INC	COM	$258K	0.1%Prev: 0.2%	10,366 SH	Increased+257 SH
QUALCOMM INC	COM	$552K	0.3%Prev: 0.3%	3,225 SH	Increased+175 SH
ROYAL BK CDA	COM	$273K	0.2%Prev: 0.1%	1,603 SH	Increased
SCHWAB STRATEGIC TR	HIGH YIELD BD ET	$202K	0.1%	7,662 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.0M	2.2%Prev: 2.4%	145,872 SH	Decreased-2,054 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$381K	0.2%Prev: 0.2%	11,673 SH	Increased+10 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$508K	0.3%	11,895 SH	New
SLIDE INS HLDGS INC	COM	$2.0M	1.1%	101,751 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.2M	1.8%Prev: 1.9%	4,735 SH	Increased-17 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.4M	3.0%	83,367 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$247K	0.1%	5,992 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$353K	0.2%Prev: 0.2%	1,162 SH	Increased+20 SH
TESLA INC	COM	$453K	0.3%Prev: 0.3%	1,007 SH	Decreased-205 SH
TEXAS INSTRS INC	COM	$414K	0.2%Prev: 0.3%	2,387 SH	Decreased-24 SH
UNITEDHEALTH GROUP INC	COM	$536K	0.3%Prev: 0.3%	1,622 SH	Decreased-9 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$1.2M	0.6%Prev: 0.7%	39,320 SH	Increased+964 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.8M	1.0%Prev: 1.0%	3,936 SH	Increased-19 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$228K	0.1%	2,898 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$487K	0.3%Prev: 0.3%	6,570 SH	Decreased-28 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$458K	0.3%Prev: 0.2%	9,472 SH	Increased+1,086 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.1M	2.3%Prev: 2.3%	8,383 SH	Increased+289 SH
VANGUARD INDEX FDS	MID CAP ETF	$279K	0.2%Prev: 0.2%	960 SH	Increased+71 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$274K	0.2%Prev: 0.2%	3,095 SH	Increased+109 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.5M	3.6%Prev: 3.7%	10,353 SH	Increased-27 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$606K	0.3%Prev: 0.4%	2,861 SH	Decreased-89 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$521K	0.3%Prev: 0.3%	1,726 SH	Decreased-53 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$456K	0.3%Prev: 0.2%	1,360 SH	Increased+67 SH
VANGUARD INDEX FDS	VALUE ETF	$621K	0.3%Prev: 0.3%	3,250 SH	Increased+212 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$623K	0.3%Prev: 0.3%	11,592 SH	Increased+760 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$246K	0.1%Prev: 0.1%	4,887 SH	Increased+54 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$554K	0.3%Prev: 0.3%	6,610 SH	Decreased-341 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$692K	0.4%Prev: 0.4%	11,545 SH	Increased+137 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	0.7%Prev: 0.7%	15,980 SH	Increased+83 SH
VANGUARD SCOTTSDALE FDS	TOTAL CORP BND	$667K	0.4%Prev: 0.4%	8,594 SH	Increased+118 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$2.1M	1.2%Prev: 1.0%	17,630 SH	Increased+3,564 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.5M	1.4%Prev: 0.9%	26,717 SH	Increased+10,439 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	2.0%Prev: 2.0%	16,100 SH	Increased-74 SH
VANGUARD STAR FDS	VG TL INTL STK F	$563K	0.3%Prev: 0.3%	7,468 SH	Increased-131 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.8%Prev: 0.8%	24,191 SH	Increased+464 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	1.2%Prev: 1.2%	14,864 SH	Increased+26 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.3M	3.5%Prev: 3.5%	69,940 SH	Increased-676 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.6%Prev: 0.7%	26,901 SH	Decreased-214 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$3.3M	1.8%Prev: 1.8%	69,150 SH	Increased+4,407 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$2.8M	1.5%Prev: 1.5%	70,826 SH	Increased+3,298 SH
VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$1.1M	0.6%Prev: 0.2%	20,943 SH	Increased+15,714 SH
VICTORY PORTFOLIOS II	VCSHS US EQ INCM	$745K	0.4%Prev: 0.5%	11,302 SH	Decreased-436 SH
WALMART INC	COM	$208K	0.1%Prev: 0.1%	1,871 SH	Increased-116 SH
WELLS FARGO CO NEW	COM	$607K	0.3%Prev: 0.3%	6,513 SH	Increased-126 SH
WISDOMTREE TR	EMER MKT HIGH FD	$2.6M	1.5%Prev: 1.5%	56,641 SH	Increased+472 SH
WISDOMTREE TR	FUTRE STRAT FD	$589K	0.3%Prev: 0.3%	15,486 SH	Increased+666 SH
WISDOMTREE TR	INTL QULTY DIV	$241K	0.1%Prev: 0.1%	5,807 SH	Increased+341 SH
WISDOMTREE TR	ITL HIGH DIV FD	$327K	0.2%Prev: 0.2%	6,339 SH	Decreased-378 SH
WISDOMTREE TR	US HIGH DIVIDEND	$1.3M	0.7%Prev: 0.8%	12,980 SH	Decreased-577 SH
WISDOMTREE TR	US QTLY DIV GRT	$6.4M	3.5%Prev: 3.7%	71,842 SH	Increased+903 SH
WISDOMTREE TR	US SMALLCAP DIVD	$210K	0.1%Prev: 0.1%	6,290 SH	Decreased+7 SH
WP CAREY INC	COM	$452K	0.2%Prev: 0.3%	7,030 SH	Decreased-376 SH
XYLEM INC	COM	$2.5M	1.4%	18,706 SH	New

Sold (vs prior filing)

AEROVIRONMENT INC — $228K
HOME DEPOT INC — $219K
INVESCO EXCH TRD SLF IDX FD — $289K
ISHARES TR — $270K
ISHARES TR — $265K
PHILIP MORRIS INTL INC — $201K
SELECT SECTOR SPDR TR — $518K
SPDR SERIES TRUST — $269K
SPDR SERIES TRUST — $886K
SPDR SERIES TRUST — $203K
SPDR SERIES TRUST — $2.8M
SPDR SERIES TRUST — $1.3M
SSGA ACTIVE ETF TR — $250K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0002063364-26-000048	$181.0M	View
Oct 24, 2025	Q3 2025	13F-HR	0002063364-25-000262	$170.9M	View
Jul 28, 2026	Q2 2026