Axis Wealth Partners, LLC
CIK 2052531 · Holdings on Mar 31, 2025 · First reported Apr 28, 2025
Top ten holdings
Q1 2025- FBND3.87%
- DGRW3.78%
- VYMI3.58%
- VOO3.55%
- SCHD2.94%
- IVE2.74%
- IJH2.39%
- VIG2.28%
- FDVV2.27%
- IVW2.22%
Share classes counted separately29.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVEWeight increased · +1.71 pp1.03% → 2.74%Shares +13.04K (+204.25%)
- IJHWeight increased · +1.38 pp1.01% → 2.39%Shares +36.17K (+187.26%)
- IVWWeight increased · +0.49 pp1.73% → 2.22%Shares +12.09K (+59.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $5.24M | 3.87% | 114.85K shares | 3.87% → 3.87%+0.00 pp +12.47K (+12.18%) | Added | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $5.11M | 3.78% | 64.02K shares | 4.05% → 3.78%-0.27 pp +4.61K (+7.76%) | Added | ↗▾ |
| 03 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $4.84M | 3.58% | 65.72K shares | 3.50% → 3.58%+0.08 pp +4.55K (+7.43%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.80M | 3.55% | 9.35K shares | 3.82% → 3.55%-0.27 pp +933 (+11.09%) | Added | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.98M | 2.94% | 142.23K shares | 3.25% → 2.94%-0.31 pp +1.28K (+0.91%) | Added | ↗▾ |
| 06 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $3.70M | 2.74% | 19.42K shares | 1.03% → 2.74%+1.71 pp +13.04K (+204.25%) | Added | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $3.24M | 2.39% | 55.48K shares | 1.01% → 2.39%+1.38 pp +36.17K (+187.26%) | Added | ↗▾ |
| 08 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $3.08M | 2.28% | 15.89K shares | 2.46% → 2.28%-0.18 pp +997 (+6.69%) | Added | ↗▾ |
| 09 | FDVVFIDELITY HIGH DIVIDEND ETFHIGH DIVID ETF View history and evidence | $3.08M | 2.27% | 62.01K shares | 2.56% → 2.27%-0.29 pp +1.23K (+2.03%) | Added | ↗▾ |
| 10 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $3.00M | 2.22% | 32.34K shares | 1.73% → 2.22%+0.49 pp +12.09K (+59.72%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052531 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 28, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 135321334
}Research all 140 reported holdings.
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