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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $4.7B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 924 New
Page 7 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 24,849.0 $6.9M 0.15% NEW $279.30 +43.8%
122 APH AMPHENOL CORP NEW Technology 55,879.0 $6.9M 0.15% NEW $123.75 +0.9%
123 ROP ROPER TECHNOLOGIES INC Industrials 13,743.0 $6.9M 0.14% NEW $498.70 -34.0%
124 PTY PIMCO CORPORATE & INCOME OPP Financial Services 474,234.0 $6.8M 0.14% NEW $14.44 -18.2%
125 EVR EVERCORE INC Financial Services 20,195.0 $6.8M 0.14% NEW $337.32 +2.7%
126 PDT HANCOCK JOHN PREM DIVID FD Financial Services 509,810.0 $6.8M 0.14% NEW $13.34 -3.3%
127 SHY ISHARES TR 81,115.0 $6.7M 0.14% NEW $82.96 -1.0%
128 ACGL ARCH CAP GROUP LTD Financial Services 74,008.0 $6.7M 0.14% NEW $90.73 +6.0%
129 IGSB ISHARES TR 123,861.0 $6.6M 0.14% NEW $53.03 -1.3%
130 BR BROADRIDGE FINL SOLUTIONS IN Technology 27,414.0 $6.5M 0.14% NEW $238.17 -37.0%
131 GDX VANECK ETF TRUST 84,872.0 $6.5M 0.14% NEW $76.40 +12.6%
132 AMAT APPLIED MATLS INC Technology 31,488.0 $6.4M 0.14% NEW $204.74 +108.7%
133 VUG VANGUARD INDEX FDS 13,358.0 $6.4M 0.14% NEW $479.62 -81.8%
134 UNH UNITEDHEALTH GROUP INC Healthcare 18,291.0 $6.3M 0.13% NEW $345.29 +11.0%
135 VCSH VANGUARD SCOTTSDALE FDS 78,708.0 $6.3M 0.13% NEW $79.93 -1.3%
136 HYGH ISHARES U S ETF TR 71,156.0 $6.2M 0.13% NEW $86.84 -0.3%
137 HON HONEYWELL INTL INC Industrials 28,734.0 $6.0M 0.13% NEW $210.50 +6.3%
138 WFC WELLS FARGO CO NEW Financial Services 72,100.0 $6.0M 0.13% NEW $83.82 -9.6%
139 SMMU PIMCO ETF TR 117,588.0 $5.9M 0.13% NEW $50.57 -0.5%
140 ACN ACCENTURE PLC IRELAND Technology 24,083.0 $5.9M 0.13% NEW $246.60 -27.9%
Page 7 of 47  ·  924 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Financial Services 21.9%
Communication Services 9.6%
Consumer Cyclical 8.5%
Industrials 8.4%
Healthcare 7.5%
Consumer Defensive 5.5%
Energy 2.7%
Utilities 2.4%
Basic Materials 1.3%