AXXCESS WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
AXXCESS WEALTH MANAGEMENT, LLC disclosed 1064 stock positions in a recent SEC 13F filing. $3,089,788,425 of stock holdings were filed, with the largest holdings including AGG, AAPL, and JPST. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.We estimate the fund has a total AUM of $8,878,796,013 and has 72 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1064Est. Stock Holding Value:
$3,089,788,425Top Stock Holdings By Sector
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Portfolio Stock Holdings - AXXCESS WEALTH MANAGEMENT, LLC
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