Titelia

Holdings of Axis Wealth Partners, LLC

153 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.6 % of the equity sleeve

Sector breakdown

  • Funds 12.5 %
  • Technology 4.3 %
  • Communication 2.0 %
  • Consumer discretionary 1.5 %
  • Financials 1.5 %
  • Industrials 1.2 %
  • Consumer staples 0.8 %
  • Health care 0.8 %
  • Energy 0.6 %
  • Real estate 0.4 %
  • Unattributed 74.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.2 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US151173M $99.63 %
2TW1392.8K $0.23 %
3GB1243.7K $0.14 %

Positions

RankCompanySharesValueWeight
101iShares Trust 1,914418.7K $
102QUALCOMM Inc 3,246418K $
103Meta Platforms Inc 729416.8K $
104Iron Mountain Inc 4,047413.3K $
105Vanguard Total Stock Market ETF 1,277409.7K $
106AbbVie Inc 1,821396.1K $
107Taiwan Semiconductor Manufacturing Co Ltd 1,162392.8K $
108Caterpillar Inc 554392.6K $
109iShares Trust 4,842385.2K $
110Tesla Inc 981364.6K $
111Palantir Technologies Inc 2,438356.6K $
112Chevron Corp 1,676346.8K $
113Berkshire Hathaway Inc 718344.3K $
114iShares MSCI USA Momentum Factor ETF 1,425342K $
115iShares National Muni Bond ETF 3,184338K $
116Schwab Strategic Trust 11,525335.7K $
117WisdomTree Trust - WisdomTree International High Dividend Fund 6,060327.8K $
118Avantis Emerging Markets Equity ETF 4,025324.4K $
119iShares Core S&P Total U.S. Stock Market ETF 2,234318.2K $
120Alphabet Inc 1,083310.7K $
121Dimensional International Core 8,544303.6K $
122Digital Realty Trust Inc 1,672301.3K $
123iShares Trust 6,436297.3K $
124Vanguard Tax-Exempt Bond Index ETF 5,826290.6K $
125SPDR Series Trust 3,142287.9K $
126iShares Core MSCI Emerging Markets ETF 4,077284.4K $
127Wisdomtree Trust 2,944278.9K $
128Johnson & Johnson 1,119273.6K $
129Vanguard Real Estate ETF 3,070272.3K $
130State Street SPDR Bloomberg High Yield Bond ETF 2,813269.3K $
131Fidelity Covington Trust 7,005266.2K $
132Coca-Cola Co/The 3,459263K $
133iShares ESG Optimized MSCI USA ETF 1,952257.9K $
134Walmart Inc 2,021251.2K $
135State Street Blackstone Senior Loan ETF 6,084244.2K $
136iShares Trust 10,645243.9K $
137BP PLC 5,184243.7K $
138Vanguard Short-term Bond Etf 3,076241.2K $
139WisdomTree Trust 5,874235.8K $
140Vanguard Mid-Cap ETF 818235K $
141SPDR Gold Shares 537231.1K $
142WisdomTree US SmallCap Dividen 6,355228.4K $
143Pfizer Inc 8,097227.4K $
144iShares Preferred and Income S 7,435225.4K $
145Schwab High Yield Bond ETF 8,669225.4K $
146Morgan Stanley 1,360223.9K $
147iShares Russell 2000 ETF 893221.5K $
148Vanguard Mid-Cap Growth ETF 845217.5K $
149Philip Morris International Inc. 1,262208.6K $
150Global X Funds 12,000205.8K $
151American Century ETF Trust 1,856205K $
152VanEck Semiconductor ETF 528202.5K $
153MetLife Inc 2,861202.3K $