13F Filings History of AXXCESS WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 07 Nov 2025
Value $
$4,727,648,519
Signature - Title
Michael Seid - Chief Compliance Officer
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by AXXCESS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AXXCESS WEALTH MANAGEMENT, LLC reported 924 stock holdings with total value $4,727,648,519 as of Q3 2025. Top holdings included VV, AGG, AAPL, MSFT, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 924 $4,727,648,519 +$490,813,933 -$189,655,109 +$301,158,824 VV, AGG, AAPL, MSFT, NVDA 13F-HR 07 Nov 2025, 13:44
Q2 2025 880 $4,165,889,918 +$401,207,091 -$193,928,138 +$207,278,953 VV, AGG, MSFT, IDEV, NVDA 13F-HR 28 Jul 2025, 08:56
Q1 2025 844 $3,660,962,264 +$294,835,546 -$530,857,022 -$236,021,476 VV, AGG, IDEV, MSFT, BIL 13F-HR 30 Apr 2025, 11:59
Q4 2024 850 $4,040,738,931 +$276,780,016 -$206,332,221 +$70,447,795 VV, NOW, AGG, MSFT, IDEV 13F-HR 10 Feb 2025, 17:00
Q3 2024 885 $3,959,475,079 +$365,942,549 -$260,849,252 +$105,093,297 VV, NOW, AGG, IDEV, MSFT 13F-HR 04 Nov 2024, 08:36
Q2 2024 841 $3,667,717,121 +$418,720,185 -$265,478,283 +$153,241,902 VV, NOW, AGG, MSFT, IDEV 13F-HR 09 Aug 2024, 15:03
Q1 2024 864 $3,526,417,731 +$311,550,103 -$317,771,548 -$6,221,445 VV, NOW, AGG, IDEV, MSFT 13F-HR 14 May 2024, 17:27
Q4 2023 832 $3,357,368,261 +$469,437,117 -$314,466,614 +$154,970,503 VV, NOW, AGG, IDEV, MSFT 13F-HR 06 Feb 2024, 15:19
Q3 2023 799 $2,932,068,476 +$1,685,506,257 -$84,720,028 +$1,600,786,229 VV, AGG, NOW, IDEV, COWZ 13F-HR 14 Nov 2023, 15:16
Q2 2023 586 $1,379,137,466 +$239,387,741 -$199,152,583 +$40,235,158 NOW, BIL, AAPL, UPS, MSFT 13F-HR 08 Aug 2023, 13:28
Q1 2023 630 $1,268,495,753 +$181,501,318 -$179,741,577 +$1,759,741 NOW, BIL, MSFT, FBND, SPY 13F-HR 03 May 2023, 17:15
Q4 2022 607 $1,199,583,695 +$312,128,265 -$153,265,791 +$158,862,474 NOW, JPST, AAPL, SHY, SCHD Restatement 16 Feb 2023, 13:30
Q3 2022 539 $994,604,000 +$159,584,710 -$97,270,153 +$62,314,557 NOW, JPST, SCHD, SHY, MSFT 13F-HR 14 Nov 2022, 15:44
Q2 2022 531 $1,014,084,000 +$198,858,570 -$280,747,180 -$81,888,610 NOW, JPST, SCHD, SHY, AGG 13F-HR 11 Aug 2022, 16:16
Q1 2022 621 $1,250,669,000 +$202,657,056 -$162,341,118 +$40,315,938 NOW, QQQ, JPST, AAPL, SCHD 13F-HR 11 Aug 2022, 16:10
Q4 2021 618 $1,316,016,000 $0 $0 $0 NOW, JPST, QQQ, SCHD, MSFT 13F-HR 11 Aug 2022, 15:44