13F Filings History of Axis Wealth Partners, LLC

Latest 13F report
Q3 2025 - 24 Oct 2025
Value $
$170,859,112
Signature - Title
Jim Cullen - Filing Agent
Location
East Providence, RI
Summary
This page shows a list of all the recent 13F filings made by Axis Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Axis Wealth Partners, LLC reported 161 stock holdings with total value $170,859,112 as of Q3 2025. Top holdings included VOO, DGRW, FBND, VYMI, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 161 $170,859,112 +$16,704,446 -$6,906,001 +$9,798,445 VOO, DGRW, FBND, VYMI, SCHD 13F-HR 24 Oct 2025, 12:41
Q2 2025 147 $152,221,132 +$13,532,471 -$4,155,072 +$9,377,399 DGRW, VOO, FBND, VYMI, SCHD 13F-HR 15 Jul 2025, 11:29
Q1 2025 140 $135,321,334 +$19,199,358 -$1,493,578 +$17,705,780 FBND, DGRW, VYMI, VOO, SCHD 13F-HR 28 Apr 2025, 14:43
Q4 2024 130 $118,655,311 $0 $0 $0 DGRW, FBND, VOO, VYMI, SCHD 13F-HR 07 Feb 2025, 11:54