Axis Wealth Partners, LLC reported 41 positions worth $31.12M for the quarter ended Jun 30, 2026, up 11.4% on the prior quarter. It opened 7 new positions, added to 8, trimmed 23 and exited 8. Its largest holding is Slide Insurance Holdings, Inc. at 16% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +17.3K | +284.0% | $3.46M | 15.05% |
| SLDE Slide Insurance Holdings, Inc. | +54.3K | +26.7% | $1.05M | 16.05% |
| DAL Delta Air Lines, Inc. | +2,732 | – | $255.90K | 0.822% |
| AMAT Applied Materials Inc | +348 | – | $251.30K | 0.808% |
| AMD Advanced Micro Devices Inc | +430 | – | $249.54K | 0.802% |
| AFL Aflac Inc | +2,048 | – | $240.13K | 0.772% |
| GLW Corning Inc | +860 | – | $219.76K | 0.706% |
| WELL Welltower Inc. | +967 | – | $219.55K | 0.705% |
| AVAV AeroVironment Inc | +1,228 | – | $202.65K | 0.651% |
| ABBV AbbVie Inc. | +11 | +0.6% | $2.77K | 1.48% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -2,312 | -15.1% | $669.00K | 12.13% |
| CAT Caterpillar Inc | -554 | -100.0% | $392.56K | Exited |
| PLTR Palantir Technologies Inc. | -2,438 | -100.0% | $356.61K | Exited |
| JPM Jpmorgan Chase & Co | -1,072 | -42.2% | $350.93K | 1.54% |
| BRK-B Berkshire Hathaway Inc | -718 | -100.0% | $344.34K | Exited |
| AMZN Amazon Com Inc | -1,439 | -17.3% | $342.99K | 5.25% |
| KO Coca Cola Co | -3,459 | -100.0% | $263.02K | Exited |
| BP Bp Plc | -5,184 | -100.0% | $243.66K | Exited |
| XOM ExxonMobil Holdings Corp | -1,715 | -34.6% | $234.49K | 1.42% |
| GLD Spdr Gold Trust | -537 | -100.0% | $231.13K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DAL Delta Air Lines, Inc. | +2,732 | $255.90K | 0.822% |
| AMAT Applied Materials Inc | +348 | $251.30K | 0.808% |
| AMD Advanced Micro Devices Inc | +430 | $249.54K | 0.802% |
| AFL Aflac Inc | +2,048 | $240.13K | 0.772% |
| GLW Corning Inc | +860 | $219.76K | 0.706% |
| WELL Welltower Inc. | +967 | $219.55K | 0.705% |
| AVAV AeroVironment Inc | +1,228 | $202.65K | 0.651% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CAT Caterpillar Inc | -554 | $392.56K | 1.4% |
| PLTR Palantir Technologies Inc. | -2,438 | $356.61K | 1.28% |
| BRK-B Berkshire Hathaway Inc | -718 | $344.34K | 1.23% |
| KO Coca Cola Co | -3,459 | $263.02K | 0.941% |
| BP Bp Plc | -5,184 | $243.66K | 0.872% |
| GLD Spdr Gold Trust | -537 | $231.13K | 0.827% |
| PFE Pfizer Inc | -8,097 | $227.36K | 0.814% |
| MS Morgan Stanley | -1,360 | $223.90K | 0.801% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SLDE Slide Insurance Holdings, Inc. | Financial Services | 257.8K | $4.99M | 16.05% | +54.3K | +26.7% | Added | 0.22% |
| 2 | NVDA Nvidia Corp | Technology | 23.4K | $4.68M | 15.05% | +17.3K | +284.0% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 13.0K | $3.77M | 12.13% | -2,312 | -15.1% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 6,859 | $1.63M | 5.25% | -1,439 | -17.3% | Reduced | 0% |
| 5 | XYL Xylem Inc. | Industrials | 13.6K | $1.60M | 5.15% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | VZ Verizon Communications Inc | Communication Services | 22.7K | $962.46K | 3.09% | -1,933 | -7.8% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 2,644 | $944.82K | 3.04% | -543 | -17.0% | Reduced | 0% |
| 8 | MO Altria Group, Inc. | Consumer Staples | 11.2K | $804.76K | 2.59% | -96 | -0.9% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 2,000 | $745.87K | 2.4% | -375 | -15.8% | Reduced | 0% |
| 10 | TXN Texas Instruments Inc | Technology | 2,398 | $714.77K | 2.3% | +1 | +0.0% | Added | 0% |
| 11 | UNH Unitedhealth Group Inc | Healthcare | 1,498 | $622.44K | 2% | -54 | -3.5% | Reduced | 0% |
| 12 | QCOM Qualcomm Inc | Technology | 3,250 | $600.50K | 1.93% | +4 | +0.1% | Added | 0% |
| 13 | IRM Iron Mountain Inc | Industrials | 4,049 | $511.41K | 1.64% | +2 | +0.0% | Added | 0% |
| 14 | WFC Wells Fargo & Company | Financial Services | 6,081 | $502.52K | 1.61% | -586 | -8.8% | Reduced | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 1,468 | $480.56K | 1.54% | -1,072 | -42.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Axis Wealth Partners.
As of its Q2 2026 13F filing, Axis Wealth Partners, LLC’s five largest positions were Slide Insurance Holdings, Inc. (SLDE) at 16.0%, Nvidia Corp (NVDA) at 15.0%, Apple Inc. (AAPL) at 12.1%, Amazon Com Inc (AMZN) at 5.3%, Xylem Inc. (XYL) at 5.1% of the reported portfolio.
Axis Wealth Partners, LLC reported a 13F portfolio worth $31.12M across 41 positions for Q2 2026. That is up 11.4% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($3.46M), Slide Insurance Holdings, Inc. ($1.05M), Delta Air Lines, Inc. ($255.90K). It opened 7 new positions.
Its largest sales by value were Apple Inc. ($669.00K), Caterpillar Inc ($392.56K), Palantir Technologies Inc. ($356.61K). It exited 8 positions entirely.
From the Form 13F-HR reports Axis Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.