Axis Wealth Partners, LLC ETF holdings
East Providence, RI
Reported $177.2M in 142 ETFs in its Form 13F for June 30, 2026.
ETF value
$177.2M
ETFs held
142
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
85.1%
of $208.3M
Top 10 of 142 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | $7.2M | 157,655 | +10,580 shares |
| VOO | Vanguard S&P 500 ETF | $6.9M | 10,078 | −581 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $6.9M | 71,749 | −413 shares |
| VYMI | Vanguard International High Dividend Yield ETF | $6.8M | 68,886 | −2,226 shares |
| VUG | Vanguard Morningstar Growth ETF | $4.9M | 56,464 | +47,278 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $4.6M | 144,587 | −1,392 shares |
| UITB | VictoryShares Core Intermediate Bond ETF | $4.1M | 86,970 | +9,589 shares |
| FDVV | Fidelity High Dividend ETF | $4.0M | 67,048 | −462 shares |
| DFUV | Dimensional US Marketwide Value ETF | $4.0M | 73,177 | −4,713 shares |
| VIG | Vanguard Dividend Appreciation ETF | $3.8M | 16,079 | −11 shares |
132 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002052531. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Axis Wealth Partners, LLC own?
Axis Wealth Partners, LLC reported 142 ETF positions worth $177.2M in its Form 13F for June 30, 2026. The largest was FBND, at $7.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.