— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Axis Wealth Partners, LLC

400 MASSASOIT AVENUE, SUITE 112, EAST PROVIDENCE, RI 02914 • 401-441-5111

Q4 2025 · Filed 2026-01-30
Market Value
$181M
+5.9%
Holdings
172
+11
New Purchases
12
Added To
82
Closed
7
Reduced
68
Top 10 Concentration
26.9%
Turnover
11.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XYL 1.41% 0.00% +1.41% $3M
SLDE 1.10% 0.00% +1.10% $2M
VONV 1.36% 0.85% +0.51% $2M
USTB 0.59% 0.16% +0.43% $1M
SBND 0.28% 0.00% +0.28% $511K
IJJ 1.41% 1.17% +0.24% $3M
VONG 1.19% 0.99% +0.19% $2M
DFIC 0.16% 0.00% +0.16% $289K
IUSB 0.15% 0.00% +0.15% $266K
IJK 1.12% 0.98% +0.14% $2M
KO 0.13% 0.00% +0.13% $239K
DFGP 0.13% 0.00% +0.13% $229K
BSV 0.13% 0.00% +0.13% $228K
JNJ 0.12% 0.00% +0.12% $219K
BSCR 0.29% 0.17% +0.12% $523K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVE 1.35% 1.88% -0.53% $2M
IJH 1.17% 1.64% -0.47% $2M
SGOV 0.59% 1.03% -0.44% $1M
IVW 1.40% 1.78% -0.38% $3M
IEF 0.26% 0.49% -0.23% $469K
HYG 0.24% 0.43% -0.19% $430K
BSCP 0.00% 0.17% -0.17% $0
IEFA 0.00% 0.16% -0.16% $0
TIP 0.00% 0.16% -0.16% $0
SCHD 2.21% 2.37% -0.15% $4M
DGRW 3.56% 3.70% -0.14% $6M
IGIB 0.28% 0.42% -0.14% $501K
EFA 0.42% 0.56% -0.14% $764K
AVAV 0.00% 0.13% -0.13% $0
SHY 0.42% 0.55% -0.13% $760K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 88.7%
Technology 4.0%
Communication Services 1.8%
Consumer Cyclical 1.4%
Industrials 1.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 41 $38M 21.2%
Large Cap 79 $98M 54.4%
Mid Cap 37 $35M 19.2%
Small Cap 10 $7M 3.7%
Micro Cap 5 $3M 1.4%

Portfolio Analytics

Avg Market Cap
$291.0B
Median Market Cap
$31.5B
Avg P/E
41.6
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
41
# ETFs / Funds
131

Top Holdings (172 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 3.59% 10,353 $6M $627.16 $137K -27 -0.3%
2 DGRW 3.56% 71,842 $6M $89.43 $114K +903 +1.3%
3 FBND 3.52% 138,260 $6M $46.04 $132K +3,443 +2.5%
4 VYMI 3.48% 69,940 $6M $90.00 $315K -676 -1.0%
5 VUG 2.26% 8,383 $4M $487.86 $208K +289 +3.6%
6 AAPL 2.25% 14,972 $4M $271.86 $153K -411 -2.7%
7 SCHD 2.21% 145,872 $4M $27.43 -$37K -2,054 -1.4%
8 FDVV 2.10% 67,075 $4M $56.69 $34K -564 -0.8%
9 VIG 1.96% 16,100 $4M $219.78 $48K -74 -0.5%
10 DFUV 1.96% 75,855 $4M $46.59 $187K +963 +1.3%
11 DFAI 1.95% 92,556 $4M $38.11 $170K +196 +0.2%
12 UITB 1.81% 69,150 $3M $47.35 $198K +4,407 +6.8%
13 SPY 1.79% 4,735 $3M $681.92 $63K -17 -0.4%
14 SPYV 1.63% 51,996 $3M $56.81 $139K +1,121 +2.2%
15 VFLO 1.54% 70,826 $3M $39.38 $257K +3,298 +4.9%
16 DEM 1.46% 56,641 $3M $46.71 $62K +472 +0.8%
17 IJJ 1.41% 19,414 $3M $131.59 $556K +4,003 +26.0%
18 XYL 1.41% 18,706 $3M $136.18 +18,706 NEW
19 IVW 1.40% 20,487 $3M $123.26 -$511K -4,660 -18.5%
20 VONV 1.36% 26,717 $2M $92.30 $1M +10,439 +64.1%
21 IVE 1.35% 11,462 $2M $212.06 -$773K -4,052 -26.1%
22 AGG 1.26% 22,870 $2M $99.88 $59K +678 +3.1%
23 DFAC 1.25% 56,969 $2M $39.59 $249K +4,943 +9.5%
24 VONG 1.19% 17,630 $2M $121.75 $451K +3,564 +25.3%
25 VYM 1.18% 14,864 $2M $143.52 $42K +26 +0.2%
26 IJH 1.17% 31,995 $2M $66.00 -$685K -10,862 -25.3%
27 IJK 1.12% 20,926 $2M $96.88 $355K +3,489 +20.0%
28 SLDE 1.10% 101,751 $2M $19.48 +101,751 NEW
29 EFG 1.08% 17,156 $2M $113.92 $59K +509 +3.1%
30 AMZN 1.01% 7,899 $2M $230.83 $100K +50 +0.6%
31 VOOG 0.97% 3,936 $2M $444.62 $28K -19 -0.5%
32 RSP 0.95% 8,984 $2M $191.55 $47K +161 +1.8%
33 EFV 0.85% 21,404 $2M $71.41 $104K +409 +1.9%
34 RECS 0.84% 37,158 $2M $40.84 $46K +676 +1.9%
35 VEA 0.84% 24,191 $2M $62.47 $89K +464 +2.0%
36 IDV 0.75% 34,516 $1M $39.45 $104K +98 +0.3%
37 SDY 0.73% 9,464 $1M $139.17 -$30K -153 -1.6%
38 DHS 0.72% 12,980 $1M $100.06 -$51K -577 -4.3%
39 PEY 0.71% 62,823 $1M $20.39 -$48K -239 -0.4%
40 DFAS 0.71% 18,326 $1M $69.67 $37K +211 +1.2%
41 JGRO 0.71% 13,748 $1M $92.80 -$32K -205 -1.5%
42 VCSH 0.71% 15,980 $1M $79.73 $3K +83 +0.5%
43 DFCF 0.68% 28,874 $1M $42.56 $58K +1,485 +5.4%
44 EQIN 0.67% 25,602 $1M $47.49 -$6K -568 -2.2%
45 QQQ 0.66% 1,949 $1M $614.26 $28K +1 +0.1%
46 ESGU 0.65% 7,831 $1M $148.99 $24K -17 -0.2%
47 ANGL 0.64% 39,320 $1M $29.36 $14K +964 +2.5%
48 VZ 0.61% 26,901 $1M $40.73 -$96K -214 -0.8%
49 SGOV 0.59% 10,686 $1M $100.38 -$689K -6,809 -38.9%
50 IWF 0.59% 2,255 $1M $473.33 -$18K -63 -2.7%
51 USTB 0.59% 20,943 $1M $50.84 $798K +15,714 +300.5%
52 NVDA 0.58% 5,655 $1M $186.49 $87K +471 +9.1%
53 IJR 0.58% 8,771 $1M $120.18 $51K +332 +3.9%
54 MSFT 0.58% 2,157 $1M $483.52 -$54K +39 +1.8%
55 IUSG 0.57% 6,181 $1M $167.93 -$26K -284 -4.4%
56 DFAT 0.56% 17,004 $1M $59.54 $41K +323 +1.9%
57 IJS 0.53% 8,454 $961K $113.72 $228K +1,818 +27.4%
58 LVHI 0.53% 25,978 $957K $36.82 $135K +2,342 +9.9%
59 GOOGL 0.53% 3,034 $950K $312.96 $217K +21 +0.7%
60 SPSM 0.50% 19,117 $896K $46.86 $10K -5 -0.0%
61 JEPI 0.49% 15,486 $886K $57.24 $30K +480 +3.2%
62 DUHP 0.47% 22,439 $853K $38.03 $99K +2,458 +12.3%
63 AVSC 0.42% 13,012 $764K $58.74 $28K +152 +1.2%
64 EFA 0.42% 7,953 $764K $96.03 -$191K -2,271 -22.2%
65 SHY 0.42% 9,175 $760K $82.82 -$185K -2,209 -19.4%
66 CDC 0.41% 11,302 $745K $65.89 -$39K -436 -3.7%
67 JPIE 0.40% 15,790 $731K $46.29 $19K +457 +3.0%
68 BUFR 0.39% 20,502 $702K $34.26 $32K +449 +2.2%
69 JPM 0.39% 2,176 $701K $322.25 $4K -33 -1.5%
70 JCPB 0.39% 14,717 $697K $47.35 $27K +624 +4.4%
71 VGIT 0.38% 11,545 $692K $59.93 $7K +137 +1.2%
72 VTC 0.37% 8,594 $667K $77.64 $3K +118 +1.4%
73 MO 0.36% 11,338 $654K $57.66 -$96K -6 -0.1%
74 IJT 0.35% 4,487 $633K $141.17 $140K +999 +28.6%
75 VWO 0.34% 11,592 $623K $53.76 $36K +760 +7.0%
76 GSLC 0.34% 4,691 $621K $132.36 $5K -37 -0.8%
77 VTV 0.34% 3,250 $621K $190.98 $54K +212 +7.0%
78 IWD 0.34% 2,949 $620K $210.32 $22K +11 +0.4%
79 DFAU 0.34% 13,188 $617K $46.80 $12K -45 -0.3%
80 WFC 0.34% 6,513 $607K $93.19 $51K -126 -1.9%
81 VBR 0.34% 2,861 $606K $211.79 -$10K -89 -3.0%
82 HELO 0.34% 9,114 $605K $66.43 $56K +656 +7.8%
83 OMFL 0.33% 9,885 $604K $61.13 $25K +276 +2.9%
84 IWR 0.33% 6,174 $594K $96.27 -$25K -245 -3.8%
85 WTMF 0.33% 15,486 $589K $38.02 $27K +666 +4.5%
86 XOM 0.32% 4,845 $583K $120.33 -$2K -348 -6.7%
87 FENI 0.32% 15,926 $583K $36.58 $19K -58 -0.4%
88 VXUS 0.31% 7,468 $563K $75.44 $5K -131 -1.7%
89 VCIT 0.31% 6,610 $554K $83.76 -$31K -341 -4.9%
90 QCOM 0.31% 3,225 $552K $171.06 $44K +175 +5.7%
91 UNH 0.30% 1,622 $536K $330.19 -$28K -9 -0.6%
92 BAC 0.29% 9,615 $529K $55.00 $76K +839 +9.6%
93 BSCU 0.29% 30,948 $524K $16.92 $227K +13,375 +76.1%
94 BSCT 0.29% 27,771 $523K $18.84 $227K +12,024 +76.4%
95 BSCR 0.29% 26,484 $523K $19.74 $228K +11,520 +77.0%
96 BSCS 0.29% 25,376 $523K $20.60 $227K +11,000 +76.5%
97 BSCQ 0.29% 26,666 $522K $19.58 $228K +11,613 +77.2%
98 VBK 0.29% 1,726 $521K $302.02 -$8K -53 -3.0%
99 SBND 0.28% 26,982 $511K $18.93 +26,982 NEW
100 IVV 0.28% 745 $510K $684.49 $5K -9 -1.2%

New Positions

SymbolValue% Port
XYL $3M 1.41%
SLDE $2M 1.10%
SBND $511K 0.28%
DFIC $289K 0.16%
IUSB $266K 0.15%
KO $239K 0.13%
DFGP $229K 0.13%
BSV $228K 0.13%
JNJ $219K 0.12%
JQUA $210K 0.12%
INEQ $206K 0.11%
SCYB $202K 0.11%

Sold Out Positions

SymbolValue% Port
HD —%
PM —%
AVAV —%
SPYG —%
TIP —%
IEFA —%
BSCP —%
View SEC EDGAR Filings for Axis Wealth Partners, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms