Axxcess Wealth Management, LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$6.2B
Holdings
372
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q4 2025: New position (3.62M shares)
5.7%
02
$AAPL
APPLE INC
Q4 2025: New position (190.8k shares)
4.4%
03
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: New position (765 shares)
3.8%
04
$SPDW
SPDR INDEX SHS FDS
Q4 2025: New position (21.8k shares)
3.0%
05
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (159.7k shares)
2.8%
06
$MSFT
MICROSOFT CORP
Q4 2025: New position (66.6k shares)
2.8%
07
$BIL
SPDR SERIES TRUST
Q4 2025: New position (225 shares)
2.5%
08
$GSY
INVESCO ACTIVELY MANAGED EXC
Q4 2025: New position (1.3k shares)
2.3%
09
$IJH
ISHARES TR
Q4 2025: New position (214.8k shares)
2.3%
10
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (16.5k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.