Axis Wealth Partners, LLCETFConcentrated trader

CIK: 0002052531 | EAST PROVIDENCE, RI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	214	$208.3M	2026-07-28	SEC ↗
Q1 2026	13F-HR	207	$188.1M	2026-04-24	SEC ↗
Q4 2025	13F-HR	167	$181.0M	2026-01-30	SEC ↗
Q3 2025	13F-HR	192	$170.9M	2025-10-24	SEC ↗
Q2 2025	13F-HR	147	$152.2M	2025-07-15	SEC ↗
Q1 2025	13F-HR	140	$135.3M	2025-04-28	SEC ↗
Q4 2024	13F-HR	130	$118.7M	2025-02-07	SEC ↗