Axxcess Wealth Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 21, 2026

Latest 13F moves (filed Oct 21, 2026): 40 reduced, 12 sold out. Largest change by value: reduced $AAPL ($90.63M held).

New positions
0
Added / reduced
0 / 40
Sold out
12

Top buys and sells in the latest 13F

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Reduced -277.28K (-49.37%) 284.34K $90.63M —
$MSFT Reduced -131.07K (-52.10%) 120.51K $61.30M —
$NVDA Reduced -284.63K (-52.74%) 255.07K $58.25M —
$VOO Reduced -62.36K (-51.02%) 59.86K $41.95M —
$AMZN Reduced -178.72K (-52.21%) 163.62K $40.77M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$AAPL Reduced -277.28K (-49.37%) 284.34K $90.63M —
$MSFT Reduced -131.07K (-52.10%) 120.51K $61.30M —
$NVDA Reduced -284.63K (-52.74%) 255.07K $58.25M —
$VOO Reduced -62.36K (-51.02%) 59.86K $41.95M —
$AMZN Reduced -178.72K (-52.21%) 163.62K $40.77M —
$AVGO Reduced -69.63K (-38.33%) 112.03K $39.34M —
$GOOGL Reduced -98.74K (-49.38%) 101.21K $33.41M —
$JPM Reduced -57.08K (-41.79%) 79.51K $26.31M Read
$QQQM Reduced -65.28K (-45.08%) 79.51K $24.22M —
$META Reduced -24.71K (-45.66%) 29.41K $21.33M Read
$BIL Reduced -645.83K (-77.77%) 184.56K $16.91M —
$GOOG Reduced -53.57K (-50.48%) 52.56K $16.11M Read
$JPST Reduced -1.62M (-84.38%) 300.33K $15.13M —
$AGG Reduced -1.73M (-93.50%) 120.19K $11.36M —
$LLY Reduced -12.28K (-56.29%) 9.54K $11.04M Read
$IVV Reduced -49.54K (-78.40%) 13.65K $10.45M —
$VB Reduced -150.09K (-85.25%) 25.96K $7.39M —
$SCHD Reduced -491.43K (-70.93%) 201.40K $6.55M —
$XLK Reduced -125.10K (-82.26%) 26.98K $5.28M —
$IJH Reduced -1.02M (-93.67%) 69.13K $4.97M —
$VEA Reduced -432.11K (-86.38%) 68.16K $4.81M —
$IAU Reduced -637.85K (-91.25%) 61.17K $4.78M —
$SPDW Reduced -2.07M (-95.63%) 94.44K $4.74M —
$VO Reduced -1.03M (-95.19%) 52.04K $4.08M —
$JMST Reduced -259.08K (-76.73%) 78.59K $3.97M —
$SGOV Reduced -334.06K (-90.98%) 33.10K $3.33M —
$SPEM Reduced -702.96K (-91.90%) 62K $3.21M —
$MUB Reduced -182.85K (-85.21%) 31.73K $3.21M —
$VGT Reduced -128.95K (-84.80%) 23.12K $2.91M —
$IEI Reduced -144.36K (-85.92%) 23.66K $2.68M —
$SHY Reduced -269.47K (-89.58%) 31.34K $2.54M —
$PAVE Reduced -1.02M (-96.21%) 40.18K $2.11M —
$GSY Reduced -1.44M (-97.39%) 38.61K $1.93M —
$IJR Reduced -439.44K (-97.41%) 11.68K $1.59M —
$VWO Reduced -735.78K (-96.71%) 25.01K $1.48M —
$CIBR Reduced -663.96K (-98.39%) 10.89K $1.12M —
$COWZ Reduced -950.10K (-98.82%) 11.33K $756.34K —
$USHY Reduced -1.09M (-98.53%) 16.28K $581.44K —
$EEM Reduced -368.41K (-97.78%) 8.36K $558.08K —
$TFLO Reduced -1.17M (-99.57%) 5.03K $254.84K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WT Sold out -1.24M — — —
$VV Sold out -1.01M — — —
$VTC Sold out -732.64K — — —
$BND Sold out -518.11K — — —
$UPRO Sold out -164.59K — — —
$GLD Sold out -45.17K — — —
$PPA Sold out -336.79K — — —
$PBUS Sold out -1.03M — — —
$IYW Sold out -206.74K — — —
$EMXC Sold out -169.40K — — —
$IDEV Sold out -1.28M — — —
$BUFD Sold out -931.76K — — —

All tracked 13F moves by Axxcess Wealth Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WT Sold out -1.24M — — —
$VV Sold out -1.01M — — —
$VTC Sold out -732.64K — — —
$BND Sold out -518.11K — — —
$VOO Reduced -62.36K (-51.02%) 59.86K $41.95M —
$VB Reduced -150.09K (-85.25%) 25.96K $7.39M —
$VO Reduced -1.03M (-95.19%) 52.04K $4.08M —
$VGT Reduced -128.95K (-84.80%) 23.12K $2.91M —
$VWO Reduced -735.78K (-96.71%) 25.01K $1.48M —
$VEA Reduced -432.11K (-86.38%) 68.16K $4.81M —
$UPRO Sold out -164.59K — — —
$TFLO Reduced -1.17M (-99.57%) 5.03K $254.84K —
$XLK Reduced -125.10K (-82.26%) 26.98K $5.28M —
$SPEM Reduced -702.96K (-91.90%) 62K $3.21M —
$SPDW Reduced -2.07M (-95.63%) 94.44K $4.74M —
$BIL Reduced -645.83K (-77.77%) 184.56K $16.91M —
$GLD Sold out -45.17K — — —
$SCHD Reduced -491.43K (-70.93%) 201.40K $6.55M —
$PPA Sold out -336.79K — — —
$PBUS Sold out -1.03M — — —
$PAVE Reduced -1.02M (-96.21%) 40.18K $2.11M —
$NVDA Reduced -284.63K (-52.74%) 255.07K $58.25M —
$MSFT Reduced -131.07K (-52.10%) 120.51K $61.30M —
$META Reduced -24.71K (-45.66%) 29.41K $21.33M Read
$JMST Reduced -259.08K (-76.73%) 78.59K $3.97M —
$JPST Reduced -1.62M (-84.38%) 300.33K $15.13M —
$JPM Reduced -57.08K (-41.79%) 79.51K $26.31M Read
$IYW Sold out -206.74K — — —
$MUB Reduced -182.85K (-85.21%) 31.73K $3.21M —
$EMXC Sold out -169.40K — — —
$EEM Reduced -368.41K (-97.78%) 8.36K $558.08K —
$IAU Reduced -637.85K (-91.25%) 61.17K $4.78M —
$AGG Reduced -1.73M (-93.50%) 120.19K $11.36M —
$IJR Reduced -439.44K (-97.41%) 11.68K $1.59M —
$IJH Reduced -1.02M (-93.67%) 69.13K $4.97M —
$IVV Reduced -49.54K (-78.40%) 13.65K $10.45M —
$IDEV Sold out -1.28M — — —
$USHY Reduced -1.09M (-98.53%) 16.28K $581.44K —
$IEI Reduced -144.36K (-85.92%) 23.66K $2.68M —
$SHY Reduced -269.47K (-89.58%) 31.34K $2.54M —
$SGOV Reduced -334.06K (-90.98%) 33.10K $3.33M —
$QQQM Reduced -65.28K (-45.08%) 79.51K $24.22M —
$GSY Reduced -1.44M (-97.39%) 38.61K $1.93M —
$CIBR Reduced -663.96K (-98.39%) 10.89K $1.12M —
$LLY Reduced -12.28K (-56.29%) 9.54K $11.04M Read
$COWZ Reduced -950.10K (-98.82%) 11.33K $756.34K —
$BUFD Sold out -931.76K — — —
$AVGO Reduced -69.63K (-38.33%) 112.03K $39.34M —
$AAPL Reduced -277.28K (-49.37%) 284.34K $90.63M —
$AMZN Reduced -178.72K (-52.21%) 163.62K $40.77M —
$GOOGL Reduced -98.74K (-49.38%) 101.21K $33.41M —
$GOOG Reduced -53.57K (-50.48%) 52.56K $16.11M Read

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Axxcess Wealth Management holds or traded

Frequently asked questions

What did Axxcess Wealth Management buy and sell in its latest 13F?

it cut or exited $AAPL, $MSFT, $NVDA, $VOO and $AMZN.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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