Axis Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 186 distinct equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the majority of the positions representing shares in various index-tracking funds. Major ETF providers represented in the filing include iShares, Vanguard, Invesco, and WisdomTree. Among the specific ETFs listed are the iShares Core S&P 500 ETF, the Vanguard Total International Stock ETF, and the Invesco BulletShares 2026 Corporate Bond ETF.
While ETFs dominate the list, the filing also includes direct equity positions in several large-cap companies. Notable direct stock holdings include Microsoft Corporation, Apple Inc., Amazon.com Inc., NVIDIA Corporation, and Johnson & Johnson. The filing also lists positions in Berkshire Hathaway Inc. Class B, Meta Platforms Inc., and Alphabet Inc. Class A and C shares.
The filing identifies Jim Cullen as the authorized representative for the firm, with an address listed in East Providence, Rhode Island. The report was filed on November 12, 2026.
