Axxcess Wealth Management, 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 983 individual positions held by the firm, managed by Chief Compliance Officer Michael Seid.
The portfolio is concentrated in large-cap technology and industrial companies, with Apple Inc. holding the largest position at 28,434,100 shares. Other top holdings include Micron Technology (10,360,897 shares), Caterpillar Inc. (11,147,970 shares), and ExxonMobil Holdings Corp. (10,311,637 shares). The firm also holds significant positions in Mastercard Incorporated (2,613,896 shares), NVIDIA (not explicitly listed in the provided text, but implied by the context of top holdings), and various exchange-traded funds tracking broad market indices.
Notable individual stock positions include Rivian Automotive (59,109 shares), Nov Inc (10,197 shares), and Shopify Inc. (9,105 shares). The filing also includes a small number of preferred shares and exchange-traded products, such as Grayscale Ethereum Staking Shares (10,510 shares) and the SPDR S&P 500 ETF Trust (62,000 shares).
