Long-term investor
Axis Wealth Partners, LLC @axiswealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052531).
Record
- Tracked since 2025-06-30 (472 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days +1.9% · 6 months +3.7% · 1 year +3.6% · all +3.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316188309 · 3.4% · long · since 2025-06-30
- 922908363 · 3.3% · long · since 2025-06-30
- 97717X669 · 3.3% · long · since 2025-06-30
- 921946794 · 3.2% · long · since 2025-06-30
- 831349105 · 2.4% · long · since 2025-12-31
- 922908736 · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 808524797 · 2.2% · long · since 2025-06-30
- 92647N527 · 2.0% · long · since 2025-06-30
- 316092840 · 1.9% · long · since 2025-06-30
- 25434V724 · 1.9% · long · since 2025-06-30
- 921908844 · 1.8% · long · since 2025-06-30