Long-term investor
Axxcess Wealth Management, LLC @axxcesswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911056).
Record
- Tracked since 2025-06-30 (441 days), 363 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +9.1% · all +9.1%
- Max drawdown n/a · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 5.6% · long · since 2025-06-30
- AGG · 2.9% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-09-30
- IDEV · 1.8% · long · since 2025-06-30
- SPDW · 1.7% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- JPST · 1.5% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30
- VO · 1.4% · long · since 2025-06-30
- IJH · 1.3% · long · since 2025-06-30
- VOO · 1.3% · long · since 2025-06-30
- AMZN · 1.3% · long · since 2025-06-30