Sponsored

The Analysis of Axis Wealth Partners, LLC's Holdings & P&L

Currently, Axis Wealth Partners, LLC holds 183 types of securities in its portfolio with a total value $208.3M. In the most recent quarter, they have increased their positions in VUG (+47.3K shares, valued at $4.1M), NVDA (+17.3K shares, valued at $3.5M), VOOG (+18.8K shares, valued at $1.6M); decreased their positions in AAPL (-2.3K shares, valued at $669.0K), N/A (-771 shares, valued at $575.7K), DFAC (-11.3K shares, valued at $503.0K); initiated new positions in FBCG (+14.5K shares, valued at $901.6K), AVDE (+7.4K shares, valued at $657.7K), PVAL (+6.2K shares, valued at $316.5K).

1M P&L

+5.5M+2.76%

3M P&L

+5.7M+2.89%

HY P&L

-20.8M-9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A170.7M

85.9%

2Semiconductors6.6M

3.3%

3Insurance - Property & Casualty5.0M

2.5%

Top Industries by Stock Count

1N/A136 stocks

80.5%

2Semiconductors5 stocks

3.0%

3Banks - Diversified3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR157.7K shares7.19%2026-06-302026-07-28

VOO VANGUARD INDEX FDS10.1K shares-5.45%2026-06-302026-07-28

DGRW WISDOMTREE TR71.7K shares-0.57%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS68.9K shares-3.13%2026-06-302026-07-28

SLDE SLIDE INS HLDGS INC257.8K shares26.69%2026-06-302026-07-28

VUG VANGUARD INDEX FDS56.5K shares514.67%2026-06-302026-07-28

NVDA NVIDIA CORPORATION23.4K shares284.02%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR144.6K shares-0.95%2026-06-302026-07-28

Sponsored

UITB VICTORY PORTFOLIOS II87.0K shares12.39%2026-06-302026-07-28

FDVV FIDELITY COVINGTON TRUST67.0K shares-0.68%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST73.2K shares-6.05%2026-06-302026-07-28

VIG VANGUARD SPECIALIZED FUNDS16.1K shares-0.07%2026-06-302026-07-28

AAPL APPLE INC13.0K shares-15.06%2026-06-302026-07-28

DFAI DIMENSIONAL ETF TRUST90.7K shares-4.72%2026-06-302026-07-28

SPYV SPDR SERIES TRUST56.6K shares2.84%2026-06-302026-07-28

VFLO VICTORY PORTFOLIOS II70.6K shares-5.85%2026-06-302026-07-28

Sponsored

VONV VANGUARD SCOTTSDALE FDS28.1K shares1.11%2026-06-302026-07-28

DEM WISDOMTREE TR54.9K shares-5.34%2026-06-302026-07-28

IJJ ISHARES TR19.2K shares1.03%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares-17.62%2026-06-302026-07-28

IVW ISHARES TR19.2K shares-4.68%2026-06-302026-07-28

SGOV ISHARES TR25.0K shares47.64%2026-06-302026-07-28

IJH ISHARES TR31.0K shares-2.36%2026-06-302026-07-28

VONG VANGUARD SCOTTSDALE FDS18.5K shares0.28%2026-06-302026-07-28

Sponsored

IVE ISHARES TR10.3K shares-1.69%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS14.7K shares-2.25%2026-06-302026-07-28

IJK ISHARES TR19.7K shares-2.05%2026-06-302026-07-28

ISHARES TR ISHARES TR22.3K shares-3.59%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST47.0K shares-19.45%2026-06-302026-07-28

EFG ISHARES TR15.9K shares-3.86%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS27.4K shares7.42%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T8.9K shares-6.15%2026-06-302026-07-28

Sponsored

VOOG VANGUARD ADMIRAL FDS INC22.7K shares485.26%2026-06-302026-07-28

AMZN AMAZON COM INC6.9K shares-17.34%2026-06-302026-07-28

XYL XYLEM INC13.6K shares0.00%2026-06-302026-07-28

FENI FIDELITY COVINGTON TRUST39.4K shares39.51%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST18.8K shares-3.04%2026-06-302026-07-28

RECS COLUMBIA ETF TR I35.1K shares-3.74%2026-06-302026-07-28

DHS WISDOMTREE TR13.1K shares-2.36%2026-06-302026-07-28

LVHI LEGG MASON ETF INVT36.0K shares19.26%2026-06-302026-07-28

Sponsored

IDV ISHARES TR34.5K shares0.43%2026-06-302026-07-28

SDY SPDR SERIES TRUST9.4K shares-3.54%2026-06-302026-07-28

EFV ISHARES TR18.5K shares-4.38%2026-06-302026-07-28

JGRO J P MORGAN EXCHANGE TRADED F14.1K shares-5.79%2026-06-302026-07-28

DFCF DIMENSIONAL ETF TRUST33.0K shares0.38%2026-06-302026-07-28

QQQ INVESCO QQQ TR1.9K shares-2.53%2026-06-302026-07-28

PEY INVESCO EXCHANGE TRADED FD T59.5K shares-4.26%2026-06-302026-07-28

EQIN COLUMBIA ETF TR I26.0K shares-0.40%2026-06-302026-07-28

Sponsored

IJR ISHARES TR8.9K shares0.02%2026-06-302026-07-28

FELC FIDELITY COVINGTON TRUST31.4K shares20.92%2026-06-302026-07-28

ESGU ISHARES TR7.9K shares0.15%2026-06-302026-07-28

VCSH VANGUARD SCOTTSDALE FDS16.4K shares1.93%2026-06-302026-07-28

USTB VICTORY PORTFOLIOS II25.6K shares-1.97%2026-06-302026-07-28

ANGL VANECK ETF TRUST41.0K shares1.15%2026-06-302026-07-28

IJS ISHARES TR8.7K shares2.59%2026-06-302026-07-28

DFAT DIMENSIONAL ETF TRUST16.7K shares-4.58%2026-06-302026-07-28

Sponsored

SPSM SPDR SERIES TRUST18.9K shares-1.40%2026-06-302026-07-28

IUSG ISHARES TR5.7K shares-2.69%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F18.9K shares9.59%2026-06-302026-07-28

IWF ISHARES TR8.4K shares281.76%2026-06-302026-07-28

AVSC AMERICAN CENTY ETF TR13.7K shares-3.90%2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC22.7K shares-7.84%2026-06-302026-07-28

GOOGL ALPHABET INC2.6K shares-17.04%2026-06-302026-07-28

FBCG FIDELITY COVINGTON TRUST14.5K sharesnew addition2026-06-302026-07-28

Sponsored

DUHP DIMENSIONAL ETF TRUST20.7K shares-14.52%2026-06-302026-07-28

JCPB J P MORGAN EXCHANGE TRADED F17.3K shares0.78%2026-06-302026-07-28

IJT ISHARES TR4.5K shares0.87%2026-06-302026-07-28

MO ALTRIA GROUP INC11.2K shares-0.85%2026-06-302026-07-28

BUFR FIRST TR EXCHNG TRADED FD VI21.6K shares-2.02%2026-06-302026-07-28

CDC VICTORY PORTFOLIOS II10.2K shares-5.99%2026-06-302026-07-28

JPIE J P MORGAN EXCHANGE TRADED F16.2K shares-0.97%2026-06-302026-07-28

MSFT MICROSOFT CORP2.0K shares-15.79%2026-06-302026-07-28

Sponsored

VGIT VANGUARD SCOTTSDALE FDS12.5K shares4.98%2026-06-302026-07-28

IWD ISHARES TR3.0K shares0.30%2026-06-302026-07-28

VTV VANGUARD INDEX FDS3.3K shares-7.99%2026-06-302026-07-28

TXN TEXAS INSTRS INC2.4K shares0.04%2026-06-302026-07-28

IWR ISHARES TR6.4K shares2.61%2026-06-302026-07-28

HELO J P MORGAN EXCHANGE TRADED F10.5K shares-0.15%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F11.7K shares-2.57%2026-06-302026-07-28

VTC VANGUARD SCOTTSDALE FDS9.1K shares5.22%2026-06-302026-07-28

Sponsored

SHY ISHARES TR8.5K shares-5.47%2026-06-302026-07-28

EFA ISHARES TR6.7K shares-0.01%2026-06-302026-07-28

OMFL INVESCO EXCH TRD SLF IDX FD10.1K shares-3.16%2026-06-302026-07-28

DFAU DIMENSIONAL ETF TRUST12.9K shares0.05%2026-06-302026-07-28

GSLC GOLDMAN SACHS ETF TR4.7K shares4.01%2026-06-302026-07-28

AVDE AMERICAN CENTY ETF TR7.4K sharesnew addition2026-06-302026-07-28

WTMF WISDOMTREE TR15.9K shares-2.78%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR6.6K shares63.13%2026-06-302026-07-28

Sponsored

VBK VANGUARD INDEX FDS1.7K shares-0.40%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares-3.48%2026-06-302026-07-28

VBR VANGUARD INDEX FDS2.5K shares-4.38%2026-06-302026-07-28

VXUS VANGUARD STAR FDS7.1K shares-1.90%2026-06-302026-07-28

QCOM QUALCOMM INC3.3K shares0.12%2026-06-302026-07-28

IGIB ISHARES TR11.2K shares-0.22%2026-06-302026-07-28

SBND COLUMBIA ETF TR I30.4K shares10.50%2026-06-302026-07-28

BSCR INVESCO EXCH TRD SLF IDX FD27.5K shares4.08%2026-06-302026-07-28

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD26.3K shares4.12%2026-06-302026-07-28

VCIT VANGUARD SCOTTSDALE FDS6.5K shares-1.46%2026-06-302026-07-28

BSCT INVESCO EXCH TRD SLF IDX FD28.8K shares4.10%2026-06-302026-07-28

BSCQ INVESCO EXCH TRD SLF IDX FD27.4K shares2.97%2026-06-302026-07-28

BSCU INVESCO EXCH TRD SLF IDX FD32.1K shares4.08%2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR11.7K shares-0.72%2026-06-302026-07-28

IRM IRON MTN INC DEL4.0K shares0.05%2026-06-302026-07-28

BSCV INVESCO EXCH TRD SLF IDX FD31.2K shares4.22%2026-06-302026-07-28

Sponsored

ISHARES TR ISHARES TR672 shares-5.62%2026-06-302026-07-28

WFC WELLS FARGO & CO6.1K shares-8.79%2026-06-302026-07-28

JMUB J P MORGAN EXCHANGE TRADED F9.5K shares6.37%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares-42.20%2026-06-302026-07-28

ITA ISHARES TR1.9K shares-0.47%2026-06-302026-07-28

ABBVIE INC ABBVIE INC1.8K shares0.60%2026-06-302026-07-28

BSV VANGUARD BD INDEX FDS5.8K shares88.65%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS9.3K shares-2.04%2026-06-302026-07-28

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP3.2K shares-34.64%2026-06-302026-07-28

WPC WP CAREY INC6.1K shares-1.69%2026-06-302026-07-28

WTV WISDOMTREE TR4.3K shares44.43%2026-06-302026-07-28

LQD ISHARES TR4.0K shares-3.62%2026-06-302026-07-28

BAC BANK OF AMER CORP7.4K shares-23.95%2026-06-302026-07-28

IEF ISHARES TR4.5K shares-5.91%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-11.28%2026-06-302026-07-28

FESM FIDELITY COVINGTON TRUST8.4K shares20.34%2026-06-302026-07-28

Sponsored

MUB ISHARES TR3.6K shares14.20%2026-06-302026-07-28

SCHG SCHWAB STRATEGIC TR11.5K shares-0.11%2026-06-302026-07-28

VTEB VANGUARD MUN BD FDS7.6K shares29.92%2026-06-302026-07-28

MCD MCDONALDS CORP1.4K shares-15.03%2026-06-302026-07-28

UCON FIRST TR EXCHNG TRADED FD VI15.2K shares1.10%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC782 shares-32.70%2026-06-302026-07-28

T AT&T INC17.8K shares-2.74%2026-06-302026-07-28

ASTRAZENECA PLC ASTRAZENECA PLC1.9K shares-1.73%2026-06-302026-07-28

Sponsored

INEQ COLUMBIA ETF TR I9.5K shares63.90%2026-06-302026-07-28

HYG ISHARES TR4.4K shares-8.28%2026-06-302026-07-28

IEMG ISHARES INC4.3K shares4.98%2026-06-302026-07-28

DES WISDOMTREE TR8.5K shares34.18%2026-06-302026-07-28

SMH VANECK ETF TRUST528 shares0.00%2026-06-302026-07-28

VOT VANGUARD INDEX FDS1.1K shares28.52%2026-06-302026-07-28

RY ROYAL BK CDA1.6K shares0.00%2026-06-302026-07-28

TSLA TESLA INC789 shares-19.57%2026-06-302026-07-28

Sponsored

META PLATFORMS INC META PLATFORMS INC585 shares-19.75%2026-06-302026-07-28

PVAL PUTNAM ETF TRUST6.2K sharesnew addition2026-06-302026-07-28

DTH WISDOMTREE TR5.8K shares-4.50%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS3.9K sharesnew addition2026-06-302026-07-28

SUSA ISHARES TR2.0K shares0.15%2026-06-302026-07-28

DLR DIGITAL RLTY TR INC1.7K shares0.18%2026-06-302026-07-28

BIL SPDR SERIES TRUST3.2K shares3.15%2026-06-302026-07-28

AVLV AMERICAN CENTY ETF TR3.3K sharesnew addition2026-06-302026-07-28

Sponsored

VNQ VANGUARD INDEX FDS3.0K shares-2.54%2026-06-302026-07-28

IQDG WISDOMTREE TR6.6K shares11.53%2026-06-302026-07-28

PYLD PIMCO ETF TR10.6K sharesnew addition2026-06-302026-07-28

VO VANGUARD INDEX FDS3.3K shares308.07%2026-06-302026-07-28

IWM ISHARES TR887 shares-0.67%2026-06-302026-07-28

JQUA J P MORGAN EXCHANGE TRADED F3.6K shares4.01%2026-06-302026-07-28

BLV VANGUARD BD INDEX FDS3.8K sharesnew addition2026-06-302026-07-28

DAL DELTA AIR LINES INC2.7K sharesnew addition2026-06-302026-07-28

Sponsored

ITOT ISHARES TR1.5K shares-31.42%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC348 sharesnew addition2026-06-302026-07-28

VMBS VANGUARD SCOTTSDALE FDS5.4K sharesnew addition2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC430 sharesnew addition2026-06-302026-07-28

FMAG FIDELITY COVINGTON TRUST6.7K sharesnew addition2026-06-302026-07-28

GOVT ISHARES TR10.7K shares0.33%2026-06-302026-07-28

XMHQ INVESCO EXCHANGE TRADED FD T2.1K shares-30.90%2026-06-302026-07-28

CVX CHEVRON CORPORATION1.4K shares-13.54%2026-06-302026-07-28

Sponsored

AFL AFLAC INC2.0K sharesnew addition2026-06-302026-07-28

SCYB SCHWAB STRATEGIC TR9.1K shares4.89%2026-06-302026-07-28

SRLN SSGA ACTIVE ETF TR5.9K shares-2.89%2026-06-302026-07-28

JNK SPDR SERIES TRUST2.4K shares-13.08%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC1.3K shares0.63%2026-06-302026-07-28

GOOG ALPHABET INC646 shares-40.35%2026-06-302026-07-28

PAVE GLOBAL X FDS3.8K sharesnew addition2026-06-302026-07-28

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-28

Sponsored

WMT WALMART INC2.0K shares-2.82%2026-06-302026-07-28

QYLD GLOBAL X FDS12.0K shares0.00%2026-06-302026-07-28

GLW CORNING INC860 sharesnew addition2026-06-302026-07-28

WELL WELLTOWER INC967 sharesnew addition2026-06-302026-07-28

PFF ISHARES TR7.2K shares-3.59%2026-06-302026-07-28

UBND VICTORY PORTFOLIOS II10.0K sharesnew addition2026-06-302026-07-28

SUB ISHARES TR2.0K sharesnew addition2026-06-302026-07-28

FLQM FRANKLIN TEMPLETON ETF TR3.6K shares-32.50%2026-06-302026-07-28

Sponsored

IWB ISHARES TR504 sharesnew addition2026-06-302026-07-28

MET METLIFE INC2.4K shares-14.85%2026-06-302026-07-28

AEROVIRONMENT INC AEROVIRONMENT INC1.2K sharesnew addition2026-06-302026-07-28

ISHARES TR ISHARES TR2.1K sharesnew addition2026-06-302026-07-28

JNJ JOHNSON & JOHNSON795 shares-28.95%2026-06-302026-07-28

IWP ISHARES TR1.4K sharesnew addition2026-06-302026-07-28

CRNT CERAGON NETWORKS LTD10.7K shares0.00%2026-06-302026-07-28

FBND

FIDELITY MERRIMACK STR TR

7.19%

Shares157.7K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-5.45%

Shares10.1K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE TR

-0.57%

Shares71.7K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

-3.13%

Shares68.9K

Event2026-06-30

Filed2026-07-28

SLDE

SLIDE INS HLDGS INC

26.69%

Shares257.8K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

514.67%

Shares56.5K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

284.02%

Shares23.4K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-0.95%

Shares144.6K

Event2026-06-30

Filed2026-07-28

UITB

VICTORY PORTFOLIOS II

12.39%

Shares87.0K

Event2026-06-30

Filed2026-07-28

FDVV

FIDELITY COVINGTON TRUST

-0.68%

Shares67.0K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-6.05%

Shares73.2K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-0.07%

Shares16.1K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-15.06%

Shares13.0K

Event2026-06-30

Filed2026-07-28

DFAI

DIMENSIONAL ETF TRUST

-4.72%

Shares90.7K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

2.84%

Shares56.6K

Event2026-06-30

Filed2026-07-28

VFLO

VICTORY PORTFOLIOS II

-5.85%

Shares70.6K

Event2026-06-30

Filed2026-07-28

VONV

VANGUARD SCOTTSDALE FDS

1.11%

Shares28.1K

Event2026-06-30

Filed2026-07-28

DEM

WISDOMTREE TR

-5.34%

Shares54.9K

Event2026-06-30

Filed2026-07-28

IJJ

ISHARES TR

1.03%

Shares19.2K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-17.62%

Shares3.6K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-4.68%

Shares19.2K

Event2026-06-30

Filed2026-07-28

SGOV

ISHARES TR

47.64%

Shares25.0K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

-2.36%

Shares31.0K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD SCOTTSDALE FDS

0.28%

Shares18.5K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

-1.69%

Shares10.3K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-2.25%

Shares14.7K

Event2026-06-30

Filed2026-07-28

IJK

ISHARES TR

-2.05%

Shares19.7K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-3.59%

Shares22.3K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

-19.45%

Shares47.0K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

-3.86%

Shares15.9K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

7.42%

Shares27.4K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

-6.15%

Shares8.9K

Event2026-06-30

Filed2026-07-28

VOOG

VANGUARD ADMIRAL FDS INC

485.26%

Shares22.7K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-17.34%

Shares6.9K

Event2026-06-30

Filed2026-07-28

XYL

XYLEM INC

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-28

FENI

FIDELITY COVINGTON TRUST

39.51%

Shares39.4K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

-3.04%

Shares18.8K

Event2026-06-30

Filed2026-07-28

RECS

COLUMBIA ETF TR I

-3.74%

Shares35.1K

Event2026-06-30

Filed2026-07-28

DHS

WISDOMTREE TR

-2.36%

Shares13.1K

Event2026-06-30

Filed2026-07-28

LVHI

LEGG MASON ETF INVT

19.26%

Shares36.0K

Event2026-06-30

Filed2026-07-28

IDV

ISHARES TR

0.43%

Shares34.5K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

-3.54%

Shares9.4K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

-4.38%

Shares18.5K

Event2026-06-30

Filed2026-07-28

JGRO

J P MORGAN EXCHANGE TRADED F

-5.79%

Shares14.1K

Event2026-06-30

Filed2026-07-28

DFCF

DIMENSIONAL ETF TRUST

0.38%

Shares33.0K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-2.53%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PEY

INVESCO EXCHANGE TRADED FD T

-4.26%

Shares59.5K

Event2026-06-30

Filed2026-07-28

EQIN

COLUMBIA ETF TR I

-0.40%

Shares26.0K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

0.02%

Shares8.9K

Event2026-06-30

Filed2026-07-28

FELC

FIDELITY COVINGTON TRUST

20.92%

Shares31.4K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

0.15%

Shares7.9K

Event2026-06-30

Filed2026-07-28

VCSH

VANGUARD SCOTTSDALE FDS

1.93%

Shares16.4K

Event2026-06-30

Filed2026-07-28

USTB

VICTORY PORTFOLIOS II

-1.97%

Shares25.6K

Event2026-06-30

Filed2026-07-28

ANGL

VANECK ETF TRUST

1.15%

Shares41.0K

Event2026-06-30

Filed2026-07-28

IJS

ISHARES TR

2.59%

Shares8.7K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

-4.58%

Shares16.7K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

-1.40%

Shares18.9K

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES TR

-2.69%

Shares5.7K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

9.59%

Shares18.9K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

281.76%

Shares8.4K

Event2026-06-30

Filed2026-07-28

AVSC

AMERICAN CENTY ETF TR

-3.90%

Shares13.7K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-7.84%

Shares22.7K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-17.04%

Shares2.6K

Event2026-06-30

Filed2026-07-28

FBCG

FIDELITY COVINGTON TRUST

New

Shares14.5K

Event2026-06-30

Filed2026-07-28

DUHP

DIMENSIONAL ETF TRUST

-14.52%

Shares20.7K

Event2026-06-30

Filed2026-07-28

JCPB

J P MORGAN EXCHANGE TRADED F

0.78%

Shares17.3K

Event2026-06-30

Filed2026-07-28

IJT

ISHARES TR

0.87%

Shares4.5K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.85%

Shares11.2K

Event2026-06-30

Filed2026-07-28

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.02%

Shares21.6K

Event2026-06-30

Filed2026-07-28

CDC

VICTORY PORTFOLIOS II

-5.99%

Shares10.2K

Event2026-06-30

Filed2026-07-28

JPIE

J P MORGAN EXCHANGE TRADED F

-0.97%

Shares16.2K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-15.79%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD SCOTTSDALE FDS

4.98%

Shares12.5K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

0.30%

Shares3.0K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

-7.99%

Shares3.3K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

0.04%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

2.61%

Shares6.4K

Event2026-06-30

Filed2026-07-28

HELO

J P MORGAN EXCHANGE TRADED F

-0.15%

Shares10.5K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

-2.57%

Shares11.7K

Event2026-06-30

Filed2026-07-28

VTC

VANGUARD SCOTTSDALE FDS

5.22%

Shares9.1K

Event2026-06-30

Filed2026-07-28

SHY

ISHARES TR

-5.47%

Shares8.5K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-0.01%

Shares6.7K

Event2026-06-30

Filed2026-07-28

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.16%

Shares10.1K

Event2026-06-30

Filed2026-07-28

DFAU

DIMENSIONAL ETF TRUST

0.05%

Shares12.9K

Event2026-06-30

Filed2026-07-28

GSLC

GOLDMAN SACHS ETF TR

4.01%

Shares4.7K

Event2026-06-30

Filed2026-07-28

AVDE

AMERICAN CENTY ETF TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-28

WTMF

WISDOMTREE TR

-2.78%

Shares15.9K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

63.13%

Shares6.6K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-0.40%

Shares1.7K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-3.48%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

-4.38%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

-1.90%

Shares7.1K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

0.12%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IGIB

ISHARES TR

-0.22%

Shares11.2K

Event2026-06-30

Filed2026-07-28

SBND

COLUMBIA ETF TR I

10.50%

Shares30.4K

Event2026-06-30

Filed2026-07-28

BSCR

INVESCO EXCH TRD SLF IDX FD

4.08%

Shares27.5K

Event2026-06-30

Filed2026-07-28

BSCS

INVESCO EXCH TRD SLF IDX FD

4.12%

Shares26.3K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD SCOTTSDALE FDS

-1.46%

Shares6.5K

Event2026-06-30

Filed2026-07-28

BSCT

INVESCO EXCH TRD SLF IDX FD

4.10%

Shares28.8K

Event2026-06-30

Filed2026-07-28

BSCQ

INVESCO EXCH TRD SLF IDX FD

2.97%

Shares27.4K

Event2026-06-30

Filed2026-07-28

BSCU

INVESCO EXCH TRD SLF IDX FD

4.08%

Shares32.1K

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

-0.72%

Shares11.7K

Event2026-06-30

Filed2026-07-28

IRM

IRON MTN INC DEL

0.05%

Shares4.0K

Event2026-06-30

Filed2026-07-28

BSCV

INVESCO EXCH TRD SLF IDX FD

4.22%

Shares31.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-5.62%

Shares672

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-8.79%

Shares6.1K

Event2026-06-30

Filed2026-07-28

JMUB

J P MORGAN EXCHANGE TRADED F

6.37%

Shares9.5K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-42.20%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ITA

ISHARES TR

-0.47%

Shares1.9K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.60%

Shares1.8K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD BD INDEX FDS

88.65%

Shares5.8K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

-2.04%

Shares9.3K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

-34.64%

Shares3.2K

Event2026-06-30

Filed2026-07-28

WPC

WP CAREY INC

-1.69%

Shares6.1K

Event2026-06-30

Filed2026-07-28

WTV

WISDOMTREE TR

44.43%

Shares4.3K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

-3.62%

Shares4.0K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-23.95%

Shares7.4K

Event2026-06-30

Filed2026-07-28

IEF

ISHARES TR

-5.91%

Shares4.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-11.28%

Shares1.1K

Event2026-06-30

Filed2026-07-28

FESM

FIDELITY COVINGTON TRUST

20.34%

Shares8.4K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

14.20%

Shares3.6K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB STRATEGIC TR

-0.11%

Shares11.5K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

29.92%

Shares7.6K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-15.03%

Shares1.4K

Event2026-06-30

Filed2026-07-28

UCON

FIRST TR EXCHNG TRADED FD VI

1.10%

Shares15.2K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-32.70%

Shares782

Event2026-06-30

Filed2026-07-28

AT&T INC

-2.74%

Shares17.8K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC

-1.73%

Shares1.9K

Event2026-06-30

Filed2026-07-28

INEQ

COLUMBIA ETF TR I

63.90%

Shares9.5K

Event2026-06-30

Filed2026-07-28

HYG

ISHARES TR

-8.28%

Shares4.4K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

4.98%

Shares4.3K

Event2026-06-30

Filed2026-07-28

DES

WISDOMTREE TR

34.18%

Shares8.5K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

0.00%

Shares528

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

28.52%

Shares1.1K

Event2026-06-30

Filed2026-07-28

ROYAL BK CDA

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

-19.57%

Shares789

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-19.75%

Shares585

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM ETF TRUST

New

Shares6.2K

Event2026-06-30

Filed2026-07-28

DTH

WISDOMTREE TR

-4.50%

Shares5.8K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

SUSA

ISHARES TR

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL RLTY TR INC

0.18%

Shares1.7K

Event2026-06-30

Filed2026-07-28

BIL

SPDR SERIES TRUST

3.15%

Shares3.2K

Event2026-06-30

Filed2026-07-28

AVLV

AMERICAN CENTY ETF TR

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

-2.54%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IQDG

WISDOMTREE TR

11.53%

Shares6.6K

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

New

Shares10.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

308.07%

Shares3.3K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

-0.67%

Shares887

Event2026-06-30

Filed2026-07-28

JQUA

J P MORGAN EXCHANGE TRADED F

4.01%

Shares3.6K

Event2026-06-30

Filed2026-07-28

BLV

VANGUARD BD INDEX FDS

New

Shares3.8K

Event2026-06-30

Filed2026-07-28

DAL

DELTA AIR LINES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

-31.42%

Shares1.5K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

New

Shares348

Event2026-06-30

Filed2026-07-28

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares5.4K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

New

Shares430

Event2026-06-30

Filed2026-07-28

FMAG

FIDELITY COVINGTON TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-28

GOVT

ISHARES TR

0.33%

Shares10.7K

Event2026-06-30

Filed2026-07-28

XMHQ

INVESCO EXCHANGE TRADED FD T

-30.90%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-13.54%

Shares1.4K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

SCYB

SCHWAB STRATEGIC TR

4.89%

Shares9.1K

Event2026-06-30

Filed2026-07-28

SRLN

SSGA ACTIVE ETF TR

-2.89%

Shares5.9K

Event2026-06-30

Filed2026-07-28

JNK

SPDR SERIES TRUST

-13.08%

Shares2.4K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

0.63%

Shares1.3K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-40.35%

Shares646

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X FDS

New

Shares3.8K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-2.82%

Shares2.0K

Event2026-06-30

Filed2026-07-28

QYLD

GLOBAL X FDS

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

New

Shares860

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

New

Shares967

Event2026-06-30

Filed2026-07-28

PFF

ISHARES TR

-3.59%

Shares7.2K

Event2026-06-30

Filed2026-07-28

UBND

VICTORY PORTFOLIOS II

New

Shares10.0K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

FLQM

FRANKLIN TEMPLETON ETF TR

-32.50%

Shares3.6K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

New

Shares504

Event2026-06-30

Filed2026-07-28

MET

METLIFE INC

-14.85%

Shares2.4K

Event2026-06-30

Filed2026-07-28

AEROVIRONMENT INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

-28.95%

Shares795

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

CRNT

CERAGON NETWORKS LTD

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available