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Manager record

Axxcess Wealth Management, Llc

Carlsbad, CA · CIK 1911056 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.44BReported 13F valueQ3 2026 · as filed
983Holdings listed
-61.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $4.3B$4.3BQ2 2025881 holdingsQ3 2025: $4.7B$4.7BQ3 2025924 holdingsQ4 2025: $5.8B$5.8BQ4 20251,043 holdingsQ1 2026: $3.1B$3.1BQ1 2026373 holdingsQ2 2026: $6.3B$6.3BQ2 20261,051 holdingsQ3 2026: $2.4B$2.4BQ3 2026983 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$2.44B · 983 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$6.28B · 1,051 holdings listed · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$3.12B · 373 holdings listed · View original SEC filing ↗
Feb 19 2026 13F-HR/A · period Q4 2025

$5.78B · 1,043 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$25.88B · 1,042 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$4.73B · 924 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$4.28B · 881 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology