Sign In
test

Michael Seid

Axxcess Wealth Management, Llc

Assets Managed
$3.12B
Holdings
373
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-46%(2Q avg: -11.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Axxcess Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 373 positions.

Assets under management

The assets under management (AUM) of Axxcess Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.12B in assets, with a quarterly growth rate of -46% and a 2-quarter average growth rate of -11.89%. The portfolio is managed by Michael Seid, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -6.65%
5.7%
$177.611M
1.789M shares@ $99.27 avg price
AAPL
Apple Inc
Recent Activity
New Position
4.37%
$136.177M
552,896 shares@ $246.3 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 20.52%
3.77%
$117.417M
2.32M shares@ $50.62 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.05%
3.01%
$93.832M
2.055M shares@ $45.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -14.99%
2.84%
$88.396M
510,231 shares@ $173.25 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.91%
2.77%
$86.232M
235,388 shares@ $366.34 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 11.1%
2.45%
$76.379M
833,469 shares@ $91.65 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Increased 6.18%
2.31%
$71.957M
1.436M shares@ $50.12 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.08%
2.28%
$70.834M
1.049M shares@ $67.53 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.68%
2.24%
$69.763M
116,749 shares@ $597.55 avg price

1-10 of 373