Axis Wealth Partners, LLC
RIA/Wealth
Axis Wealth Partners, LLC is a RIA/Wealth based in East Providence, RI led by Daniel Da Ponte, reporting $289.7M in AUM as of Q3 2025 with 85% ETF concentration and minimal technology exposure.
Managing PartnerDaniel Da Ponte
- Portfolio Value
- $170.9M
- Positions
- 161
- Top Holding
- VOO at 3.72%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Axis Wealth Partners, LLC's portfolio (27.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.4M | 3.72% | +$314.1K Bought | — 10.4K shares | |
ETF ETF | $6.3M | 3.69% | +$263.9K Bought | — 70.9K shares | |
ETF ETF | $6.2M | 3.65% | +$601.0K Bought | — 134.8K shares | |
ETF ETF | $6.0M | 3.50% | +$308.2K Bought | — 70.6K shares | |
ETF ETF | $4.0M | 2.36% | +$67.0K Bought | — 147.9K shares | |
Consumer Electronics Technology | $3.9M | 2.29% | +$1.1M Bought | 0.00% 15.4K shares | |
ETF ETF | $3.9M | 2.27% | +$157.8K Bought | — 8.1K shares | |
ETF ETF | $3.8M | 2.21% | +$58.4K Bought | — 67.6K shares | |
Unknown Unknown | $3.5M | 2.04% | +$151.7K Bought | — 16.2K shares | |
ETF ETF | $3.4M | 1.96% | +$161.9K Bought | — 92.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Axis Wealth Partners, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-77.64% | |
-31.25% | |
-28.72% | |
-28.02% |
Analytics
Portfolio insights and performance metrics for Axis Wealth Partners, LLC
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