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Axos Invest - Q2 2026 13F Filings

AX

Axos Invest Inc.

CIK: 0002042928
Address: Nevada Las Vegas 9205 W Russell Road Ste 400
$136.61 M
Portfolio Value
20
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VOO Vanguard S&P 500 Etf
+$3.65 M
2. XLK Technology Select Sector Spdr Fund
+$615,077
3. SPEM Spdr Portfolio Emerging Markets Etf
+$452,557.62
4. VGT Vanguard Information Technology Etf
+$277,719.74
5. GENM Genter Capital Municipal Quality Intermediate Etf
+$13,963.55

Top Sells

Q2 2026
1. VTI Vanguard Total Stock Market Etf
−$7.77 M
2. VEA Vanguard Ftse Developed Markets Etf
−$3.92 M
3. VWO Vanguard Ftse Emerging Markets Etf
−$833,762.25
4. SCHB Schwab Us Broad Market Etf
−$598,285.75
5. VGIT Vanguard Intermediate-Term Treasury Etf
−$530,229.1

Asset Allocation

Stocks/ETFs
+3.25%
$136.61 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Axos Invest Q2 2026 Filing Summary

Axos Invest Inc. filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 136.61 M reflecting a +3.25% change from the prior quarter, spanning 20 assets. The top 10 holdings comprised 93.8% of the portfolio. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Axos Invest’s Q2 2026 Filing

Axos Invest submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Axos Invest reported a managed portfolio value of 136.61 M, consisting of 20 individual positions.

This page displays the raw filing documents. To see which stocks Axos Invest bought or sold during Q2 2026, please visit Axos Invest's Portfolio Analysis page.