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Axos Invest - Q4 2025 13F Filings

AX

Axos Invest Inc.

CIK: 0002042928
Address: Nevada Las Vegas 9205 W Russell Road Ste 400
$136.04 M
Portfolio Value
22
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+1.99%
$135.79 M 99.81%
Options
$0 0.00%
Debt
$0 0.00%
Other
-30.93%
$251,692 0.19%

Sector Allocation (Stocks)

Axos Invest Q4 2025 Filing Summary

Axos Invest Inc. filed its 13F report for Q4 2025 on January 23, 2026. The portfolio totaled 136.04 M reflecting a +1.90% change from the prior quarter, spanning 22 assets. The top 10 holdings comprised 91.8% of the portfolio. Quarterly activity included 2 new positions and 2 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Axos Invest’s Q4 2025 Filing

Axos Invest submitted their Form 13F-HR for the Q4 2025 period on 01/23/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Axos Invest reported a managed portfolio value of 136.04 M, consisting of 22 individual positions.

This page displays the raw filing documents. To see which stocks Axos Invest bought or sold during Q4 2025, please visit Axos Invest's Portfolio Analysis page.