Axos Invest Inc. Top Holdings and 13F Report (2025) About Axos Invest Inc.Investment ActivityAxos Invest Inc. has $133.50 million in total holdings as of September 30, 2025.Axos Invest Inc. owns shares of 22 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 14.27% of the portfolio was sold this quarter.This quarter, Axos Invest Inc. has purchased 22 new stocks and bought additional shares in 2 stocks.Axos Invest Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $47,021,933Vanguard FTSE Developed Markets ETF $29,342,712Vanguard S&P 500 ETF $10,770,947iShares iBoxx $ Investment Grade Corporate Bond ETF $7,561,223Vanguard Intermediate-Term Treasury ETF $7,169,745 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $10,770,947 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $1,470,583 Holding84858T780 - SPINNAKER ETF SERIES $153,331 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 17,589 shares (about $10.77M)SPDR Portfolio Emerging Markets ETF 31,416 shares (about $1.47M)SPINNAKER ETF SERIES 14,901 shares (about $153.33K)Vanguard FTSE Developed Markets ETF 2,406 shares (about $144.17K)Vanguard Real Estate ETF 325 shares (about $29.71K) Largest Sales this Quarter Vanguard Total Stock Market ETF 36,695 shares (about $12.04M)Vanguard FTSE Emerging Markets ETF 32,570 shares (about $1.76M)Schwab International Equity ETF 38,986 shares (about $907.60K)Schwab US Broad Market ETF 31,851 shares (about $818.89K)Vanguard Intermediate-Term Treasury ETF 9,456 shares (about $567.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxos Invest Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$47,021,933$12,042,222 ▼-20.4%143,28535.2%ETFVEAVanguard FTSE Developed Markets ETF$29,342,712$144,168 ▲0.5%489,69822.0%ETFVOOVanguard S&P 500 ETF$10,770,947$10,770,947 ▲New Holding17,5898.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,561,223$219,819 ▼-2.8%67,8325.7%FinanceVGITVanguard Intermediate-Term Treasury ETF$7,169,745$567,644 ▼-7.3%119,4365.4%ETFTIPiShares TIPS Bond ETF$5,912,837$302,187 ▼-4.9%53,1634.4%ETFVWOVanguard FTSE Emerging Markets ETF$5,082,587$1,764,610 ▼-25.8%93,8113.8%ETFSCHFSchwab International Equity ETF$3,318,510$907,598 ▼-21.5%142,5472.5%ETFSCHBSchwab US Broad Market ETF$3,279,978$818,889 ▼-20.0%127,5762.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,027,611$251,222 ▼-7.7%37,8782.3%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,016,200$129,408 ▼-4.1%117,8202.3%ETFVNQVanguard Real Estate ETF$2,415,805$29,712 ▲1.2%26,4251.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,470,583$1,470,583 ▲New Holding31,4161.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$975,549$330,193 ▼-25.3%14,7990.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$850,638$237,536 ▼-21.8%10,1130.6%ETFVGTVanguard Information Technology ETF$523,662$167,333 ▼-24.2%7010.4%ETFIYRiShares U.S. Real Estate ETF$373,007$145,921 ▼-28.1%3,8420.3%ETFXLKTechnology Select Sector SPDR Fund$371,063$20,865 ▼-5.3%1,3160.3%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$364,426$155,226 ▼-29.9%3,8080.3%ETFSPYSPDR S&P 500 ETF Trust$325,023$88,582 ▼-21.4%4880.2%FinanceICLNiShares Global Clean Energy ETF$174,711$33,577 ▼-16.1%11,2860.1%ETFSPINNAKER ETF SERIES$153,331$153,331 ▲New Holding14,9010.1%GENTER CAP MUNICEFAiShares MSCI EAFE ETF$0$393,124 ▼-100.0%00.0%FinanceVBVanguard Small-Cap ETF$0$264,487 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$215,009 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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