Axos Invest Inc. has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report shows that the company holds a total of $132.9 million across various assets. This filing is crucial as it provides insights into the company's investment strategies and positions.
Axos Invest Inc., based in Las Vegas, Nevada, is a financial services company focused on investment management. The company operates under the Central Index Key (CIK) 0002042928 and has been active in filing various reports with the SEC. The latest filing, dated October 21, 2026, is part of their ongoing compliance with the SEC's reporting requirements.
The 13F-HR report outlines the company's holdings, which include a diverse range of exchange-traded funds (ETFs) and other financial instruments. According to the filing, Axos Invest has a total of 21 entries in its holdings, reflecting a strategy that emphasizes a broad allocation across different sectors.
In the filing, Axos Invest reported a total value of $132,929,340 in its holdings. The report is signed by Derek Tschudin, the Chief Compliance Officer, indicating the company's commitment to transparency and regulatory compliance.
This filing may impact various stakeholders, including investors, analysts, and competitors in the investment management sector. By revealing its holdings, Axos Invest provides valuable insights that can influence market perceptions and competitor strategies.
Looking ahead, the filing does not specify what actions Axos Invest will take next regarding its investment strategy or future filings. However, it is expected that the company will continue to monitor its portfolio and make adjustments as necessary in response to market conditions.