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Alexis Investment Partners, LLC
Alexis Investment Partners, LLC is an SEC-registered investment adviser headquartered in Montgomery, Texas. The firm, founded in 2019, provides investment management and financial planning services to individuals, high net worth clients, businesses, and financial professionals. With approximately 5 employees, including investment professionals, Alexis Investment Partners employs a personalized, family-centered approach, emphasizing practical and tactical wealth management. They serve a broad client base, including private clients, charitable organizations, pension/profit-sharing plans, other investment companies, and corporate entities.
Investment Strategy
Alexis Investment Partners adopts a practical, tactical investment management strategy that is adaptive to market changes, client circumstances, and evolving economic factors. The firm manages private client portfolios, a Nasdaq-listed actively managed ETF, and serves as a tactical strategist for other advisers. Its process emphasizes flexible asset allocation, diversification, and risk management to both grow and protect wealth. Portfolios are built using data-driven insights and real-world market analysis, integrating active and passive investment solutions, and personalized planning to align with client goals and life stages.
Latest 13F Filing Activity
Alexis Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $232M. The fund increased holdings in Alexis Practical Tactical Etf, Vanguard Mega Cap Growth Etf, JPMorgan Ultra-short Income Etf among other positions. Alexis Investment Partners, LLC reduced exposure to Ishares Cohen & Steers Reit Etf, Ishares Core S&P Small-cap Etf, PIMCO Enhanced Short Maturity Active Exchange-traded Fund among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LEXI | ALEXIS PRACTICAL TACTICAL ETF | 39.41% | $91.5M | 2,832,173 | $30.19 | $32.32 | +$11.6M |
G GLD | SPDR Gold Shares | 3.99% | $9.3M | 30,767 | $247.78 | $304.83 | +$1.0M |
I IOO | ISHARES GLOBAL 100 ETF | 3.90% | $9.1M | 84,221 | $100.85 | $107.81 | +$1.2M |
M MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 3.74% | $8.7M | 36,495 | $210.08 | $240.32 | +$2.1M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 3.74% | $8.7M | 15,807 | $510.16 | $551.64 | +$393.0K |
Industry Allocation
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