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Axos Invest Inc.
Axos Invest, Inc. is a registered investment adviser and a subsidiary of Axos Financial, Inc. Headquartered in Las Vegas, NV, it provides digital investment advisory and brokerage services to retail investors nationwide. Founded originally as WiseBanyan, Inc. in 2009 and acquired by Axos Financial in 2019, the firm offers automated portfolios alongside commission-free trading within a fintech-driven platform. The company combines traditional brokerage with robo-advisory technology to serve investors ranging from beginners to experienced professionals, with a primary focus on accessibility and technology. As part of the larger Axos Financial organization—which has consolidated assets of approximately $24.8 billion—Axos Invest leverages the corporate strength and regulatory compliance of its parent entity. Employee counts specific to Axos Invest, Inc. are not published; Axos Financial, Inc. employs several hundred people across business units.
Investment Strategy
Axos Invest employs a growth-oriented, technology-driven investment strategy centered around diversified, automated portfolio management and commission-free trading. The platform emphasizes asset allocation and efficient rebalancing tailored to individual risk profiles, leveraging digital interfaces for hands-off investing. It also provides actively managed portfolio options for those seeking more direct wealth management involvement but maintains a philosophy grounded in risk management, diversification, and educational support for investors of all experience levels. Regulatory compliance with SEC and FINRA ensures transparency and protection for users.
Latest 13F Filing Activity
Axos Invest Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 21 equity positions with a total 13F market value of $134M. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, SPDR Index SHS FDS among other positions. Axos Invest Inc. reduced exposure to Vanguard Index FDS, Vanguard Intl Equity Index F, Schwab Strategic TR among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 35.22% | $47.0M | 143,285 | $283.16 | $328.17 | -$7.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 21.98% | $29.3M | 489,698 | $52.38 | $59.92 | +$1.6M |
V VOO | VANGUARD INDEX FDS | 8.07% | $10.8M | 17,589 | $612.38 | $612.38 | +$10.8M |
L LQD | ISHARES TR | 5.66% | $7.6M | 67,832 | $112.96 | $111.47 | -$89.9K |
V VGIT | VANGUARD SCOTTSDALE FDS | 5.37% | $7.2M | 119,436 | $60.42 | $60.03 | -$539.3K |
Industry Allocation
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