Axim Planning & Wealth 13F holdings
Axim Planning & Wealth reported 60 positions with a total reported value of $70.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: EH EHANG HLDGS LTD (36.8%), HANCOCK JOHN PFD INCOME FD I (5.5%), SELECT SECTOR SPDR TR (5.0%), INVESCO EXCH TRD SLF IDX FD (4.9%), ZACKS TRUST (4.5%). Against 2026-03-31 it opened 9 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 60 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| EH EHANG HLDGS LTD | 3,972,808 | $26.0M | 36.8% |
| HANCOCK JOHN PFD INCOME FD I | 245,354 | $3.9M | 5.5% |
| SELECT SECTOR SPDR TR | 36,447 | $3.5M | 5.0% |
| INVESCO EXCH TRD SLF IDX FD | 152,094 | $3.5M | 4.9% |
| ZACKS TRUST | 90,798 | $3.2M | 4.5% |
| ISHARES TR | 27,821 | $3.1M | 4.3% |
| SPDR SERIES TRUST | 24,316 | $2.2M | 3.1% |
| VANGUARD INDEX FDS | 6,637 | $1.3M | 1.8% |
| AMD ADVANCED MICRO DEVICES INC | 1,888 | $1.1M | 1.5% |
| CLF CLEVELAND-CLIFFS INC NEW | 101,432 | $952.4K | 1.3% |
| SCHWAB STRATEGIC TR | 29,010 | $937.9K | 1.3% |
| IVZ INVESCO ACTIVELY MANAGED EXC | 14,569 | $922.7K | 1.3% |
| CAT CATERPILLAR INC | 860 | $915.8K | 1.3% |
| MSFT MICROSOFT CORP | 2,418 | $902.0K | 1.3% |
| AGF INVTS TR | 76,602 | $854.1K | 1.2% |
| PG PROCTER & GAMBLE CO | 5,562 | $815.6K | 1.2% |
| USB US BANCORP | 13,102 | $791.4K | 1.1% |
| PM PHILIP MORRIS INTL INC | 4,075 | $737.2K | 1.0% |
| TDUP THREDUP INC | 100,211 | $686.4K | 1.0% |
| MO ALTRIA GROUP INC | 9,274 | $667.3K | 0.9% |
| NVDA NVIDIA CORPORATION | 3,219 | $644.1K | 0.9% |
| OSCR OSCAR HEALTH INC | 19,751 | $563.3K | 0.8% |
| TSLA TESLA INC | 1,322 | $556.0K | 0.8% |
| AAPL APPLE INC | 1,760 | $509.3K | 0.7% |
| LAMR LAMAR ADVERTISING CO | 3,106 | $484.5K | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LAMR LAMAR ADVERTISING CO | 3,106 | $484.5K | 0.7% |
| SHOP SHOPIFY INC | 3,702 | $422.7K | 0.6% |
| FTI TECHNIPFMC PLC | 5,740 | $380.6K | 0.5% |
| VODAFONE GROUP PLC | 28,434 | $376.0K | 0.5% |
| MU MICRON TECHNOLOGY INC | 301 | $347.4K | 0.5% |
| CSCO CISCO SYS INC | 2,467 | $289.8K | 0.4% |
| ASTS AST SPACEMOBILE INC | 2,666 | $236.9K | 0.3% |
| TER TERADYNE INC | 466 | $225.5K | 0.3% |
| AFRM AFFIRM HLDGS INC | 2,763 | $225.3K | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| EXEL EXELIXIS INC | 12,095 | $518.8K | 0.6% |
| JPM JPMORGAN CHASE & CO | 1,544 | $454.2K | 0.6% |
| CRM SALESFORCE INC | 2,292 | $427.8K | 0.5% |
| LRCX LAM RESEARCH CORP | 1,996 | $426.5K | 0.5% |
| QCOM QUALCOMM INC | 3,059 | $393.9K | 0.5% |
| LUNR INTUITIVE MACHINES INC | 10,978 | $203.8K | 0.2% |
| EVGO EVGO INC | 11,970 | $20.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 2,962 | 6,637 | +124.1% | $1.3M |
| SCHWAB STRATEGIC TR | 21,263 | 29,010 | +36.4% | $937.9K |
| ISHARES TR | 25,907 | 27,821 | +7.4% | $3.1M |
| NKE NIKE INC | 5,845 | 10,182 | +74.2% | $418.0K |
| TDUP THREDUP INC | 77,340 | 100,211 | +29.6% | $686.4K |
| VISN VISTANCE NETWORKS INC | 16,311 | 23,618 | +44.8% | $301.8K |
| CAT CATERPILLAR INC | 832 | 860 | +3.4% | $915.8K |
| SOFI SOFI TECHNOLOGIES INC | 11,500 | 12,859 | +11.8% | $230.6K |
| CLF CLEVELAND-CLIFFS INC NEW | 99,376 | 101,432 | +2.1% | $952.4K |
| SELECT SECTOR SPDR TR | 36,316 | 36,447 | +0.4% | $3.5M |
| AGF INVTS TR | 75,708 | 76,602 | +1.2% | $854.1K |
| META META PLATFORMS INC | 373 | 379 | +1.6% | $213.5K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ARROW INVTS TR | 16,020 | 4,031 | -74.8% | $403.3K |
| EH EHANG HLDGS LTD | 4,112,060 | 3,972,808 | -3.4% | $26.0M |
| HANCOCK JOHN PFD INCOME FD I | 272,251 | 245,354 | -9.9% | $3.9M |
| OSCR OSCAR HEALTH INC | 28,343 | 19,751 | -30.3% | $563.3K |
| NIO NIO INC | 126,294 | 85,404 | -32.4% | $432.1K |
| USB US BANCORP | 15,722 | 13,102 | -16.7% | $791.4K |
| IVZ INVESCO ACTIVELY MANAGED EXC | 16,776 | 14,569 | -13.2% | $922.7K |
| INVESCO EXCH TRD SLF IDX FD | 156,793 | 152,094 | -3.0% | $3.5M |
| HIMS HIMS & HERS HEALTH INC | 11,174 | 8,374 | -25.1% | $290.3K |
| SPDR SERIES TRUST | 25,321 | 24,316 | -4.0% | $2.2M |
| RBRK RUBRIK INC. | 6,935 | 5,853 | -15.6% | $469.9K |
| AMD ADVANCED MICRO DEVICES INC | 2,026 | 1,888 | -6.8% | $1.1M |
CIK 1950607 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
