Axim Planning & Wealth
Latest statistics and disclosures from Axim Planning & Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EH, HPF, CLF, AMD, PM, and represent 77.33% of Axim Planning & Wealth's stock portfolio.
- Added to shares of these 5 stocks: TDUP, Mara Holdings, NKE, SCHD, CLF.
- Started 1 new stock position in Mara Holdings.
- Reduced shares in these 10 stocks: EH, BIL, , GROZ, SMIZ, MSFT, BTAL, PG, USB, BSJR.
- Sold out of its positions in BTAL, ASTS, AFRM, MO, AMZN, AAPL, ANET, ARCM, BRK.B, BMY.
- Axim Planning & Wealth was a net seller of stock by $-34M.
- Axim Planning & Wealth has $27M in assets under management (AUM), dropping by -62.63%.
- Central Index Key (CIK): 0001950607
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Portfolio Holdings for Axim Planning & Wealth
Axim Planning & Wealth holds 21 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ehang Hldgs Ads (EH) | 54.6 | $15M | -13% | 3.4M | 4.22 |
|
| John Hancock Pref. Income Fund II (HPF) | 12.1 | $3.2M | -3% | 237k | 13.47 |
|
| Cleveland-cliffs (CLF) | 4.3 | $1.1M | 103k | 11.01 |
|
|
| Advanced Micro Devices (AMD) | 3.4 | $899k | -22% | 1.5k | 611.76 |
|
| Philip Morris International (PM) | 2.9 | $778k | 4.1k | 190.82 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.7 | $707k | +5% | 22k | 32.53 |
|
| Caterpillar (CAT) | 2.6 | $677k | -2% | 835.00 | 810.85 |
|
| Thredup Cl A (TDUP) | 2.4 | $634k | +197% | 299k | 2.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $492k | -5% | 6.8k | 71.95 |
|
| Nike CL B (NKE) | 1.7 | $463k | +28% | 13k | 35.40 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 1.4 | $360k | 1.1k | 337.97 |
|
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| Microsoft Corporation (MSFT) | 1.4 | $359k | -71% | 700.00 | 512.90 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.3 | $336k | -6% | 1.5k | 230.96 |
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| Tesla Motors (TSLA) | 1.2 | $308k | -34% | 867.00 | 354.81 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $291k | -4% | 8.1k | 35.93 |
|
| Nio Spon Ads (NIO) | 1.1 | $281k | -4% | 82k | 3.43 |
|
| Mondelez Intl Cl A (MDLZ) | 1.0 | $253k | -2% | 4.4k | 57.82 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.9 | $246k | -6% | 2.7k | 90.12 |
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| Cisco Systems (CSCO) | 0.8 | $223k | -16% | 2.1k | 107.63 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.8 | $216k | -9% | 999.00 | 216.09 |
|
| Mara Holdings DBCV 8/0 | 0.6 | $155k | NEW | 14k | 11.33 |
|
Past Filings by Axim Planning & Wealth
SEC 13F filings are viewable for Axim Planning & Wealth going back to 2022
- Axim Planning & Wealth 2026 Q3 filed Oct. 28, 2026
- Axim Planning & Wealth 2026 Q2 filed Aug. 14, 2026
- Axim Planning & Wealth 2026 Q1 filed May 14, 2026
- Axim Planning & Wealth 2025 Q4 filed Feb. 13, 2026
- Axim Planning & Wealth 2025 Q3 filed Nov. 5, 2025
- Axim Planning & Wealth 2025 Q2 filed Aug. 6, 2025
- Axim Planning & Wealth 2025 Q1 filed May 13, 2025
- Axim Planning & Wealth 2024 Q4 filed Feb. 11, 2025
- Axim Planning & Wealth 2024 Q3 filed Nov. 6, 2024
- Axim Planning & Wealth 2024 Q2 filed July 29, 2024
- Axim Planning & Wealth 2024 Q1 filed April 24, 2024
- Axim Planning & Wealth 2023 Q4 filed Jan. 25, 2024
- Axim Planning & Wealth 2023 Q3 filed Nov. 1, 2023
- Axim Planning & Wealth 2023 Q2 filed July 19, 2023
- Axim Planning & Wealth 2023 Q1 filed April 27, 2023
- Axim Planning & Wealth 2022 Q4 filed Feb. 8, 2023