Axim Planning & Wealth
Latest statistics and disclosures from Axim Planning & Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EH, HPF, BIL, ARCM, NIO, and represent 59.74% of Axim Planning & Wealth's stock portfolio.
- Added to shares of these 10 stocks: BIL, ARCM, SCHD, CRM, EXPE, QCOM, ZETA, OSCR, MSFT, VISN.
- Started 20 new stock positions in NVO, UNH, QCOM, UUP, SLV, GLD, XLI, OSCR, VISN, HIMS. ZETA, TDUP, EXPE, CRM, SCHD, VRIG, EVGO, AMZN, MARA, SCHG.
- Reduced shares in these 10 stocks: HPF, EH, WDC, , MEDP, LRCX, BMY, RSP, VTV, MO.
- Sold out of its positions in ADBE, ACIO, ENVX, RSP, LNTH, MEDP, TOST, VTV, WDC.
- Axim Planning & Wealth was a net buyer of stock by $2.8M.
- Axim Planning & Wealth has $82M in assets under management (AUM), dropping by -13.28%.
- Central Index Key (CIK): 0001950607
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Portfolio Holdings for Axim Planning & Wealth
Axim Planning & Wealth holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ehang Hldgs Ads (EH) | 48.4 | $40M | 4.1M | 9.71 |
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| John Hancock Pref. Income Fund II (HPF) | 5.2 | $4.2M | -15% | 272k | 15.61 |
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| Spdr Series Trust State Street Spd (BIL) | 2.8 | $2.3M | +44% | 25k | 91.64 |
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| Arrow Invts Tr Resv Cap Etf (ARCM) | 1.9 | $1.6M | +68% | 16k | 100.06 |
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| Nio Spon Ads (NIO) | 1.4 | $1.1M | -2% | 190k | 6.03 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 1.3 | $1.1M | +24% | 76k | 13.96 |
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| Microsoft Corporation (MSFT) | 1.1 | $924k | +48% | 2.5k | 370.17 |
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| Zacks Trust Focus Growth Etf (GROZ) | 1.1 | $905k | +11% | 33k | 27.57 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $904k | 6.8k | 132.90 |
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| Cleveland-cliffs (CLF) | 1.0 | $840k | +24% | 99k | 8.45 |
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| Us Bancorp Com New (USB) | 1.0 | $818k | 16k | 52.01 |
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| Zacks Trust Small/mid Cap (SMIZ) | 1.0 | $811k | +6% | 22k | 37.07 |
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| Procter & Gamble Company (PG) | 1.0 | $808k | -13% | 5.6k | 144.44 |
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| Zacks Trust Earngs Constant (ZECP) | 0.9 | $767k | +4% | 23k | 33.83 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.9 | $729k | 33k | 22.36 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.9 | $711k | +3% | 34k | 21.04 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.9 | $710k | 33k | 21.68 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.9 | $708k | +2% | 31k | 23.18 |
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| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.8 | $694k | +4% | 27k | 25.59 |
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| Philip Morris International (PM) | 0.8 | $674k | 4.1k | 165.34 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $635k | +13% | 6.4k | 99.27 |
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| Altria (MO) | 0.8 | $633k | -27% | 9.6k | 65.99 |
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| Caterpillar (CAT) | 0.7 | $589k | 832.00 | 708.46 |
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| NVIDIA Corporation (NVDA) | 0.7 | $572k | -15% | 3.3k | 174.40 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $557k | +40% | 12k | 45.89 |
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| Exelixis (EXEL) | 0.6 | $519k | +120% | 12k | 42.89 |
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| Tesla Motors (TSLA) | 0.6 | $513k | 1.4k | 371.75 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $492k | +39% | 5.7k | 86.69 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.6 | $486k | +29% | 2.9k | 165.70 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.6 | $483k | +26% | 16k | 30.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $478k | +45% | 7.1k | 67.53 |
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| Apple (AAPL) | 0.6 | $459k | -22% | 1.8k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $458k | +32% | 956.00 | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $454k | -4% | 1.5k | 294.16 |
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| Bristol Myers Squibb (BMY) | 0.5 | $450k | -41% | 7.4k | 60.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $441k | NEW | 14k | 30.68 |
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| salesforce (CRM) | 0.5 | $428k | NEW | 2.3k | 186.67 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $427k | -47% | 2.0k | 213.66 |
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| Advanced Micro Devices (AMD) | 0.5 | $412k | +3% | 2.0k | 203.43 |
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| Expedia Group Com New (EXPE) | 0.5 | $409k | NEW | 1.8k | 230.89 |
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| Zacks Trust Quality Internat (QUIZ) | 0.5 | $397k | +8% | 15k | 26.96 |
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| Arista Networks Com Shs (ANET) | 0.5 | $394k | -28% | 3.2k | 122.78 |
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| Qualcomm (QCOM) | 0.5 | $394k | NEW | 3.1k | 128.78 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.5 | $376k | -18% | 4.6k | 81.98 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.4 | $371k | NEW | 23k | 15.92 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $361k | 2.1k | 169.66 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.4 | $352k | -7% | 3.2k | 110.86 |
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| Rubrik Cl A (RBRK) | 0.4 | $340k | +93% | 6.9k | 48.97 |
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| Grab Holdings Class A Ord (GRAB) | 0.4 | $333k | +83% | 91k | 3.66 |
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| Oscar Health Cl A (OSCR) | 0.4 | $325k | NEW | 28k | 11.47 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $316k | +10% | 1.0k | 302.27 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $309k | +15% | 1.4k | 217.31 |
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| Nike CL B (NKE) | 0.4 | $309k | +64% | 5.8k | 52.82 |
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| Commscope Hldg (VISN) | 0.4 | $297k | NEW | 16k | 18.20 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $288k | NEW | 7.8k | 36.75 |
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| Celestica (CLS) | 0.3 | $279k | -3% | 992.00 | 281.68 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $270k | +11% | 1.8k | 146.61 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $267k | 4.6k | 57.64 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $257k | NEW | 3.8k | 68.14 |
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| Thredup Cl A (TDUP) | 0.3 | $254k | NEW | 77k | 3.28 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $252k | 1.2k | 211.15 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $250k | -31% | 2.5k | 100.72 |
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| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.3 | $242k | NEW | 8.7k | 27.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $240k | NEW | 558.00 | 430.29 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.3 | $232k | NEW | 11k | 20.76 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $229k | +4% | 1.2k | 191.81 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $229k | -18% | 4.6k | 49.37 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.3 | $226k | NEW | 9.0k | 25.04 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.3 | $226k | -30% | 4.8k | 46.83 |
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| UnitedHealth (UNH) | 0.3 | $216k | NEW | 799.00 | 270.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $216k | +12% | 495.00 | 436.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $214k | 1.9k | 113.12 |
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| Meta Platforms Cl A (META) | 0.3 | $213k | +2% | 373.00 | 572.13 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $208k | NEW | 1.3k | 161.73 |
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| Intuitive Machines Class A Com (LUNR) | 0.2 | $204k | -19% | 11k | 18.56 |
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| Amazon (AMZN) | 0.2 | $202k | NEW | 970.00 | 208.27 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $202k | +2% | 1.9k | 108.98 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $201k | NEW | 6.9k | 29.13 |
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| Goldman Sachs (GS) | 0.2 | $201k | 237.00 | 845.99 |
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| Sofi Technologies (SOFI) | 0.2 | $183k | 12k | 15.88 |
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| LCNB (LCNB) | 0.2 | $179k | 12k | 15.59 |
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| Marathon Digital Holdings In (MARA) | 0.2 | $167k | NEW | 21k | 8.16 |
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| Evgo Cl A Com (EVGO) | 0.0 | $21k | NEW | 12k | 1.72 |
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Past Filings by Axim Planning & Wealth
SEC 13F filings are viewable for Axim Planning & Wealth going back to 2022
- 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
- Axim Planning & Wealth 2022 Q3 filed Nov. 14, 2022
- Axim Planning & Wealth 2022 Q2 filed Oct. 13, 2022