Axim Planning & Wealth

Axim Planning & Wealth as of June 30, 2026

Portfolio Holdings for Axim Planning & Wealth

Axim Planning & Wealth holds 89 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ehang Hldgs Ads (EH) 36.8 $26M 4.0M 6.55
John Hancock Pref. Income Fund II (HPF) 5.5 $3.9M 245k 15.87
Spdr Series Trust St Str Blo 1 Etf (BIL) 3.1 $2.2M 24k 91.64
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.6 $1.1M 6.0k 190.52
Zacks Trust Focus Growth Etf (GROZ) 1.6 $1.1M 35k 31.78
Advanced Micro Devices (AMD) 1.5 $1.1M 1.9k 580.91
Cleveland-cliffs (CLF) 1.3 $952k 101k 9.39
Zacks Trust Small/mid Cap (SMIZ) 1.3 $933k 21k 44.62
Caterpillar (CAT) 1.3 $916k 860.00 1064.90
Microsoft Corporation (MSFT) 1.3 $902k 2.4k 373.02
Agf Invts Tr Us Market Netrl (BTAL) 1.2 $854k 77k 11.15
Procter & Gamble Company (PG) 1.2 $816k 5.6k 146.64
Us Bancorp Com New (USB) 1.1 $791k 13k 60.40
Philip Morris International (PM) 1.0 $737k 4.1k 180.91
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.0 $700k 31k 22.35
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 1.0 $699k 30k 22.95
Thredup Cl A (TDUP) 1.0 $688k 101k 6.85
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.0 $688k 33k 21.13
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 1.0 $685k 27k 25.81
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 1.0 $679k 31k 21.75
Altria (MO) 0.9 $667k 9.3k 71.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $651k 21k 31.71
NVIDIA Corporation (NVDA) 0.9 $644k 3.2k 200.10
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.8 $599k 7.2k 83.07
Zacks Trust Quality Intl Etf (QUIZ) 0.8 $588k 20k 29.22
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $578k 5.8k 98.98
Oscar Health Cl A (OSCR) 0.8 $563k 20k 28.52
Zacks Trust Earngs Constant (ZECP) 0.8 $561k 15k 37.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $559k 7.2k 77.11
Tesla Motors (TSLA) 0.8 $556k 1.3k 420.60
Select Sector Spdr Tr St Str Util Etf (XLU) 0.7 $521k 12k 45.34
Apple (AAPL) 0.7 $509k 1.8k 289.36
Lamar Advertising Cl A (LAMR) 0.7 $485k 3.1k 155.98
Arista Networks Com Shs (ANET) 0.7 $472k 2.8k 169.88
Rubrik Cl A (RBRK) 0.7 $470k 5.9k 80.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $462k 5.3k 86.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $449k 898.00 500.39
Expedia Group Com New (EXPE) 0.6 $441k 1.7k 255.88
Nio Spon Ads (NIO) 0.6 $434k 86k 5.06
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $423k 3.7k 114.18
Nike CL B (NKE) 0.6 $418k 10k 41.05
Bristol Myers Squibb (BMY) 0.6 $417k 7.2k 57.62
Arrow Invts Tr Resv Cap Etf (ARCM) 0.6 $403k 4.0k 100.05
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $397k 1.1k 365.79
Zeta Global Holdings Corp Cl A (ZETA) 0.5 $388k 20k 19.68
Technipfmc (FTI) 0.5 $381k 5.7k 66.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $376k 1.5k 243.07
Vodafone Group Sponsored Adr (VOD) 0.5 $376k 28k 13.22
Simplify Exchange Traded Fun Managed Futures (CTA) 0.5 $365k 14k 25.94
Celestica (CLS) 0.5 $348k 955.00 364.80
Micron Technology (MU) 0.5 $347k 301.00 1154.29
Novo-nordisk A S Adr (NVO) 0.5 $334k 7.0k 47.94
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.5 $319k 3.0k 107.13
Grab Holdings Class A Ord (GRAB) 0.4 $310k 82k 3.77
Commscope Hldg (VISN) 0.4 $302k 24k 12.78
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.4 $293k 1.7k 176.65
Exxon Mobil Corporation (XOM) 0.4 $292k 2.1k 136.72
Hims & Hers Health Com Cl A (HIMS) 0.4 $290k 8.4k 34.67
Cisco Systems (CSCO) 0.4 $290k 2.5k 117.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $289k 1.3k 219.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $287k 8.5k 33.84
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $279k 1.8k 158.66
Mondelez Intl Cl A (MDLZ) 0.4 $259k 4.5k 57.84
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $254k 1.1k 227.06
UnitedHealth (UNH) 0.4 $253k 609.00 415.41
Vanguard Index Fds Growth Etf (VUG) 0.4 $250k 2.9k 86.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $249k 1.8k 137.54
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $242k 2.4k 100.35
Vanguard Index Fds Value Etf (VTV) 0.3 $241k 1.1k 217.85
Goldman Sachs (GS) 0.3 $239k 236.00 1011.37
Ast Spacemobile Com Cl A (ASTS) 0.3 $237k 2.7k 88.86
Marathon Digital Holdings In (MARA) 0.3 $236k 17k 13.89
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.3 $234k 8.2k 28.41
Sofi Technologies (SOFI) 0.3 $231k 13k 17.93
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $226k 1.3k 178.67
Teradyne (TER) 0.3 $226k 466.00 483.84
Affirm Hldgs Com Cl A (AFRM) 0.3 $225k 2.8k 81.55
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.3 $221k 1.2k 185.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $219k 1.0k 212.86
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $217k 4.1k 53.61
Amazon (AMZN) 0.3 $215k 901.00 238.34
Meta Platforms Cl A (META) 0.3 $214k 379.00 563.29
Invesco Actively Managed Exc Total Return (GTO) 0.3 $209k 4.5k 46.87
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.3 $206k 1.8k 117.28
Spdr Gold Tr Gold Shs (GLD) 0.3 $205k 555.00 368.38
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $203k 1.5k 136.67
LCNB (LCNB) 0.3 $202k 12k 17.59
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.3 $201k 7.4k 27.15
Ishares Silver Tr Ishares (SLV) 0.3 $201k 3.8k 53.47