Axim Planning & Wealth 13F Holdings · Q2 2026
Axim Planning & Wealth reported 89 securities worth $71.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EH (36.89%), HPF (5.44%), BIL (3.11%). Among its top 25 positions this quarter: 7 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | $26.4M | 36.89% | 4.0M | Trimmed |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | $3.9M | 5.44% | 245,354 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $2.2M | 3.11% | 24,316 | Trimmed |
| 4 | XLK | SELECT SECTOR SPDR TR | $1.1M | 1.60% | 6,016 | Trimmed |
| 5 | GROZ | ZACKS TRUST | $1.1M | 1.55% | 34,897 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 1.53% | 1,888 | Trimmed |
| 7 | CLF | CLEVELAND-CLIFFS INC NEW | $952,446 | 1.33% | 101,432 | Added |
| 8 | SMIZ | ZACKS TRUST | $933,317 | 1.30% | 20,917 | Trimmed |
| 9 | CAT | CATERPILLAR INC | $915,814 | 1.28% | 860 | Added |
| 10 | MSFT | MICROSOFT CORP | $901,962 | 1.26% | 2,418 | Trimmed |
| 11 | TDUP | THREDUP INC | $870,025 | 1.22% | 100,479 | Added |
| 12 | BTAL | AGF INVTS TR | $854,112 | 1.19% | 76,602 | Added |
| 13 | PG | PROCTER & GAMBLE CO | $815,612 | 1.14% | 5,562 | Trimmed |
| 14 | USB | US BANCORP | $791,361 | 1.11% | 13,102 | Trimmed |
| 15 | PM | PHILIP MORRIS INTL INC | $737,208 | 1.03% | 4,075 | Hold |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $698,750 | 0.98% | 30,440 | Trimmed |
| 17 | BSJR | INVESCO EXCH TRD SLF IDX FD | $700,043 | 0.98% | 31,328 | Trimmed |
| 18 | BSJT | INVESCO EXCH TRD SLF IDX FD | $688,098 | 0.96% | 32,565 | Trimmed |
| 19 | BSJU | INVESCO EXCH TRD SLF IDX FD | $685,052 | 0.96% | 26,541 | Trimmed |
| 20 | BSJS | INVESCO EXCH TRD SLF IDX FD | $678,879 | 0.95% | 31,220 | Trimmed |
| 21 | MO | ALTRIA GROUP INC | $667,264 | 0.93% | 9,274 | Trimmed |
| 22 | NIO | NIO INC | $652,254 | 0.91% | 85,839 | Trimmed |
| 23 | SCHD | SCHWAB STRATEGIC TR | $651,122 | 0.91% | 20,534 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $644,115 | 0.90% | 3,219 | Trimmed |
| 25 | XLP | SELECT SECTOR SPDR TR | $599,184 | 0.84% | 7,213 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR