13F Insight
DOSSIER · 13F-HR · Q1 2026

Axim Planning & Wealth

$82M in tracked AUM across 84 positions as of Q1 2026.

AP
CIK 0001950607 · last filed Mar 31, 2026
Total AUM
$82M
as of Q1 2026
Holdings
84
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Axim Planning & Wealth filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
EH
EHANG HLDGS LTD
$40M4.1M48.4%02
HPF
HANCOCK JOHN PFD INCOME FD I
$4M272K5.2%03
BIL
SPDR SERIES TRUST
$2M25K2.8%04
ARCM
ARROW INVTS TR
$2M16K1.9%05
NIO
NIO INC
$1M190K1.4%06
BTAL
AGF INVTS TR
$1M76K1.3%07
MSFT
MICROSOFT CORP
$924K2K1.1%08
GROZ
ZACKS TRUST
$905K33K1.1%09
XLK
SELECT SECTOR SPDR TR
$904K7K1.1%10
CLF
CLEVELAND-CLIFFS INC NEW
$840K99K1.0%

Filing history

2026Q1Mar 31
$82M▼ 13.3%
84 positionsView →2025Q4Dec 31
$95M▲ 247.6%
74 positionsView →2025Q3Sep 30
$27M▼ 75.0%
47 positionsView →2025Q2Jun 30
$109M▼ 3.0%
71 positionsLocked2025Q1Mar 31
$113M▲ 20.1%
45 positionsLocked2024Q4Dec 31
$94M▲ 5.7%
41 positionsLocked2024Q3Sep 30
$89M▲ 6.4%
35 positionsLocked2024Q2Jun 30
$83M▼ 32.3%
27 positionsLocked2024Q1Mar 31
$123M▲ 12.7%
24 positionsLocked2023Q4Dec 31
$109M▼ 3.4%
28 positionsLocked2023Q3Sep 30
$113M▲ 1.7%
28 positionsLocked2023Q2Jun 30
$111M▲ 10.2%
24 positionsLocked
Showing 12 of 16