What does Axim Planning & Wealth hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

EHANG HLDGS LTD

$40M4.1M48.4%

HANCOCK JOHN PFD INCOME FD I

$4M272K5.2%

SPDR SERIES TRUST

$2M25K2.8%

ARROW INVTS TR

$2M16K1.9%

NIO INC

$1M190K1.4%

AGF INVTS TR

$1M76K1.3%

MICROSOFT CORP

$924,3142K1.1%

ZACKS TRUST

$904,82233K1.1%

SELECT SECTOR SPDR TR

$903,8537K1.1%

CLEVELAND-CLIFFS INC NEW

$839,72799K1.0%

Filing history loading…