13F Insight
DOSSIER · 13F-HR · Q2 2026

Axim Planning & Wealth

$72M in tracked AUM across 92 positions as of Q2 2026.

AP
CIK 0001950607 · last filed Jun 30, 2026
Total AUM
$72M
as of Q2 2026
Holdings
92
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Axim Planning & Wealth filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
EH
EHANG HLDGS LTD
$26M4.0M36.9%02
HPF
HANCOCK JOHN PFD INCOME FD I
$4M245K5.4%03
BIL
SPDR SERIES TRUST
$2M24K3.1%04
XLK
SELECT SECTOR SPDR TR
$1M6K1.6%05
GROZ
ZACKS TRUST
$1M35K1.6%06
AMD
ADVANCED MICRO DEVICES INC
$1M2K1.5%07
CLF
CLEVELAND-CLIFFS INC NEW
$952K101K1.3%08
SMIZ
ZACKS TRUST
$933K21K1.3%09
CAT
CATERPILLAR INC
$916K8601.3%10
MSFT
MICROSOFT CORP
$902K2K1.3%

Filing history

2026Q2Jun 30
$72M▼ 13.2%
92 positionsView →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 positionsLocked
Showing 12 of 17