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Latest Axim Planning & Wealth Stock Portfolio

$82.44Million | No. of Holdings #83

Axim Planning & Wealth Performance

2026 Q1-15.39%
YTD-15.39%
2025-3.86%

About Axim Planning & Wealth and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Axim Planning & Wealth reported an equity portfolio of $82.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Axim Planning & Wealth are EH, , BIL. The fund has invested 48.4% of it's portfolio in EHANG HLDGS LTD and 5.2% of portfolio in HANCOCK JOHN PFD INCOME FD I. <br><br> The fund managers got completely rid off WESTERN DIGITAL CORP (WDC), ADOBE INC (ADBE) and MEDPACE HLDGS INC (MEDP) stocks. They significantly reduced their stock positions in LAM RESEARCH CORP (LRCX), BRISTOL-MYERS SQUIBB CO (BMY) and ISHARES TR (AAXJ). Axim Planning & Wealth opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SALESFORCE INC (CRM) and EXPEDIA GROUP INC (EXPE). The fund showed a lot of confidence in some stocks as they added substantially to EXELIXIS INC (EXEL), RUBRIK INC. and GRAB HOLDINGS LIMITED (GRAB).
Axim Planning & Wealth Equity Portfolio Value
Last Reported on: 14 May, 2026
$82.44Million
  as of May 14, 2026

Axim Planning & Wealth Annual Return Estimates Vs S&P 500

Our best estimate is that Axim Planning & Wealth made a return of -15.39% in the last quarter. In trailing 12 months, it's portfolio return was -34.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr441,136
salesforce inc427,848
expedia group inc408,906
qualcomm inc393,938
zeta global holdings corp370,872
oscar health inc325,094
vistance networks inc296,860
novo-nordisk a s288,083
New stocks bought by Axim Planning & Wealth

Additions

Ticker% Inc.
exelixis inc120
rubrik inc.93.07
grab holdings limited83.45
arrow invts tr68.76
nike inc64.56
microsoft corp48.37
ishares tr45.73
spdr series trust44.1
Additions to existing portfolio by Axim Planning & Wealth

Reductions

Ticker% Reduced
lam research corp-47.56
bristol-myers squibb co-41.06
ishares tr-31.31
invesco actively managed exc-30.42
arista networks inc-28.33
altria group inc-27.98
apple inc-22.56
intuitive machines inc-19.21
Axim Planning & Wealth reduced stake in above stock

Sold off

Ticker$ Sold
enovix corporation-121,090
toast inc-224,956
etf ser solutions-201,807
western digital corp-654,798
lantheus hldgs inc-223,009
adobe inc-620,182
invesco exchange traded fd t-303,814
vanguard index fds-257,264
Axim Planning & Wealth got rid off the above stocks

Sector Distribution

Axim Planning & Wealth has about 82.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Financial Services
  • Consumer Cyclical
  • Healthcare
Sector%
Others82.3
Technology5.7
Consumer Defensive3.2
Financial Services2.4
Consumer Cyclical2.1
Healthcare1.8

Market Cap. Distribution

Axim Planning & Wealth has about 14.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED82.3
MEGA-CAP8.6
LARGE-CAP5.9
MID-CAP2.7

Stocks belong to which Index?

About 15.8% of the stocks held by Axim Planning & Wealth either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84.2
S&P 50013.6
RUSSELL 20002.2
Top 5 Winners (%)%
XOM
exxon mobil corp
40.6 %
CAT
caterpillar inc
23.7 %
LRCX
lam research corp
18.9 %
NIO
nio inc
17.9 %
intuitive machines inc
13.0 %
Top 5 Winners ($)$
LRCX
lam research corp
0.1 M
NIO
nio inc
0.1 M
CAT
caterpillar inc
0.1 M
XOM
exxon mobil corp
0.1 M
MO
altria group inc
0.1 M
Top 5 Losers (%)%
SOFI
sofi technologies inc
-39.3 %
CLF
cleveland-cliffs inc new
-34.0 %
rubrik inc.
-29.9 %
EH
ehang hldgs ltd
-26.3 %
GRAB
grab holdings limited
-21.9 %
Top 5 Losers ($)$
EH
ehang hldgs ltd
-14.3 M
CLF
cleveland-cliffs inc new
-0.4 M
MSFT
microsoft corp
-0.2 M
rubrik inc.
-0.1 M
hancock john pfd income fd i
-0.1 M

Axim Planning & Wealth Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Axim Planning & Wealth

Axim Planning & Wealth has 83 stocks in it's portfolio. About 65% of the portfolio is in top 10 stocks. EH proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Axim Planning & Wealth last quarter.

$82.06MTotal Value
92.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Axim Planning & Wealth, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Axim Planning & Wealth's holding in Ishares Tr over time
0.3%2,481
$249.9K
0.3%
decreased 31.31 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Axim Planning & Wealth's holding in Etf Ser Solutions over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Axim Planning & Wealth's holding in Simplify Exchange Traded Fun over time
0.59%15,981
$482.9K
0.59%
increased 26.32 percentadded
ARCM
Arrow Invts Tr

Arrow Invts Tr

ARCM
Axim Planning & Wealth's holding in Arrow Invts Tr over time
1.94%16,020
$1.60M
1.94%
increased 68.76 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Axim Planning & Wealth's holding in Spdr Series Trust over time
2.82%25,321
$2.32M
2.82%
increased 44.1 percentadded
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
Axim Planning & Wealth's holding in Invesco Exch Trd Slf Idx Fd over time
0.88%32,576
$728.6K
0.88%
decreased 1.2 percentreduced
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
Axim Planning & Wealth's holding in Invesco Exch Trd Slf Idx Fd over time
0.86%33,795
$710.9K
0.86%
increased 3.34 percentadded
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
Axim Planning & Wealth's holding in Invesco Exch Trd Slf Idx Fd over time
0.86%32,742
$710.0K
0.86%
increased 0.71 percentadded
BSAE
Invesco Exch Trd Slf Idx Fd

Invesco Exch Trd Slf Idx Fd

BSAE
Axim Planning & Wealth's holding in Invesco Exch Trd Slf Idx Fd over time
0.86%30,566
$708.4K
0.86%
increased 2.24 percentadded
BTAL
Agf Invts Tr

Agf Invts Tr

BTAL
Axim Planning & Wealth's holding in Agf Invts Tr over time
1.28%75,708
$1.06M
1.28%
increased 24.17 percentadded
CLS
Celestica Inc

Celestica Inc

CLS
Axim Planning & Wealth's holding in Celestica Inc over time
0.34%992
$279.4K
0.34%
decreased 3.12 percentreduced