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Latest Axim Planning & Wealth Stock Portfolio

$71.55Million | No. of Holdings #89

Axim Planning & Wealth Performance

2026 Q2-11.01%
YTD-24.71%
2025-3.86%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Axim Planning & Wealth reported an equity portfolio of $71.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Axim Planning & Wealth are EH, , BIL. The fund has invested 36.4% of it's portfolio in EHANG HLDGS LTD and 5.4% of portfolio in HANCOCK JOHN PFD INCOME FD I. <br><br> The fund managers got completely rid off EXELIXIS INC (EXEL), JPMORGAN CHASE & CO (JPM) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in ARROW INVTS TR (ARCM), INVESCO EXCHANGE TRADED FD T (CSD) and ZACKS TRUST (ZECP). Axim Planning & Wealth opened new stock positions in LAMAR ADVERTISING CO (LAMR), SHOPIFY INC (SHOP) and TECHNIPFMC PLC (FTI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), NIKE INC (NKE) and SELECT SECTOR SPDR TR (XLB).
Axim Planning & Wealth Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$71.55Million
  as of Aug 14, 2026

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

Our best estimate is that Axim Planning & Wealth made a return of -11.01% in the last quarter. In trailing 12 months, it's portfolio return was -33.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lamar advertising co484,474
shopify inc422,694
technipfmc plc380,562
vodafone group plc376,040
micron technology inc347,441
cisco sys inc289,774
vanguard index fds240,721
ast spacemobile inc236,901
New stocks bought by Axim Planning & Wealth

Additions

Ticker% Inc.
vanguard index fds485
nike inc74.2
select sector spdr tr57.35
vistance networks inc44.8
schwab strategic tr42.81
zacks trust36.87
thredup inc29.57
schwab strategic tr23.13
Additions to existing portfolio by Axim Planning & Wealth

Reductions

Ticker% Reduced
arrow invts tr-74.84
invesco exchange traded fd t-43.36
zacks trust-34.45
nio inc-32.38
oscar health inc-30.31
hims & hers health inc-25.06
unitedhealth group inc-23.78
mara holdings inc-17.18
Axim Planning & Wealth reduced stake in above stock

Sold off

Ticker$ Sold
exelixis inc-518,755
evgo inc-20,588
intuitive machines inc-203,752
invesco actively managed exc-226,066
qualcomm inc-393,938
salesforce inc-427,848
lam research corp-426,465
jpmorgan chase & co-454,183
Axim Planning & Wealth got rid off the above stocks

Sector Distribution

Axim Planning & Wealth has about 76.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Industrials
  • Basic Materials
Sector%
Others76.1
Technology8
Consumer Defensive3.9
Consumer Cyclical3.3
Financial Services2.4
Healthcare1.7
Industrials1.3
Basic Materials1.3

Market Cap. Distribution

Axim Planning & Wealth has about 18.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED76.1
MEGA-CAP11.3
LARGE-CAP7.4
MID-CAP3.9

Stocks belong to which Index?

About 20.7% 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%
Others79.3
S&P 50016.6
RUSSELL 20004.1
Top 5 Winners (%)%
AMD
advanced micro devices inc
179.2 %
OSCR
oscar health inc
126.1 %
TDUP
thredup inc
85.8 %
MARA
mara holdings inc
64.2 %
rubrik inc.
59.0 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
0.7 M
OSCR
oscar health inc
0.4 M
XLB
select sector spdr tr
0.4 M
TDUP
thredup inc
0.3 M
CAT
caterpillar inc
0.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
EH
ehang hldgs ltd
-32.0 %
COMM
vistance networks inc
-26.4 %
SLV
ishares silver tr
-21.5 %
BTAL
agf invts tr
-20.0 %
Top 5 Losers ($)$
EH
ehang hldgs ltd
-12.8 M
VB
vanguard index fds
-0.6 M
BTAL
agf invts tr
-0.2 M
COMM
vistance networks inc
-0.1 M
NIO
nio inc
-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 89 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. EH proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Axim Planning & Wealth last quarter.

$70.78MTotal Value
97.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Axim Planning & Wealth, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Axim Planning & Wealth's holding in Ishares Tr over time
0.34%2,409
$241.7K
0.34%
decreased 2.9 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Axim Planning & Wealth's holding in Simplify Exchange Traded Fun over time
0.51%14,061
$364.7K
0.51%
decreased 12.01 percentreduced
ARCM
Arrow Invts Tr

Arrow Invts Tr

ARCM
Axim Planning & Wealth's holding in Arrow Invts Tr over time
0.56%4,031
$403.3K
0.56%
decreased 74.84 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Axim Planning & Wealth's holding in Spdr Series Trust over time
3.11%24,316
$2.23M
3.11%
decreased 3.97 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
0.98%30,440
$698.8K
0.98%
decreased 0.41 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
0.98%31,328
$700.0K
0.98%
decreased 3.83 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
0.96%32,565
$688.1K
0.96%
decreased 3.64 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
0.95%31,220
$678.9K
0.95%
decreased 4.65 percentreduced
BTAL
Agf Invts Tr

Agf Invts Tr

BTAL
Axim Planning & Wealth's holding in Agf Invts Tr over time
1.19%76,602
$854.1K
1.19%
increased 1.18 percentadded
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Axim Planning & Wealth's holding in Invesco Exch Traded Fd Tr Ii over time
0.28%7,416
$201.3K
0.28%
new position
CLS
Celestica Inc

Celestica Inc

CLS
Axim Planning & Wealth's holding in Celestica Inc over time
0.49%955
$348.4K
0.49%
decreased 3.73 percentreduced