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%

Performance for 2026 Q1 is -15.39%, and YTD is -15.39%, and 2025 is -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.

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.

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

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 tr	441,136
salesforce inc	427,848
expedia group inc	408,906
qualcomm inc	393,938
zeta global holdings corp	370,872
oscar health inc	325,094
vistance networks inc	296,860
novo-nordisk a s	288,083

New stocks bought by Axim Planning & Wealth

Additions

Ticker	% Inc.
exelixis inc	120
rubrik inc.	93.07
grab holdings limited	83.45
arrow invts tr	68.76
nike inc	64.56
microsoft corp	48.37
ishares tr	45.73
spdr series trust	44.1

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	%
Others	82.3
Technology	5.7
Consumer Defensive	3.2
Financial Services	2.4
Consumer Cyclical	2.1
Healthcare	1.8

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	%
UNALLOCATED	82.3
MEGA-CAP	8.6
LARGE-CAP	5.9
MID-CAP	2.7

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	%
Others	84.2
S&P 500	13.6
RUSSELL 2000	2.2

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.

Last Reported on: 14 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.56	1,809	459,106	reduced	-22.56

AAXJ	ishares tr	0.30	2,481	249,886	reduced	-31.31

ACIO	etf ser solutions	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AGGH	simplify exchange traded fun	0.59	15,981	482,946	added	26.32

AMD	advanced micro devices inc	0.50	2,026	412,149	added	3.79

AMZN	amazon com inc	0.24	970	202,022	new

ANET	arista networks inc	0.48	3,211	394,247	reduced	-28.33

ARCM	arrow invts tr	1.94	16,020	1,603,000	added	68.76

BIL	spdr series trust	2.82	25,321	2,320,380	added	44.1

BMY	bristol-myers squibb co	0.55	7,427	450,448	reduced	-41.06

BSAE	invesco exch trd slf idx fd	0.88	32,576	728,562	reduced	-1.2

BSAE	invesco exch trd slf idx fd	0.86	33,795	710,878	added	3.34

BSAE	invesco exch trd slf idx fd	0.86	32,742	710,010	added	0.71

BSAE	invesco exch trd slf idx fd	0.86	30,566	708,367	added	2.24

BTAL	agf invts tr	1.28	75,708	1,056,880	added	24.17

CAT	caterpillar inc	0.72	832	589,439	unchanged	0.00

CLF	cleveland-cliffs inc new	1.02	99,376	839,727	added	24.41

CLS	celestica inc	0.34	992	279,427	reduced	-3.12

COMM	vistance networks inc	0.36	16,311	296,860	new