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Portfolio (Quarterly) Guide ↗

Axim Planning & Wealth

· CIK 0001950607
13F Portfolio $72M AUM 92 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 19 Added 52 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LAMR LAMAR ADVERTISING CO Real Estate 3,106.0 $484K 0.68% NEW $155.98 -3.3%
2 SHOP SHOPIFY INC Technology 3,702.0 $423K 0.59% NEW $114.18 +30.7%
3 TECHNIPFMC PLC 5,740.0 $381K 0.53% NEW $66.30
4 VOD VODAFONE GROUP PLC Communication Services 28,434.0 $376K 0.53% NEW $13.22 +20.7%
5 EH CALL EHANG HLDGS LTD Industrials 563.0 $369K 0.52% NEW $655.00 -99.2%
6 MU MICRON TECHNOLOGY INC Technology 301.0 $347K 0.49% NEW $1154.29 -16.2%
7 CSCO CISCO SYS INC Technology 2,467.0 $290K 0.41% NEW $117.46 -5.5%
8 VTV VANGUARD INDEX FDS 1,105.0 $241K 0.34% NEW $217.85 +3.9%
9 ASTS AST SPACEMOBILE INC Technology 2,666.0 $237K 0.33% NEW $88.86 -22.7%
10 IJT ISHARES TR 1,263.0 $226K 0.32% NEW $178.67 -2.7%
11 TER TERADYNE INC Technology 466.0 $225K 0.32% NEW $483.84 -22.3%
12 AFRM AFFIRM HLDGS INC Technology 2,763.0 $225K 0.32% NEW $81.55 -5.5%
13 RSP INVESCO EXCHANGE TRADED FD T 1,028.0 $219K 0.31% NEW $212.86 +4.1%
14 IJS ISHARES TR 1,482.0 $203K 0.28% NEW $136.67 +1.3%
15 GOVI INVESCO EXCH TRADED FD TR II 7,416.0 $201K 0.28% NEW $27.15 -2.8%
16 TDUP CALL THREDUP INC Consumer Cyclical 268.0 $184K 0.26% NEW $685.00 -99.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 54.1%
Technology 14.4%
Financial Services 12.5%
Consumer Cyclical 5.5%
Consumer Defensive 5.0%
Healthcare 3.7%
Basic Materials 1.9%
Communication Services 1.2%
Real Estate 1.0%
Energy 0.6%