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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
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 609.0 $253K 0.35% -190.0 -23.8% $415.41 -6.1%
42 IVW ISHARES TR 1,809.0 $249K 0.35% -79.0 -4.2% $137.54 +0.9%
43 TLH ISHARES TR 2,409.0 $242K 0.34% -72.0 -2.9% $100.35 -3.6%
44 MARA MARA HOLDINGS INC Financial Services 16,983.0 $236K 0.33% -4K -17.2% $13.89 -18.9%
45 UUP INVESCO DB US DLR INDEX TR Financial Services 8,227.0 $234K 0.33% -494.0 -5.7% $28.41 -1.8%
46 XLI SELECT SECTOR SPDR TR 1,192.0 $221K 0.31% -91.0 -7.1% $185.23 -2.7%
47 NIO CALL NIO INC Consumer Cyclical 435.0 $220K 0.31% -64K -99.3% $506.00 -99.1%
48 XLF SELECT SECTOR SPDR TR 4,056.0 $217K 0.30% -580.0 -12.5% $53.61 +7.2%
49 AMZN AMAZON COM INC Consumer Cyclical 901.0 $215K 0.30% -69.0 -7.1% $238.34 +8.5%
50 GTO INVESCO ACTIVELY MANAGED EXC 4,465.0 $209K 0.29% -350.0 -7.3% $46.87 -1.4%
51 XLY SELECT SECTOR SPDR TR 1,755.0 $206K 0.29% -98.0 -5.3% $117.28 +0.6%
52 GLD SPDR GOLD TR Financial Services 555.0 $204K 0.29% -3.0 -0.5% $368.38 +14.9%
Page 3 of 3  ·  52 positions

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%