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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 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EH EHANG HLDGS LTD Industrials 3,972,808.0 $26.0M 36.37% -139K -3.4% $6.55 -15.9%
2 HPF HANCOCK JOHN PFD INCOME FD I Financial Services 245,354.0 $3.9M 5.44% -27K -9.9% $15.87 -1.6%
3 BIL SPDR SERIES TRUST 24,316.0 $2.2M 3.11% -1K -4.0% $91.64 -0.0%
4 XLK SELECT SECTOR SPDR TR 6,016.0 $1.1M 1.60% -785.0 -11.5% $190.52 -3.8%
5 ZACKS TRUST 34,897.0 $1.1M 1.55% +2K +6.3% $31.78
6 AMD ADVANCED MICRO DEVICES INC Technology 1,888.0 $1.1M 1.53% -138.0 -6.8% $580.91 -18.5%
7 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 101,432.0 $952K 1.33% +2K +2.1% $9.39 +20.0%
8 SMIZ ZACKS TRUST 20,917.0 $933K 1.30% -953.0 -4.4% $44.62 -4.4%
9 CAT CATERPILLAR INC Industrials 860.0 $916K 1.28% +28.0 +3.4% $1064.90 -22.3%
10 MSFT MICROSOFT CORP Technology 2,418.0 $902K 1.26% -79.0 -3.2% $373.02 +29.5%
11 BTAL AGF INVTS TR 76,602.0 $854K 1.19% +894.0 +1.2% $11.15 +7.6%
12 PG PROCTER & GAMBLE CO Consumer Defensive 5,562.0 $816K 1.14% -33.0 -0.6% $146.64 -1.3%
13 USB US BANCORP Financial Services 13,102.0 $791K 1.11% -3K -16.7% $60.40 +2.7%
14 PM PHILIP MORRIS INTL INC Consumer Defensive 4,075.0 $737K 1.03% $180.91 +4.0%
15 BSJR INVESCO EXCH TRD SLF IDX FD 31,328.0 $700K 0.98% -1K -3.8% $22.35 +0.4%
16 BSJQ INVESCO EXCH TRD SLF IDX FD 30,440.0 $699K 0.98% $22.95 -0.0%
17 BSJT INVESCO EXCH TRD SLF IDX FD 32,565.0 $688K 0.96% -1K -3.6% $21.13 +0.4%
18 TDUP THREDUP INC Consumer Cyclical 100,211.0 $686K 0.96% +23K +29.6% $6.85 -59.3%
19 BSJU INVESCO EXCH TRD SLF IDX FD 26,541.0 $685K 0.96% -573.0 -2.1% $25.81 +0.1%
20 BSJS INVESCO EXCH TRD SLF IDX FD 31,220.0 $679K 0.95% -2K -4.7% $21.75 +0.5%
Page 1 of 5  ·  92 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%