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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 9,274.0 $667K 0.93% -325.0 -3.4% $71.95 -4.9%
22 SCHD SCHWAB STRATEGIC TR 20,534.0 $651K 0.91% +6K +42.8% $31.71 +10.8%
23 NVDA NVIDIA CORPORATION Technology 3,219.0 $644K 0.90% -59.0 -1.8% $200.10 +4.5%
24 XLP SELECT SECTOR SPDR TR 7,213.0 $599K 0.84% +3K +57.4% $83.07 +5.0%
25 QUIZ ZACKS TRUST 20,132.0 $588K 0.82% +5K +36.9% $29.22 +1.6%
26 AGG ISHARES TR 5,835.0 $578K 0.81% -564.0 -8.8% $98.98 -1.4%
27 OSCR OSCAR HEALTH INC Healthcare 19,751.0 $563K 0.79% -9K -30.3% $28.52 +14.4%
28 ZECP ZACKS TRUST 14,852.0 $561K 0.78% -8K -34.5% $37.74 +1.3%
29 IJH ISHARES TR 7,247.0 $559K 0.78% +172.0 +2.4% $77.11 -1.3%
30 TSLA TESLA INC Consumer Cyclical 1,322.0 $556K 0.78% -58.0 -4.2% $420.60 -14.8%
31 XLU SELECT SECTOR SPDR TR 11,481.0 $521K 0.73% -662.0 -5.5% $45.34 -5.5%
32 AAPL APPLE INC Technology 1,760.0 $509K 0.71% -49.0 -2.7% $289.36 +7.8%
33 LAMR LAMAR ADVERTISING CO Real Estate 3,106.0 $484K 0.68% NEW $155.98 -2.5%
34 ANET ARISTA NETWORKS INC Technology 2,779.0 $472K 0.66% -432.0 -13.4% $169.88 +10.9%
35 RBRK RUBRIK INC. Technology 5,853.0 $470K 0.66% -1K -15.6% $80.28 +23.1%
36 TLT ISHARES TR 5,343.0 $462K 0.65% -331.0 -5.8% $86.42 -4.4%
37 BERKSHIRE HATHAWAY INC DEL 898.0 $449K 0.63% -58.0 -6.1% $500.39
38 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,724.0 $441K 0.62% -47.0 -2.6% $255.88 +30.4%
39 NIO NIO INC Consumer Cyclical 85,404.0 $432K 0.60% -41K -32.4% $5.06 -12.4%
40 SHOP SHOPIFY INC Technology 3,702.0 $423K 0.59% NEW $114.18 +32.2%
Page 2 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%