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Portfolio (Quarterly) Guide ↗

Axim Planning & Wealth

· CIK 0001950607
13F Portfolio $82.4B AUM 84 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 34 Added 21 Reduced 10 Exited
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TDUP THREDUP INC Consumer Cyclical 77,340.0 $254K 0.31% NEW $3.28 +29.3%
62 IVE ISHARES TR 1,194.0 $252K 0.31% +21.0 +1.8% $211.15 +5.8%
63 TLH ISHARES TR 2,481.0 $250K 0.30% -1K -31.3% $100.72 -2.9%
64 UUP INVESCO DB US DLR INDEX TR Financial Services 8,721.0 $242K 0.29% NEW $27.78 -0.0%
65 GLD SPDR GOLD TR Financial Services 558.0 $240K 0.29% NEW $430.29 -0.7%
66 HIMS HIMS & HERS HEALTH INC Healthcare 11,174.0 $232K 0.28% NEW $20.76 +16.8%
67 QUAL ISHARES TR 1,196.0 $229K 0.28% +46.0 +4.0% $191.81 +9.7%
68 XLF SELECT SECTOR SPDR TR 4,636.0 $229K 0.28% -1K -18.7% $49.37 +3.6%
69 VRIG INVESCO ACTIVELY MANAGED EXC 9,030.0 $226K 0.27% NEW $25.03 +0.4%
70 GTO INVESCO ACTIVELY MANAGED EXC 4,815.0 $225K 0.27% -2K -30.4% $46.83 -0.4%
71 UNH UNITEDHEALTH GROUP INC Healthcare 799.0 $216K 0.26% NEW $270.63 +47.5%
72 VUG VANGUARD INDEX FDS 495.0 $216K 0.26% +55.0 +12.5% $436.81 -80.0%
73 IVW ISHARES TR 1,888.0 $214K 0.26% -33.0 -1.7% $113.12 +20.9%
74 META META PLATFORMS INC Communication Services 373.0 $213K 0.26% +8.0 +2.2% $572.13 +8.1%
75 XLI SELECT SECTOR SPDR TR 1,283.0 $208K 0.25% NEW $161.73 +6.0%
76 LUNR INTUITIVE MACHINES INC Industrials 10,978.0 $204K 0.25% -3K -19.2% $18.56 +96.8%
77 AMZN AMAZON COM INC Consumer Cyclical 970.0 $202K 0.24% NEW $208.27 +26.8%
78 XLY SELECT SECTOR SPDR TR 1,853.0 $202K 0.24% +49.0 +2.7% $108.98 +6.9%
79 SCHG SCHWAB STRATEGIC TR 6,884.0 $201K 0.24% NEW $29.13 +17.6%
80 GS GOLDMAN SACHS GROUP INC Financial Services 237.0 $200K 0.24% $845.99 +14.5%
Page 4 of 5  ·  84 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 66.1%
Financial Services 11.3%
Technology 9.1%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Healthcare 3.3%
Basic Materials 1.4%
Energy 0.6%
Communication Services 0.3%