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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QUAL ISHARES TR 1,315.0 $288K 0.40% +119.0 +9.9% $219.37 +1.6%
62 SCHG SCHWAB STRATEGIC TR 8,476.0 $287K 0.40% +2K +23.1% $33.84 +4.1%
63 XLV SELECT SECTOR SPDR TR 1,759.0 $279K 0.39% -82.0 -4.5% $158.66 +9.6%
64 MDLZ MONDELEZ INTL INC Consumer Defensive 4,472.0 $259K 0.36% -156.0 -3.4% $57.84 +12.8%
65 IVE ISHARES TR 1,118.0 $254K 0.35% -76.0 -6.4% $227.06 +4.5%
66 UNH UNITEDHEALTH GROUP INC Healthcare 609.0 $253K 0.35% -190.0 -23.8% $415.41 -5.0%
67 VUG VANGUARD INDEX FDS 2,900.0 $250K 0.35% +2K +485.9% $86.14 +1.0%
68 IVW ISHARES TR 1,809.0 $249K 0.35% -79.0 -4.2% $137.54 +0.2%
69 TLH ISHARES TR 2,409.0 $242K 0.34% -72.0 -2.9% $100.35 -3.1%
70 VTV VANGUARD INDEX FDS 1,105.0 $241K 0.34% NEW $217.85 +3.7%
71 GS GOLDMAN SACHS GROUP INC Financial Services 236.0 $239K 0.33% $1011.37 +2.1%
72 ASTS AST SPACEMOBILE INC Technology 2,666.0 $237K 0.33% NEW $88.86 -27.2%
73 MARA MARA HOLDINGS INC Financial Services 16,983.0 $236K 0.33% -4K -17.2% $13.89 -16.8%
74 UUP INVESCO DB US DLR INDEX TR Financial Services 8,227.0 $234K 0.33% -494.0 -5.7% $28.41 -1.6%
75 SOFI SOFI TECHNOLOGIES INC Financial Services 12,859.0 $231K 0.32% +1K +11.8% $17.93 +4.3%
76 IJT ISHARES TR 1,263.0 $226K 0.32% NEW $178.67 -3.0%
77 TER TERADYNE INC Technology 466.0 $225K 0.32% NEW $483.84 -27.4%
78 AFRM AFFIRM HLDGS INC Technology 2,763.0 $225K 0.32% NEW $81.55 -4.8%
79 XLI SELECT SECTOR SPDR TR 1,192.0 $221K 0.31% -91.0 -7.1% $185.23 -3.5%
80 NIO CALL NIO INC Consumer Cyclical 435.0 $220K 0.31% -64K -99.3% $506.00 -99.1%
Page 4 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%